Simplifying life for agents with digital solutions that deliver a better customer experience.
Digitally transforming how agents do business.
• Partnerships are based on integrity.
Integrity is foundational to all successful relationships. Smart Agent is your trusted partner as we seek to create long-term partnerships with agents based on honesty and integrity.
• Time is your most valuable resource.
Agents thrive when their time is spent developing customer relationships. Smart Agent enables you to be more productive - work smarter and faster, not longer and harder.
• Agents are trusted advisors.
Agents are trusted partners in the insurance selection process and should provide the best options to their clients. Smart Agent increases your ability to efficiently access data and find the plans that fit the unique needs of each customer.
• Compliance and security matters.
Having a secure platform is mandatory, and being compliant allows both agents and their customers to have peace of mind. Smart Agent meets the cyber security standards of the highly regulated health insurance industry.
Smart Agent is a Registered ISV Partner of Salesforce and is based in beautiful Red Wing, MN. Smart Agent CRM is a sales and customer relationship 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!
Smart Agent Executive Leadership Team
Bob Schmaltz, Founder & CEO
Bob has more than 33 years in the insurance industry and is also the founder & CEO of Finacial Marketing Solutions, Inc, an insurance wholesaler (FMO) specializing in Health, Medicare, and Retirement Planning. Bob oversees more than 10,000 clients with associated agents in 22 states. Bob holds a BA from Minot State University.
Kevin Sampers, Chief Customer Service Officer - Director of IT
Kevin has more than 28 years of operating experience working for large, small, and startup businesses including Thomson Reuters, Data Card Group, and Naiku (a SaaS company). Kevin is an expert in translating business needs into technology solutions and has used those experiences working with hundreds of Smart Agent customers. Kevin holds a BA from the University of MN.
Heather Schulz, Controller
Heather has been the controller for FMS and River Bluff Technologies since 2012 after working for KPMG and implementing new audit practices. She has her CPA certification and graduated from the University of Minnesota - Carlson School of Management with a BS degree in Accounting.