Smart Agent Overview

Smart Agent is a comprehensive insurance agency software designed to streamline and enhance the operations of insurance brokers and agents. Ideal for managing policies, clients, and claims, Smart Agent offers a robust platform to improve efficiency, customer service, and business growth. The software features an intuitive CRM system that allows agents to manage client information, track interactions, and nurture relationships effectively. With automated policy management tools, Smart Agent simplifies the creation, renewal, and administration of insurance policies, reducing manual tasks and minimizing errors. The platform also includes robust claims management capabilities, enabling agents to process and track claims efficiently from initiation to resolution. Additionally, Smart Agent offers advanced reporting and analytics, providing insights into sales performance, client demographics, and market trends to support strategic decision-making. Integration with popular accounting and marketing tools ensures a seamless workflow and unified business management experience. Enhance your insurance operations, improve client satisfaction, and drive business growth with Smart Agent’s comprehensive insurance agency software solutions.

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Smart Agent Screenshot & Video

Contact Details

  • Vendor Name Viha IT Services
  • Founded
  • Location India

Support

  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • Live Online Live Online
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Insurance

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Smart Agent Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates

Smart Agent Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • INR (₹) INR (₹)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Smart Agent FAQs

Smart Agent is a comprehensive insurance agency software designed to streamline and enhance the operations of insurance brokers and agents. Ideal for managing policies, clients, and claims, Smart Agent offers a robust platform to improve efficiency, customer service, and business growth. The software features an intuitive CRM system that allows agents to manage client information, track interactions, and nurture relationships effectively. With automated policy management tools, Smart Agent simplifies the creation, renewal, and administration of insurance policies, reducing manual tasks and minimizing errors. The platform also includes robust claims management capabilities, enabling agents to process and track claims efficiently from initiation to resolution. Additionally, Smart Agent offers advanced reporting and analytics, providing insights into sales performance, client demographics, and market trends to support strategic decision-making. Integration with popular accounting and marketing tools ensures a seamless workflow and unified business management experience. Enhance your insurance operations, improve client satisfaction, and drive business growth with Smart Agent’s comprehensive insurance agency software solutions.

  • No, Smart Agent does not offer a free version.

  • Yes, Smart Agent offers a free trial.

  • No, Credit Card details are not required for the Smart Agent trial.

  • No, Smart Agent does not offer an API.

  • Smart Agent offers support with the following options:
    • Email , Phone , Chat

  • Smart Agent offers training with the following options:
    • Live Online , Videos

  • Smart Agent supports the following languages:
    • English

  • Following are the typical users of the Smart Agent:
    • Self-Employed , Small-Business , Midsize-Business

  • Smart Agent supports the following deployment:
    • Cloud Hosted

  • Smart Agent supports the following devices and operating systems:
    • Web-Based , Android