Save time. Recover revenue.
Close more business.
SmartViewz is an AI analyst for your entire book. It spots at-risk premium, coverage gaps, and stalled deals before they cost you — and answers any question about your data in plain English. Built for life & annuity, from solo producer to enterprise MGA.
Good morning, Sarah — here's your agency overview
TOTAL PREMIUM
$2.8M
Commissionable
ACTIVE AGENTS
387
Licensed
POLICIES
1,842
In force
PIPELINE
$487K
Pending
Premium Trend
+12.4% ↑
Revenue Intelligence: 3 contracts expiring this week — $1.2M premium at risk. 2 agents flagged for zero production.
Better Together
Smart Office manages your data brilliantly.
SmartViewz adds AI intelligence on top.
Smart Office is the industry-leading back-office platform for life and annuity. SmartViewz adds an AI intelligence layer that enhances what it already does well.
Comprehensive data management and record-keeping
Standard reporting through exports and queries
Contract and policy lifecycle tracking
Reliable system of record for all agency data
License and appointment data management
Organizational hierarchy and structure
Dashboards that refresh automatically from Smart Office, hourly by default
AI-powered reports generated in seconds, not hours
Automated alerts for expiring contracts and at-risk policies
Claude AI chat — ask anything about your book in plain English
Compliance dashboard with red/yellow/green scoring for every agent
Full org hierarchy with production scores at every level
Built For You
One platform. Every role.
Whether you manage a personal book or a thousand-agent hierarchy, SmartViewz adapts to show exactly what you need.
For Producers
Your personal command center for production, compliance, and revenue.
See your full book of business across every carrier
AI flags stalled cases and expiring contracts automatically
License and compliance status — always current, never a surprise
One-click PDF reports for carrier meetings
A production score you can track against your goal
For Supervisors
Manage your team with real data instead of gut instinct.
Downline production dashboard with agent scoring
Compliance alerts for every agent you manage
Identify at-risk agents before they lapse
Pipeline visibility across your entire team
Automated meeting prep briefs — one click
For MGAs & IMOs
Enterprise-grade intelligence for multi-office distribution.
Full org hierarchy with drill-down at every level
Carrier concentration risk analysis across the enterprise
Revenue Intelligence flags opportunities with a dollar impact
Role-based access — every user sees exactly what they should
Custom branding, an AI-assistant connector, and priority support
See It In Action
Built for insurance professionals
Every screen designed for the way MGAs, supervisors, and agents actually work. Not generic dashboards — purpose-built intelligence.
Pipeline
47
$487K
Top Agent
#1
Sarah M.
Licenses
3
Expiring
Concentration
38%
Prudential
3 findings — $1.2M at risk
AI-Powered Dashboard
Pipeline funnel, top producers, expiring licenses countdown, carrier concentration risk — all at a glance.
Sarah Mitchell
Agent Detail Page
7 tabs of data: policies, contracts, downline, requirements, licenses, holdings from Smart Office, AI insights.
Premium by Carrier
Book of Business
Premium by carrier, product type, and agent. Monthly trends. Concentration risk warnings when one carrier dominates.
Agent Compliance Status
Compliance Dashboard
Red/yellow/green scoring per agent. Expiring licenses, overdue requirements, agents requiring attention.
Organization Tree
Visual Org Hierarchy
Interactive org chart with production data, scores, and search. Expand any branch to see the full downline.
Agents
Policies
Global Command-K Search
Press Cmd+K to search across agents, policies, contracts, and carriers from anywhere in the app.
17
AI tools that query your book
Hourly
Automatic SmartOffice sync
Get Started
Up and running without the heavy lifting
No lengthy onboarding. No professional services. Connect your Smart Office API or upload any CSV and SmartViewz does the rest.
Book a Demo
A 30-minute call to set up your agency and confirm your Smart Office access.
Connect Smart Office
We connect your Smart Office office through our partner access, so you never share a password, and confirm the connection.
Watch It Sync
SmartViewz pulls your full dataset — agents, contracts, policies, licenses, hierarchy. See a live progress bar as everything flows in.
Start Making Money
Your AI operations manager is ready. Revenue intelligence runs automatically. Action items are created. You're in control.
Simple Pricing
The full app on every plan.
No surprise upsells. Plans differ by scale: users and support level.
Individual
For independent agents and solo producers managing their personal book.
1 user
Full AI + your entire book
Email support
Team
For supervisors and agencies managing agent downlines and production.
2–20 users, billed per seat
Full organization access
Priority email support
Agency
For MGAs and IMOs at scale — volume per-seat pricing.
20+ users, billed per seat
Custom branding
Priority support
Enterprise
For large BGAs and multi-office operations with complex hierarchies.
Custom seat pricing
Help with setup and rollout
Dedicated support
Security
Enterprise-grade security
Your data is sensitive. We treat it that way. Every layer of SmartViewz is built with security and compliance in mind.
Enterprise-Grade Hosting
Hosted on enterprise-grade infrastructure (Vercel and Supabase), with encrypted connections throughout.
Row-Level Security
Supabase RLS ensures users only see data they're authorized to access. Agents see their book, supervisors see their downline.
Two-Step Verification
Required for platform administrators and available to every user in Settings.
Sentry Monitoring
Real-time error tracking and performance monitoring. We know about issues before you do.
Audit Logging
Every action logged. Full audit trail for compliance reviews and security investigations.
No Password Sharing
Smart Office connects through partner access. Your agents never hand SmartViewz their Smart Office password.
The Market
The industry is moving to AI.
Are you?
AI tools that answer questions from your SmartOffice book: production, pipeline, contracts, requirements and what-if scenarios.
place to see your whole downline, with production rolled up at every level of the hierarchy.
SmartOffice passwords to share. SmartViewz connects through partner access.
Turn your Smart Office data into
AI-powered intelligence.
Customers have identified six-figure revenue opportunities with SmartViewz. Your data is already in Smart Office — or any CSV export — we just make it work harder.