Smart Agent is built on the Salesforce platform, the world’s number 1 CRM. Salesforce cloud-based software offers exceptional security and easy access to your data. Using one of the most common CRM’s allows Smart Agent to leverage existing tools to interface with a variety of other platforms.
As a Salesforce Silver Consulting partner, Modacto has wide experience with Salesforce products. Modacto provides Smart Agent with additional expertise to address complex client needs.
Charter Solutions is a leader in Data Analytics and product development. Charter Solutions provides Smart Agent clients with additional application development and management consulted services as needed.
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!. Smart Agent offers Tom’s expertise via online training materials and coaching for both agents and consumers.
iPlan is a revolutionary new financial planning tool that empowers customers to identify, prioritize and plan a course of action to achieve all of their financial goals, one simple step at a time. Smart Agent offers the iPlan assessment tools and the agent resources to create a common starting point for financial discussions.
Proclaim Messenger allows Smart Agent customers to send out professional video emails and track the effectiveness of these communication tools.
Red Wing Port Authority as the economic development agency for the City of Red Wing, the Port Authority has the expertise, experience and resources to make expansion or relocation economically and operationally viable. The Port Authority has partnered with River Bluff technologies to expand our business.
Southern Minnesota Initiative Foundation (SMIF) provides a range of finance and management assistance services in southern Minnesota to start and grow businesses. SMIF is partnering with River Bluff technologies to insure our continued growth.