Case Status Update
The URL has changed for our online case status. The new login page can be found at https://www.smartofficecrm.com/login.
On the submission of your first Thrivent Long Term Care you will receive your personal account information for our SmartView for Advisors Case Status website.
Benefits of online case status?
- Case status can be obtained 24 hours a day
- See real time case status entered by our case managers
- You will see the exact same information our case managers would relay if you called
- Cases remain here for 120 days after a case decision has been made by Thrivent
- Monitor your cases as they go through underwriting
- Information is secure and is read-only
Access the following:
- Case Status—Basic information about the case, including proposed and issued premiums.
- Insured—Lists the contact’s name, proposed class and issued class.
- Requirements: Shows all underwriting and delivery requirements.
- Requirement—Title of the requirement
- Requirement Status—Current Status of the requirement
- Required Of—Shows who the requirement is needed of or to be completed by.
- Status Date—The last date the requirement was updated
- Completed—Date the requirement was completed, will be blank if the requirement is outstanding
- Remarks—Notes regarding the requirement; the latest note should be the first entry in the requirement and a date listed.
Click here to access your Case Status
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