Breitenfeldt Group

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Colonial Life

Smart Agent puts all our customer information in one place. Everyone in the office can quickly see any activity with a given account. – Marc Grove, Colonial Life

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Alexander & Haberman

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…

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Paul Nyquist, Nyquist Fantastic Alliance

“Smart Agent helps everyone in the office have a complete picture of our activity with each client. We love the ability to provide excellent customer service and accurate information in each interaction”

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Kim Shilts, Financial Marketing Solutions

“Smart Agent provides our team of independent agents with access to contact and policy information anytime and anywhere, which is vital to helping agents keep in touch with existing and prospective clients and grow their business. As an office manager, it allows me to quickly pull reports to track agent results and progress across my…

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Jonathan Weber, Weber Group

“We have used a number of CRM applications in our agency. Smart Agent is much easier to use because it is built to match how we run our agency.”

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Jackie Barthelemy, Grace Associates

“I used a competitive product extensively to manage my customers and prospects.  The capabilities of Smart Agent are far greater, the import of data went very well and the reporting gives me more accurate data then what is available from the carrier systems.”

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Suzette Assink, S & S Financial

“I love being able to attach documents to our policyholders in Smart Agent.  This ensures copies of policies, monthly statements and other important materials are saved in a secure place where I can easily find them when a policyholder calls.”   

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Murray Herstein, MrHealthInsurance.Net, LLC

“River Bluff Technologies was able to take Excel files containing policyholders from my two largest carriers and quickly load them into Smart Agent. This allowed me to get value out of Smart Agent right away.”

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Tammy S. Ovsak, Allison-Ovsak Insurance Services

“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!!”

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