Frequently Asked Questions

  • Smart Agent is the perfect tool for Health/Medicare independent agents, small and large agencies, IMO’s and FMO’s. An agency or FMO can include Smart Agent in the many value-added tools they offer to their agents.

  • Yes, Smart Agent has the ability to integrate with almost any systems you may already be using within your business. This feature allows you to simplify your business processes since all of your business tools can be accessed in one place.

  • Yes! Smart Agent has a commission module. If you have a 3rd party commission platform, we have the ability to integrate with that software.

  • Yes, Smart Agent has the ability to integrate with many quoting softwares.

  • Yes! On average, Smart Agent reduces the time required to enroll a client in Medicare from 45 min to 12 min.

  • Smart Agent can integrate all of your business systems so that everything is accessed in one place. No more opening and closing different applications. And even more, Smart Agent digitizes your entire enrollment process, eliminating the need for spreadsheets and paper documents.

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