linkedin
Smart Agent logo
play Insurance Policy Management Software For Insurance Agents
Smart Agents
Smart Agents

Smart Agent

Brand: Smart Agent

  • 4.2

  • 6 Ratings

Have you used Smart Agent before?

Share your insights for better experience

Add a Review
Starting Price
₹999 excl.GST
₹ 1,179 incl. GST

View plans

offer Save upto 18%, Get GST Invoice on your business purchase T&C
offer Buy Now & Pay Later, Check offer on payment page.
Buy Now
100% Genuine
Products
Best Price
Guaranteed
Safe & Secure
Payment
  • Description

  • Pricing

  • Features

  • Specification

  • Review

  • Compare

  • Alternatives

Starting at ₹999
Buy Now

Smart Agent Software Overview

Smart Agent Company Details

Founded Year:  2017

Smart Agent provides secure and cloud-based insurance CRM solution services.

Director/Founders Balkrishna Agarwal
Company Size 1-100 Employees

Smart Agent Pricing & Plans

Basic Plan

Calculated Price

999 Exclusive of all taxes
    • Licenses

      Licenses
      Licenses
    • Yearly

      Yearly
      Yearly

Key Features

  • Insurance Agent Website

  • Insurance Agent Website

  • Total Policies Limit: 200 Policies

  • Send Auto SMS & WhatsApp Message

  • Manage Family Group

  • Manage Third Party Purchase

Pro Plan

Calculated Price

2500 Exclusive of all taxes
    • Licenses

      Licenses
      Licenses
    • Yearly

      Yearly
      Yearly

Key Features

  • Access From Mobile App

  • Access From Mobile App

  • All features of Basic plan

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 Demo Video play icon

Get Smart Agent Demo

Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

Understand
Key Features
Personal
Demo Insights
Interactive
Demo Support

Smart Agent Specifications

Supported Platforms
Windows Windows Android Android
Devices
Desktop Desktop Mobile Mobile
Deployment
Cloud-Based Cloud-Based
Suitable For
Insurance
Business Specific
All Businesses
Business Size
Small Business Medium Business SMBs
Customer Support
Email Live Chat Communities
Language
English
Training Resources
Documentation

Explore the Best Alternative Solutions Similar to Your Business Size and Needs

Smart Agent Review

4.2

Out of 5

img

Overall Rating

Based on
6 Verified Ratings

Rating Breakdown

  • Features 4.5
  • Value for Money 4.3
  • Ease of Use 4.1
  • Customer Support 4.0

93% Recommend this Product

Add Review

Be the First to Review

This product has no reviews yet. Be the first to leave your feedback.

Add Review

Compare Smart Agent With other Insurance Management Software

Products
Ratings
Pricing
Device Supported
Deployment
Supported Platforms
  • img

    Smart Agent

  • 4.2

  • ₹ 999.00 excl. GST

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Applied Epic

  • 4.0

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    IMD.Mitra

  • 4.9

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    BimaGrow

  • 4.2

  • ₹ 2999

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Turtlemint

  • 4.3

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    A1 Tracker

  • 4.3

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    BriteCore

  • 4.1

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Insurity

  • 3.9

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Bimabook

  • 4.4

  • ₹ 2999

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Claim Stack

  • 4.5

  • ₹ 30000

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

(0) Product(s) selected

Smart Agent Alternatives

See All Smart Agent Alternatives

Available

Price on Request

Available

Price on Request

Available

Price on Request

Available

Price on Request

Available

Price on Request

Starting Price:

₹10,000 /Year

Articles for Smart Agent

See All Related Articles

20,000+ Software Listed

Best Price Guranteed

Free Expert Consultation

2M+ Happy Customers

Terms and Condtions

close

Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.