for National Accounts, MGAs, AGAs, & PPGAs

SmartOffice Agency Management Keeps Your Operation in Perfect Sync

  • Optimize your sales and case management teams for maximum revenue and productivity
  • Streamline communication between carriers, service providers and advisors
  • Take control of multi-carrier, multi-product new-business processing
  • Ensure prompt and accurate payment of commissions to your advisors with multi-carrier commission tracking
  • Take your sales and marketing operations to the next level with powerful tracking features

SmartOffice Features for Agencies

Keeping All of Your Operations in Perfect Sync
Advisor Management
Pending Case Mangement
Presale Tracking
Commission Tracking
Dynamic Reporting
Time & Calendar Management
Data Security & Compliance
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