About Us

Our Mission


Our mission is to empower insurance agents with world class products and consultation, ultimately driving them more profitable business and accentuating the value they provide to their customer’s financial well being.

Our Company


Smart Harbor provides technology solutions for trusted advisors, empowering them with industry-specific tools to grow their businesses. With a specific focus on insurance and deep industry expertise, Smart Harbor offers CRM, web and SEO, and data and analytics capabilities, enabling insurance agencies to compete effectively in the constantly changing digital world. Today, Smart Harbor serves more than 1,300 independent agencies that represent over 100 carriers, bringing them the right technical expertise, customer service focus and industry knowledge to enable agencies to grow their businesses, create markets for new products, and retain the most profitable customers.

Our Team


Our technology is second to none, but our team is even better. Every Smart Harbor client is paired with a team of digital marketing experts, all dedicated to build you the best digital marketing solutions in the insurance business.

Rick Milenthal
Chairman
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Michelle DeMond-Axelrod
Vice President, Customer Experience
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Jason Walker
Managing Partner
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Callan Harrington
Vice President, Sales
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Dan Caldwell
Vice President, Corporate Development
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Brian Barker
Product Manager
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Request a Consultation

Give us a call

866-683-6915

Mon-Fri 8-5pm EST