Smart Agent – Simple Insurance Business Management
Smart Agent is insurance agent software designed to help you manage customers, family information, insurance policies, insurance companies, premium due dates and renewals in one place. Run your agency from the web and mobile app.
Keep customer and policy records organized, track premium due dates and policy renewals, send reminders through SMS and WhatsApp, review commissions and reports, and share your agent mini website with customers. Smart Agent helps insurance agents save time on everyday insurance policy management.