In use by many of the Top 20 Fortune 500® Life Insurance Companies and thousands of professionals worldwide, SmartOffice solutions are now considered the industry standard for agency management, practice management, and enterprise CRM.
In use by industry leaders for more than two decades, the SmartOffice solution is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue. Select the solution designed to meet your specific business needs:
Designed for Financial Advisors who need industry-specific practice management tools, investment data downloads, integration with other applications, manage multiple lines of business and service a large number of clients from anywhere, anytime.
Designed for Insurance Agents who need to strengthen client relationships and manage and track insurance policies to help build and maintain a profitable practice.
Designed for Wholesalers, Insurance Carriers, Broker-Dealers, and Banks who need the proven scalability, data security, and customization capabilities required to support CRM initiatives within the corporate enterprise.
Valuable utilities to support your IT efforts
The technology that supports your CRM solution is critical to ensuring that your users remain happy with the system for the life of the project. SmartOffice is built from the ground up in a J2EE open architecture environment to help provide your agents with anytime, anywhere access to the vital information they need to deliver the best possible service to their clients.
Flexible hosting options
SmartOffice can be installed in your own environment or as an online, on-demand solution managed in our world-class hosting facility. Both options provide the high levels of security needed to ensure compliance and the safety of your clients' data. The fully hosted option helps speed implementation time and eliminates hardware costs. No matter which option you decide is best for your business, you will gain the advantages of SmartOffice's out-of-the-box functionality - the key to minimizing customization costs and speeding your time to benefit.
We offer Business Consulting services offered by a team of highly experienced industry specialists trained to help you identify the deliver an approach to achieve your unique business goals. Our team can work with you to set a clear direction, identify effective processes, and implement an appropriate infrastructure and technologies, and ensuring a solution adoption.
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