No more chasing
Advisors no longer rely on time-consuming calls and emails to get updates.
Case status
Streamline Client Management with SmartOffice® SmartView
Every open case, every carrier, one screen, any hour.
Key features
What it actually does.
Live Case Status and Underwriting Updates
Two viewing modes, Case Status for simplicity and SmartOffice Pro View for advanced customisation. Immediate access to premiums, risk class and underwriting status, with a dashboard for performance tracking.
Self-Service Access
Secure access from anywhere, customisable dashboards, and 24/7 availability that removes the need for frequent staff inquiries.
Benefits
What changes for you.
Operational efficiency
A reliable, user-friendly platform that improves service quality while driving efficiency.
Control of your data
Take control of your data, empower your advisors, and elevate client satisfaction.
The rest of the stack
Seven more tools come with it.
Presentations
Ensight
Interactive life, LTC and annuity presentations that make a complex design obvious in one screen.
Explore EnsightIllustrations
WinFlex Web
Run and compare life illustrations across every carrier from one cloud-based platform.
Explore WinFlex WebEnd to end
iPipeline
Quote, e-app, underwriting, e-signature and policy delivery in one connected ecosystem.
Explore iPipelineA true Ally
Experience the Assurance Ally difference
Leave behind the impersonal, high-pressure world of IMOs. Join one that values collaboration, innovation and your success.