Audience
Insurance agents, insurance agencies
About Smart Agent
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 ₹999/year.
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InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.
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Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data.
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BimaGrow
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Pricing
Starting Price:
₹999/year
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Apna Infotech
Founded: 2013
India
www.apnainfotech.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Android
Training
Documentation
Live Online
Videos
Support
Phone Support
24/7 Live Support
