River Bluff Technologies

Sales management customized for Independent Insurance Agents & Financial Planners delivered through Salesforce.com - CRM market leader.

  • Stage Full Product Ready
  • Industry Software
  • Location Red Wing, MN, USA
  • Currency USD
  • Founded February 2010
  • Employees 6
  • Website riverblufftech.com

Company Summary

Smart Agent is a CRM solution customized for Independent Insurance Agents and Financial Planners. Our carrier and agent customers see value from Smart Agent and are recommending us as the best solution in the market today. As reported by www.TECHdotMN - one of nation’s largest health carriers stated that “we nailed it” and our product is “priced right for the industry” and provides immediate financial returns to our customers.

Team

  • Bob Schmaltz
    Founder/CEO

    River Bluff Technologies (2010 - Current)
    - Founded company, acquired seed capital & bridge financing

    Financial Marketing Solutions Inc. (2004 - Current)
    - Founded the insurance wholesaler (FMO) specializing in Health, Medicare and Retirement Planning serving over 5000 clients and agents in 12 states
    - Achieved 5 year Compounded Annual Growth Rate of 28%

  • Randolph (Randy) Halvorson
    President

    - 21 Years Business and Technology Leadership
    - Multiple P & L Leadership Positions - $50M+
    - Contributed to Company Growth, Product Delivery & Customer Satisfaction

  • Randolph (Randy) Halvorson

Advisors

  • Rowe and Kelly, PLLC
    Lawyer
    Unconfirmed
    Carlson Advisors
    Accountant
    Unconfirmed

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