Smart Agent

Smart Agent provides secure and cloud-based insurance CRM solution services. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: CRM and Insurance.

Smart Agent is based in Red Wing, Minnesota. You can read more at smartagentcrm.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

The facts above come from public company records. The score will come from people like you. Used Smart Agent? Rate it.