Why SmartViewz

Less busywork. More revenue.

SmartViewz gives every producer and agency an AI analyst on their whole book — so nothing valuable slips through the cracks, and every question gets answered in seconds.

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Save time

Answers in seconds, not spreadsheets

  • Ask any question about your book in plain English — no reports to pull, no exports to wrangle.
  • Meeting Prep writes a one-page brief on any agent before you walk in.
  • A daily AI briefing tells you what needs attention before you start your day.

Recover revenue

Catch the money leaking out of your book

  • Revenue Intelligence scans your entire book for at-risk premium, expiring contracts, and stalled policies — each with a dollar impact.
  • Compliance surfaces expiring licenses and overdue requirements before they cost you a placement.
  • Anomaly detection flags production drops and lost-carrier clusters early, while you can still act.

Close more deals

Put your best opportunities in front of you

  • Cross-sell finds clients with coverage gaps worth a conversation.
  • Agent Coach turns real production data into a specific plan for every producer.
  • Pipeline shows exactly where business is stalling — and your true close rate.

The math is simple

At a few dollars a day per person, SmartViewz pays for itself the first time it saves a lapsing policy, flags an expiring contract, or turns a coverage gap into a sale. Everything after that is upside.

One question answered

That would've taken an afternoon of pulling reports.

One policy saved

That was quietly lapsing — flagged before renewal.

One gap closed

A cross-sell you'd never have spotted manually.

Estimate your price

How many people will use SmartViewz?

users

Type any number up to 500. Over 100? Use the slider max or enter it directly.

Your plan

Team

$129/user/mo

Monthly

$645

$7,740/year

Per seat

$4/day

less than a coffee

For $4/day per person, every user gets an AI analyst on their entire book — surfacing at-risk premium, coverage gaps, and production trends before they become problems. Recovering even a single lapsing policy or contract typically pays for the whole team's month.

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See it on your own book

Connect in minutes. 14-day free trial, no credit card.

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