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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Transform your raw business data into impactful insights that reveal how well your organization is performing. Utilize the pioneering insurance data analytics solution designed exclusively for your needs, which provides access to various analytical levels on crucial performance indicators pertaining to your agency's business portfolio, workforce efficiency, and insurer partnerships. With the user-friendly visual interface of Applied Analytics™, you can derive powerful graphical insights from the data within your current management system, ultimately enhancing employee productivity and fostering more lucrative relationships with both clients and insurers. Additionally, gain a comprehensive overview of your internal operations through key performance metrics that reflect employee performance trends, success rates, and progress towards set objectives. By scrutinizing essential business KPIs and tracking client portfolio growth, you can not only maintain existing revenue from clients but also explore new avenues for generating additional income. This holistic approach empowers businesses to make informed decisions that can lead to sustained growth and improved operational effectiveness.

Description

SmartOffice is a cloud-centric CRM and AMS specifically designed for financial professionals, including advisors, agents, BGAs, RIAs, and broker-dealers, providing a wide array of tools for managing client interactions, workflows, data, and adherence to regulations. Key functionalities encompass contact management, tracking of investments and policies, as well as time and calendar management, in addition to opportunity tracking and advanced reporting capabilities. Prioritizing cybersecurity and compliance, SmartOffice safeguards client information while ensuring seamless integration with Office 365 (Outlook, Excel, Word) and various sales, financial planning, insurance, and marketing platforms. It boasts essential features such as centralized client histories, staff collaboration, secure remote data access, and organized management of agency operations through its agency management system. The platform is particularly beneficial for established practices aiming to streamline their tools and gain enhanced visibility into opportunity pipelines, reporting processes, and overall workflow efficiency. With its robust functionalities, SmartOffice presents a comprehensive solution for financial professionals focused on optimizing their operational effectiveness.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AdvisoryWorld
BizClip
Charles Schwab
Constant Contact
Docupace
Docusign
Laserfiche
LexisNexis Risk Solutions
Microsoft Excel
Microsoft Outlook
Morningstar
MyRepChat
NaviPlan
Paperclip
Riskalyze
TD Ameritrade
Twilio
Zocks
Zoom
ePayPolicy

Integrations

AdvisoryWorld
BizClip
Charles Schwab
Constant Contact
Docupace
Docusign
Laserfiche
LexisNexis Risk Solutions
Microsoft Excel
Microsoft Outlook
Morningstar
MyRepChat
NaviPlan
Paperclip
Riskalyze
TD Ameritrade
Twilio
Zocks
Zoom
ePayPolicy

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www1.appliedsystems.com/en-us/solutions/for-agents/data-analytics/applied-analytics/

Vendor Details

Company Name

Zinnia

Founded

2005

Country

United States

Website

www.smartofficecrm.com

Product Features

Product Features

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