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About Smart Agent

Insurance Agent Management Systems is fully automates and integrates policy processing for personal and commercial insurance carriers. The solution offers scalable, reliable and cost-effective business management functionalities to carry out business critical insurance process functions.

Insurance Agent Management Systems is a cloud based software as service system. It is the only Insurance Agent Management Systems with extremly user friendly UI. Insurance Agent Management Systems Mobile Application will help Individual agent and Insuarance agencies to manage their various tedious tasks like Policy Plan, Customers Details, Customer's Policy Details, Premium Reminder, Premium Paid Status, Send SMS to Customer.

We have researched the market and tried to find the software that will cater to the needs of the small and medium sized businesses, but did not find any. As of now most of the centers try to manage all their data via excel sheets and any harddisk crash is a nightmare for them. Through SmartAgent.co.in we have tried to introduce a simplest management software, keeping in mind almost all the daily needs of the agents and agencies.

Smart Agent Features

  • Manage Policy Company
  • Manage Policy Plan With Plan Number
  • Manage Customer Details
  • Manage Customer’s Policy With Policy Number
  • Manage Customer Policy Premium
  • Manage Policy Payment Status
  • Send SMS & Mail to Customers
  • Reminder For Upcoming Premium
  • Send Marketing SMS to Your customer. Get BULK SMS at Very Low Rate With Unlimited Validity
  • Reports

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