60+ Features
AI intelligence, real-time dashboards, compliance tools, and full data transparency — built specifically for life and annuity distribution.
Intelligence & AI
AI scans your entire book and identifies 6 types of revenue leaks: expiring contracts, zero-production agents, pipeline stalls, missing premium data, cross-sell gaps, and compliance risks. Each finding shows dollar impact and links directly to the affected entity.
3 contracts expiring in 14 days
Agent James Wilson — zero production 90 days
12 policies missing premium data
Ask questions in plain English with real-time streaming responses. Claude queries your live database, runs what-if scenarios, creates action items, and drafts emails — all with 16 specialized tools.
Select an agent, get an AI-generated brief with talking points, opportunities, risks, and suggested questions — all based on real data. Download as a professional PDF to bring into the meeting.
Sarah Mitchell
Score: 87 | $340K Premium | Top 12%
Quick Take
Sarah is a strong producer trending upward. Her Prudential contract expires in 23 days — address renewal urgently to protect $124K premium...Every morning, Claude writes a concise summary of your agency performance and ElevenLabs reads it in a natural voice. Expand to read, or just listen — 45 seconds of your top highlights.
Your total premium grew +3.2% this week to $2.84M...
3 contracts need attention: Prudential, Lincoln, Pacific Life...
Top performer: Sarah Mitchell closed $47K this week.
Auto-generated alerts when contracts expire, licenses lapse, policies get stuck, or agent scores drop. Bell icon in the topbar with real-time dropdown — click any notification to jump directly to the issue.
Contract expiring in 14 days
Prudential — Sarah Mitchell
FL license expiring in 30 days
Robert Chen
Agent score dropped below 40
Emily Davis — Critical
Every agent scored 1-100 based on production, trend, policy count, pipeline, and carrier diversity. Classified as Star (80+), Solid (60-79), At Risk (40-59), or Critical (<40). Know who needs coaching before they leave.
Sarah Mitchell
Star · $340K
Mike Torres
Solid · $187K
Emily Davis
At Risk · $42K
Robert Chen
Critical · $12K
AI-powered infographic generation. Select an agent or client, and Gemini creates a professional performance card or coverage summary using your real data. 5 free generations per month, unlimited for admins.
Agent Performance Card · Client Coverage Summary
Data & Analytics
Premium stats, AI briefing, pipeline funnel, top producers leaderboard, expiring licenses countdown, carrier concentration risk — auto-refreshing with live Smart Office data.
TOTAL CAP
$2.8M
ACTIVE
1,842
PIPELINE
$487K
AGENTS
387
Monthly Premium Trend
Org-wide premium analysis by carrier, product type, and agent. Monthly trends with line charts. Concentration risk warnings when one carrier exceeds 40% of your book.
Premium by Carrier
Six charts covering premium trends, hiring patterns, carrier market share, requirements status, policy distribution, and agent distribution. All with horizontal bars and stat cards for clarity.
Premium Trends
Agent Status
312
Active
45
Inactive
28
Term
2
Other
Ranked leaderboard by commissionable premium. Gold, silver, bronze medals for top 3. Date range filtering. Click any agent to see their full detail page.
Press Cmd+K from anywhere to search across agents, policies, contracts, carriers, and pages. Debounced API calls, keyboard navigation, instant jump to any entity in your system.
Agents
Policies
Management
7 tabs of data per agent: Policies, Contracts, Downline, Requirements, Licenses, Holdings (live from Smart Office), and AI Insights. Full profile with production score, premium totals, and expiring contract warnings.
Sarah Mitchell
$340K
Premium
28/34
Policies
12/14
Contracts
8
Downline
2
Findings
Every field from Smart Office displayed. Premium breakdowns, requirements, related policies for the same insured, agent's other policies. Contracts show manager chain and sub-contracts. Everything cross-linked.
Policy POL-4523
Prudential · Term Life
$12,400
Agent
Sarah Mitchell
Carrier
Prudential
Insured
John Doe
Related Policies (Same Insured)
POL-4501 · Lincoln · $8,200
Click any carrier name anywhere in the app to see their full profile: all contracts, all policies, total premium, top producing agents, and expiring contracts. Complete carrier intelligence.
Prudential
Active$1.1M
Premium
234
Policies
47
Contracts
38
Agents
Top Agents
Sarah Mitchell — $124K
Mike Torres — $87K
David Park — $65K
Interactive org chart with production data, scores, search, expand all / collapse all. Each node shows agent name, code, policy count, premium, and score badge. Managers show downline totals.
Compliance & Operations
Every agent scored red/yellow/green. Expired licenses, overdue requirements, agents requiring attention — all in one view. Compliance rate percentage shows your organization's health at a glance.
1,247
23 overdue
Requirements
892
7 expired
Licenses
4
agents
At Risk
94%
rate
Compliance
Every agent license across every state. Filter by state, status, or expiring soon. Summary cards show total, expiring within 90 days, expired, and unique states. Expired rows highlighted red.
892
Total
12
Expiring
3
Expired
28
States
AI findings become assignable tasks. Drag-and-drop between To Do, In Progress, and Completed columns. Dollar impact tracked. Priority badges. Due dates with overdue highlighting.
Renew Prudential contract
Follow up stalled policies
Coach Emily Davis
Update Lincoln terms
Complete activity trail: who viewed what, when, from where. Filter by user, action type, entity, or date range. Required for compliance-heavy insurance organizations.
Download any table as a CSV spreadsheet — agents, policies, contracts, carriers, licenses, requirements. One click, full dataset, scoped to your organization's data.
Export Agents
387 records · Name, Code, NPN, Status, Email, Phone, Score
Each role sees exactly what they need. Agents see their book. Supervisors see their team. MGAs see the full organization. Sidebar navigation, data access, and page visibility all adapt to the user's role.
Agent
Dashboard
My Policies
Contracts
AI Chat
Meeting Prep
8 pages
Supervisor
+ Hierarchy
+ Scoreboard
+ Rev Intel
+ Reports
+ Anomalies
16 pages
MGA / Admin
+ Book of Biz
+ Compliance
+ Licenses
+ Analytics
+ Studio
All pages
Platform
Native Smart Office API integration syncs agents, contracts, policies, carriers, products, requirements, licenses, and offices. Incremental syncs run automatically. Full data coverage — we pull 100% of available fields.
TLS 1.3 in transit, AES-256 at rest. Row-level security on every table. Sentry error monitoring with Session Replay. Security headers, rate limiting, Zod validation on all mutations.
Encryption
TLS 1.3 + AES-256
RLS
Row-level security
Monitoring
Sentry + Replay
Validation
Zod on all inputs
Each organization has isolated data, credentials, and branding. Agents can belong to multiple orgs and switch between them. NPN-based verification for agent self-registration.
Acme Insurance Group
142 agents · Active
Pacific Life Partners
87 agents
60+ features built for life and annuity distribution. Connect your Smart Office data and start in 3 minutes.
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