Last updated: 2025-09-19
Dynamic Report Downloads
The following Dynamic Reports can be added to SmartOffice. Download the appropriate .zip file, extract the contents, and follow the included instructions. For more help, watch the Dynamic Report Download Fast Class.
For more information about the purpose of a specific report and how it was created, view the accompanying Fast Class. Below Minimum Life Coverage
Identify all contacts with an income between $45,000 and $65,000 with less than $250,000 in death benefits.
Building a Dynamic Report for Age 65
There are important dates and birthdays that every advisor should track on a regular basis. Being able to report on birthday milestones in SmartOffice enables advisors to provide the highest level of service for their clients and ensures that clients are being contacted at the right time to start educating them about their benefits and eligibilities. Learn how to build a Dynamic Report that will find all contacts turning 65 three months from the current month, allowing ample time for the marketing process.
\>\> Download Age65BirthdaysDefinition.zip \>\> View the Building a Dynamic Report for Age 65 Fast Class
Building a Dynamic Report for Age 72
There are important dates and birthdays that every advisor should track on a regular basis. Being able to report on birthday milestones in SmartOffice enables advisors to provide the highest level of service for their clients and ensures that clients are being contacted at the right time to start educating them about their benefits and eligibilities. Learn how to build a Dynamic Report that will find all contacts turning 72 three months from the current month, allowing ample time for the marketing process.
\>\> Download Age\_72\_Birthdays.zip \>\> View the Building a Dynamic Report for Age 72 Fast Class
Business Prospecting Report
Identify all primary contacts for business records. This report also includes a filter to identify all businesses with 10 or fewer employees. After the Dynamic Report has been added to SmartOffice, the filter can be removed to produce a list of all business contacts regardless of the number of employees.
Data Integrity Dashboard
Data maintenance is essential not only for reaching out to clients but also for reporting and filtering. In this class, learn how to create a data integrity dashboard made up of reports showing contacts that are missing important data, such as Social Security number, type, birth date, phone number, and e-mail address.
\>\> Download Clients\_Without\_E-Mail.zip \>\> View the Data Integrity Fast Class
Dynamic Report Usage Statistics
Identify the most popular Dynamic Reports in your office by taking advantage of the Dynamic Report Usage Statistics tool. View information about when a particular report was run and by whom. Identify reports that could be used on a more frequent basis or that may need to be redesigned -- and make your office even more efficient!
\>\> View the Dynamic Report Usage Statistics Fast Class IRA Contribution History
Identify contacts that have made contributions to their IRA accounts since 2000\. This report can be used to analyze contribution patterns and identify clients that have not made a contribution in the current year. A sample IRA Contribution Reminder letter is included.
Life Settlement Prospects
Identify potentially ideal life settlement prospects meeting the following criteria: Contacts 65 or older who have an inforce life policy with a face value of $250,000 or greater. A sample Life Settlement Prospect letters is included.
\>\> Download SO\_ Life\_Settlement.zip \>\> View the Life Settlement Prospects Fast Class
LTC Prospecting
Identify long-term care insurance prospects meeting the following criteria: Contacts between the ages of 40-55 with an income greater than $50,000 who hold some form of life insurance but no LTC coverage. Sample LTC Prospect Approach letters are included.
\>\> View the Long Term Care Prospects Fast Class Policy Upselling
These two dynamic reports identify contacts with less-than-ideal life insurance coverage:
- Below Minimum Coverage report: Contacts with income between $45,000 and $65,000 with less than $250,000 in coverage.
- Below Ideal Coverage report: Contacts with income between $45,000 and $65,000 with less than $500,000 in coverage.
Filter parameters for both reports can be adjusted at run-time. A sample approach letter is included. \>\> Download Policy\_Upsell.zip
\>\> View the Policy Upselling Fast Class Ten-Year Term Renewals
Policy renewal dates can sneak up on your clients, especially with ten-year (or longer) term policies. SmartOffice can help you remind your clients of policy expiration dates in time for them to make important decisions regarding policy renewal or conversion. This report finds all ten-year term policies having a renewal date within the next 60 days.
\>\> View the Ten Year Term Renewals Fast Class