- Multi-carrier case management with automated tracking
- Multi-level commission management and forecasting
- Centralized agent coordination and task management
Built to streamline your business.
Managing carrier relationships, products, and agent networks can quickly become overwhelming-especially when you're juggling compensation, data accuracy, and new business processing at scale. SmartOffice brings your agency together on one platform, so your team can work more efficiently and stay aligned.
Simplify multi-carrier, multi-product new business processing, automate compensation calculations, and reduce time spent on manual updates. With stronger workflows, centralized case tracking, and improved communication across carriers and agents, your agency stays productive and ready to grow.
SmartOffice integrates with the tools you rely on to ensure consistent data flow and greater visibility. From case setup to compensation, everything runs smoother-so you can focus on growth, not admin work.
Keeping all of your agency’s operations in perfect sync.
Track formal and informal cases with status updates from carriers, automated license checks, and time-in-stage tracking to reduce delays.
Agency integrations.
Our most popular integrations for insurance agencies.
Drive your agency’s success with confidence.
SmartOffice gives you the clarity and control you need to simplify operations, maintain accurate commissions, and strategically manage growth. Spend less time managing complexity and more time driving your business forward.