River Bluff Technologies Inc / Smart Agent

Smart Agent revolutionizes how insurance is sold. Providing the consumer with education, and the agent with a CRM to more effectively manage their business.

  • Stage Full Product Ready
  • Industry Business Services
  • Location Red Wing, MN, US
  • Currency USD
  • Employees 2
  • Website riverblufftech.com

Company Summary

Smart Agent is an innovative new SaaS platform that transforms the way health insurance and financial products are marketed and sold. Integrated video email marketing, consumer education, and a CRM built on Salesforce.

Founder Bob Schmaltz has 20+ years experience in the insurance industry and designed Smart Agent to address the challenges in the market. Smart Agent currently has over 200 satisfied customers and is well positioned for growth.

Team

  • Robert Schmaltz
    Founder & CEO

    Bob Schmaltz is the founder and CEO of River Bluff Technologies, Inc. He brings a wealth of insurance industry knowledge from his current role as CEO of Financial Marketing Solutions, Inc. Bob has lead sales management and training programs for both insurance and banking product introductions and serves on numerous boards.

  • Kevin Sampers
    Chief Operating Officer

    Kevin has 20+ years of operations experience working for large, small and start up businesses. He managed Accounts Receivable and Order Fulfillment areas for Thomson Reuters, Sales Administration for Data Card Group, and Operations for Naiku (a SaaS start up).

Advisors

  • Richard Daly
    Advisor - Rich Daly is the President of CONSATECH, Inc.; a management, consulting, and investment firm founded in 1986 specializing in serving emerging companies, particularly in the computer software and services industry.
    Laura Oberst
    Advisor - Laura Oberst is the Division Manager for Twin Cities Commercial Banking at Wells Fargo.
    Unconfirmed
    John Stapleton
    John Stapleton has led or participated in the founding and funding of 29 early stage technology companies over the last 25 years. Mr. Stapleton’s early career included both sales and marketing positions.
    Unconfirmed

Previous Investors

  • Robert Schmaltz
    Norris Institute
    Unconfirmed
    Southern Minnesota Initiative Foundation (SMIF)
    Unconfirmed
  • Red Wing Port Authority
    Unconfirmed
    Daly Family Limited Partnership (fund) Rich Daly
    Unconfirmed
    Pete Oberst
    Unconfirmed

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