OVERVIEW
The industry-standard CRM solution for insurance and financial services, SmartOffice® Enterprise drives the effectiveness of all elements of distribution, from the financial product manufacturer, to distributors, to those at the point of customer contact. SmartOffice® Enterprise is available in versions to suit the unique needs of each type of organization with the insurance and financial services distribution chain.

Features & Benefits
SmartOffice® provides a host of industry-specific features for sales, marketing, and customer service. Unlike providers who simply 'map' the industry's needs into a solution designed for other types of companies, SmartOffice® is built on a platform specifically designed for companies just like yours, and proven in practice by some of the biggest names in financial services.

To view a comprehensive list of SmartOffice® features, select the type of solution most relevant to your business (at the right) and browse features tailored to your specific needs.