---
description: Learn more about Smart Agent CRM. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Smart Agent CRM Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/3083/insurance-crm/software) > [Smart Agent CRM](/software/2291685/smart-agent-crm)

# Smart Agent CRM

Canonical: https://www.getapp.com.au/software/2291685/smart-agent-crm

> Smart Agent CRM is a Salesforce-based customer relationship management platform for U.S. health and Medicare insurance agents. It offers automated contact eligibility tracking, carrier book sync, commission dashboards, and compliance documentation with timestamps. Features include quote engine, e-signature, calendar, and email integrations, plus digital scope of appointment and policy lifecycle management tools.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Smart Agent CRM

Centralizes all essential business tools and integrations, including quote engines, e-signature, calendar, email, telephony, and file storage, into a single platform tailored for Health and Medicare insurance agents.
Automates key processes such as client outreach for Medicare eligibility, email and calendar syncing, and carrier reconciliation, reducing manual work and minimizing missed opportunities.
Enhances compliance with audit-ready digital records, timestamped documentation, and secure data backups, supporting regulatory requirements and simplifying audits.
Provides customizable dashboards and reporting, allowing agencies to track commissions, monitor policy status, and analyze business performance with flexible filters.
Supports a wide range of insurance products, including group, life, annuity, and ancillary lines, enabling agencies to manage their entire book of business from one system.

## 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.getapp.com.au/directory/3083/insurance-crm/software)

## Related Categories

- [Insurance CRM Software](https://www.getapp.com.au/directory/3083/insurance-crm/software)
- [CRM Software](https://www.getapp.com.au/directory/230/crm/software)

## Links

- [View on GetApp](https://www.getapp.com.au/software/2291685/smart-agent-crm)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/smart-agent-crm/> |
| en-AE | <https://www.getapp.ae/software/2291685/smart-agent-crm> |
| en-AU | <https://www.getapp.com.au/software/2291685/smart-agent-crm> |
| en-CA | <https://www.getapp.ca/software/2291685/smart-agent-crm> |
| en-GB | <https://www.getapp.co.uk/software/2291685/smart-agent-crm> |
| en-IE | <https://www.getapp.ie/software/2291685/smart-agent-crm> |
| en-NZ | <https://www.getapp.co.nz/software/2291685/smart-agent-crm> |
| en-SG | <https://www.getapp.sg/software/2291685/smart-agent-crm> |
| en-ZA | <https://www.getapp.za.com/software/2291685/smart-agent-crm> |

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