Link code, badges, logos, and an approved description for FMOs, IMOs, agencies, carriers, associations, and anyone writing about Medicare technology.
The simple version
Point to our homepage and use any anchor text below. There’s no need to add UTM tags. We can see referral traffic either way.
https://smartagentcrm.com/<a href="https://smartagentcrm.com/">Smart Agent CRM</a>Badges
Paste the code into your site’s footer or partner page. Images are served from our site at retina resolution. If you’d rather host a badge yourself, download it and change the src.
For agency and FMO websites with a light background.
<a href="https://smartagentcrm.com/" title="Smart Agent, the CRM for Health & Medicare insurance agents"><img src="https://smartagentcrm.com/badges/smart-agent-powered-by-light.png" width="176" height="64" alt="Powered by Smart Agent CRM"></a>
For dark footers and navy or black page sections.
<a href="https://smartagentcrm.com/" title="Smart Agent, the CRM for Health & Medicare insurance agents"><img src="https://smartagentcrm.com/badges/smart-agent-powered-by-dark.png" width="176" height="64" alt="Powered by Smart Agent CRM"></a>
For partner lists, vendor grids, and tight sidebars.
<a href="https://smartagentcrm.com/" title="Smart Agent, the CRM for Health & Medicare insurance agents"><img src="https://smartagentcrm.com/badges/smart-agent-compact.png" width="134" height="40" alt="Smart Agent CRM"></a>About Smart Agent
Approved copy for partner directories, vendor lists, newsletters, and articles. Trim it to fit if you need to.
Smart Agent is a CRM built on Salesforce for U.S. Health and Medicare insurance agents, agencies, IMOs, and FMOs.
Smart Agent is a CRM built specifically for independent Health and Medicare insurance agents, agencies, IMOs, and FMOs. Running on Salesforce, it comes ready with the records a Medicare practice actually uses (households, carriers, and policies) plus digital Scope of Appointment, audit-ready compliance tracking, and carrier commission reconciliation. Agents using Smart Agent cut Medicare enrollment time from about 45 minutes to 12 minutes per client. Smart Agent is developed by Riverbluff Technologies in Red Wing, Minnesota, and was founded by Bob Schmaltz, a 27-year insurance veteran and CEO of the FMO Financial Marketing Solutions.
Resources worth citing
If you’re covering Medicare compliance, enrollment, or agency tools, these pages are good references for your readers.
Our field guide to what a Medicare CRM does, why generic CRMs fall short, and how to choose one.
smartagentcrm.com/resources/medicare-crm-guideThe SOA rules agents need to follow: the 48-hour rule, exceptions, retention, and what to document.
smartagentcrm.com/resources/medicare-scope-of-appointmentHow AHIP certification works, when to renew it, and why carriers require it before you can sell.
smartagentcrm.com/resources/ahip-certification-medicare-agentsPlain-English definitions of the terms agents use every day, from AEP to ICHRA.
smartagentcrm.com/glossaryPractical articles on AEP workflows, commission reconciliation, compliance, and growing a book.
smartagentcrm.com/blogShort walkthrough videos showing agents how to get work done in Smart Agent.
smartagentcrm.com/trainingLogos
Send us the page and we’ll say thanks. Reach out too if you need a different logo format, a quote, or details for a story.
todd.zuerlein@smartagentcrm.com · (612) 867-4665