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On-demand Insurance Solutions

 

SmartOffice  /  Modules

SmartLeads

This is a leads distribution system. Leads are imported through a CSV file and this module distributes them to your brokers or sales people (SmartOffice users). This tool helps you be more discerning with your lead distribution, and has admin/user ability to revoke or reject leads.

SmartOpportunities

This module enables opportunity processes to be set up and followed through by your brokers or sales team. These processes aid them in navigating leads successfully through the sales pipeline.

SmartPolicies

Enter, track & report on client insurance policies. Enter an insurer, their products and policies. (Availability of this module is dependent on integration with Ebix broking systems. Please enquire to confirm your broking system is integrated with SmartOffice).

SmartCaseManager

Enter, update & follow-up on pending cases to ensure that all underwriting & delivery requirements are met on time.

SmartOffice Anywhere

SmartOffice Anywhere is an app which provides quick, real-time viewing of information within SmartOffice via your smartphone, tablet or laptop. Perfect for those who require access to client information on the road.

SmartInvestments

Investment tracking to help clients meet their financial goals using SmartOffice's asset allocation tools. Track the performance of client holdings & compare account growth to market indicators.

This is an optional module.

SmartEvents

From intitial marketing outreach & attendee registration, to on-site planning, lead tracking and follow up activities, SmartEvents will help you manage every aspect of event and conference planning.

This is an optional module.

SmartGroupBenefits

Life Insurance businesses will find this module particularly useful. SmartGroupBenefits enables your team to identify sales opportunities and track group policies for your business contacts.

This is an optional module.

SmartCaseView

Perfect for staff that do not or should not use the processing capabilities of SmartCaseManager. This is a read-only version of SmartCaseManager.

This is an optional module.

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