SmartOffice
for Advisors & Agents

"The ability to access all of our data and share it among ourselves using SmartOffice has been a godsend."

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Client Success Stories

Information from disparate systems is now consolidated into a single database
Assurance that anyone on the staff—regardless of their physical location—can address client questions and issues on the spot
Increased search capabilities to identify clients who need attention or who are ripe for up-selling
Improved management of sales processes using a predictable activity workflow
Increased reporting capabilities by having data in one system and placing case management reports on the home page
Ability to create, send, and store all client communication in a single location

P: 800-777-9188
E: crmsales@zinnia.com
5801 SW 6th Avenue
Topeka, KS 66636