Smartagent
Deployment
Overview
About Smartagent
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
At a glance
Software information
Industries served, licensing and the support Smartagent provides.
Industries
- Insurance
Licensing
- Proprietary
- Annual Subscription
- Free trial
Support
- Live Chat
- Phone
Capabilities
Smartagent features
The full feature set, grouped by module.
ERP Software
- Accounting Integration
- Customer Management
- Financial Management
- Reporting & Analytics
CRM Software
- File Management
- Lead Management
- Mobile Access
- Reporting
- Security
Insurance Agency Software
- Commission Management
- Contact Management
- Customer Management
- Document Management
- Life & Health
- Policy Management
Plans
Smartagent pricing
Media