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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.
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.