Smart Agent

Smart Agent

Apna Infotech
+
+

Related Products

  • Code-Cube.io
    7 Ratings
    Visit Website
  • GiveLife365
    11 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • ContractSafe
    319 Ratings
    Visit Website
  • The Asset Guardian EAM (TAG)
    22 Ratings
    Visit Website
  • InEight
    136 Ratings
    Visit Website
  • Mortgage Automator
    198 Ratings
    Visit Website
  • Nectar
    9,488 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website
  • ManageEngine ServiceDesk Plus
    1,946 Ratings
    Visit Website

About

AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.

About

Smart Agent is India's all-in-one insurance CRM for insurance agents and RTO advisors. Manage policies, track renewals, send WhatsApp reminders, check RC/Challan in 5 seconds, and auto-calculate commissions. Hindi + English support. Plans start at โ‚น999/year.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses, brands and companies interested in a customer relationship management solution to improve their services

Audience

Insurance agents, insurance agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$49 per month
Free Version
Free Trial

Pricing

โ‚น999/year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

Apna Infotech
Founded: 2013
India
www.apnainfotech.com

Alternatives

Alternatives

iNube

iNube

iNube Software Solutions
BrokerEngage

BrokerEngage

Benefitalign
BluInsurance

BluInsurance

BluRoot
Mobinsure

Mobinsure

Mobinsure Software Pvt Ltd.,

Categories

Categories

Integrations

Evergreen

Integrations

Evergreen
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim Smart Agent and update features and information
Claim Smart Agent and update features and information