Smart Harbor Expands Product Offering for Insurance Agencies

By Justin Biggs

Smart Harbor Expands Product Offering for Insurance Agencies

Solutions Help Drive Sales and Increase Operational Efficiencies Using Digital Technologies


COLUMBUS, OHIO (October 17, 2017) As more consumers prefer to research and purchase insurance products online, insurance agencies need the right digital technologies to service those customers. To meet agency needs in this new environment, Smart Harbor has expanded its suite of digital products, which includes new solutions that increase online engagement, manage CRM workflow, and access top leads.

Smart Harbor added three new products to its Smart Solution offering to complement its Digital Marketing Foundation, a digital storefront including a personalized website, search engine optimization and placement in top online directories.

The new Smart Solution products include:

  • Social Starter: the social sharing system allowing businesses to manage their social media pages, schedule posts, monitor engagement, and take charge of digital reputation.
  • Smart Workflow: the industry’s first sales assistant tool on Salesforce that allows users to manage prospects all in one place and provide real time insights into leads, workflow, and productivity.
  • Smart Meeting: web meeting platform built specifically for the needs of insurance agents and advisors including hosting virtual product events and meetings, providing on-demand document sharing and roadshow management tools.

“Insurance customers are taking their business online and trusted advisors have to adapt to the trend,” said Jason Walker, Managing Partner of Smart Harbor. “Our new solutions make digital technology simple for our customers so they can grow their business, create new markets for new products, and retain the most profitable customers.”

Walker added, “We believe that strengthening the digital capabilities of trusted advisors will further enhance the partnership between agents and carriers, as their collaboration will yield access to more insights, analytics, and target marketing that helps expand to new customers, markets and products.”



About Smart Harbor

Smart Harbor provides digital 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.


Contact: Candace Boyle / the10company

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