Your Life Insurance Management Database
SmartOffice is built for your life insurance and annuity business. Our industry-proven solution tracks all product and policy details, as well as all activity related to selling, underwriting, commission tracking, and servicing.
- Simplify insurance tracking with easy-to-use, easily configurable workflows.
- Accelerate sales and secure revenue with out-of-the-box presale and underwriting workflows.
- Support thousands of agents using one accurate, centralized database containing all of your insurance, annuity and agent data.
- Stop relying on complex Excel spreadsheets and move to a web-based, mobile-friendly platform.