Insurance Agent Software Features

Smart Agent is insurance agent software to manage customers, families, policies across insurance companies, premium due dates, renewals, SMS and WhatsApp communication, commissions and reports. Here are the key capabilities built for your daily work. Watch Software Demo or View Pricing.

Customer & Policy Management

Keep customer details, family members and policy records organised and easy to find.

  • Customer & Family Management
  • Complete Policy Management
  • Multiple Insurance Companies
  • Multiple Insurance Types
  • Policy Documents & History
  • Customer & Policy Search
Customers & Family
Policies
Insurance Companies
Quick Search
Premium Due
Renewals
Reminders
One-Click Renewal

Premium & Renewal Management

Track premium due dates and policy renewals so you never miss an important follow-up.

  • Premium Due Tracking
  • Renewal & Expiry Tracking
  • Automatic Due Reminders
  • Renewal Follow-up
  • One-Click Policy Renewal

SMS & WhatsApp Communication

Stay connected with customers through timely messages on SMS and WhatsApp.

  • Premium Due Reminders
  • Policy Expiry Reminders
  • Birthday & Anniversary Messages
  • Welcome Messages
  • SMS & WhatsApp Communication
SMS
WhatsApp
Birthday Wishes
Welcome Messages
Commission
Reports
Income Tracking
Sub-Agents

Commission & Business Management

Understand your income, commissions and business performance at a glance.

  • Commission Calculation
  • Business Reports
  • Income & Commission Tracking
  • Sub-Agent Management

Insurance Agent Mini Website

Get your own professional mini website to share with customers and receive enquiries. See examples on agent profiles.

  • Your Own Mini Website
  • Share Your Website with Customers
  • Get Customer Enquiries
  • Call & WhatsApp Enquiries
  • Digital Business Card
Preview of a Smart Agent insurance agent mini website in a web browser
Smart Agent insurance agent mobile app for policy management and renewals on Android

Mobile App & Anywhere Access

Access your insurance business from web or Android app — at office or on the move. Explore Mobile App

  • Manage Customers & Policies from Mobile
  • Premium Due & Renewal Tracking
  • Customer Communication
  • Web + Android App Access

Security & Support

Secure Data

Your business data is stored securely so you can work with confidence.

Customer Data Confidentiality

Customer information stays private and accessible only to you.

Customer Support

Get help when you need it so you can focus on your insurance business.