Management
Agent profiles, policy details, org hierarchy, global search, action items, and live Smart Office sync — all cross-linked and searchable.
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, agent assignment, carrier info, related policies for the same insured. Everything cross-linked so you can navigate your data like a web.
Policy POL-4523
Prudential · Term Life · 20 Year
$12,400
Annual Premium
Agent
Sarah Mitchell
Carrier
Prudential
Insured
John A. Doe
Status
In Force
Related Policies (Same Insured)
Full contract information with writing agent, manager chain, sub-contracts, and related policies. See the complete upline from agent to MGA. Contract status, effective dates, and carrier details — all in one view.
Contract CTR-7892
Sarah Mitchell
Writing Agent
Manager Chain
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 at a glance.
Prudential
Active12 Products$1.1M
Premium
234
Policies
47
Contracts
38
Agents
Top Producing Agents
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.
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. Results grouped by type.
Agents
Policies
Contracts
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
May 18
Follow up stalled policies
May 22
Coach Emily Davis
May 15
Review Lincoln terms
Jun 1
Update carrier contacts
Done
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.
Revenue intelligence, streaming AI chat, meeting prep, voice briefings, anomaly detection, and automations.
Learn moreReal-time dashboards, book of business, scoreboard, pipeline tracking, and ROI metrics.
Learn moreLicense management, audit logs, requirements tracking, role-based access, and security.
Learn moreEvery agent, policy, contract, and carrier — all cross-linked, searchable, and synced from Smart Office.
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