Cut the time and keystrokes between first conversation & submitted documents, use SMART AGENT!

Smart Agent Health Insurance CRM

Smart Agent Has You Covered

There’s nothing else out there that gives you everything you need to professionally manage your remote client relationships.

eSignatures/Applications/Scope of Appointment

eForms, Prefilled & Direct to Carriers

eDocuments, ‘Real-Time’ Management & Control

HIPAA compliance

Smart Agent® provides the power of Salesforce® in a system built for agents, by agents.

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4 Must-Have Capabilities to Manage Customer Interactions Through COVID-19

Manage Customer Interactions Through COVID-19

The 4 Keys To Winning the Enrollment Season
in Health Insurance

The 4 Keys To Winning the Enrollment Season in Health Insurance

Accelerate Customer Sign Up for
Medicare Enrollments

Accelerate Customer Sign Up for Medicare Enrollments

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Manage your entire client relationships online with Smart Agent!


Smart Agent provides your information all in one place, regardless of how many carriers and clients you work with, ensuring a complete view of your entire portfolio.


E-document management, real-time E-signature capability, and pre-fill your carrier's CMS-compliant applications. Smart Agent provides all the information right at your fingertips.


Smart Agent makes working remotely a breeze - increasing efficiency and allowing more time to market and cross-sell to existing customers and new leads with easy-to-use digital tools.

Check out these testimonials from some of our happy Agent-Customers:

"Smart Agent puts all out customer information in one place. Everyone in the office can quickly see any activity with a given account.

--Marc Grove, Grove Agency

“Since using Smart Agent, we are able to keep so much more information all in one place.  It’s the ultimate one-stop shop for customer management!  I’m also finding it much easier to track my employee’s productivity and identify missed opportunities.  Thank you Smart Agent!"

--Tammy Ovsak, Allison-Ovsak Insurance Services

"Smart Agent is great! It saved us a ton of time because many of the customizations we would have had to do were already done. Smart Agent has been really good at helping us move beyond their default design by continuing to assist us with further customizations, reports, establishing roles, and other controls to optimize our data collection and management. They make it easier for us to run our business and focus more time on what we do best: to add value for our clients.

--Joshua Haberman, Alexander & Haberman

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