Carriers & Providers
- Integrate with existing applications
- Create a seamless transfer of information with Agents
- 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.