50% OFF ends in ...  ·  Plans start from ₹999/year  ·  2,500+ agents already using Smart Agent
2,500+ agents across India trust Smart Agent

How many renewals did you
miss last year?
Smart Agent reminds you — automatically.

Auto WhatsApp renewal reminders. Automatic expiry tracking. Policy Management and Commission auto-calculated. Complete accounting. RC/Challan check in 5 seconds. Everything in one app — 2,500+ Indian insurance agents use Smart Agent every day to save time and earn more.

Start for Free ▶ Watch 90-sec Demo
Smart Agent Insurance CRM Dashboard - Best Insurance Agent Software India
No credit card  •  No commitment  •  First 10 policies free
2,500+Active Agents
4.8★Rating
₹2.73Per Day
24/7Support
High-Grade Security
Android App Free
Hindi+English Support
Real-Time Sync
Free Agent Website
WhatsApp Reminders
4.8★ Rated App
What You Get

Everything an Insurance Agent Needs

One powerful all-in-one insurance agent software for Vehicle, Health, Life, Marine, Fire & all insurance types across India

👥

Smart Customer Management CRM

Store unlimited clients with complete details — vehicles, health records, policy history, documents — all in one place. Best CRM for insurance agents India.

📋

All-Type Policy Tracking

Manage Vehicle, Health, Life, Term, Marine, Fire & every policy type from one dashboard. Auto expiry alerts and renewal tracking — never miss a policy again.

🚗

Live RC & Challan Check

Instant RC details and challan status check online at just ₹5/check. No subscription needed — pay as you go. Essential tool for every motor insurance agent.

💰

Insurance Commission Tracker

Auto-calculate commissions for every insurer and product — zero errors, instant commission reports, on-time payouts. No more manual calculation disputes.

📲

WhatsApp Renewal Reminders

Send personalized policy renewal reminders via WhatsApp & SMS automatically — customers renew faster, retention increases, you earn more every month.

📊

Powerful Business Reports

Analyze renewals, premiums, commissions and insurer-wise performance. Download unlimited reports instantly — grow your insurance agency smarter & faster.

Explore All Features →
The Real Problem

What is happening to you right now?

2,500 agents faced the same problem — then they switched to Smart Agent

😩 Without Smart Agent

✗You write policy expiry dates in a Excel or notebook — then forget them
✗You have to call or message every client manually for renewal
✗Commission calculation has errors — disputes happen with insurers
✗You search a different website for RC check — wasting your time
✗Old client data is lost somewhere in files — nothing is organized
✗No idea how much business you did this month — no proper report
✗Manual data entry is time-consuming and prone to errors
✗Different systems for different insurance types — confusing and inefficient

😊 With Smart Agent

✓Every policy is auto-tracked. WhatsApp reminder goes out 30/15/7 days before expiry
✓Bulk WhatsApp + SMS — remind 200 clients in just 2 minutes
✓Commission auto-calculated — zero errors, instant report for every insurer
✓RC + Challan check in 5 seconds — any vehicle, anytime
✓Unlimited clients with complete profiles — all in one place, one click
✓Monthly dashboard — premiums, commissions, renewals — all clear and ready
✓Fully automated accounting — no more manual entries or errors
✓One dashboard for all insurance types — simple, organized, efficient
Real Agents. Real Results.

You can achieve the same results

2,500 agents changed how they work — here is what they say

★★★★★
"

Before Smart Agent, tracking renewals and calling clients manually took me 3 hours every day. Now it is done in 20 minutes. Last month, 21 renewals came in through auto-reminders — policies I would have completely forgotten.

SP
Suresh Patel
Motor Insurance Agent · Ahmedabad · 450 Policies
⬆ 21 extra renewals/month
★★★★★
"

My experience with Smart Agent has been very good. The software is simple and user-friendly, which makes daily work much easier. It has helped my insurance business significantly, especially in improving efficiency in policy management and customer handling. Overall, Smart Agent is a very useful and reliable tool.

