Smart Agent a Registered ISV Partner of Salesforce, is based in beautiful Red Wing, Minnesota. Our flagship product, Smart Agent, is a sales and customer service management system that is designed specifically for captive and independent agents in the insurance and financial services industries.
With the success of this Software as a Service (SaaS) platform, our growing team of InsureTech professionals now have many decades of experience in software and insurance/financial services. We currently work with agencies and organizations representing thousands of captive and independent agents and financial services and benefit advisors across the United States.
We would be honored to work with you too. Please contact us to start a conversation on how we can help you streamline, connect and grow your business!