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.
- 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!
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.
Select the plan that is right for you.
We offer a convienient monthly subscription or save 25% on our annual subscription.
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!
Best Value! Save over 25%
- 1-10 users $75/mo*
- 11+ users CALL US
Smart Agent Features
eSignautures - Enrollment Forms, Scope of Appointment Forms.
eForms - Real time forms exchange
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
What Our Customers Are Saying...
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 Force.com 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 Force.com 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 salesforce.com platform.