RK
Dalpat Dhatarwal
Health + General Insurance · BALOTRA · 780+ Policies
✓ Better efficiency in daily work
★★★★★
"

Smart Agent is very easy to use and makes daily insurance work much smoother. As an insurance agent, it feels like a smart investment — like investing 1000 and getting 10,000 in return. It helps save time, manage clients efficiently, and ensures nothing important is missed.

AS
Rofiquz Zaman
Motor Insurance Agent · Assam · 600+ Policies
⚡ Fast & easy daily workflow
I want to try it too — Start Free →

No card • No pressure • Cancel anytime

💸 Real Money Calculator

How much money are you losing every year?

Enter your numbers — see exactly how much renewal income you are missing

₹3,00,000
Estimated annual income lost from missed renewals
With Smart Agent (90% renewal rate): upto +₹1,20,000 extra per year
Smart Agent costs ₹999/year. You will recover the cost in just 1 day.

Stop this loss — Start Free →
All Insurance Types

Manage Every Insurance Category

Complete insurance agent software for every insurance type — one login, one dashboard, total control across India

🚗

Vehicle & Motor Insurance Software

Best motor insurance agent software with RC tracking, challan check online, renewal alerts, OD & TP policy management, and premium reports for every vehicle category — two wheeler, four wheeler & commercial.

🏥

Health Insurance Agent Software

Manage health insurance policies, family floaters, mediclaim, cashless hospital networks, renewal deadlines, and client health records — all in one health insurance CRM for agents.

🛡️

Life Insurance Agent Software

Complete LIC agent software & life insurance CRM — track term plans, endowment, ULIP, money-back policies. Get maturity alerts, premium reminders and beneficiary details instantly.

🏢

General Insurance Agent Software

Manage all general insurance — property, travel, marine, fire, commercial — from one unified dashboard. Full reporting, renewal tracking and commission management included.

Affordable Plans

₹999/year = Just ₹2.73/day

Less than a cup of tea — and your first recovered renewal pays back the entire cost. No hidden charges.

💡 Think about it: If you avoid just 1 missed renewal, the ₹999 cost is already recovered.
Silver
₹999/year
₹2,000
50% OFF First Year
⬆ ROI in 1 recovered renewal
  • Up to 150 Policies
  • Accounting Module
  • Free Android Mobile App
  • Free Professional Website
  • 2 Employee Accounts
  • WhatsApp Reminders
  • Customer Support
Start with Silver
Gold
₹1,499/year
₹3,000
50% OFF First Year
⬆ Best for growing agents
  • Up to 800 Policies
  • Accounting Module
  • Free Android Mobile App
  • Free Professional Website
  • 2 Employee Accounts
  • Analytics & Reporting
  • Customer Support
Start with Gold
⭐ Most Popular
Diamond
₹2,499/year
₹5,000
50% OFF First Year
⬆ Best value for serious agents
  • Up to 1,500 Policies
  • Accounting Pro — Advanced
  • Premium Dashboard
  • Free Professional Website
  • 2 Employee Accounts
  • Priority Customer Support
Start with Diamond
Platinum
₹3,499/year
₹7,000
50% OFF First Year
⬆ For agents with large portfolios
  • Up to 3,000 Policies
  • Accounting Pro — Advanced
  • Premium Dashboard
  • Free Professional Website
  • 2 Employee Accounts
  • 24/7 Priority Support
Start with Platinum
Compare All Plans →
Why Smart Agent?

Why Indian Insurance Agents Choose Smart Agent Software

We understand the daily grind — missed renewals, manual entries, commission disputes. Smart Agent insurance software ends all that.

⚡

Never Miss a Policy Renewal

Auto expiry alerts for every policy + WhatsApp renewal reminders — turn every renewal into guaranteed income. Best renewal reminder software for insurance agents.

💯

100% Accurate Commission Tracking

Automatic insurance commission calculation and payout tracking across all insurers — no disputes, no short-payments, ever. Instant commission reports.

🔒

Bank-Grade Data Security

All insurance documents and client data encrypted with bank-grade security — safe, compliant, and accessible only to you and your authorized team.

🇮🇳

Dedicated Indian Support Team

Real people, Hindi and English support, available Monday to Saturday — built for India, supported by an Indian team that truly understands your business.

