Insurance Sync - Introduction

Note: This feature is not available in Canada.

Insurance Sync (formerly known as SmartLink for Insurance Brokers) enables automatic communication of underwriting activity and pending case status between brokerage general agencies and advisors when both parties use SmartOffice.

When case managers at the agency create or update pending cases and policies, those same pending cases and policies are automatically created or updated in the advisor's SmartOffice. These updates eliminate the need for redundant case management, minimize human error and reduce the time it takes to receive status updates.

Insurance Sync is a flexible solution. An advisor can receive case updates from multiple agencies. By the same token, an agency can send case updates to multiple advisors.

This documentation describes the setup steps that both agencies and advisors must follow to activate Insurance Sync. Click a topic below for more information.

• Requirements
• Setup (Agencies).htm)
• Setup (Advisors).htm)
• Synchronized Fields
• Technical Support