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Smart Agent™ is a cloud-based sales management tool built specifically for independent insurance agents. It provides a consolidated view across your entire portfolio, allowing you to quickly answer the questions critical to running an efficient, successful business.
Smart Agent provides a secure application that helps you increase sales, stay organized, and manage your business during this dynamic time of health care reform.
Built around the world-class salesforce.com development platform, Smart Agent is designed to easily provide a positive return on your investment.
Smart Agent is configurable to fit many needs
- Upload your book of business
- Manage Contacts and Policies
- Market to prospects and clients
- Access data from anywhere
- Monitor agents
- Track commissions
- Create Dashboards
- Link to Quote Engines
- Connect data resources
- Manage enrollments
- Increase sales
- Insure consistent services
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“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 S. Ovsak, Allison-Ovsak Insurance Services