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"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