AEP is here. Phones are ringing, leads are flooding in, compliance is tightening — and your team is juggling spreadsheets, sticky notes, and manual follow-ups. Smart Agent is the CRM built by agents, for agents — engineered for the complexity of Medicare and Health insurance sales.
Real-time encrypted backups on Salesforce servers — the world's #1 CRM. Cybersecurity through our partner CyberFin is included on every plan.
The only Health/Medicare CRM that brings all your business tools together — Quote engines, DocuSign, Calendly, Office 365, Gmail, RingCentral, Mailchimp, Dropbox.
Digital Scope of Appointment, digital Medicare submissions, audit-ready timestamps. No more spreadsheets, file folders, or sticky notes.
What's actually in Smart Agent
Your CRM watches every contact's birthday. The moment a prospect crosses Medicare eligibility, Smart Agent sends the outreach automatically — no more missed enrollments.
Email and calendar sync onto every Policy and Contact record — automatically. Outlook, Gmail, every reply, every meeting, every timestamp.
Auto-syncs carrier books of business with your accounts and policies. Automate 90% of manual reconciliation — get paid what you're owed.
Every SOA, every drug list, every provider note, every call recording — timestamped and exportable in one click. Because compliance isn't just important. It's everything.
Carriers paying what they owe? Drill into expected vs. actual payments. Spot missing commissions before they age out — and recoup them with documented audit trails.
Smart Agent isn't only individual Medicare. Full record-type support for Group, Employee, and ICHRA policies — one platform, both books of business.
Why Smart Agent?
Pre-built record types for Individual, Household, Carrier, Agency, and Policy. The vocabulary of your business — out of the box.
Salesforce + CyberFin partnerships have you covered. Real-time encrypted backups, MFA via Salesforce Authenticator, and audit logs by default.
Digital end-to-end. SOA, drug list, provider list, application — all live on the Policy record, all searchable, all timestamped.
Custom dashboards, list views, and report types — no canned reports forced on you. Filter by carrier, by state, by agent, by status.
Built-in click-to-call, SMS automation, branded email campaigns — sent and tracked from Smart Agent. Automated renewal reminders. Cross-sell tracking. Policy life-cycle management.
Anything that works with Salesforce works with Smart Agent. AppExchange access on day one. Limitless extensibility for when your agency grows.
Before vs. After
Stop managing chaos. Start managing growth.
Integrations
Anything that works with Salesforce will work with Smart Agent — dialers, marketing platforms, e-signature, calendar, file storage, telephony. You bring the tools, we connect the pipes.
+ Medicare Now · LA Pro · AppExchange (anything that ships for Salesforce)
Over the past several years, Smart Agent has allowed us to increase customers served — without the need to hire additional staff.
The Business Case
Enrollment time reduced from 45 minutes to 12 minutes per Medicare client.
Smart Agent costs the equivalent of just two Medicare enrollments per year.
A potential 10–20× return on your investment, year after year.
FAQ
Book a personalized demo and see how Smart Agent CRM can transform the way you sell Medicare and health insurance. Or start a free 30-day trial — no credit card.