Last updated: 2025-09-19
Advisors & Agencies Course
The Advisors & Agencies Course covers information regarding agents/producers/financial advisors. Track state licenses, continuing education, errors and omissions, appointments, contracts and production. Learn how to add advisor and agency records and to manage complex producer/agency hierarchies with the tools available in SmartOffice.
Watch These Training Videos First
| 9:26 | |
|---|---|
| 4:39 | |
| 9:12 | |
| 6:32 | |
| Correspondence for Advisors >> | 2:13 |
| SmartPad for Advisors >> | 5:01 |
Supplemental Training
| Licensing, Continuing Education and Compliance >> | 6:16 |
|---|---|
| 6:50 | |
| Requests & Requirements >> | 8:06 |
| Marketing for Advisors >> | 5:34 |