For Producers
SmartViewz adds an AI intelligence layer on top of Smart Office, giving you a beautiful, AI-powered dashboard so you can focus on selling.
What SmartViewz Adds
SmartViewz adds AI-powered dashboards on top of your Smart Office data
See your production score and track your pace against your goals
Ask questions in plain English and get answers from your own data
Get AI-generated meeting briefs in seconds from your real data
Dashboard
Your premium, policy count, client demographics, and production trends -- all in one beautiful view that complements your Smart Office data.
Total Premium
$2.4M
Active Policies
847
Clients
312
Monthly Production
Production Summary
42 policies | $480K premium YTD | trending up
Needs Attention
2 contracts expire in 30 days. 3 cases pending over 21 days.
Talking Points
Renew both contracts this week. Follow up on the stalled cases.
Premium at Stake
+$168K premium
Meeting Prep
AI pulls an agent's production, pipeline, contracts and open items into a one-page brief with talking points. Never walk into a review cold again.
AI Chat
“Which clients have annuities maturing this quarter?” “What's my top product by premium?” Just ask. AI answers instantly from your real data.
Which clients have annuities maturing in Q1?
I found 12 clients with annuities maturing in Q1 2026:
Total: $1.2M in maturing annuities
Ask about your book...
Production Score
Your AI-calculated production score tracks premium growth, retention, product mix, and activity. See what's working and where to improve.