Skip to main content
TrustRadius
Smart Agent

Smart Agent

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…

Read more
Recent Reviews
TrustRadius

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!

Return to navigation

Pricing

View all pricing
N/A
Unavailable

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…

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

What is Life Design Analysis?

Life Design Analysis is a life insurance sales enablement software. It is designed to help insurance agencies present and sell policy options to potential customers. Life Design Analysis has the capability to create reports comparing different policies and make presentations from them. It also…

What is BindHQ?

BindHQ’s agency operating system aims to enable technology-driven MGAs, MGUs & Wholesalers to bind more business and expand their revenue.BindHQ’s cloud-based platform reduces total cost of ownership with no hardware or servers to maintain, reduced upfront capital expenditures, and once the user is…

Return to navigation

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
Return to navigation

Product 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

Smart Agent Features

  • Supported: Customers Management
  • Supported: Customer Policy Management
  • Supported: Customer Policy Document Management
  • Supported: Policy Premium Or Expiry Reminder

Smart Agent Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Smart Agent Competitors

Smart Agent Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web

Smart Agent Customer Size Distribution

Consumers50%
Small Businesses (1-50 employees)30%
Mid-Size Companies (51-500 employees)10%
Enterprises (more than 500 employees)10%
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews

Sorry, no reviews are available for this product yet

Return to navigation