Insurance Agencies

Your renewals are in one system. Your clients are in another. Your commissions are in a spreadsheet.

SMD gives insurance agencies one platform for clients, policies, and renewals, so nothing falls through the cracks and nobody retypes the same client twice.

Get started today See the pilot program

The Problem

Renewal dates live in one place, client notes in another, and commissions in a spreadsheet someone built years ago.

Every carrier has its own portal, so your team logs into five systems to answer one client question. The work gets done twice, and the follow up that keeps a client is the work that slips.

Small agencies do not have a data team to untangle it, and the big agency software was not built for an agency your size in the first place.

The Fix

The pilot solutions, built around the way an agency actually works:

SMD Connect

One CRM for clients, policies, renewals, and sales, instead of spreadsheets and inboxes.

SMD Intelligence

One dashboard for renewals coming due, production, and commissions, instead of a report built by hand.

SMD Documents

Renewal letters, applications, and client documents built from data already in your system.

SMD Projects

Renewals, tasks, and deadlines tracked in one place, with owners visible.

SMD Support

Client requests and tickets tracked to resolution, not lost in email and phone calls.

SMD Command at the core of eleven integrated solutions: Intelligence, Connect, Projects, XETA, Inventory, Contracts, Support, Documents, Social, Consulting, and Ministry

SMD Command sits at the core of the full platform and connects everything when you are ready for it. Cloud hosted or hosted in house. AI is optional in every product. Built for small and mid sized operations, not retrofitted from enterprise software.

How It Works

Talk

We learn how your agency runs today: the systems, the double work, the renewal follow up pain.

Pilot

We stand up a focused pilot on your real data, so you see the dashboard before you commit to anything big.

Roll out

The pilot grows into the full platform, one piece at a time, at your pace.

Pilot Program

See your agency on one dashboard before you buy anything big.

Early Access: 3 months free by application only, for pilot testers. You provide your data and test while SMD customizes and problem solves. Then pay or walk away. In exchange, the client gives a written testimonial and a video or audio interview.

Paying clients start paying immediately, with a 6 month minimum contract. The two tracks are separate.

Get started today

Why Insurance

Agencies run on relationships and renewals, and both suffer when the data is scattered. SMD is built for exactly that kind of operation: practical, affordable, and shaped around the way you already work. Lean teams, real clients, no data department needed.

Frequently Asked Questions

Do we have to replace everything at once?

No. The pilot starts with one focused problem, and the platform grows from there.

Cloud or on premise?

Either. Cloud hosted or hosted in house, your call.

Is AI required?

No. AI is optional in every product. You use it where it helps and skip it where it does not.

Who is this built for?

Small and mid sized agencies still running on old or manual databases, spreadsheets, and carrier portals.