Looking for the best CRM for your Health/Medicare insurance business?
Smart Agent is the most robust digital CRM platform available, designed to transform the way you do business.
Smart Agent Isn’t a Generic CRM.
It was built by, and for, Health/Medicare insurance agents.
Provides Highest Level of Data Security Possible.
Smart Agent keeps your data safe, secure and encrypted with real-time backups on Salesforce servers, the world’s #1 CRM.
Consolidates All Your Technology Systems.
Smart Agent easily integrates with other technologies which gives you access to everything you need all in one place.
Eliminates Paperwork.
Smart Agent’s digital process workflow eliminates most of the paperwork used in Medicare and ICHRA enrollments. Say goodbye to spreadsheets and file folders.
Allows Custom Reporting.
Smart Agent gives you total flexibility to customize reporting for YOUR business, not just canned reports.
Provides E-Marketing Capabilities.
Easily create marketing emails focused on policy renewals, lead prospecting, appointment scheduling, updating information, and more!
Smart Agent is built on Salesforce, the #1 CRM in the world.
Check out everything Smart Agent has to offer:
Smart Agent is the SMART choice for independent agents, small and large agencies, and FMOs.
Smart Agent integrates with almost any industry partner and business system.
Take a look at what our clients say!
“Over the past several years, Smart Agent has allowed us to increase customers served without the need to hire additional staff. Smart Agent is built on the Salesforce platform which makes support very easy.”
Allison DeWitt
Captain/Owner, M/Y Shoreline Insurance
