World's Best, Easiest, Simple & Effective

Insurance Policy Management Software

About Smart Agent

Smart Agent is fully automates and integrates policy processing for personal and commercial insurance carriers. The solution offers scalable, reliable and cost-effective business management functionalities to carry out business critical insurance process functions.

SmartAgent.co.in is a cloud based software as service system. It is the only Insurance Policy Management System with extremly user friendly UI. Smart Agent Mobile Application will help Individual agent and Insuarance agencies to manage their various tedious tasks like Policy Plan, Customers Details, Customer's Policy Details, Premium Reminder, Premium Paid Status, Send SMS to Customer.

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 centers 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.

Features

Smart Agentis loaded with the all the necessary features but below you can see major and important features that every agent/agency needed.

Company & Plan Management

Manage insurance company, Manage insurance company policy

Customers & Their Policy Management

Manage customers, Manage customer's policy details, Manage policy premium paid status, Manage policy state

Auto Commision Calculator

Agent/Agency can check their monthly or yearly commision income.

Send SMS/Alerts To Customers

Send different type of sms alert to customers like policy renewal, birthday wish, anniversary wish, policy registered etc.

How To Use Software

Contact Us