Smart agent is an online software & mobile app for Insurance agents. Its a complete policy management, tracking & policy reminder system. Insurance agents can manage their all daily activity & manage data very easily and effectively and that will help them to save a lot of time.
Smart Agent software had one unique features, Insurance agent can publish their profile on portal and also use it as a website. Insurance agent can directly get customers inquiry from portal.
Yes, Smart Agent software can be access from all type of devices.
Smart agent provide yearly subscription based license. Customers can take subscriptions on a yearly basis and use the software.
Smart agent highest priority is customer's data security. Your data is 100% secure at our server. No data will be leak or shared from our end to anybody.
Price for your plan will remain the same as you subscribe initially. New prices will not apply to you if you renew your account with in 15 days of expiry date.
You will not be able to access your account If you do not renew it. If you do not renew your account in the next 15 days of your expiry date then the account will be deleted & all data will be deleted automatically. You will also not be able to renew the account at the same old price.
No, You can start using the software as you do payment.
Yes, Mobile app is available for android smart phones.
Android 6.0+ version required to access android mobile app.
You can see your plan detail from menu "Setting >> Renew account" and also display on dashboard screen.
You can see your sms balance detail and you can also purchase SMS from menu "Setting >> SMS Purchase /Balance"
Yes, You can manage all inquiry data.
Yes, You can upload your all customers by excel file.
You can see all the reports like Customer report, policy report, Upcoming premium due & expiry Report, Commission report, SMS status report.
Register now with us & start using the insurance agent software & mobile app to grow your insurance sales business.