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Smart Agent - Insurance Sales Agent Management Software & App

Software For Insurance Sales Agents


Smart Agent is a cloud based software and mobile app for Insurance sales agents. Goal of the Smart Agent software is to provide digital platform to Insurance agent so they can manage their customers, differents policies data along with documents, track policies, commission calculation, sub agents, premium paid status, send auto SMS to customers, auto policy renewal and expiry reminder.

It is the only Insurance Agent Management Systems with extremly user friendly UI, highly secure & very affordable.

We have researched the market and tried to find the software that will cater to the needs of the small and medium sized businesses, but did not find any. As of now most of the Insurance Agent try to manage all their data via excel sheets and any harddisk crash is a nightmare for them. Through SmartAgent.co.in we have tried to introduce a simplest management software, keeping in mind almost all the daily needs of the agents and agencies.

Smart Agent Features

  • Manage Policy Company
  • Manage Policy Plan With Plan Number
  • Manage Customer Details
  • Manage Customer’s Policy With Policy Number
  • Manage Customer Policy Premium
  • Manage Policy Payment Status
  • Send SMS & Mail to Customers
  • Reminder For Upcoming Premium
  • Send Marketing SMS to Your customer. Get BULK SMS at Very Low Rate With Unlimited Validity
  • Reports

Download Smart Agent Mobile App

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