What is Smart Agent?
Smart Agent is the best, easy, effective & user-friendly Insurance policy management & reminder software & app for Insurance agents or agencies. It can be easily use for any kind of insurance (life, general, motor etc) & It will help to grow your insurance sales.
Pricing
Smart Agent Starting Price
$ 10/Per Year
Awards
Our Awards and Recognition
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Smart Agent Screenshots
Key Features of Smart Agent
Here are the powerful features that make Smart Agent stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Claims Processing
- Claims Tracking
- Compliance Management
- Data security and privacy controls
- Deductible and Coverage Management
- Document Management
- Electronic Signature Support
- Integration with Carriers
- Mobile Access and Apps
- Multi-channel Distribution Support
- Payment Processing and Billing
- Policy Audit and Compliance Checks
- Policy Cancellation
- Policy Comparison Tools
- Policy documentation generation
- Policy Endorsement
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- Adjustor Management
- Affiliate Management
- Agency Commission
- Analytics
- Billing & Invoicing
- Broker / Agent Portal
- Cancellation Tracking
- Carrier Upload
- Case Management
- Churn Management
- Claim Resolution Tracking
- Claims Management
- Claims Tracking
- Co-Pay & Deductible Tracking
- Commercial Lines
- Commission Calculations
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- Claims Management
- Commission Management
- Agency Accounting
- Agency Performance Analytics
- Agency Performance Dashboards
- Billing and invoicing
- Business intelligence
- Claims Processing
- Commission Calculation
- Commission Tracking
- Compliance Management
- Customer relationship management (CRM)
- Customer Service and Support
- Data analytics and reporting
- Data security and privacy controls
- Document Management
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Smart Agent Pricing
Here are the pricing plans for Smart Agent. Choose the plan that best fits your requirements and budget. Get Detailed Smart Agent pricing as per your requirements.
Single Plan
$ 10
Per Year
- All Features
- Mini Website for Agents
- Agent Profile Display On Portal
- Mobile App
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Smart Agent Specifications
Get a closer look at the technical specifications and system requirements for Smart Agent. Find out if it's compatible with your operating system and other software.
Deployment :
Cloud Based
Subscription Plan :
Yearly, Onetime(Perpetual license)
Accessibility :
Desktop Platforms :
Language Support :
Business :
Available Support :
Smart Agent Categories on SoftwareSuggest :
Company Details :
Smart Agent Description
Here's the comprehensive description of Smart Agent. Gain a brief understanding of its unique features and exceptional benefits.
Smart Agent is a simple, effective and affordable software for Insurance Agents. It help insurance agent to manage their customers details, customers policy details, customer policy reminder message & customer policy expiry reminder by SMS and notification. Apart from this Smart Agent also publist or list insurance agent profile our website which help insurance agent to get more customers. It can be easily use for any kind of insurance (life, general, motor etc).
Smart Agent also create mini website or digital care for insurance agents and that will help insurance agent to share their profile digitally.
ALL FEATURES FOR INSURANCE POLICY MANAGEMENT SYSTEM:
1. Mobile App With Auto notification reminder
2. Create web profile listing & get more customers
3. Manage customers details
4. Manage customers policy details with documents
5. Get reminder for policy premium due and policy expiry.
6. Send auto sms to customers about policy registration, premium due, policy expiry, birthday wish and many more.
Smart Agent Resources
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Smart Agent FAQs
How much does Smart Agent cost?
The starting price of Smart Agent is ₹ 699/Per Year. It has different pricing plans:
- Single Plan : ₹ 699/Per Year
The details of Smart Agent’s free trial have not been shared by the vendor.
What are the top 5 features for Smart Agent?
The top 5 features for Smart Agent are:
- Customer Management
- Commission management
- Policy Management
- Renewal Management
- Policy Administration
What type of customer support is available from Smart Agent?
The available support which Smart Agent provides is:
- Phone
- Live support
- Tickets
- Training
Free Demo