Smart Marketing

Nurturing prospects into long-term clients

Schedule a Demo

Smart Marketing

Schedule a Demo


Smart Harbor’s Smart Marketing is an automated agency marketing system that does email, print mail, voice and SMS. It increases closing ratios and improves client retention by keeping your agency in front of prospects and clients, through consistent, personal communication.

You can customize Smart Marketing, which is a web-based system, to your agency’s workflow. Use it to automate follow ups with prospects, remind clients of renewals and payments, and solicit referrals. It is easy to use and saves you time.

Why Smart Marketing?

  • Are you following up with every lead that your agency gets?
  • Do you have an agency marketing plan for retaining clients?
  • Are you consistently marketing to current clients for referrals?

If you answered no to any of these questions, you need our automated agency marketing system. You need Smart Marketing.

Smart Marketing measures your email campaigns, tracks when a client or prospect interacts with your email, and organizes contacts by line of business and relationship status.

More than just lead management and marketing

Smart Marketing is part of our Whole Agency Marketing plan. With the whole agency marketing plan, we review your marketing efforts. We will provide an assessment and make recommendations to improve your offline and online marketing. The goal of our whole agency marketing plan is to make your agency visible, get your agency noticed and keep your agency connected.

Benefits and Features:

5 Users, Unlimited Contacts, 25,000 Monthly Email Sends

Initial Contact Import

1 Hour Training Session

Weekly Smart Marketing Academies (Webinars)

Custom Designed Email Template

Holiday and Birthday Mailings

12 Months of Newsletters

Built in Insurance Related Content

Easy-to-use Product Interface

CAN-SPAM Act Compliance

Print Mailing Options

SMS Text Messaging Options

Schedule a Demo

Give us a call


Mon-Fri 8-5pm EST