SmartOffice
for Advisors & Agents

"SmartOffice helps me sleep better at night knowing that every piece of client history is at my fingertips."

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Client Success Stories

Link each business partner (advisors, P&C agents, brokers) to the clients they’ve referred for joint work
Save time and resources by support existing processes using industry-specific tools
Effectively manage 500+ clients using a single, centralized repository for all records
Eliminate the manual processes required to manage documents in Microsoft® Outlook
Simplify compliance with complete, trackable communication records
Predictably and proactively reach out to clients and referring business partners

24/7 access to all client information in one location, including contact information, applications and e-documents, and communication history
Ability to link new policy and investment files directly to each client record
Can easily locate specific information without using a third-party search engine
Directly feed data from SmartOffice into Outlook for ease of use on Blackberry
View online FastClasses to continue to learn new ways to apply SmartOffice to the business

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