Smart Agent: The all-in-one digital powerhouse for Insurance Agents & RTO Advisors. Manage clients, track policies, get expiry alerts, check RC/Challan instantly, and generate accurate commission reports.
One customised powerful platform for Vehicle, Health, Life, Marine, Fire & all insurance types
Store unlimited clients with complete details — vehicles, health records, assets — all in one place for easy access.
Manage Vehicle, Health, Life, Term, Marine, Fire & every policy type with auto expiry alerts and renewal tracking.
Instant RC details and challan status check at just ₹5/check. No subscription needed — pay as you go.
Auto-calculate commissions for every insurer and product — zero errors, instant reports, on-time payouts.
Send personalized renewal alerts via WhatsApp/SMS with policy details — customers renew faster, you earn more.
Analyze renewals, premiums, commissions and insurer-wise performance to grow your business smarter.
A complete solution for every insurance type — one login, one dashboard, total control
Comprehensive motor insurance management with RC tracking, challan checks, renewal alerts, and premium reports for every vehicle category.
Manage health insurance policies, family floaters, cashless hospitals, renewal deadlines, and client health records efficiently.
Complete life insurance portfolio management with premium tracking, maturity alerts, and beneficiary details storage.
Manage all general insurance — property, travel, marine, fire, business — from one unified dashboard with full reporting.
Plans starting from ₹999/year — currently 50% off for the first year
We understand the daily grind — missed renewals, manual entries, commission disputes. Smart Agent ends all that.
Auto expiry alerts for every policy + smart follow-up reminders — turn renewals into guaranteed income every month.
Automatic commission calculation and payout tracking across all insurers — no disputes, no short-payments, ever.
All documents and client data encrypted — safe, compliant, and accessible only to you and your authorized team.
Real humans, Hindi and English, available Monday to Saturday — your success is our priority and we're here for you.
5 free RC/Challan checks and 10 free policies on signup — explore, experience, and decide later with no pressure.
Earn ₹500 for every subscription through your referral link. No cap on rewards — refer more agents, earn more money.
The experts behind Smart Agent's success
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.
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.
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.
Everything you need to know about Smart Agent insurance software
Smart Agent is an all-in-one insurance CRM software designed specifically for Indian insurance agents and RTO advisors. It helps you manage customers, policies, renewals, commissions, RC/Challan checks, and WhatsApp reminders — all from one dashboard. It is suitable for Motor, Health, Life, and General insurance agents across India.
Smart Agent plans start from just ₹999/year (Silver plan). Gold is ₹1,499/year, Diamond is ₹2,499/year, and Platinum is ₹3,499/year. All plans are currently available at 50% off for the first year. There is also a free trial with 5 RC/Challan checks and 10 free policies.
Yes! Smart Agent allows you to send personalized policy renewal reminders to your customers via WhatsApp or SMS automatically. Reminders include policy details, expiry date, and renewal options — making it easy for customers to act quickly and for you to close renewals faster.
Yes. Smart Agent supports Vehicle (Motor), Health, Life, Term, Marine, Fire, and all General insurance types in a single account. You can track premiums, commissions, renewals, and client details for all categories simultaneously.
Absolutely. All client data and documents are encrypted with bank-grade security and stored on secure cloud servers. Only you and your authorized team members can access your data. Smart Agent is fully compliant with data protection standards.
Yes. Smart Agent is available as a free Android app on the Google Play Store and as a web application accessible from any browser on desktop or tablet. Your data syncs in real-time across all devices.