A horizontal CRM with an "insurance template" can't do these. Smart Agent ships with all six on day one — because Health and Medicare agents need them on day one.
Foundation · Salesforce AppExchange
Day one, you inherit the entire Salesforce AppExchange — 5,000+ pre-built apps for e-signature, telephony, calendar, marketing, storage. Then we layer six Health-and-Medicare-specific capabilities on top.
E-signature directly inside Smart Agent. Send, sign, and archive every Medicare enrollment without leaving the Policy record. Audit-trail timestamps land on the Contact.
Bi-directional email & calendar sync with Outlook. Einstein Activity Capture attaches every conversation to the right Contact and Policy — no buttons, no copy-paste.
Click-to-call from any Contact or Policy. Inbound and outbound calls log against the Policy timeline with full recording attached — ready for the next CMS audit.
Branded email campaigns triggered by Smart Agent record changes — turning 65 outreach, renewal reminders, cross-sell drips. Opens and clicks land on the Contact.
Self-serve scheduling for Medicare consultations. Bookings land as Events on the right agent's calendar; reminders fire automatically — fewer no-shows, more enrollments.
Cloud-based phone + contact center inside Smart Agent. Calls, voicemails, and recordings attach to the Policy timeline automatically — perfect for AEP call surges.
Install any AppExchange package directly into Smart Agent from your Salesforce org. No code, no IT ticket.
Custom integrations work via the same Salesforce APIs your dev team already knows. No proprietary Smart Agent SDK.
Any Salesforce Lightning admin can add fields, flows, and apps without our involvement. Existing skills carry over.
01
Client Intake · Digital SOA Capture
Send a single customized link. The client fills in everything — demographics, drugs, doctors — and signs the Scope of Appointment. It all lands on their record.
Smart Agent's Client Intake Form lets you collect everything you need before you ever get on the call. One branded link, sent by email, compliantly gathers the client's information — entered by the client themselves, not transcribed off a rushed phone call.
Built-in lookups for prescription drugs, pharmacies, and doctors mean the data comes in clean. Every field writes straight back to the Contact record, and the signed Scope of Appointment is captured and stored — so you walk into the appointment already compliant.
Sent by Todd Zuerlein · FMS Insurance
About you · entered by client
Prescriptions · lookup
Atorvastatin 20 mg
Tablet · generic for LipitorAtorvastatin 40 mg
Tablet · generic for LipitorPharmacy & doctors · lookup
Scope of Appointment
All fields written back to Contact · Hartman, J. — signed SOA stored on the record in Smart Agent
02
Connected Inbox · Einstein Activity Capture
Stop copy-pasting Gmail threads into a CRM. Smart Agent watches the inbox for you.
Einstein Activity Capture — built into the Salesforce platform — establishes a bi-directional sync between your Outlook or Gmail account and Smart Agent. Emails to and from the Contact attach themselves to that Contact's Policy timeline automatically. Calendar invites become Events on the right record. No buttons to click.
When the auditor asks "what did the agent send the client before they signed?" — you scroll the policy. Everything's there.
Sent from todd@fmsinsurance.com → james.hartman@gmail.com · 2 attachments
Reviewed drug-list cost differences. Client comfortable with formulary.
Mon Nov 24 · 11:00 AM CT · 30 min · Video link sent
1-line client reply. Auto-tagged "Submit Enrollment."
03
Carrier Sync · Add-On Module
The Carrier Sync module pulls your book of business directly from carriers — and matches it against what Smart Agent already knows.
Connect up to 20 carriers (or 20+ on the enterprise tier). Smart Agent automatically pulls policy data — issues, terminations, payments — and matches each line against your existing Accounts, Contacts, and Policies. Mismatches get flagged. Missing commissions get surfaced. You go from chasing 13 spreadsheets to reviewing one dashboard.
Pairs with the Commission Module for full expected-vs-actual tracking, plus the Enhanced tier for delegated agent overrides and multi-tier splits.
Carrier Sync dashboard · live Smart Agent screen
04
Compliance · Audit-Ready Records
In health and Medicare, compliance isn't just important. It's everything.
Every action on a Contact or Policy is timestamped: SOA signatures, drug-list reviews, provider-list confirmations, calls, emails, plan comparisons, signed enrollments. Nothing's stored in someone's inbox or paper file. When CMS or a state regulator asks, you generate the audit trail from Smart Agent in seconds.
Combined with Einstein Activity Capture, this is the difference between "let me find that" and "here's the PDF."
05
Commissions · Expected vs. Actual
Carriers under-pay. Statements get lost. Splits get fumbled. Smart Agent's Commission Module makes every dollar visible.
The Commission Module tracks expected commissions per policy — calculated from the carrier's contract rate, your tier, and any agent splits — then matches actuals as they land. Missed or short payments get flagged on a single dashboard. The Enhanced tier adds delegated overrides and multi-tier splits for agencies with downline agents.
Combined with Carrier Sync, this is the workflow that pays for the entire CRM in a single AEP season. See the full commission-reconciliation deep-dive →
Collected
Missing / Short
06
Beyond Medicare · Group, ICHRA & Employee
Group policies. ICHRA. Employee benefits. The same platform agents use for Individual Medicare handles all of it.
The Policy object supports three record types: Individual, Group, and Employee. Employee policies link back to a Group policy, which links to an Agency or Business Account. Households can hold multiple Individual Contacts. The hierarchy mirrors how real agencies actually structure their books — Medicare, Health, ICHRA, and Group all in one workspace.
Insurance Products span all 7 product types out of the box: PDP · MA · MAPD · Med Supp · Dental · Vision · Hospital Indemnity. Plan Year is a first-class field. Carrier is its own Account record type.
Maria R.Plan year 2026
In-ForceJames T.Dental + Vision
In-ForceSarah K.MAPD + Hosp Ind
In-ForceDavid L.Awaiting SOA
PendingBCBS · ICHRA Allowance
Reimbursement · $650/moHumana · Dental PPO
Employee + DependentVSP · Vision
Employee-onlyAetna · Hospital Indemnity
Voluntary buy-upThe whole Salesforce ecosystem on day one. Six Medicare-and-Health-specific capabilities on top. One workspace for every conversation, document, dollar, and signature.
Min. per Medicare enrollment
Less commission reconciliation
Potential ROI on Smart Agent
Annual cost · 2 Medicare enrollments
30 minutes with a Smart Agent specialist — not a generic SDR. We come ready with examples for your line of business.
