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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

With more than $130 billion in active premiums, RiskMatch stands as the leading data and analytics platform designed to equip agencies and brokerages with the insights necessary for business expansion. It offers enhanced recommendations, pinpoints specific revenue streams, and guides executive choices, ultimately fostering growth and strengthening ties with both clients and insurers. Despite having access to a vast array of data, lacking the appropriate tools can feel like navigating without light. Discover how RiskMatch can illuminate your data landscape today. Agencies and brokers leveraging RiskMatch are equipped to respond to critical inquiries, achieving an average of 7% higher renewal rates and successfully cross-selling 1.4 additional products for each customer. The Analytics in Your Inbox feature provides producers and account managers with essential renewal details, commission breakdowns, and cross-sell potentials. You can visualize your entire operation in real-time, organized by office, producer, product, industry, insurer, and premium category, giving you a comprehensive overview that enhances decision-making processes. By utilizing these insights, organizations can not only improve their performance but also create more meaningful connections with their clients.

Description

SmartOffice is a cloud-centric CRM and AMS specifically designed for financial professionals, including advisors, agents, BGAs, RIAs, and broker-dealers, providing a wide array of tools for managing client interactions, workflows, data, and adherence to regulations. Key functionalities encompass contact management, tracking of investments and policies, as well as time and calendar management, in addition to opportunity tracking and advanced reporting capabilities. Prioritizing cybersecurity and compliance, SmartOffice safeguards client information while ensuring seamless integration with Office 365 (Outlook, Excel, Word) and various sales, financial planning, insurance, and marketing platforms. It boasts essential features such as centralized client histories, staff collaboration, secure remote data access, and organized management of agency operations through its agency management system. The platform is particularly beneficial for established practices aiming to streamline their tools and gain enhanced visibility into opportunity pipelines, reporting processes, and overall workflow efficiency. With its robust functionalities, SmartOffice presents a comprehensive solution for financial professionals focused on optimizing their operational effectiveness.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AdvisoryWorld No 
BizClip No 
Charles Schwab No 
Constant Contact No 
Docupace No 
Laserfiche No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft Word No 
MoneyGuide No 
Morningstar No 
MyRepChat No 
Paperclip No 
RightCapital No 
Riskalyze No 
TD Ameritrade No 
Zocks No 
Zoom No 
eMoney No 
etfile No 

Integrations

AdvisoryWorld Yes 
BizClip Yes 
Charles Schwab Yes 
Constant Contact Yes 
Docupace Yes 
Laserfiche Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft Word Yes 
MoneyGuide Yes 
Morningstar Yes 
MyRepChat Yes 
Paperclip Yes 
RightCapital Yes 
Riskalyze Yes 
TD Ameritrade Yes 
Zocks Yes 
Zoom Yes 
eMoney Yes 
etfile Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Vertafore

Founded

1985

Country

United States

Website

www.vertafore.com/products/insurance-analytics-tool/riskmatch

Vendor Details

Company Name

Zinnia

Founded

2005

Country

United States

Website

www.smartofficecrm.com

Product Features

Product Features

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