Overview
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…
Recent Reviews
Leaving a review helps other professionals like you evaluate Insurance Suites Software
Be the first one in your network to review Smart Agent, and make your voice heard!
Get StartedPricing
Entry-level set up fee?
- $49 Required
For the latest information on pricing, visithttps://smartagent.co.in/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
4 people also want pricing
Alternatives Pricing
Product Demos
SMART AGENT SOFTWARE DEMO IN HINDI
YouTube
Best Insurance Policy Management Software For Insurance Agents | Smart Agent | Demo | English
YouTube
Smart Agent Overview Demo
YouTube
Insurance Policy Management Software For Insurance Agents - DEMO IN HINDI
YouTube
Insurance Policy Management Software For Insurance Agents - DEMO IN ENGLISH
YouTube
Insurance Policy Management Software For Insurance Agents - DEMO IN HINDI
YouTube
Product Details
- About
- Competitors
- Tech Details
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
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
Smart Agent Features
- Supported: Customers Management
- Supported: Customer Policy Management
- Supported: Customer Policy Document Management
- Supported: Policy Premium Or Expiry Reminder
Smart Agent Screenshots
Smart Agent Competitors
Smart Agent Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Windows Phone, Mobile Web |
Smart Agent Customer Size Distribution
Consumers | 50% |
---|---|
Small Businesses (1-50 employees) | 30% |
Mid-Size Companies (51-500 employees) | 10% |
Enterprises (more than 500 employees) | 10% |