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Last updated: 2025-09-19


Integrations - PaperClip Mojo


Overview


The PaperClip Mojo integration for SmartOffice creates SmartOffice pending case records from handwritten application forms processed through Mojo. For more information about Mojo, refer to the PaperClip Mojo website.


Requirements


  • PaperClip Mojo subscription
  • SmartOffice user account with the following:
  • Brokerage Management or higher tier license
  • SmartCaseManager license
  • Presale Activity/Proposals user right

Setup


PaperClip Mojo Setup


During the Mojo sign-up process, provide your SmartOffice URL, office name and user name to PaperClip. PaperClip will set up the integration for you. The integration requires only one SmartOffice user account to be set up in an office.


If you are an existing Mojo user, contact PaperClip technical support at 1-800-929-3503 or 1-201-881-1299 and explain that you want to set up the Mojo integration with SmartOffice.


SmartOffice Setup


In SmartOffice, do the following:


  • Make sure all client contact records in SmartOffice have a Social Security number.
  • Create an advisor record with the first name "Mojo" and last name "Advisor." If Mojo cannot match the processed form data to an existing SmartOffice advisor record, Mojo will link the new case to this Mojo Advisor record.
  • Create a product record named "Unknown" with a product code of "Unknown" for each carrier you do business with. If your office uses SmartOffice's resource office for carrier and product data (see SmartResource for Carrier-Plan Data), create the product in your local office and link it to the resource-office carrier. If Mojo cannot match the processed form data to an existing SmartOffice product record, Mojo will link the new case to this Unknown record.

Using the Integration


Once setup is complete, the integration works without user intervention. After processing a form, Mojo automatically sends the form data to SmartOffice and creates a pending case record.


Note: The turnaround time for processing forms depends on your Mojo service level. If you have questions about the amount of time it takes for submitted forms to be processed, please contact PaperClip.


Record-Matching Rules


Mojo automatically links the new pending cases it creates to the appropriate client contacts, primary advisors and insurance products using these rules:


  • Contact: Mojo tries to match the SmartOffice contact based on the contact's Social Security number or, if no Social Security number match is found, the contact's first name, last name and date of birth. If no matching contact exists in SmartOffice, Mojo automatically creates the contact and links it to the pending case. Note that, when creating a contact, Mojo also performs validation on the contact's address (e.g., to add ZIP\+4 information).
  • Advisor: Mojo tries to match the advisor based on the advisor's Social Security number or, if no Social Security number match is found, the advisor's first and last names. If no matching advisor exists in SmartOffice, Mojo automatically links the case to the Mojo Advisor record you created (see SmartOffice Setup). Mojo does not create advisor records in SmartOffice.
  • Product: Mojo tries to match the product based on the product code and the term duration (if available). If no matching product exists in SmartOffice, Mojo automatically links the case to the Unknown product record you created (see SmartOffice Setup). Mojo does not create product records in SmartOffice.

SmartPad Notes


Mojo creates SmartPad notes that alert users to information that is missing from incoming forms. These notes are assigned the keyword "Mojo" so that users can find them easily in the SmartPad or create Dynamic Reports (and related home page dashboards)  that display that information.