Last updated: 2025-09-19
Advisors/Agencies - Viewing and Editing Advisor/Agency Information
- Overview
- Advisor \& Agency Tabs
- Advisor Content Links
- Agency Content Links
- Advisor and Agency Content Links
Overview
SmartOffice organizes advisor and agency information using tabs and content links. From the Advisor \& Agency List, select an advisor or agency and then click one of its tabs or content links.
Watch the Training Class: Working with Advisor \& Agency Lists
Advisor \& Agency Tabs
Advisor and agency tabs display information related to other SmartOffice modules.
For example, clicking the Policies tab displays the advisor's policies, clicking the Pending Cases tab displays the advisor's cases, and clicking the Contact \& Businesses tab displays the contacts and businesses for which the advisor is the primary advisor. Other tabs include Group Policies, Opportunities and Activity Log.
Note: Some tabs are available only with additional SmartOffice modules. For example, the Group Policies tab displays only if the user has access to the SmartBenefits module.
For more information, refer to the help topics for those modules.