SmartOffice®
Enterprise
The industry-standard Customer Relationship Management (CRM)
solution for insurance and financial services, SmartOffice®
Enterprise drives the effectiveness of all distribution channels,
enabling Agents and Advisors, wholesalers, and brokerage groups
to orchestrate their efforts using an integrated, web-based
platform.
SmartOffice®
Designed for mid-sized banks, broker-dealers, general agencies,
or divisions of large financial services companies striving
to enhance the value of their relationship with each customer,
SmartOffice® combines relationship management, transaction
management, and the power and flexibility of web-based, enterprise-class
CRM to deliver an integrated solution for your financial services
business.
SmartOffice®
Online
For agents, advisors, and financial services businesses who
require a practice management solution tailored to their unique
needs, SmartOffice® Online offers all the power of an enterprise-class
practice and agency management solution—without the burden
of managing software and servers.
