SmartOffice's integration with the Depository Trust & Clearing Corporation (DTCC) delivers the most complete electronic inforce policy updates available in any practice management solution. It's an easy, reliable way for eligible advisors to receive up-to-date data about their insurance book of business, covering life, long-term care and annuity policies.

Sign up for the Beta Test

We’re currently testing our DTCC integration with a limited group of advisors ahead of the official launch. If you’re interested in trying this enhancement and providing your feedback, contact us today.

How It Works


How Data from DTCC Helps Advisors

Accurate, Reliable Policy Data When You Need It

By tapping in to DTCC's data service, advisors get automatic inforce policy updates from the carriers they do business with in a single, aggregated feed. This automation dramatically reduces or eliminates the amount of time advisors spend updating their policy records in SmartOffice while vastly improving accuracy.

Advanced Reporting for Better Client Service

Advisors can leverage SmartOffice's powerful reporting engine to maximize the value of the data they get from DTCC. For example, they can identify term-to-permanent life sales opportunities using policy conversion date information. They can better understand their clients' finances using data such as cash surrender values for more accurate net-worth calculations. And they can communicate their insights to their clients more clearly with policy summary and other client-friendly reports.

Enhanced Succession Planning

Advisors who plan to sell their book of business in the near future can arrive at solid valuations by ensuring that all of their policies are accounted for, complete with cash surrender values and other relevant data.