Dimension scores are derived from public data and fields; weighted into the composite. Reference only.
Smart Agent CRM is a vertical CRM for U.S. Health and Medicare insurance agents. It is built on Salesforce Lightning and hosted by Salesforce. Rather than being a generic CRM with an insurance template, it comes preconfigured with insurance-specific record types such as Contact, Household, Carrier, Agency, Policy, as well as Individual, Group, and Employee. It covers use cases for independent agents, small and large agencies, IMOs, FMOs, and call centers.
The product is centered on the full Medicare sales workflow. Customer intake forms can collect demographic information, medications, doctors, and pharmacies, and support Digital SOA signatures. Turning 65 automation triggers Medicare eligibility outreach based on birthdays. Einstein Activity Capture syncs Outlook/Gmail emails and calendars to the policy timeline. Carrier Sync is used to synchronize a carrier book of business. The Commission Module tracks expected vs actual commissions to identify missed or underpaid payments. For compliance, SOA, medication lists, doctor confirmations, call recordings, emails, signed enrollments, and other records can be timestamped and exported, making it suitable for CMS or state regulatory audits.
Public pricing is relatively clear: monthly billing is $95 per seat/month, with a 12-month minimum commitment; annual billing is $800–900 per seat/year depending on scale. All plans include the full CRM, Salesforce Lightning, CyberFin security, unlimited records, and onboarding. Carrier Sync, Commission, Quote & Enroll, and similar features are add-on modules, starting at $1,000/year. Integration is a strong point: powered by Salesforce AppExchange, it can connect with DocuSign, Calendly, Office 365, Gmail, RingCentral, Mailchimp, Dropbox, and 8x8, and supports the Salesforce REST/SOAP API.
Its strengths are strong insurance-domain semantics, a complete compliance trail, clear value in commission reconciliation, and the extensibility of the Salesforce ecosystem. It also offers a 30-day free trial with no credit card required. The downsides are that its use cases are highly focused on the U.S. Medicare/Health market, so it has limited reuse value for non-U.S. markets or general sales teams; key add-on modules require extra payment; and because it is based on Salesforce, administrators and users need to adapt to the Salesforce system.
The source material does not provide information on access from China, payment methods, Chinese-language support, or local compliance, so China accessibility is unknown. If a China-based team is simply looking for a general-purpose CRM, local alternatives such as 销售易 or 纷享销客 may be worth considering. If the goal is to replicate Medicare business workflows, substantial customization would be required.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on smartagentcrm.com official site.
smartagentcrm.com is an United States SaaS Tools provider. TG4G tracks its product information, an overall rating of 6.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach smartagentcrm.com directly.