Top Smart Agent Alternatives & Competitors

Finding the right software for your business can be challenging, and while Smart Agent is a popular choice, it may not be the perfect fit for everyone. If you're exploring Smart Agent alternatives, you're in the right place. We’ve compiled a list of the top competitors that offer similar features, pricing, and benefits. Compare the best alternatives to Smart Agent and discover the ideal solution tailored to your needs.

Smart Agent is also listed in these categories:

Last Updated: September 23, 2025

Popular Alternative Software

Insly

Insly

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Applied Epic

Applied Epic

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Guidewire

Guidewire

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All Competitors and Alternatives to Smart Agent

Cooper Rose Digital Full Suite is a comprehensive Insurance Agency Software designed to streamline and enhance the operations of insurance agencies and brokers. The platform offers a wide range of tools for client management, policy administration, claims processing, and sales tracking, ensuring efficient and organized agency operations. Features include a user-friendly client portal, automated po... Read more about Cooper Rose Digital Full Suite

Free Trial

NA

Pricing Type

$2500 Per month

Location

United Kingdom

Expiration and Renewal Tracking Software

Expiration Reminder is an excellent software solution designed to help you stay organized and compliant by tracking important dates and deadlines effortlessly. It excels in managing various types of expirations, such as contracts, licenses, and certifications, ensuring you never miss a crucial date. What sets Expiration Reminder apart is its automated notification system, sending timely reminders ... Read more about Expiration Reminder

Free Trial

14 Days

Pricing Type

$490 Per year

Location

Canada

Figuro is an innovative insurance policy software designed to help insurance companies, agents, and brokers streamline policy management, improve customer service, and optimize their operations. With Figuro, users can manage the entire insurance lifecycle, from quoting and policy issuance to renewals and claims processing. The software offers a user-friendly interface that simplifies policy creati... Read more about Figuro

Free Trial

Available

Pricing Type

$0 Per year

Location

Colombia

GO-INSUR is a specialized insurance agency software designed to streamline operations and enhance customer service for insurance providers. This platform provides tools for managing policies, claims, and customer interactions, ensuring that agencies can operate efficiently. With GO-INSUR, users can easily track policy renewals, manage claims processing, and communicate with clients through a centr... Read more about GO-INSUR

Free Trial

NA

Pricing Type

Contact Vendor

Location

United Kingdom

Guidewire PolicyCenter is a comprehensive insurance policy management software that enables insurers to automate and optimize the lifecycle of policy creation, administration, and renewal. Designed with flexibility and scalability in mind, PolicyCenter supports all types of personal, commercial, and specialty insurance products. The platform allows insurers to configure and design custom policies,... Read more about Guidewire PolicyCenter

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Hourly is an intuitive payroll software designed to simplify and streamline the payroll processing for businesses of all sizes. It offers a comprehensive suite of tools for managing employee wages, deductions, taxes, and benefits, ensuring accurate and timely payroll calculations. Hourly features an easy-to-use interface that allows employers to input employee hours, track overtime, and handle com... Read more about Hourly

Free Trial

NA

Pricing Type

$12 Per user

Location

United States

JAVLN is a commercial insurance software designed to help insurance providers manage policies, claims, and client relationships effectively. The platform provides tools for handling underwriting, tracking premiums, and managing renewals, ensuring seamless policy administration. JAVLN’s analytics offer insights into claims history, risk exposure, and customer data, supporting data-driven decision... Read more about JAVLN

Free Trial

NA

Pricing Type

Contact Vendor

Location

New Zealand

Powerful Insurance Agency Management System

Jenesis Software is a comprehensive insurance agency software designed to streamline operations for insurance agencies. This robust platform provides tools for managing client relationships, processing claims, and automating workflows. With features such as customizable dashboards, lead tracking, and detailed reporting, Jenesis enhances productivity and collaboration among team members. The softwa... Read more about Jenesis Software

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

myCOI is a comprehensive compliance software platform designed to help businesses manage their Certificate of Insurance (COI) compliance processes. The software simplifies the tracking and management of insurance certificates, ensuring that businesses remain compliant with legal and contractual requirements. With myCOI, businesses can easily collect, verify, and store insurance certificates from v... Read more about myCOI

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Oracle Insurance is an industry-leading software solution designed to streamline and optimize the operations of insurance agencies. From policy management to claims processing, Oracle Insurance provides a comprehensive suite of tools to manage the full insurance lifecycle. The platform includes powerful features for underwriting, pricing, risk assessment, and customer relationship management (CRM)... Read more about Oracle Insurance

