Policy renewal dates can sneak up on your clients, especially with ten-year (or longer) term policies. SmartOffice can help you remind your clients of policy expiration dates in time for them to make important decisions regarding policy renewal or conversion. This Fast Class will demonstrate one way to create a Dynamic Report that will find all ten-year term policies with a renewal date in the next two months.
SmartOffice’s integration with Riskalyze makes it easier than ever to ensure that your clients’ investments are right for them.
The Paperclip Mojo integration for SmartOffice is an advanced, cloud-based handwriting recognition solution that combines the latest technologies to digitize handwritten forms with unparalleled speed, accuracy, and security.
Working with Docupace through SmartOffice allows a safe, secure single sign-on to both apps. Not to mention paperless, straight through processing, simplifying your onboarding workflow -- and -- the ability to send SmartOffice notes, letters, and documents to Docupace—keeping your office in compliance.
Carrier Pending Case Downloads for SmartOffice allow case managers to reduce and even eliminate redundant data entry by receiving automated pending case status downloads directly from the carrier home office.