Time to WorkSmart

Unlock the power of data-driven decisions with SmartWork Apps. At the click of a button: -Boost your office’s efficiency -Cut payroll costs -Gain invaluable insights into lead sources & competitor intelligence -Enhance retention -Drive sales with precision and ease. -Streamline Processes for consistency, accuracy and reduce mistakes that could lead to an E&O Experience smart, seamless solutions with SmartWork Apps, transforming your business for the better while keeping your data safe.

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About our Smart Apps

SmartRenewals

With just a click, SmartWork analyzes your renewal and book of business audits in moments, providing clear directions on handling renewals to boost retention and identify cross-sells in one action.

SmartNotes

Boost your efficiency with SmartCopy, providing instant access to frequently used sales and service notes at the click of a button. Don't waste brainpower on what to say or time typing it all out. SmartCopy delivers uniform notes, speeding up your workflow and saving your employees' energy for what truly matters: making sales.

SmartQuotes & SmartWork

Current analysis methods fall short when it comes to choosing leads to re-target and re-check to boost sales. Choose SmartQuote to transform your approach, optimize your budget, and drive success.

Sorting and Analyzing an output not for you? Choose SmartWork to filter and sort more easily.

SmartTerminations (Coming Soon!)

With SmartTerminations, you can identify terminated policies with just a click, allowing you to adjust commissions efficiently and save both time and money. Additionally, SmartTerminations helps drive growth by pinpointing win-back leads without the need for manual lookup.

Ready to SmartWork?

The alternative to SmartWork is Guess Work and Hard Work: inefficient labor, bogged down by long, tedious tasks or, even worse, leaving outcomes to chance. You've invested too much in building and growing your business to rely on guesswork. SmartWork Apps provide a clear roadmap to your destination, enhanced by a data wizard that transforms endless spreadsheets into actionable insights. Identify the key areas to improve retention and accelerate growth. Stop the cycle of replacing lost business with new customers and struggling to grow. Focus on retaining your current customers and nurturing your most valuable leads. Engaging the top 2,000 leads multiple times is far more effective than contacting all 10,000 leads once. Choose SmartWork to optimize your efforts for maximum productivity and success. Harness the power of data to make informed, strategic decisions with SmartWork.

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