Last updated: 2025-09-19
Pending Cases - Introduction
In SmartOffice, formal and informal pending cases for life, annuity, group and variable products are tracked using the SmartCaseManager module. SmartCaseManager also provides for requirement tracking, report writing, office-defined workflows, advisor validation and product validation.
The specific case information that SmartCaseManager can track includes:
- Stage
- Status
- Basic policy and premium information
- Advisor information
- Important contacts
- Policy relationships
- Underwriting information
- Underwriting requirement activity
- Delivery requirements
- Delivery policy information
Select a topic below for more information.
- User Setup
- Searching in SmartCaseManager
- Viewing and Managing Pending Cases
- Creating Pending Cases
- Deleting and Restoring Pending Cases
- Additional Pending Case Management Features
In addition to the topics covered above, SmartCaseManager users should familiarize themselves with the SmartPolicies, Insurance Carriers and Products modules, as well as life policy calculations.