for Brokerage General Agencies

SmartOffice Agency Management Keeps Your Operation in Perfect Sync

  • Optimize your sales and case management teams for maximum revenue and productivity
  • Streamline communication between carriers, service providers and advisors
  • Take control of multi-carrier, multi-product new-business processing
  • Ensure prompt and accurate payment of commissions to your advisors with multi-carrier commission tracking
  • Take your sales and marketing operations to the next level with powerful tracking features

Take the SmartOffice Quick Tour for BGAs

Features for Brokerage General Agencies

Keeping All of Your Operations in Perfect Sync
Pending Case Mangement
Commission Tracking
Time & Calendar Management
Dynamic Reporting
Data Security & Compliance
Presale Tracking

SmartOffice Integrations

Fast, secure links between SmartOffice and your favorite
sales, financial planning, marketing, and insurance tools.
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