Smart Agent® is a Customer Relationship Management system that has the ability to radically improve your productivity.

“Over the years, we’ve dialed in Smart Agent for my agency to the point that I would likely have to hire 4-5 more employees to do the job of what Smart Agent does for Shoreline.”

Allison Kraus
Captain. Owner. Insurance Advisor.
Shoreline Insurance Group


Smart Agent provides the power of the® platform in a system built by agents, for agents.

What is Smart Agent?

Smart Agent is a CRM suite of tools built by and for insurance agents. With our insurance industry specific CRM system, you will get organized and save time – your most valuable resource.  Our system allows you to streamline your sales processes, connect with customers and prospects, and grow your insurance business.

Become a Smart Agent – work smarter and faster, not longer and harder!

Streamline, Connect and Grow your Insurance Business


Cutting Edge Technology…

  • World-class data safety, storage, and retrieval
  • Ability to pre-fill your carriers CMS-compliant applications
  • E-document management and sharing
  • Real-time E-signature capability

Making Your Job Easier…

  • Minimize re-work and any back and forth with clients
  • Cut your average app time from 60 minutes to 15 minutes

Growing Your Business…

Smart Agent makes working remotely a breeze – increasing efficiency and allowing more time to market and cross-sell to existing customers and new leads with easy-to-use digital tools.

Smart Agent is safe and secure, and natively built into Salesforce.
All your data is encrypted with real-time back-ups on Salesforce's servers.


Just the right features in a customizable solution.

Independent Agents

  • Upload your book of business
  • Manage contacts and policies
  • Market to prospects and clients
  • Access data from anywhere


  • Monitor agents
  • Track commissions
  • Create dashboards
  • Link to quote engines


  • Connect data resources
  • Manage enrollments
  • Increase sales
  • Ensure consistent services

Implementation as easy as 1-2-3!

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    Sign up for a free trial.

    Smart Agent offers a 30-day free trial of the full program. Test out the features that are important to you and ensure it’s the right fit. Get instant access with no credit card required.

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    Select the plan that is right for you.

    We offer a convienient monthly subscription or save 25% on our annual subscription.

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    Export your data

    Export from from your current system or other sources such as Google and Outlook and request your electronic book of business from your carrier(s).

We will provide you a secure encrypted link to send the data to us and we will put it into Smart Agent for you… FOR FREE as part of your subscription!


Annual Subscription

  • 1-10 users       $75/mo*
  • 11+ users     CALL US

Smart Agent Features

  • eSignautures - Enrollment Forms, Scope of Appointment Forms.

  • eForms - Real time forms exchange

  • Document Collection

  • Secure Cloud Based

  • HIPAA Compliant and secure

  • Manage Contacts and Accounts

  • Track Policies, Insurance Products, Commissions

  • Email Integration with Gmail or Outlook

  • Smart Agent Mobile App

  • Manage Customer and Sales Details

  • Track and Log Calls and Emails

  • Track Quotes and sales

  • Comprehensive Dashboard

What Our Customers Are Saying...


Marc Grove

Grove Agency
“Smart Agent puts all our customer information in one place. Everyone in the office can quickly see any activity with a given account.”
Alexander & Haberman

Joshua Haberman,

Alexander & Haberman
“Smart Agent is great! It saved us a ton of time because many of the customizations we would have had to do were already done. Smart Agent has been really good at helping us move beyond their default design by continuing to assist us with further customizations, reports, establishing roles, and other controls to optimize our data collection and management. They make it easier for us to run our business and focus more time on what we do best: to add value for our clients.”
Allison-Ovsak Insurance Services

Tammy Ovsak

Allison-Ovsak Insurance Services
“Since using Smart Agent, we are able to keep so much more information all in one place.  It’s the ultimate one-stop shop for customer management!  I’m also finding it much easier to track my employee’s productivity and identify missed opportunities.  Thank you Smart Agent!”

Frequently Asked Questions

Smart Agent® is a secure, cloud-based solution built specifically for insurance agencies and agents. With comprehensive contact management, marketing, and commission tracking, Smart Agent will also provide you a consolidated view across your entire portfolio, from all your carriers, allowing you to quickly identify cross-selling opportunities and see consolidated views of all your customers and all their policies.

Built on Salesforce’s development platform, Smart Agent is designed for independent agents as well as agencies and carriers with hundreds of users.

Smart Agent allows users to easily pull customer information from your existing system, saving a tremendous amount of data entry time. All at no additional cost!

Smart Agent is built on top of Salesforce’s development platform and all the security and infrastructure offered in this platform are integrated with Smart Agent. Smart Agent has passed the Salesforce security review, a requirement for running in their platform. Learn more about the platform.

Find Out How Smart Agent Can Transform How You Do Business!

(We will never sell your data or spam you. See our privacy policy for more.)

406 Main St. Suite B, Red Wing, MN 55066
Phone: +1 800-651-1913