Powered by®

Tired of filling out applications by hand?

Want to grow your business?

Want to spend more time selling and less on busy work?

WE GET IT, because we’re Agents too.  And we knew there had to be a better
way.  Enter Smart Agent, a customer relationship management system built on
the leading CRM software and customized for the insurance industry.
Everything you need, all in one program.

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.

What Sets Smart Agent Apart?

1) Created by agents FOR agents – so we GET IT.
2) Built on the SalesForce CRM platform, the #1 CRM in the world
3) More than canned reports. Total flexibility to customize reporting for YOUR business.
4) Saves you an ENORMOUS amount of time…your most valuable asset!

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.


Implementation as easy as 1-2-3!

  • 1circle

    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.

  • 2circle

    Select your plan.

    Choose a monthly plan or save on our annual subscription

  • 3circle

    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!


Smart Agent Features

  • Customer Communications Tracking

  • Fully Customizable Reporting

  • Comprehensive Dashboard

  • Remote Work Capabilities

  • Easy Marketing and Communications

  • Commission Tracking

  • Client Intake Form (New!)

  • DocuSign Integration

  • SalesForce CRM Capabilities

*Also offering cybersecurity functionality through valued partner

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