Main Content

This help page describes a content link feature available when viewing an agency record in SmartOffice CRM.

Purpose: The Agency Key Relations content link allows users to "track any relations the agency has with other contacts in the office's database."

Key Features

• Mirrors functionality found on the business Key Relations content link
• For users with SmartPolicies or SmartBenefits licenses, includes a Policy Contacts section
• Enables linking agencies to important SmartOffice team members, including account managers and sales representatives

Related Information

The page references connections to:

• Business Key Relations content link
• Advisor Key Relations Content Link (for policy contacts details)
• SmartPolicies and SmartBenefits licensing options