For MGAs & IMOs
Real-time visibility across your entire organization. AI finds revenue opportunities, monitors compliance, and turns your Smart Office data into a competitive advantage.
The SmartViewz Advantage
SmartViewz adds real-time AI dashboards on top of Smart Office's comprehensive data
Live dashboards that complement Smart Office with instant, org-wide intelligence
AI monitors hundreds of agents' licenses and appointments continuously
AI surfaces cross-sell opportunities and at-risk policies automatically
Book of Business
See every dollar across your entire organization. Drill down from org-level totals to individual policies. Filter by carrier, product, agent, or time period.
Total Premium
$47.2M
Active Policies
12,847
Total Agents
186
YoY Growth
+14.3%
Premium by Carrier
AI Revenue Opportunities Found
$3.2M
across 847 actionable opportunities
Annuity Rollovers
124 clients
Cross-sell: LTC
213 clients
Policy Upgrades
89 clients
At-risk Retention
67 policies
Revenue Intelligence
AI scans your entire book for annuity rollovers, cross-sell opportunities, at-risk policies, and coverage gaps. Prioritized by value and urgency.
Compliance
Monitor licensing, E&O, carrier appointments, and CE requirements across your entire agent force. Get alerts before issues become problems.
162
Compliant
14
Expiring 30d
3
Expiring 7d
7
Expired
87% fully compliant
Audit Log
Every action in SmartViewz is logged. Know who accessed what, when, and why. Exportable audit trails for regulatory reviews and internal governance.
The Opportunity
$819B
Life & annuity market
Total U.S. premiums in force
87%
Carriers adopting AI
Industry-wide AI investment trend
30%
Independent agent share
Of all insurance premiums written
Enterprise Plan
Unlimited users. Multi-org support. API access. SLA guarantee. All 69 features included.
(866) 753-8002