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What is SmartOffice?

SmartOffice is a cloud-based CRM and AMS tailored for financial professionals like advisors, agents, BGAs, RIAs, and broker-dealers, offering a comprehensive suite of tools for managing client relationships, workflows, data, and regulatory compliance. Its core features include contact management, investment and policy tracking, and efficient time and calendar management, alongside opportunity tracking and sophisticated reporting options. With a strong emphasis on cybersecurity and compliance, SmartOffice protects client data while ensuring smooth integration with Office 365 applications (Outlook, Excel, Word) and a variety of sales, financial planning, insurance, and marketing systems. The platform provides vital functionalities such as centralized client histories, collaboration among staff, safe remote access to data, and the organized management of agency operations through its agency management system. It is especially advantageous for established firms looking to enhance their operational visibility and streamline tools, thereby improving their opportunity pipelines, reporting mechanisms, and overall workflow efficiency. Furthermore, SmartOffice’s robust features make it an ideal choice for financial professionals dedicated to maximizing their productivity and effectiveness in a competitive market.

What is Applied Mobile?

Ensure that client and policy information can be accessed whenever necessary to improve customer support and optimize business workflows. Keep client and prospect data updated, synchronized, and secure across multiple platforms, which facilitates the effective management of sales opportunities and enhances interactions with customers. Applied Mobile® is recognized as the leading mobile app specifically designed for insurance professionals, providing direct access to client, policy, and sales data from your agency management system on your mobile devices, thereby allowing you to stay connected while away from the office with a quick access link. The app offers the advantage of having instant access to insurance information for clients and prospects while you're on the go. You can directly view, create, and manage sales opportunities right from your mobile device, with all information automatically synced to Applied Epic for seamless connectivity. Additionally, ensure that all personnel have the latest updates, as activities and opportunities are recorded in real time within your agency management system. This feature not only enables agents to address client requests swiftly but also contributes to building stronger connections and promoting business expansion. Ultimately, leveraging such advanced tools can significantly enhance the efficiency and effectiveness of your operations.

Media

Media

Integrations Supported

BenefitPoint
BizClip
Charles Schwab
Constant Contact
Docupace
Laserfiche
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
MoneyGuide
Morningstar
Paperclip
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
eMoney
etfile

Integrations Supported

BenefitPoint
BizClip
Charles Schwab
Constant Contact
Docupace
Laserfiche
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
MoneyGuide
Morningstar
Paperclip
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
eMoney
etfile

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zinnia

Date Founded

2005

Company Location

United States

Company Website

www.smartofficecrm.com

Company Facts

Organization Name

Applied Systems

Date Founded

1983

Company Location

United States

Company Website

www1.appliedsystems.com/en-us/solutions/for-agents/mobility/applied-mobile/

Categories and Features

Categories and Features

Mobility

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

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