SmartOffice
by Zinnia · Insurance core · Greenwich, CT, United States
CRM and agency workflow platform for managing the book of business.
What SmartOffice does
- CRM functionality
- Agency workflow management
- Book of business management
- Producer network management
What SmartOffice is used for
- Run the book of business
- Manage producer networks
Who SmartOffice is for
- Wealth and investment managers
- Brokers
- Insurers
About Zinnia
End-to-end life and annuity platform connecting product configuration, distribution, underwriting, administration and servicing.
Zinnia in the vendor registry: its products, features and similar vendors.
Also by Zinnia
- Zinnia Launch: Platform for designing and deploying products on a modern core.
- Zinnia Market Connect: Platform connecting distribution, sales, and servicing across the ecosystem.
- Zinnia Now: Platform for modernizing operations around existing systems.
- WinFlex: Quoting and illustration tool for life and annuity products.
- VitalQuote: Quoting and illustration platform for life insurance.
- VitalAnnuity: Quoting and illustration platform for annuity products.
More in this category: Insurance policy administration and claims software.
Weighing up SmartOffice? Create a free procurement account to run the question as a procurement: Zinnia and the alternatives answer your requirements side by side, on the same terms.
Built by Vederca from public sources, last updated 2026-10-18.