Smart Office is designed to strengthen client relationships for the insurance agents. It also helps in tracking and managing the insurance policies, thereby helps maintaining and building a profitable practice. The data of a firm is everywhere and it allows practically using the smart office on any device, regardless of your business.
There is the advantage of using smart office because it integrates with apps such as VitalSales Suite, WinFlex Web, and Ms Outlook. It is helpful to fine tune the relationships of an advisor, track proposals, and to increase production. you can now streamline communication between advisors, service providers, and carriers.