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Gallery Insurance Policy Management Software For Insurance Agents
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play Insurance Policy Management Software For Insurance Agents
Smart Agents
Smart Agents
Smart Agents

Smart Agent

Brand : Smart Agent

Starting Price:

₹ 999 excl. GST

₹ 1,179 incl. GST

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Smart Agent Pricing & Plans

Basic Plan
  • Insurance Agent Website
  • Insurance Agent Website
  • Total Policies Limit: 200 Policies
  • Send Auto SMS & WhatsApp Message
  • Manage Family Group
  • Manage Third Party Purchase
    • Licenses
    • Yearly

Calculated Price (Exclusive of all taxes)

999
Pro Plan
  • Access From Mobile App
  • Access From Mobile App
  • All features of Basic plan
    • Licenses
    • Yearly

Calculated Price (Exclusive of all taxes)

2500

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Smart Agent Features

  • icon_check Profile Management Stores and manages detailed customer records including contact data, policy ownership, and related documents.
  • icon_check Policy Portfolio Management Maintains records of insurance policies across providers, including policy numbers, types, and coverage details.
  • icon_check Inquiry Management Captures new customer inquiries received through digital channels for follow-up and policy conversion.
  • icon_check Commission Management Calculates commissions earned from policy sales and renewals based on recorded policy transactions.
  • icon_check Category Management Organizes policies by category such as life, motor, or general insurance for structured portfolio management.
  • icon_check Reporting & Analytics Generates operational reports related to customers, policies, commissions, and other agency activities.
  • icon_check Document Management Stores and organizes policy documents with associated customer records for easy retrieval and verification.
  • icon_check Policy Status Monitoring Tracks the current status of active insurance policies including payment updates and lifecycle changes.
  • icon_check Payment Tracking Records premium payment information and monitors payment status across customer insurance policies.
  • icon_check Customer Messaging Automation Sends automated service messages such as reminders or updates to customers through SMS or messaging channels.

Smart Agent Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Windows Android
  • DesktopMobile
  • Web-Based
  • Insurance
  • All Businesses
  • Small Business, Medium Business, SMBs
  • Email, Live Chat, Communities
  • Documentation
  • English

Smart Agent Reviews and Ratings

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Smart Agent Company Details

Brand Name Smart Agent
Information Smart Agent provides secure and cloud-based insurance CRM solution services.
Founded Year 2017
Director/Founders Balkrishna Agarwal
Company Size 1-100 Employees

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