SmartOffice
for Brokerage General Agencies

SmartOffice Agency Management Keeps Your Operation in Perfect Sync

• Optimize your sales and case management teams for maximum revenue and productivity
• Streamline communication between carriers, service providers and advisors
• Take control of multi-carrier, multi-product new-business processing
• Ensure prompt and accurate payment of commissions to your advisors with multi-carrier commission tracking
• Take your sales and marketing operations to the next level with powerful tracking features