Built for Insurance Agencies

You Shouldn't Need a Sticky Note to Run Your Agency.

SmartCSR is an operations platform that gives your clients a way to reach you at 9pm — and gives your team a system where nothing gets missed.

Built by an independent agency owner who was tired of dropping the ball — and used every single day at a real agency. It's live, and you can see it on your own workflow.

Book a demo See pricing
SmartCSR is live today. SmartSites & SmartProposal are on the way.

80%

of service requests come in between 8pm and 10pm

0

callbacks to clients asking for information we forgot to collect

1

part-time CSR manages what used to take 3+ full-time staff

Sound Familiar?

If any of these hit home, you're not alone. This is how most agencies operate today.

The Sticky Note System

A client calls. You scribble on a notepad. By Friday, three requests have vanished and you're hoping nobody notices.

The 9pm Phone Call

80% of your service requests come in after hours. Your clients aren't difficult — they just have no other way to reach you.

The Embarrassing Callback

You forgot to ask for the VIN. Or the effective date. Now you're calling the client back, and they're wondering if you have it together.

The Vacation That Isn't

You can't leave for a week without your laptop. You built a business for freedom, but you can't step away without everything stopping.

This isn't a staffing problem. It's a systems problem.
And it's 100% fixable.

One Family. Three Products. Zero Sticky Notes.

SmartCSR is live today. SmartSites and SmartProposal are on the way — take any one on its own, or bundle them and save on every product you add.

SmartCSR

Available Now

Branded intake forms for both client-facing and internal staff use — either way, you collect everything needed to complete the service request or sales intake, replacing sticky-note servicing with a consistent, documented, automated pipeline.

  • After-hours client intake portal at your own URL
  • Auto-generated PDFs for every submission
  • Webhooks to your AMS, CRM, or automation tools
  • Agent Toolbox — emails, review requests, booking links
  • Submissions dashboard with search, re-fire, re-download

SmartSites

Coming Later

A fast, SEO-optimized agency website built on modern infrastructure. No WordPress. No plugins. No maintenance weekends.

  • 95-100 Lighthouse scores out of the box
  • SEO and local search baked into every page
  • AI-powered site reviews and content suggestions
  • Zero per-site maintenance — we handle it all
  • Custom domains with free SSL, or use ours

SmartProposal

Coming Later

Send polished, branded insurance proposals to clients in a couple of clicks — clear options, no more cobbling together PDFs by hand.

  • Branded, side-by-side proposal options
  • Send in a couple of clicks
  • See when a client opens it
  • Fits the same workflow as SmartCSR

How It Works

Three steps. No training manual required.

1

Your Client Visits Your Portal

They go to your branded URL — on their phone, at 9pm, without calling you. The form is waiting for them.

2

They Submit a Request

The form collects everything you need — VIN, effective date, policy number. No follow-up calls. No missed fields.

3

Your Team Gets Everything

A PDF hits your inbox. A webhook fires to your AMS. The ticket lands in your dashboard. You wake up to completed work.

Matthias — Agency Owner & Founder of SmartCSR

Built by an Agent.
For Agents.

Early in my career I met a veteran agent — 40 years in the business, $3.5 million book of business, deeply respected. He also had 3.5 full-time staff just to keep up. No AMS. No website. Client list in a spreadsheet. Everything processed manually, by hand, on paper.

I run a comparable book with one part-time CSR working 20–30 hours a week.

The difference isn't talent. It's systems.

I built SmartCSR because I was tired of duct-taping tools together. Now I want to make it available to every agent who's in the same boat.

Matthias

Agency Owner & Founder, SmartCSR

Simple, Transparent Pricing

$97/month per product. No setup fees. No contracts. 30-day money-back guarantee.

SmartCSR

Available now
$97 /month

Client intake portal, ticketing, submission pipeline, PDFs, webhooks, and the Agent Toolbox.

  • After-hours intake forms
  • Ticketing & service pipeline
  • Automatic PDF generation
  • Webhook & AMS integrations
  • Agent Toolbox
Book a demo

SmartSites

Coming soon
$97 /month

A fast, SEO-optimized agency website. No WordPress. No maintenance headaches.

  • 95-100 Lighthouse scores
  • Built-in SEO optimization
  • AI site reviews
  • Custom domain support
  • Zero maintenance
Get notified

SmartProposal

Coming soon
$97 /month

Send polished insurance proposals to clients in a couple of clicks.

  • Branded client proposals
  • Send in a couple of clicks
  • Clear side-by-side options
  • Track what clients open
  • Works with your pipeline
Get notified
Bundle & save

Save on every product you add

Take any two products for $149/mo, or all three for $199/mo — one login, one bill. Start with SmartCSR today and add the rest as they launch; your discount grows with it.

$149
Any two
$199
All three
Be first to know

SmartSites & SmartProposal are coming

Drop your email and I'll let you know the moment each one is ready — plus early-access pricing for agencies on the list.

No spam. No fluff. Just launch updates and early access.

Frequently Asked Questions

Is SmartCSR available now?
Yes. SmartCSR is live and used every single day at a real agency — it's not a someday product. Book a demo and I'll show you exactly how it runs.
Can I buy just one product, or do I have to bundle?
Buy any product on its own at $97/month. If you want more than one, bundle and save: any two products are $149/month, all three are $199/month. The more you add, the more you save — and you can start with SmartCSR today and add the others as they launch.
What's SmartProposal?
A fast way to send polished, branded insurance proposals to clients — clear options, a couple of clicks, no cobbling together PDFs by hand. It's coming after SmartCSR; get on the list and I'll tell you when it's ready.
What about SmartSites — the website product?
SmartSites is a fast, SEO-optimized agency website built on modern infrastructure — no WordPress, no maintenance weekends. It's coming after SmartCSR is well established. Drop your email and I'll let you know when it's live.
Do I need to be technical to use this?
Not at all. If you can send an email and fill out a form, you can use SmartCSR. I built it for busy agency owners, not developers.
Will this work with my agency management system?
SmartCSR generates a PDF for every submission and fires webhooks, so it fits virtually any workflow — EZLynx, Applied Epic, HawkSoft, QQCatalyst, or whatever you use.
Is there a contract or setup fee?
No and no. Month-to-month billing, cancel anytime, and a 30-day money-back guarantee. No setup fees.

Get Your Agency Off Sticky Notes.

Book a 15-minute demo and I'll show you SmartCSR running on a real agency's workflow — then we'll talk about what it'd look like on yours.

No pressure, no sales script. Just an agency owner showing you what actually works.

Book a demo

You'll be talking to me, not a rep.
— Matthias