What "bank-grade security" actually means for a Health/Medicare CRM — and why your IT person will sleep better tonight.

Salesforce Shield, CyberFin's monitoring stack, MFA via Salesforce Authenticator, and the audit logs that ship by default. With the questions an enterprise IT review will ask you — and the one-page answer to each.

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What this looks like in practice

Inside Smart Agent, the relevant records are the Contact, the Policy, and any attached activity. The workflow we're describing here lives on the Policy timeline — every action lands timestamped, owner-attributed, and searchable.

• One automated trigger, surfaced on the right dashboard
• One report you can run every morning during AEP
• One follow-up template you can ship to every agent on day one

How to set it up

The shortest path: open your Smart Agent admin panel, find the Flow Builder entry for the workflow we describe, and configure the threshold. From there, the rest is reporting + iteration.

Book a demo to walk through this with a specialist using your own data.