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

ParaCode is an insurance policy software solution designed to help insurance companies manage the lifecycle of policies, claims, and underwriting processes more efficiently. This software enables insurance agents and companies to create, modify, and renew policies digitally, reducing paperwork and improving workflow efficiency. ParaCode integrates with other insurance management systems, ensuring ... Read more about ParaCode

Free Trial

NA

Pricing Type

Contact Vendor

Location

United Kingdom

Billy is a comprehensive compliance software designed to help businesses navigate complex regulatory requirements and ensure adherence to industry standards. It simplifies the process of tracking, reporting, and managing compliance activities, reducing the risk of non-compliance and regulatory penalties. With Billy, businesses can easily stay up-to-date with changing laws and regulations in variou... Read more about Billy

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Verity is an advanced authentication software designed to enhance security and streamline access control for organizations. This platform provides tools for implementing multi-factor authentication, ensuring that sensitive information is protected against unauthorized access. With Verity, users can create customizable authentication workflows that align with their security policies, providing flex... Read more about Verity

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

AgencyBloc AMS+ is a comprehensive insurance agency management software designed to help insurance agencies streamline their operations effectively. This platform provides tools for managing client relationships, tracking policies, and handling commissions efficiently. With features such as automated policy tracking, reporting capabilities, and customizable dashboards, AgencyBloc enhances visibili... Read more about AgencyBloc AMS+

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Insurance agency management software

Applied Epic is a comprehensive insurance agency management software designed to streamline various business processes. Its user-friendly interface allows for easy navigation, making it accessible for all levels of users. Key features include centralized customer information, which improves client relationship management by providing a holistic view of client data. The software supports efficient ... Read more about Applied Epic

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

FAQs About Smart Agent Alternatives

Some of the best alternatives to Smart Agent include Oracle Insurance, Guidewire PolicyCenter, Applied Epic, Verity, Hourly, AgencyBloc AMS+, GO-INSUR, myCOI, Jenesis Software, Expiration Reminder, JAVLN, Billy, Figuro, ParaCode and Cooper Rose Digital Full Suite. These alternatives offer similar features, better pricing, and more flexibility depending on your business needs.

There are various reasons why users look for alternatives to Smart Agent, such as pricing concerns, missing features, better integration options, or improved customer support. Exploring alternative solutions ensures that businesses find the best fit for their specific requirements.

Yes! Depending on the product, you may find:

  • Free Trial options like AgencyBloc AMS+, Expiration Reminder, Billy and Figuro (test premium features before subscribing).

These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.

Small businesses looking for an easy-to-use and cost-effective alternative to Smart Agent can consider Oracle Insurance, Guidewire PolicyCenter, Applied Epic, Verity, Hourly, AgencyBloc AMS+, GO-INSUR, myCOI, Jenesis Software, Expiration Reminder, JAVLN, Billy, Figuro, ParaCode and Cooper Rose Digital Full Suite. These software options offer affordable pricing, simple setup, and essential business features tailored for growing teams.

Enterprises seeking a robust alternative to Smart Agent can explore Applied Epic and Expiration Reminder. These platforms offer scalability, advanced automation, top-tier security, and enterprise-grade customer support to meet large-scale business needs.

Some of the best cloud-based alternatives to Smart Agent include Oracle Insurance, Guidewire PolicyCenter, Applied Epic, Verity, Hourly, AgencyBloc AMS+, GO-INSUR, myCOI, Jenesis Software, Expiration Reminder, JAVLN, Billy, Figuro, ParaCode and Cooper Rose Digital Full Suite. These platforms offer seamless remote access, real-time collaboration, automatic updates, and enhanced security for smooth software management.

Yes, most Smart Agent alternatives provide mobile apps for iOS and Android. Options like Hourly, Jenesis Software, Expiration Reminder and Cooper Rose Digital Full Suite offer full-featured mobile applications that allow users to manage tasks, track progress, and collaborate on the go.

In conclusion, while Smart Agent offers a robust solution for insurance management, exploring alternatives like Expiration Reminder, Applied Epic, and AgencyBloc AMS+ can provide tailored features to meet specific agency needs. Options such as Jenesis Software and Hourly cater to niche markets, while platforms like GO-INSUR and Verity enhance operational efficiency. For comprehensive digital solutions, consider Cooper Rose Digital Full Suite or Oracle Insurance. Ultimately, evaluating these alternatives ensures agencies find the best fit for their unique workflows and client engagement strategies, optimizing overall performance and growth.