For MGAs & IMOs
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 AI dashboards and plain-English reports on top of Smart Office's comprehensive data
Dashboards that refresh automatically from Smart Office, with production rolled up at every level
Track licenses, appointments and overdue requirements across every agent
AI flags expiring contracts, stalled cases and cross-sell opportunities, each with a dollar impact
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
Expiring Contracts
24 contracts
Cross-sell: LTC
213 clients
Stalled Pipeline
89 cases
At-risk Retention
67 policies
Revenue Intelligence
AI scans your entire book for expiring contracts, stalled cases, cross-sell opportunities, and compliance risks. Each finding shows a dollar impact and severity.
Compliance
Monitor licensing, carrier appointments, and overdue requirements across your entire agent force. Get alerts before licenses and contracts expire.
162
Compliant
14
Expiring 30d
3
Expiring 7d
7
Expired
Example: 12 of 14 agents 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
Hourly
Automatic sync
Plus Sync Now whenever you need it
17
AI chat tools
Built to query your Smart Office book
18
AI connector tools
Use your book from Claude and other AI assistants
Enterprise Plan
Volume per-seat pricing. Custom branding. The full app included. Enterprise plans available.
(866) 753-8002