Has your agency outgrown sticky notes, paper files or legacy systems?

It's time for something new. Meet the CRM built by and for insurance agents on the Salesforce platform.

  • In seconds, SMART AGENT® puts the details you need at your fingertips without customization or lengthy training.
  • You'll have immediate access to customer data and health care plans with just one login.
  • No more searching your desk or files. It's all there in SMART AGENT®

Meet the CRM built on Salesforce,
by and for insurance agents.
It's one solution that does it all.

See how fast you can enroll MEDICA® clients!

Access client data & policies

Compare & quote Medicare and healthcare plans

Enroll your Medica® client