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SmartOffice

The all-in-one insurance CRM and agency management platform.

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SmartOffice is a CRM and agency management platform for insurance and financial services professionals, including independent advisors, RIAs, broker-dealers, BGAs, IMOs, banks, and carriers. It consolidates customer, policy, investment, and account data into a single workspace, helping teams manage client relationships, support compliance efforts, and identify growth opportunities.

The platform includes tools for organizing client data, automating routine tasks, tracking goals, preparing for meetings, and uncovering new opportunities. It brings investment, insurance, and financial data together to support client conversations, and integrates with external platforms such as AnnuityNet Electronic App. Onboarding, data migration, and ongoing support are available to assist with implementation.

SmartOffice is packaged for individual producers through to agencies and enterprises, with tools tailored to each segment. Contact the vendor for details on plans, trials, and packaging options.

12 alternatives to SmartOffice

Ranked by how well each tool replaces SmartOffice: shared features, audience, price and popularity.

  1. SuperOffice CRM

    One CRM. Every team. Every customer.

    Covers 2 of 9 key features.

    67 out of 100 match—

  2. Spark Advisors

    Build the insurance business of your dreams. The modern platform to take your brokerage to

    Covers 5 of 9 key features.

    65 out of 100 match—

  3. AgencyZoom

    Sales suite for the modern insurance agent

    Covers 3 of 9 key features.

    65 out of 100 match$99/mo

  4. HubSpot CRM

    Free CRM with marketing, sales and service hubs

    Covers 2 of 9 key features and has a free plan.

    Free plan
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  5. Group Office

    Open source groupware and CRM software for teams

    Covers 3 of 9 key features, has a free plan and is open source.

    Free planOpen source
    63 out of 100 matchContact sales

  6. EZLynx

    All-in-one insurance agency management system with built-in AI

    Covers 4 of 9 key features.

    62 out of 100 matchUsage-based

  7. Ontraport

    All-in-one CRM & marketing automation for small business

    Covers 1 of 9 key features and has a free plan.

    Free plan
    62 out of 100 matchContact sales

  8. RealScout

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    Covers 6 of 9 key features.

    62 out of 100 matchContact sales

  9. Salesmate

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    Covers 1 of 9 key features.

    62 out of 100 match$23/mo

  10. SuperAGI

    SuperAGI is an AI sales agent that works 24/7 to find and engage with prospects

    Covers 3 of 9 key features and has a free plan.

    Free plan
    62 out of 100 matchContact sales

  11. Sansan

    Manage your contacts, maximize your business

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    61 out of 100 matchContact sales

  12. Redtail

    CRM for financial advisors combining contact management, workflows, document storage, and

    Covers 5 of 9 key features.

    61 out of 100 match$39/mo