---
description: Review of Smart Agent CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Smart Agent CRM | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/342/insurance-crm/software) > [Smart Agent CRM](/software/689578/Smart-Agent-CRM)

# Smart Agent CRM

Canonical: https://www.softwareadvice.com.au/software/689578/Smart-Agent-CRM

> Smart Agent CRM is a vertical CRM built specifically for U.S. health and Medicare insurance agents — independent agents, agencies, IMOs, and FMOs. It runs natively on Salesforce, so subscribers get bank-grade security, unlimited records, and the full AppExchange ecosystem on day one, with a Medicare-specific layer of record types, automations, and compliance tooling already built on top. It was developed by River Bluff Technologies, a 2010 spinout of an FMO that still supports thousands of agents, so the workflows come from the field rather than from a generic insurance template.

The platform ships with the vocabulary of an insurance practice out of the box. Account record types cover Household, Agency, Carrier, and Business. Policy record types cover Individual, Group, and Employee, with Employee policies linking to a Group policy and up to a Business account. Seven product types are supported — PDP, MA, MAPD, Med Supp, Dental, Vision, and Hospital Indemnity — with Plan Year as a first-class field. Drug lists, provider lists, Scope of Appointment forms, applications, call recordings, and emails all live on the Contact and Policy records, timestamped and searchable.

Six capabilities differentiate it from a horizontal CRM:

Client intake and digital SOA. One branded link lets the client enter their own demographics and select drugs, pharmacies, and doctors from built-in lookups, then e-sign the Scope of Appointment. Every field writes back to the Contact record. Agents walk into the appointment already compliant — a key reason enrollment time drops from roughly 45 minutes to 12.

Einstein Activity Capture. Bi-directional Outlook and Gmail sync attaches every email, meeting, call recording, and SMS to the right Contact and Policy automatically. No buttons, no copy-paste.

Carrier Sync. Pulls books of business from up to 20 carriers (more on the expanded tier), auto-matching policies against existing records and flagging mismatches. Automates about 90% of manual reconciliation time.

Audit-ready compliance. Every SOA signature, drug-list review, provider confirmation, call, and signed enrollment is timestamped and exportable as an audit-ready PDF in one click.

Commission dashboards. Tracks expected versus actual commissions per policy and per agent, flagging missed and short payments before they age out. The Enhanced tier adds statement upload, tiered agent splits, and delegated overrides.

Group, ICHRA, and ancillary lines. Beyond individual Medicare, the platform handles group and employee benefits, ICHRA, Life, P\&C, and annuities on one system, with cross-sell tracking across products and plan years.

Built-in click-to-call, SMS automation, and branded email campaigns are triggered by record changes. A pre-built "Contact Turning 65" flow watches every birthday and launches outreach the moment a prospect reaches Medicare eligibility. Automated renewal reminders and policy life-cycle management protect the book year-round. Pre-built dashboards cover pending policies, T-65 leads, and policies by carrier, agent, or state, and custom reports can be built at any time.

Integrations include DocuSign, Outlook, Gmail, RingCentral, 8x8, Mailchimp, Calendly, Office 365, and Dropbox, plus 5,000+ AppExchange apps. Quote-and-enroll partners include LA Pro, Medicare Now, Quotit, and HealthSherpa.

Pricing starts at $95 per license per month (12-month minimum), or $900, $850, and $800 per license per year for 1–4, 5–9, and 10+ licenses. Every plan includes the full product, onboarding hours, training materials, Salesforce Lightning, CyberFin security, and unlimited records — no per-record fees or export gates. Commission and Carrier Sync modules are priced separately. A 30-day free trial requires no credit card.

Smart Agent CRM is a software platform for licensed insurance professionals and is not affiliated with or endorsed by the federal Medicare program or CMS.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Smart Agent CRM

## Commercial Context

- **Starting Price**: USD 95.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: All plans include Salesforce Lightning, bank-grade security via CyberFin, and unlimited records. No per-record fees, no data-export gates, no surprises.
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- AI Copilot
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Batch Processing
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Collaboration Tools
- Commission Management
- Contact Database
- Contact Management
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Segmentation
- Customer Support
- Customizable Fields

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support

## Category

- [Insurance CRM Software](https://www.softwareadvice.com.au/directory/342/insurance-crm/software)

## Related Categories

- [Insurance CRM Software](https://www.softwareadvice.com.au/directory/342/insurance-crm/software)
- [CRM Software](https://www.softwareadvice.com.au/directory/4153/crm/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/689578/Smart-Agent-CRM)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/689578-Smart-Agent-CRM/> |
| en-AU | <https://www.softwareadvice.com.au/software/689578/Smart-Agent-CRM> |
| en-GB | <https://www.softwareadvice.co.uk/software/689578/Smart-Agent-CRM> |
| en-IE | <https://www.softwareadvice.ie/software/689578/Smart-Agent-CRM> |
| en-NZ | <https://www.softwareadvice.co.nz/software/689578/Smart-Agent-CRM> |

-----

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