Give Your Practice an Edge
Insurance Sync connects you to your BGAs to automatically deliver status updates for your pending policies directly through SmartOffice. Cut down on calls and e-mails to agency staff, and reduce or eliminate the manual data entry you normally rely on to keep your policy records current.
BGAs who want their advisors to excel use Insurance Sync. Find out if your BGA provides this innovative service! (Don’t have SmartOffice yet? Learn more here.)
Contact Us to Learn More
Get Instant Policy Updates
Take Charge of Succession Planning
Save Time, Minimize Errors
Connect with Your BGAs
Control Your Insurance Data
These are a few of the forward-thinking agencies who currently use Insurance Sync. Contact us to see if your primary BGA is participating. If they’re not, let them know you want SmartOffice Insurance Sync!
