Watch Our Videos About Smart Agent

GET ONE OF OUR FREE EBOOKS

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

Manage Customer Interactions Through COVID-19
Download

The 4 Keys To Winning the Enrollment Season
in Health Insurance

The 4 Keys To Winning the Enrollment Season in Health Insurance
Download

Accelerate Customer Sign Up for
Medicare Enrollments

Accelerate Customer Sign Up for Medicare Enrollments
Download

Smart Agent Customer Testimonial.

Meet the complete solution for managing customer interactions online.

With Smart Agent you use our complete solution to enroll clients, compare plans, and generate policy quotes and proposals for customers. Add to that a digital document signing process in the dashboard, eliminating the need to meet with clients to get signatures.

 

eSignatures/Applications/Scope of Appointment

eForms, Prefilled & Direct to Carriers

eDocuments, ‘Real-Time’ Management & Control

Has your agency outgrown sticky notes, paper files or legacy systems?

It's time for something new. Meet the CRM built by and for insurance agents on the Salesforce platform.

  • In seconds, SMART AGENT® puts the details you need at your fingertips without customization or lengthy training.
  • You'll have immediate access to customer data and health care plans with just one login.
  • No more searching your desk or files. It's all there in SMART AGENT®

Meet the CRM built on Salesforce,
by and for insurance agents.
It's one solution that does it all.

See how fast you can enroll MEDICA® clients!

Access client data & policies

Compare & quote Medicare and healthcare plans

Enroll your Medica® client