Built for Independent Insurance Agencies

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

SmartSites.Pro 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. Used daily at a real agency. Coming soon to yours.

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

Founding member pricing locked for life. First 50 agencies only.

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 independent 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 Platform. Two Products. Zero Sticky Notes.

SmartSites.Pro brings together everything an independent agency needs to run tighter, serve clients better, and stop working weekends.

SmartFlows

Launching Soon

A branded client intake portal that replaces 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, ticketing, 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

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 SmartSites.Pro

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

Matthias

Agency Owner & Founder, SmartSites.Pro

Simple, Transparent Pricing

No setup fees. No contracts. 30-day money-back guarantee.

SmartFlows

$97 /month

Client intake portal, submission pipeline, PDF generation, webhooks, Agent Toolbox, staff dashboard.

  • After-hours intake forms
  • Automatic PDF generation
  • Webhook integrations
  • Agent Toolbox
  • Ticket management
Join the Waitlist
Best Value

Bundle

$149 /month

Both products. One login. One platform. Save $45/month.

  • Everything in SmartFlows
  • Everything in SmartSites
  • Unified dashboard
  • Priority support
  • $45/month savings
Join the Waitlist

SmartSites

Coming Soon
$97 /month

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
Founding Member Offer

$67/month — locked for life

The first 50 agencies to join at launch lock in founding member pricing. That's $30/month less than standard — forever. Join the waitlist to be first in line.

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

Frequently Asked Questions

When does SmartFlows launch?
Soon. We're putting the finishing touches on it right now. Join the waitlist and you'll hear from Matthias personally when we're ready to bring you on.
What does founding member pricing mean?
$67/month for SmartFlows — locked for as long as you stay a customer. The regular price will be $97/month. This offer is limited to the first 50 agencies.
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 SmartFlows. We built it for busy agency owners, not developers.
Will this work with my agency management system?
SmartFlows generates a PDF for every submission and fires webhooks, so it integrates with virtually any workflow — Applied Epic, Hawksoft, QQCatalyst, or whatever you use.
What about SmartSites — the website product?
SmartSites is coming after SmartFlows is stable and launched. It will be a fast, SEO-optimized agency website built on modern infrastructure. Join the waitlist and we'll let you know when it's ready.
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.

SmartFlows launches soon. Lock in founding member pricing before the first 50 spots fill up.

No credit card required to join the waitlist.
No commitment until you decide SmartFlows is right for your agency.

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

You'll hear from me personally when we're ready to launch.
— Matthias