Smart Agent Gives You The Freedom To Work From Anywhere!

Smart Agent® provides the power of Salesforce® in a system built for agents, by agents.

Start Your Free Trial Now

We offer a completely free, fully functional trial of Smart Agent. Enter your information below to take us for a test drive!

  • This field is for validation purposes and should be left unchanged.

Get ahead of the competition while being your clients' hero


Smart Agent provides your information all in one place, regardless of how many carriers and clients you work with, ensuring a complete view of your entire portfolio.


Manage your leads and clients and communicate with them the way they want to be contacted. Smart Agent provides all the information right at your fingertips.


Smart Agent allows you to easily market and cross-sell to your existing customers while implementing consistent marketing campaigns to attract new leads.

What Our Clients Say

"Smart Agent puts all out customer information in one place. Everyone in the office can quickly see any activity with a given account.

--Marc Grove, Grove Agency

“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 Ovsak, Allison-Ovsak Insurance Services

"Smart Agent is great! It saved us a ton of time because many of the customizations we would have had to do were already done. Smart Agent has been really good at helping us move beyond their default design by continuing to assist us with further customizations, reports, establishing roles, and other controls to optimize our data collection and management. They make it easier for us to run our business and focus more time on what we do best: to add value for our clients.

--Joshua Haberman, Alexander & Haberman

Get Your Free Trial

Are you ready to take your agency to the next level?

Phone: 800-651-1913