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“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”

- Paul Nyquist, Nyquist Fantastic Alliance

“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 business.”

- Kim Shilts, Financial Marketing Solutions

“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.”

- Jonathan Weber, Weber Group

“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.”

- Jackie Barthelemy, Grace Associates

“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.”   

- Suzette Assink, S & S Financial

“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.”

- Murray Herstein, MrHealthInsurance.Net, LLC

“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 S. Ovsak, Allison-Ovsak Insurance Services