About Smart Agent

Built for Insurance Agents

Smart Agent is insurance agent software built for agents who need a simple, organized way to manage their daily business.

From customer information and policy details to premium due dates, renewals and customer communication, Smart Agent brings important business activities together in one place. View Pricing or Watch Demo.

Preview of a Smart Agent insurance agent mini website

Why Smart Agent

Insurance agents spend their day managing customers, policies, renewals and follow-ups. Smart Agent brings these everyday tasks together in one simple platform.

Save Time

Keep customer and policy information organized.

Stay on Top of Renewals

Track premium due dates and follow-ups in one place.

Stay Connected

Communicate with customers through SMS and WhatsApp.

Everything You Need to Manage Your Insurance Business

Customer Management

Keep customer details, family information and policy history organized.

Policy Management

Manage policies, insurance companies, plans and policy documents in one place.

Premium & Renewals

Track premium due dates and renewals so you can follow up on time.

SMS & WhatsApp

Send reminders and important customer messages quickly.

Commission & Reports

Track commissions and view important business reports with ease.

Agent Mini Website

Create your professional mini website and let customers discover and contact you.

Explore All Features

Manage Your Insurance Business on Mobile

Access your customers, policies, premium due dates and renewals anytime with the Smart Agent mobile app. Stay connected with your insurance business wherever you go.

Install Mobile App