Agencies & Brokers
- Track your organizations prospecting and sales
- Assign agent tasks and client follow up
- Create marketing campaigns and recurring client communication
- No Software to download or maintain
- Information is stored securely in the cloud
- Smart Agent is built on Salesforce, the number 1 CRM in the world
- Simple accurate views of your current book of business.
- Extensive, customizable reporting to analyze sales, policies, and activities.
- Monitor activities and changes.