Scale your annuity production without scaling your back office.
Your advisors want to sell. Your ops team is maxed out. Your growth depends on doing more with less. SmartOffice + AnnuityNet gives your organization a unified platform for quoting, submitting, and tracking annuity business—so you can onboard more advisors, process more cases, and grow faster.
- Reduced NIGO rates and processing time
- Centralized production tracking across all advisors
- Faster advisor onboarding and adoption
Growth shouldn't feel like chaos.
It should be exciting. Instead, it often means:
More advisors, more chaos
Everyone uses different processes. There's no consistency in how business gets submitted.
No visibility into production
You're always chasing numbers. Getting a clear picture of submitted, pending, and in-force business is a manual effort.
Training bottlenecks
New advisors take months to ramp up. They struggle with unfamiliar tools and processes.
NIGO overload
Your ops team spends more time fixing errors and chasing requirements than actually processing cases.
Carrier fragmentation
Different portals, different logins, different headaches. Every carrier has their own system.
You need a system that scales with you—not against you.
One platform for your entire organization.
SmartOffice + AnnuityNet centralizes your annuity workflow:
Standardize across all advisors
Everyone uses the same quoting, submission, and tracking process. No more inconsistency.
- Single workflow for all carriers
- Consistent data capture
- Standardized compliance documentation
Onboard advisors in days, not months
Intuitive interface and built-in training resources accelerate adoption. New advisors start producing faster.
- Easy-to-learn interface
- Built-in help and training
- Self-service onboarding
Track production in real-time
See submitted, pending, and in-force cases across your entire book—by advisor, carrier, or product.
- Real-time production dashboards
- Drill down by advisor or team
- Track by carrier and product type
Reduce operational burden
Fewer NIGOs mean less rework. Automated status updates mean fewer calls from advisors checking on their cases.
- Built-in validation reduces NIGOs
- Automated status notifications
- Self-service case tracking
Features for scale.
Built for growing organizations.
| Feature | Benefit |
|---|---|
Centralized case management | All advisors, all cases, one view. No more hunting through multiple systems. |
Hierarchy support | Track production by team, region, or channel. See performance at every level. |
Advisor self-service | Reps check their own status—no calls to ops. Frees your team to focus on processing. |
Bulk reporting | Run reports across hundreds of advisors instantly. Get the data you need, when you need it. |
30+ carrier connections | One workflow, regardless of carrier. Submit to any carrier through a single interface. |
All advisors, all cases, one view. No more hunting through multiple systems.
Track production by team, region, or channel. See performance at every level.
Reps check their own status—no calls to ops. Frees your team to focus on processing.
Run reports across hundreds of advisors instantly. Get the data you need, when you need it.
One workflow, regardless of carrier. Submit to any carrier through a single interface.
Get your advisors on AnnuityNet fast.
Common concerns and how we address them:
| Challenge | How we solve it |
|---|---|
"My advisors won't change" | Intuitive interface matches how they already work. Minimal learning curve. |
"They'll just go back to the old way" | Time savings make the new way obviously better. Advisors see results immediately. |
"We can't support them all" | Self-service tools reduce support burden. Built-in help means fewer calls to your team. |
Enterprise-ready from day one.
Implementation designed for growing organizations.
Turnkey implementation
Most organizations go live in 60 days. We handle the heavy lifting.
Data migration support
Bring your existing book of business. We'll help you migrate your data.
API access
Connect to your commission and reporting systems. Full integration flexibility.
Dedicated success team
Hands-on support for rollout and adoption. We're with you every step.
Ready to scale?
See how leading IMOs and BGAs use SmartOffice + AnnuityNet to grow production without growing headcount.