Transform Your Practice with Expert Training
Beyond CRM: Elevate your entire practice.
Online Video Training
Self-paced video training for SmartOffice users.
Comprehensive video courses- Lessons and Fast Classes
- 24/7 access anywhere
- Regular new Fast Classes
- Self-paced learning
Live Training Classes
Interactive instructor-led training sessions for hands-on learning.
- Core feature training
- Multiple scheduling options
- Available for U.S. & Canada
- Direct Q&A opportunities
Web-Based Training
Personalized training sessions tailored to your specific needs.
- Consultative/Personalized Training
- Help you meet your goals
- Flexible scheduling
- Module-specific options
- Available for U.S. & Canada
Essential SmartOffice skills.
To maximize your investment and transform your office efficiency, mastering these foundational SmartOffice components is crucial.
Navigation, accessing resources, selecting contacts, viewing data, mining data for marketing purposes.
Why choose SmartOffice training.
Our training program helps you not only learn our system faster, but also improve how your office or practice works.
Flexible Learning
Train at your own pace with various options that fit into your busy schedule.
Industry-Specific
Training designed specifically for insurance and financial services professionals.
Expert Instructors
Learn from SmartOffice specialists with extensive experience and knowledge.
Practical Application
Hands-on exercises that develop a significant comfort level with SmartOffice.
Easy Onboarding
Quickly train new staff members with comprehensive resources.
Immediate ROI
Start seeing the benefits of your SmartOffice investment right away.
Frequently asked questions.
All SmartOffice users are encouraged to view the online videos as a prerequisite to using SmartOffice or scheduling Web-based or live training. To access these videos: Sign in to SmartOffice, from the profile menu, select Training, and click the Training & Fast Classes hyperlink.