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.
Other Popular Alternatives & Related Software
tigerlab
tigerlab makes cloud-native, API-first insurance software. The tigerlab Broker Management System (BMS) runs insurance brokerages, and the tiger suite (formerly i2go) gives insurers, MGAs and embedded insurance providers their core systems.
The BMS keeps every client, policy, document and renewal in one record. It automates commission calculations, invoicing and reconciliation, runs compliance checks such as sanctions screening for each jurisdiction, and uses AI for document extraction and email summaries. It connects to BiPRO in Germany and EcoHub in Switzerland, and runs several countries and branches on one platform.
The tiger suite has four systems that run alone or together: Policy Management, Billing, Claims Management and Distribution Management.
tigerlab has SOC 2 Type II attestation and ISO 27001 certification, and supports GDPR and DORA. Both product lines deploy in the cloud or on-premises and connect through open APIs.
Book a demo at tigerlab.com!
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CeevTech Brokers
CeevTech Brokers is insurance brokerage management software for brokers, brokerages and agencies, available on the web and as an Android app. It manages clients and motor, medical, fire, travel and other insurance policies; sends daily renewal and SMS reminders; tracks collections; settles accounts with insurers; and calculates commissions. The system supports transactions in US dollars and Lebanese pounds, with the exchange rate fixed for each transaction, and provides a private workspace for each brokerage with roles for owners, agents and accounting staff. Its interface is available in Arabic and English. CeevTech is based in Jbeil (Byblos), Lebanon, and was founded in 2018. Pricing is quoted on request.
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Verity
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.
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Commissionly Tracker
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance.
Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines.
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.
The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.
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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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Custom VMs From 1 to 96 vCPUs With 99.95% Uptime
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Product Details
Platforms Supported
Cloud
Android
Training
Documentation
Live Online
Videos
Support
Phone Support
24/7 Live Support
Smart Agent Frequently Asked Questions
Q: What kinds of users and organization types does Smart Agent work with?
Smart Agent works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Smart Agent support in their product?
Smart Agent supports these languages: English.
Q: What kind of support options does Smart Agent offer?
Smart Agent offers support via phone support and 24/7 live support.
Q: Does Smart Agent have a mobile app?
Yes, Smart Agent has a mobile app for Android.
Q: What type of training does Smart Agent provide?
Smart Agent provides training in the form of documentation, live online, and videos.
Q: Does Smart Agent offer a free trial?
Yes, Smart Agent offers a free trial.
Q: How much does Smart Agent cost?
Pricing for Smart Agent starts at ₹999/year.