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Independent Agents



  • Access your information from anywhere
  • Information is stored securely in the cloud
  • Easily call up phone numbers, addresses, and policy information

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Smart Agent is…

Smart Agent is an online customer management tool built specifically for the insurance agent and financial planning industry. It has the capabilities to help increase sales, stay organized, and grow your business in a secure application that you control.

Smart Agent provides a comprehensive service designed to help agents manage their clients, accounts, policies, prospects, and supporting documents.

Additional features include: customized data fields, prospect tracking, customer follow-up tracking, email marketing, automated reminders, dashboard summaries, client status, and numerous reports.

Smart Agent allows for the tracking and reporting of your Continuation Education credits and achieved certifications can be tracked in Smart Agent.

Smart Agent allows users to easily load customer information from their existing system (Excel, ACT, etc.), saving a tremendous amount of data-entry time. Transferring existing customer data is a simple, one-time transfer that you can perform or River Bluff Technologies can perform on your behalf through our Professional Services group. Contact us now to get set up and running quickly.
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Built on salesforce.com

Smart Agent is built on top of the salesforce.com and all the security and infrastructure offered in this platform. Smart Agent has passed the salesforce.com security review, a requirement for running on their platform.

Visit the salesforce.com community’s home for real-time information on system performance and security. On this site you’ll find:
Live and historical data on system performance
Up-to-the minute information on planned maintenance
Phishing, malicious software and social engineering threats
Best security practices for your organization
Information on how data is safeguarded

For more information or to schedule a demo CLICK HERE