Smart Agent by River Bluff Technologies

Smart Agent by River Bluff Technologies is a customer relationship management system specifically designed for the insurance industry. Located at 406 Main Street in Red Wing, Minnesota, United States, we understand the needs of agents because we are agents ourselves. Our platform, built on Salesforce, offers a secure and efficient way to manage all aspects of your business in one program.

With a 30-day free trial, you can test out the features of Smart Agent and see if it is the right fit for you. Our system allows for easy data migration from your current system or other sources such as Google and Outlook. We even offer a free service to input your electronic book of business into Smart Agent for you.

In addition to our comprehensive CRM system, we also offer cybersecurity functionality through valued partners. Whether you are an independent agent or part of a larger agency or carrier, Smart Agent is designed to streamline your operations and save you time on data entry.

Built on Salesforce's Force.com development platform, Smart Agent has passed their security review and integrates all the security features and infrastructure offered by Salesforce. Discover how Smart Agent can transform the way you do business and sign up for a free trial today.