Built on Salesforce, with everything an independent Medicare agent needs already wired in — Scope of Appointment, turning-65 automation, carrier commissions, and AEP-ready workflows.
Cut a Medicare enrollment from about 45 minutes to 12. Turning-65 automation finds the prospect; pre-built records do the paperwork.
Digital Scope of Appointment, timestamped drug and provider lists, one-click audit exports. The audit is always coming — be ready for it.
Carrier Sync reconciles what you’re owed against what you were paid, and recovers missing commissions before they age out.
Smart Agent is a CRM built specifically for independent Medicare insurance agents — a Salesforce-based platform that already understands carriers, policies, Scope of Appointment, drug lists, and the Annual Enrollment Period. You spend less time on data entry and more time enrolling clients, every record stays audit-ready, and you collect every commission you’re owed.
Most Medicare agents don’t fail for lack of effort — they lose time and money to a system that wasn’t built for the work. A generic CRM treats your book as “leads” and “deals.” Smart Agent treats it the way you actually run it. New to the category? Read what a Medicare CRM is →
Out of the box, Smart Agent ships with the record types a Medicare practice runs on — Contact, Household, Carrier, Agency, and Policy, plus Individual, Group, and Employee policy types. Your client’s drug list, provider list, Scope of Appointment, applications, and call recordings all live on the Policy record, timestamped and searchable. No spreadsheets, no sticky notes, no “which folder was that in.”
The Annual Enrollment Period — October 15 to December 7 — is the most important eight weeks of your year, and the moment manual systems break. Smart Agent gives you dashboards for pending policies, T-65 leads, and SOAs expiring this week, plus automated renewal reminders, so you head into AEP with a system instead of a scramble.
You don’t need to be an enterprise to run like one. Smart Agent works for a single independent agent and scales to an FMO with hundreds of downline agents. Every plan includes onboarding hours and training materials, and the Medicare workflows come pre-built — so you start selling, not configuring. It was built by River Bluff Technologies, a 2010 spinout of an FMO that still runs thousands of agents, so the workflows come from the field.
Smart Agent starts at $95 per license per month month-to-month, with annual plans from $800 to $900 per license per year — about the cost of two Medicare enrollments a year, with onboarding included. See full pricing →
For licensed insurance professionals. Smart Agent CRM is a software platform and is not affiliated with or endorsed by the federal Medicare program or CMS.
See a 30-minute demo on your own carrier mix and AEP volume — or start a 30-day free trial, no credit card.
