For agency owners

Run the agency,not the busywork.

When you manage agents, the busywork multiplies: more calls, more reviews, more follow-up, more people to support. These tools give the office a clear view of the book, a front desk that never misses a call, and material every agent can use.

Sound familiar?

The problems it fixes.

You can't see the whole book

SmartViewz gives you production dashboards, agent scoring and the full hierarchy, with licensing and compliance status kept current.

SmartViewz

The front desk is overwhelmed

Jordyn answers calls, books appointments into calendars and drafts replies for approval. Enterprise plans are built for teams and firms.

Jordyn

Every agent explains products differently

Make one explainer video, get it approved, and personalize it with each client’s name and your logo.

Docs2Video

Recruiting takes too long

Record a short, polished video about your agency for recruiting posts and emails. VidWiz does the editing.

VidWiz

Recruiting night needs a deck

A deck that presents your agency, your support and the path for new agents, at $1 a page.

One Dollar Decks

Endorsements

In their own words.

Word-for-word excerpts from signed letters written to BotMakers.

“What previously required significant manual effort now surfaces as clear, real-time intelligence across my agencies and individual agents.”

“The impact has been direct: I can identify production trends, support my sub-agencies more proactively, and recruit with greater confidence knowing I have the data infrastructure to manage growth at scale.”

PRPhilip ReschFounder & Principal, Valor Financial Specialists650+ agents · 35 sub-agencies · Franklin, TN

Signed letter · May 4, 2026 · BotMakers AI platform on SmartOffice

“In my opinion, Botmakers has developed practical, highly valuable tools that solve real-world operational and communication challenges within the insurance and financial services industries.”

“The system gives agents a much clearer understanding of their business performance and areas requiring attention, which ultimately supports increased production and better operational management.”

BRBetsy E. RileyChief Financial Officer, 3 Mark Financial, Inc.Nearly 30 years in insurance operations

Signed letter · May 14, 2026 · SmartViews and Doc2Video

Free guides

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Questions

Good to know

What do the tools cost for a team?

SmartViewz Team is $129 per user per month for 2 to 20 users, and Agency is $99 per user per month above 20. Docs2Video Business is $199 a month and VidWiz Business is $499 a month. Jordyn Enterprise is priced per firm. One Dollar Decks is $1 a page with no subscription. These are the prices listed in September 2026; each tool’s site has the current plans.

Does SmartViewz need Smart Office?

No. It has a native Smart Office by Zinnia integration, and it also works from any CSV export.

Do agents need their own accounts?

SmartViewz is priced per user. For the other tools, tell us how your office works on the Get Started form and we’ll suggest a setup.

Tell us about your practice.