Questions? 800-651-1913
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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.

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Smart Agent is configurable to fit many needs

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Independent Agents

  • Upload your book of business
  • Manage Contacts and Policies
  • Market to prospects and clients
  • Access data from anywhere
Learn More
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Agencies/Brokers

  • Monitor agents
  • Track commissions
  • Create Dashboards
  • Link to Quote Engines
Learn More
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Carriers/Providers

  • Connect data resources
  • Manage enrollments
  • Increase sales
  • Insure consistent services
Learn More

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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

Partners

southern MN Initiative Foundation
red wing port authority
salesforce
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