Your data lives in Smart Office exports
Connect Smart Office by Zinnia, or upload any CSV. Agents, contracts, policies, licenses and hierarchy flow in, with production scores at every level.
SmartViewz
For IMOs, BGAs and MGAs
See every producer.Support them all.
Distribution runs on production, licensing and hierarchy data spread across carriers and exports. SmartViewz brings it into one place, and the rest of the toolkit gives your downline tools that make them easier to support.
Sound familiar?
The problems it fixes.
Licensing and compliance slip
Alerts for expiring licenses and overdue requirements, with red, yellow and green compliance scoring.
SmartViewzCarrier meetings need reports
One-click PDF reports for carrier meetings, from the same data your team works in.
SmartViewzYour downline needs approved material
Build explainer videos once, get them approved, then hand them to your agents to personalize with client names and their logo.
Docs2VideoTraining and recruiting decks pile up
Turn a carrier product guide into a short training deck, or build the recruiting deck, at $1 a page.
One Dollar DecksEndorsements
In their own words.
Word-for-word excerpts from signed letters written to BotMakers.
“BotMakers has served as the exclusive AI automation partner for Apex Affinity Group, and the scope and quality of what they have delivered places them in a category of their own.”
“When issues arise, their response time is measured in hours, not days.”
Signed letter · March 24, 2026 · BotMakers as AI automation partner
“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.”
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.”
Signed letter · May 14, 2026 · SmartViews and Doc2Video
Free guides
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Questions
Good to know
Does it work with Smart Office?
Yes. SmartViewz has a native Smart Office by Zinnia integration: enter your Smart Office API credentials and the sync runs with a live progress bar. It also works from any CSV export.
How is our data protected?
TLS 1.3 in transit, AES-256 at rest and row-level security, on SOC 2 Type II audited infrastructure. SmartViewz's own SOC 2 audit is in progress.
What does it cost at scale?
SmartViewz Agency is $99 per user per month for 20+ users across multiple offices. Enterprise adds API access and SSO for large BGAs, with custom pricing. These are the prices listed in September 2026.