SmartResource for Carrier-Plan Data - Introduction

Note: This feature is not available in Canada and Australia.

The SmartResource for Carrier-Plan Data module (also known as Resource Office) enables any subscribing SmartOffice user to access up-to-date carrier and product information for a growing list of carriers. This information is stored in a special Zinnia-hosted resource office that users can access through SmartOffice modules such as SmartPolicies, SmartCaseManager and SmartCommissions.

Watch related training movies:

• SmartResource for Carrier-Plan Data Course

The advantage of using this special, read-only resource office is that users do not have to manually update carrier and product information in SmartOffice. The data is updated and maintained by the SmartOffice team and is available immediately to users who create policies and pending cases.

All SmartOffice offices are automatically subscribed. Select a topic below for more information:

• Requirements and Setup
• How the Module Works
• Realigning Local Office Content to Point to Resource Office Carriers and Products
• Frequently Asked Questions