SmartView for Advisors - Introduction

SmartView for Advisors (SVA) enables an agency to provide its advisors with online access to real-time information about their clients' policies, group policies, pending cases, investments and other SmartOffice data. Advisors access this data through a secure, read-only website that is available 24 hours a day, seven days a week.

Watch related training movies: SmartView for Advisors Course

In addition to delivering better service to advisors, SmartView for Advisors frees agency staff from time-consuming status updates, phone calls and activities, enabling them to focus on higher-value activities.

This documentation describes how to set up and manage advisor access through SmartView for Advisors. Select a topic below for more information:

• Office Setup
• User Accounts
• Configuration
• Assigning Contacts to Advisors