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Insurance agent software


Smart Agent is an insurance agent CRM built specifically for the Indian market. Trusted by insurance agents and RTO consultants across India, it brings every part of an agent's daily workflow into a single dashboard — client management, policy tracking for motor/health/life/general insurance, automated WhatsApp + SMS renewal reminders, instant RC and Challan check (₹5 per check), auto-calculated commissions across insurers, encrypted document vault, sub-agent management, and a free professional agent website.
Unlike generic CRMs or foreign insurance tools, Smart Agent understands Indian insurer commission structures, IRDAI workflows, Hindi-speaking clients, and local business practices. Motor insurance agents can verify vehicle details and pending challans before issuing policies — a unique feature no other Indian insurance CRM offers. Life, health, and general insurance agents get full policy lifecycle management, renewal reminders before expiry, and bulk messagin
Apna infotech
2013
India
  • Insurance
1 Industry
  • Bengali
  • English
  • Hindi
  • Malayalam
  • Tamil
  • Telugu
6 Languages
Industries
  • Insurance
Licensing & Deployment
Support
  • Chat
  • Phone
  • 24x7 Support

Media

Smartagent

Smartagent Core Features

Focus of ERP Feature
  • Accounting Integration
  • Customer Management
  • Financial Management
  • Reporting & Analytics
Focus of CRM Feature
  • File Management
  • Lead Management
  • Mobile Access
  • Reporting
  • Security
Focus of Insurance Agency Feature
  • Commission Management
  • Contact Management
  • Customer Management
  • Document Management
  • Life & Health
  • Policy Management

Smartagent Pricing

Pricing Type
  • Flat Rate
Preferred Currency
  • INR (₹)
Free Version
  • No
Free Trial
  • Available Trial
Payment Frequency
  • Annual Subscription
Vendor pricing page Get Free Trial

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