About Us

Working with over 1,700+ independent agencies since inception.

Contact Us

Working with over 1,700+ independent agencies since inception.

Contact Us

Our Mission

Empower insurance agents with world class products and consultation, ultimately driving 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

Robert Jewell
Director of Technology

Jason Walker
Managing Partner

David Tull
Director of Customer Experience

Request a Demo

Give us a call


Mon-Fri 8-5pm EST