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SmartOffice Premier Edition

Feature Spotlights
for Brokerage General Agencies

[Click here to download the brochure]


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This solution is designed to help BGAs manage new business, service clients, manage operations, and identify new markets.

Pending Case Management*: Increase the productivity of your staff with carrier downloads and automated new business processing

*Click here to get the latest list of our pending case data providers.

Customer Management: Track people, households, companies, complex businesses and manage complex producer/agency hierarchies
Servicing: Build and maintain strong relationships by delivering proactive and timely agent communications
Reporting: Use comprehensive and flexible online reporting tools to review, analyze, and manage all aspects of your business
Sales/Marketing: Identify new markets, develop new producer relationships, and establish and close new sales opportunities to drive growth
Business Value: Optimize the value of your firm by creating an organized, manageable, and collaborative framework for your business

SmartOffice Premier Edition for BGAs delivers integrated management reporting, powerful case management, and complete marketing and sales tools to help streamline and manage the complexities of your brokerage business. By linking your back office case managers with your front office sales team, SmartOffice can help reduce case processing time, identify new sales opportunities, and ensure the highest level of client service.




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"We are determined to make the relationship between ourselves, our agents, and our carriers totally efficient and seamless. We discovered first-hand that putting SmartOffice in the hands of highly qualified case managers moved us forward in achieving this goal."

Allan D. Gersten CLU, ChFC, CFP
Chairman & CEO
First American Insurance Underwriters of Needham


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