SmartViewz transforms your Smart Office data — or any CSV upload — into AI-powered dashboards, revenue intelligence, and automated workflows — from solo producer to enterprise MGA.
No credit card required · Connects in under 3 minutes · Or upload any CSV
Good morning, Sarah — here's your agency overview
TOTAL PREMIUM
$2.8M
Commissionable
ACTIVE AGENTS
387
Licensed
POLICIES
1,842
In force
PIPELINE
$487K
Pending
Premium Trend
+12.4% ↑
Revenue Intelligence: 3 contracts expiring this week — $1.2M premium at risk. 2 agents flagged for zero production.
Better Together
Smart Office is the industry-leading back-office platform for life and annuity. SmartViewz adds an AI intelligence layer that enhances what it already does well.
Comprehensive data management and record-keeping
Standard reporting through exports and queries
Contract and policy lifecycle tracking
Reliable system of record for all agency data
License and appointment data management
Organizational hierarchy and structure
Real-time dashboards that update as Smart Office data changes
AI-powered reports generated in seconds, not hours
Automated alerts for expiring contracts and at-risk policies
Claude AI chat — ask anything about your book in plain English
Compliance dashboard with red/yellow/green scoring for every agent
Full org hierarchy with production scores at every level
Built For You
Whether you manage a personal book or a thousand-agent hierarchy, SmartViewz adapts to show exactly what you need.
Your personal command center for production, compliance, and revenue.
See your full book of business across every carrier
AI finds cross-sell gaps and expiring contracts automatically
License and compliance status — always current, never a surprise
One-click PDF reports for carrier meetings
Production score and ranking vs. peers
Manage your team with real data instead of gut instinct.
Downline production dashboard with agent scoring
Compliance alerts for every agent you manage
Identify at-risk agents before they lapse
Pipeline visibility across your entire team
Automated meeting prep briefs — one click
Enterprise-grade intelligence for multi-office distribution.
Full org hierarchy with drill-down at every level
Carrier concentration risk analysis across the enterprise
Revenue Intelligence finds six-figure opportunities
Role-based access — every user sees exactly what they should
Custom branding, API access, and priority support
See It In Action
Every screen designed for the way MGAs, supervisors, and agents actually work. Not generic dashboards — purpose-built intelligence.
Pipeline
47
$487K
Top Agent
#1
Sarah M.
Licenses
3
Expiring
Concentration
38%
Prudential
3 findings — $1.2M at risk
Pipeline funnel, top producers, expiring licenses countdown, carrier concentration risk — all at a glance.
Sarah Mitchell
7 tabs of data: policies, contracts, downline, requirements, licenses, holdings from Smart Office, AI insights.
Premium by Carrier
Premium by carrier, product type, and agent. Monthly trends. Concentration risk warnings when one carrier dominates.
Agent Compliance Status
Red/yellow/green scoring per agent. Expiring licenses, overdue requirements, agents requiring attention.
Organization Tree
Interactive org chart with production data, scores, and search. Expand any branch to see the full downline.
Agents
Policies
Press Cmd+K to search across agents, policies, contracts, and carriers from anywhere in the app.
$819B
U.S. Life & Annuity Market
69
Features in SmartViewz
87%
Carriers Using AI
<50ms
Average Query Speed
Get Started
No lengthy onboarding. No professional services. Connect your Smart Office API or upload any CSV and SmartViewz does the rest.
Sign up with email. No credit card required. Takes 30 seconds.
Enter your API credentials. We test the connection instantly and confirm access.
SmartViewz pulls your full dataset — agents, contracts, policies, licenses, hierarchy. See a live progress bar as everything flows in.
Your AI operations manager is ready. Revenue intelligence runs automatically. Action items are created. You're in control.
Simple Pricing
No feature gating. No surprise upsells. The only difference between tiers is scale — users, org complexity, and support level.
For independent agents and solo producers managing their personal book.
Up to 3 users
Personal book of business
Email support
For supervisors and team leads managing agent downlines and production.
Up to 15 users
Full organization access
Priority email support
For MGAs, IMOs, and BGAs with multi-office operations and complex hierarchies.
Unlimited users
Multi-office & custom branding
API access & priority support
Security
Your data is sensitive. We treat it that way. Every layer of SmartViewz is built with security and compliance in mind.
TLS 1.3 in transit, AES-256 at rest. Your data is protected at every layer of the stack.
Supabase RLS ensures users only see data they're authorized to access. Agents see their book, supervisors see their downline.
Built on Supabase (SOC 2 Type II certified). Infrastructure designed for compliance from day one.
Real-time error tracking and performance monitoring. We know about issues before you do.
Every action logged. Full audit trail for compliance reviews and security investigations.
Instant notifications for security events, unusual access patterns, and system anomalies.
The Market
of life insurance market share is held by independent agents — the largest distribution channel in the industry.
of consumers under 40 want digital engagement from their insurance providers, but only 31% of insurers offer it.
of carriers are already using AI in their operations. The question isn't whether to adopt — it's how fast.
reduction in processing times when AI is applied to insurance operations. SmartViewz brings this to distribution.
Customers have identified six-figure revenue opportunities with SmartViewz. Your data is already in Smart Office — or any CSV export — we just make it work harder.
No credit card required · Connects in under 3 minutes · Cancel anytime