TrustRadius: an HG Insights company

Smart Agent

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1 Reviews and Ratings

What is Smart Agent?

Smart Agent is an Insurance policy management app for Insurance agents or agencies. It can be used for any kind of insurance (life, general, motor etc) & it can be managed with any company policy in it. Insurance agents also create their website & get more customers from the vendor's app and website.

SmartAgent mobile application helps individual insurance agents or agencies to manager their customers detail and customer's policy data & also send policy reminder and service based message to customer.

SECURITY:
SmartAgent takes all measures to secure data on the vendor's servers. They state their servers are protected by a firewall which is a combined hardware and software system that blocks access by unauthorized parties. SmartAgent follow IT Industry policy & policies that keep data private and confidential, and the vendor states data is not shared with any third party.

SUPPORT:
Smart Agent provides support to customers, customers can use a phone call or mail.


FEATURES OF SMARTAGENT APP::
1. Create web profile, dedicated insurance agent web page.
2. Increase online presence.
3. Get more customers from your city & from entire country.
4. Manage all type of Insurance company.
5. Manage policy plan with plan number
6. Manage customers details
7. Manage customers policy with policy number
8. Manage customers policy premium & track customer premium due
9. Manage policy payment status
10. Send service reminder SMS customers
11. Reminder for upcoming premium & upcoming policy expiry
12. Reports

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