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SMARTOFFICE |
AGENCY EDITION
for National Accounts, MGAs, AGAs, and PPGAs |
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This solution is designed to help life insurance
agencies manage new
business, service advisors and their clients, streamline operations, and
provide value-added services to your producers.
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Pending Case
Management:
Increase the productivity of your
staff with carrier downloads and automated new
business processing |
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Commission Tracking:
Forecast commissions for you and
your advisors and reconcile receipts
automatically with data files received from your
carriers. |
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Advisor Management:
Track license and appointments,
contracts, and production, and manage complex
producer/agency hierarchies |
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Servicing:
Build and maintain strong
relationships by delivering proactive and timely
advisor communications |
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Reporting:
Use comprehensive and flexible
online reporting tools to review, analyze, and
manage all aspects of your business |
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Business Value:
Optimize the value of your firm
by creating an organized, manageable, and
collaborative framework for your business |
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SmartOffice Canadian Agency Edition delivers
integrated management reporting, powerful case
management, and complete marketing and advisor
relationship management
tools to help streamline and manage the
complexities of your brokerage business. By
linking your back office case managers with your
producers, SmartOffice can help
reduce case processing time, fully automate your
agency, and ensure the highest level of
advisor and client service. |
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(click
here to
download the brochure)
SmartOffice Canadian
Agency Edition
Brochure
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