


Smart Agent CRM
Software Development • 406 Main Street, Suite A, United States • 1-10 Employees
Company overview
| Headquarters | 406 Main Street, Suite A, Red Wing, MN 55066, US |
| Phone number | +16128674665 |
| Website | |
| NAICS | 541511 |
| SIC | 641 |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at Smart Agent CRM
Jennifer Beck
Director of Marketing
Smart Agent CRM Email Formats
Smart Agent CRM uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@smartagentcrm.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@smartagentcrm.com | 75% |
{first name}.{last name} | john.doe@smartagentcrm.com | 25% |
About Smart Agent CRM
Welcome to Smart Agent – The Premier CRM and Enrollment Platform for Healthcare and Medicare Insurance Built on the world’s most secure CRM platform, Salesforce, Smart Agent is tailored exclusively for the Healthcare and Medicare insurance industries. Our platform seamlessly integrates with your existing business systems, allowing you to manage everything from one central location. With Smart Agent, you’ll work faster and serve more clients by leveraging our fully digitized enrollment process, including digital SOAs, intake forms, and application submissions. Plus, enjoy the flexibility of custom reporting designed to meet your unique business needs—no more reliance on canned reports. We’d love to show you how Smart Agent can transform your business. Visit our website to sign up for a free live demo or start your 30-day trial today!
Smart Agent CRM revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Smart Agent CRM has never raised funding before.
Frequently asked questions
4.8
40,000 users



