About BotMakers, Inc.
BotMakers, Inc. is a technology company focused exclusively on AI-powered intelligence for the life and annuity distribution industry. Our flagship product, SmartViewz, brings enterprise-grade analytics and AI to agencies of every size.
Why SmartViewz
Save time
Recover revenue
Close more deals
At a few dollars a day per person, SmartViewz pays for itself the first time it saves a lapsing policy, flags an expiring contract, or turns a coverage gap into a sale. Everything after that is upside.
One question answered
That would've taken an afternoon of pulling reports.
One policy saved
That was quietly lapsing — flagged before renewal.
One gap closed
An opportunity flagged with its dollar impact.
Smart Office + SmartViewz
Smart Office is your system of record. SmartViewz reads it and tells you what needs attention.
Smart Office
Smart Office + SmartViewz
Standard reports exported on a weekly or monthly basis
Live dashboards that refresh automatically from Smart Office
Agent performance assessed through manual review
Every agent scored 1-100 automatically based on real data
License tracking managed through standard workflows
90-day advance alerts with red/yellow/green status
Revenue opportunities identified through manual analysis
AI scans for 6 types of revenue leaks continuously
Meeting prep requires pulling and reviewing reports
AI generates a comprehensive brief in 30 seconds
Pipeline tracked through standard status fields
Visual pipeline funnel with stuck-deal detection
Compliance managed through periodic manual reviews
Proactive compliance monitoring per agent, per entity
Comprehensive data management across all entities
Full cross-linked entity views with instant navigation
Standard views for managing agency data
Role-appropriate dashboards for agents, managers, and executives
Standard system logging and record-keeping
Complete activity logging with user, action, and timestamp
Our Story
BotMakers was founded with a single insight: insurance agencies have incredible data in systems like Smart Office — the industry-leading back-office platform for thousands of agencies. We saw an opportunity to add an AI intelligence layer on top of that powerful foundation.
We saw carriers investing billions in AI and knew the distribution side — the agents, MGAs, IMOs, and FMOs who actually sell and service policies — deserved the same caliber of intelligence tools. We chose to build on Smart Office first because it's the best system in the space, with the richest data to enhance.
We built SmartViewz to deliver that. Our team combines deep expertise in both insurance distribution and modern AI engineering. We understand hierarchies, contracting, persistency, production scoring, and compliance — because we've lived it. And we understand how to build AI systems that are fast, secure, and actually useful — because that's what we do every day.
Our Principles
Your agency's data shouldn't sit in a database waiting for someone to pull a report. It should surface insights automatically, alert you to problems proactively, and help you make better decisions every day.
Enterprise AI shouldn't be reserved for Fortune 500 carriers with million-dollar budgets. Every agency — from a 10-person shop to a 5,000-agent MGA — deserves the same intelligence capabilities.
Whether you're a solo producer trying to grow your book or an MGA managing thousands of agents, you should have scoring, analytics, compliance monitoring, and AI insights at your fingertips.
We handle sensitive insurance data — agent information, policy details, production numbers. Enterprise-grade security isn't an upsell feature. It's the foundation everything is built on, from day one.
By the Numbers
17
AI chat tools
8
Entity types synced
16
AI tools
7
On-demand reports
100%
Smart Office field coverage
6
Revenue leak categories
1-100
Agent scoring range
< 3 min
Setup time
Technology
Next.js 16
App Router + TypeScript
Supabase
PostgreSQL + Auth
Claude AI
Anthropic Claude Sonnet
Sentry
Error monitoring
Tailwind CSS
Utility-first styling
shadcn/ui
Accessible components
Recharts
Data visualization
Stripe
Payments & billing
See how SmartViewz turns Smart Office data into revenue intelligence, agent scoring and compliance monitoring.
Explore the Product