Insurance CRM Technology for Agents and Advisors

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SMARTOFFICE | PROFESSIONAL EDITION
for Insurance Agents

[Click here to download the brochure]

This SmartOffice CRM solution is designed to address the very specific needs of insurance agents.

	Marketing & Sales: Identify and act upon opportunities with new and existing clients
	Customer Service: Deliver consistent value to retain happy clients and generate referrals
	Policy Tracking: Manage all types of policies, including share balances for variable life policies
	Reporting: Provide your clients with consolidated financial reports
	Compliance: Maintain comprehensive client journals that include e-mail communication, document history, and all relevant attachments
	Business Organization: Transform your entire business into a manageable, shareable frameworks

SmartOffice insurance CRM software can help you take your practice to the next level by providing the tools you need to attract and retain high net worth, high revenue clients by meeting or exceeding their service expectations.

Packed with ways to help you save time and manage every aspect of your client relationships, our web-based SmartOffice solution requires no software installation and gives you immediate access to the information you need — anytime, anywhere — 24/7.

Contact Details	Policy Tracking	MS Outlook Interface
Calendar Management	Client Journaling

"SmartOffice is a money making software package.
It will make your life easier, faster, and better by
helping you promote new business, service and maintain your existing clients, and grow your practice."

Gary Schwartz
President, Madison Planning Group, Inc.
White Plains, NY