30 Years of Experience in the Wealth Management CRM Business

30+ Years of Wealth Management CRM Experience

With unprecedented longevity and proven solutions, SmartOffice addresses the specialized needs of a wide range of financial services professionals — including insurance companies, general agents, banks, investment dealers, and financial advisors — to help drive operational efficiencies, boost revenues, and support exceptional client service.

In 2024, SmartOffice was acquired by Zinnia, the global insurance technology services company working to simplify insurance at every touchpoint. Considered the industry standard for agency management, practice management, and enterprise CRM, SmartOffice is used by many of the top 20 Fortune 500® Life companies and more than 100,000 professionals nationwide.