For Producers

Built for producers who want to grow their book

SmartViewz adds an AI intelligence layer on top of Smart Office, giving you a beautiful, AI-powered dashboard so you can focus on selling.

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What SmartViewz Adds

Enhance your Smart Office workflow

Smarter tracking

SmartViewz adds AI-powered dashboards on top of your Smart Office data

Peer comparison

See how your production stacks up with AI-calculated scoring

Cross-sell intelligence

AI surfaces revenue opportunities you might not spot manually

AI-powered prep

Get AI-generated meeting briefs in seconds from your real data

Dashboard

See your entire book at a glance

Your premium, policy count, client demographics, and production trends -- all in one beautiful view that complements your Smart Office data.

Total premium & policy count
Production trends over time
Top clients by premium
New business pipeline
My Dashboard

Total Premium

$2.4M

Active Policies

847

Clients

312

Monthly Production

Meeting Prep - John Smith

Client Summary

Age 54 | 3 policies | $48K annual premium

Coverage Gaps

No LTC coverage. Annuity matures in 6 months.

AI Recommendation

Discuss hybrid LTC policy. Annuity rollover opportunity worth ~$120K.

Potential Revenue

+$168K premium

Meeting Prep

Walk into every meeting prepared

AI analyzes your client's full history, finds coverage gaps, and recommends talking points. Never walk into a meeting cold again.

Full client history at a glance
AI-detected coverage gaps
Cross-sell recommendations
Revenue opportunity sizing

AI Chat

Ask anything about your data

“Which clients have annuities maturing this quarter?” “What's my top product by premium?” Just ask. AI answers instantly from your real data.

Natural language queries
Answers from your real book data
Exportable results
Context-aware follow-ups
AI Assistant

Which clients have annuities maturing in Q1?

I found 12 clients with annuities maturing in Q1 2026:

J. Smith - $120K - Matures Jan 15
M. Garcia - $85K - Matures Feb 3
R. Johnson - $210K - Matures Mar 22

Total: $1.2M in maturing annuities

Ask about your book...

My Production Score
82/ 100
Premium Growth
91
Client Retention
78
Product Mix
85
Activity Level
74

Production Score

Know exactly where you stand

Your AI-calculated production score tracks premium growth, retention, product mix, and activity. See what's working and where to improve.

Composite score across 4 dimensions
Trend tracking over time
Actionable improvement tips
Goal setting and progress

Producer Plan

Start at $129/mo

All 69 features included. Up to 3 users. 14-day free trial.

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