Smart Agent - Insurance Agent Software Features


Smart agent software is a features loaded Insurance Agent Software which can be use by any type of insurance agents, brokers or agencies. Smart agent system can be use from laptop, desktop, tablet or mobile. It provide high leverl of customer data security and provide world class service and support too at very low cost.

Smart Agent - Insurance Agent Software has all the major features like customer management, policy management, sub-agent management, commision calculation, track policy status, policy renewal & expiry reminder,auto sms to customer, mini website for insurance agents, profile listing, new customer inquiry, reports & many more. Bew you can see the list of all the features.

Customers & policies Management

  • Add customers details
  • Manage customers details
  • Manage different companies
  • Manage different types of policies
  • Manage all type of policies like life insurance, general, motor and other
  • Sub-agent management
  • Commission calculation
  • Track policies
  • Reports And more...
Customer_Management
Reminder_Automation

Reminder & Automation

  • Auto policy premium due reminder
  • Auto policy expiry reminder
  • One click policy renewal process
  • Send birthday & anniversary wish messages to customers
  • Send welcome policy registration message to customers
  • Send policy premium due and expiry reminder message to customer
  • Send whatsapp message to customer
  • Reports And more...

Family Group

  • Create family group
  • Add members in family group
  • Search policies by family group
Other_Features
Other_Features

Other Features

  • Create Insurance agent mini-website
  • Publish profile on Insurance agent listing portal
  • Increase online presence
  • Get more customer inquires
  • Get customer inquires by call or on whatsapp directly
  • Share your website or digital business card with customers
  • Reports And more...

Other key features

Data Security

Smart agent has taken all measures to secure your data on our servers. Our servers are protected by using a firewall which is a hardware and software system that blocks access by unauthorized parties.

Confidentiality

Smart agent has a very strong policies that keep your data private and confidential. We do not share your data with any third party and maintain high level of security for the same.

Customer Support

Smart agent is know for its support & services, smart agent provides Chat, Email and Phone support with the best support team.

Mobile application for insurance agent

Download
Smart Agent - Insurane Agent Mobile App

Smart Agent mobile app is a perfect Insurance agent mobile app that help insurance agent to manage their business all activity from their mobile. It is design such a way that insurance agent can manage & operate their insurance policy sales business from the mobile.

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