License + support. No long contracts. The equivalent of just two Medicare enrollments per year.
Licenses
Best for testing the waters
Any team size
Billed monthly · 12-month minimum
Best for solo agents & small teams
1–4 licenses
Billed annually · saves $240/license vs. monthly
Best for growing agencies
5–9 licenses
Billed annually · $50/license savings vs. Small
Best for FMOs, IMOs & call centers
10+ licenses
Billed annually · biggest savings at scale
If your agency has
Recommended plan
Annual cost
All plans include Salesforce Lightning, bank-grade security via CyberFin, and unlimited records. No per-record fees, no data-export gates, no surprises.
In every plan
Individual, Household, Agency, Carrier, Business contacts & accounts. Individual, Group & Employee policies.
Policies by Type, Pending, by Carrier, by Agent, by State. Custom dashboards & reports anytime.
"Contact Turning 65" Medicare flow. "Policy In-Force Thank You" flow. Build your own with no code.
Einstein Activity Capture for Outlook/Gmail. Email & calendar sync onto Policy records.
Every SOA, drug list, provider note, call recording — timestamped and exportable in one click.
Anything on the Salesforce AppExchange works. Outlook, Gmail, DocuSign, Calendly, RingCentral, Dropbox.
Salesforce Authenticator MFA. Real-time encrypted backups. CyberFin partnership included.
Built-in click-to-call, SMS automation, branded email campaigns. Renewal reminders included.
Add-On · Commissions
Sync your carrier books of business directly into Smart Agent. Spot missing commission payments before they age out. Recoup unpaid commissions with documented audit trails. Pricing scales with the number of carriers you work with.
| Package | Included | 1st Year | Renewal | Set-up |
|---|---|---|---|---|
| Carrier SyncStandalone · ≤20 carriers | Auto-sync Smart Agent policies with your carriers — accounts, contacts, status updates | $1,000/year | $1,000/year | Included |
| Commission Module≤20 carriers | Carrier Sync + Agent split scenarios + General support & troubleshooting | $1,700/year | $1,200/year | $500one-time |
| Commission Module — Enhanced≤20 carriers · most popular for agencies | Everything above + Monthly commission statement upload + Policy number, status & new-policy automation | $2,900/year | $2,400/year | $500one-time |
| Commission Module20+ carriers | Same as ≤20 package, expanded carrier coverage | $2,200/year | $1,200/year | $1,000one-time |
| Commission Module — Enhanced20+ carriers | Full Enhanced features, 20+ carriers | $4,600/year | $3,600/year | $1,000one-time |
Why renewal is cheaper: first-year pricing covers integration setup with each carrier's commission feed. Once running, ongoing license + sync = renewal price. Need a custom split scenario? Set-up fees include agent commission splits configuration.
Add-On · Quote & Enroll
Smart Agent integrates with multiple Q&E platforms so your existing workflow continues to work. Pricing varies by partner — some are free, some are FMO-provided, some have their own licensing.
| Platform | Status | Smart Agent Support | Cost to You |
|---|---|---|---|
| LA Provia SMS · FMO partnership | Live ✓ | Tier 1 support · Set-up · Onboarding · General troubleshooting | Providedby FMO |
| Medicare Nowvia URL · FMO partnership | Live ✓ | Tier 1 support · Set-up · Onboarding · General troubleshooting | Providedby FMO |
| Quotitdirect integration | Live ✓ | Tier 1 support · Set-up · Onboarding · General troubleshooting | $1,000+ $100/user/year |
| HealthSherpadirect integration | Live ✓ | Tier 1 support · Set-up · Onboarding · General troubleshooting | Free |
FMO-provided means your FMO already has a contract with the platform, so there's no additional cost to you for using it through Smart Agent. Don't see your quote engine? Anything that works with Salesforce works with Smart Agent — we'll add it.
The Business Case
Enrollment time reduced from 45 minutes to 12 minutes per Medicare client.
Smart Agent costs the equivalent of just two Medicare enrollments per year.
A potential 10–20× return on your investment, year after year.
Pricing FAQ
Book a personalized demo. We'll walk through your actual workflow, your actual carrier mix, and your actual numbers — and show you exactly what Smart Agent saves you.