🎁

Free Trial — No Credit Card

5 free RC/Challan checks and 10 free policies on signup — explore every feature of our insurance agent software before you pay. Zero pressure.

💸

Referral Rewards — Earn ₹500

Earn ₹500 for every insurance agent who subscribes through your referral link. No cap on rewards — refer more agents, earn unlimited money.

Here’s what happens from Day 1

See how Smart Agent transforms an insurance agent’s life step by step

1
Day 1 — Right after signup
Import all your policies in one place
Via Excel or manual entry — all your clients are inside Smart Agent within 10 minutes. For the first time, everything is in one place.
2
Week 1
Your first automatic reminder arrives
You don’t have to do anything — Smart Agent automatically sends renewal alerts to you and your clients. You just relax.
3
Month 1
A renewal you would have missed gets saved
A policy you had forgotten — Smart Agent reminds both you and your client. You renew it, and the commission comes back to you. The software cost is already recovered.
✓
Year 1
Your renewal rate increases from 70% to 88%+
Based on data from 2,500+ agents: an average 18% increase in renewal rate = ₹40,000–₹1,20,000 extra commission per year.
Start my journey now →

Free trial • No card required • Cancel anytime


Our Leadership

Meet The Team

The experts behind Smart Agent's success

Shri Ram Legha

Shri Ram Legha

Founder & CEO

With over 17 years of experience in the insurance and technology sectors, Shri Ram leads Smart Agent's mission to transform the insurance industry through innovation.

Ramdev Tard

Ramdev Tard

Marketing Head

Ramdev Tard is responsible for spreading the word about Smart Agent, driving customer engagement, and ensuring our platform reaches every insurance agent across the country.

Jagdish Tard

Jagdish Tard

Chief Technology Officer

Jagdish Tard is a software engineering expert with a passion for developing scalable, reliable systems. He ensures Smart Agent remains at the forefront of technology.

FAQ

Frequently Asked Questions — Smart Agent Insurance Software

Everything you need to know about Smart Agent — India's best insurance agent software

Smart Agent is an all-in-one insurance CRM software built specifically for Indian insurance agents. It includes client management, policy tracking, auto WhatsApp renewal reminders, RC/Challan check, commission tracker, and business reports — all in one dashboard. It works for Motor, Health, Life, and General insurance agents.

Silver plan is ₹999/year (just ₹2.73/day). Gold ₹1,499/year, Diamond ₹2,499/year, Platinum ₹3,499/year. First year is 50% off right now. No hidden charges — RC checks are only ₹5 each, pay as you go. Free trial gives you 5 RC checks and 10 policies at no cost. No credit card needed.

Smart Agent automatically tracks all policy expiry dates. You set it once — 30 days, 15 days, 7 days before expiry — and the system sends a personalized WhatsApp message to your client on its own. You do not have to do anything. You can also send bulk reminders — reach 200 clients in just 2 minutes.

Yes — a free Android app is available on Google Play Store. You can also access it from any browser on any device. Data syncs in real-time. Even on a slow internet connection, all basic features work without any problem.

Completely safe. All your data is stored on secure cloud servers with bank-grade encryption. Only you and your authorized team members can access it. Smart Agent is fully compliant with Indian data protection standards.

Just enter the vehicle registration number — complete RC details and pending challan information appear on your screen in 5 seconds. Only ₹5 per check, no monthly subscription needed. This is one of the most useful features for every motor insurance agent in India.

Yes! You earn ₹500 for every agent who subscribes through your referral link. There is no limit — refer as many agents as you want and keep earning. Many agents earn back more than their own subscription cost just from referrals.

Have more questions? Contact Us →

Start Smart Agent Today

2,500+ agents are already working smarter. Now it is your turn.

✓ Free trial  |  ✓ No credit card  |  ✓ Hindi + English support  |  ✓ Cancel anytime

🚀 Start for Free 📱 Download Android App 📞 Book a Free Demo

Your first 10 policies are completely free. If you see no benefit in the first week — we will never follow up. Promise.

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