Smart Agent: The all-in-one digital powerhouse built for Insurance Agents & RTO Advisors. Manage clients, track policies, get expiry alerts, store docs securely, check RC/Challan instantly, and generate accurate commission reports. Zero paperwork. Total control. Pure growth.
Trusted by 1000+ agents
24/7 customer support
Secure Data
User Friendly
One powerful app for every insurance agent — Vehicle, Health, Life, Marine, Fire & more
Store unlimited clients with complete details — vehicles, health records, assets — everything in one place.
Manage Vehicle, Health, Life, Term, Marine, Fire & every policy type with auto expiry alerts & renewal tracking.
Instant RC details, challan status check & complete vehicle information — pay-as-you-go at just ₹5/check. No subscription needed for RC & Challan
Auto-calculate commissions for every insurer & product — zero errors, instant reports, on-time payouts.
Send personalized renewal alerts via WhatsApp/SMS with policy details — customers renew faster.
Track every rupee — customer dues, payments, your receivables — complete financial control.
Upload & store policy copies and vehicle documents — 100% encrypted and available anytime.
Analyze renewals, premiums, commissions & insurer-wise performance — grow smarter.
Motor | Health | Life | General — one app that fits every business model.
Access your data securely from anywhere — desktop, tablet, or mobile.
Complete solution for every insurance category
Comprehensive vehicle insurance management with RC tracking, challan checks, and policy renewals.
Manage health insurance policies, track renewals, and handle efficiently.
Complete life insurance portfolio management with premium tracking and maturity alerts.
Manage various general insurance policies including property, travel, and business insurance.
One platform. All solutions. Premium features at a price every agent can afford.Choose the plan that makes insurance work easier than ever.
₹2000 Yearly
₹3000 Yearly
₹5000 Yearly
₹7000 Yearly
One app for customers, every policy type (Motor, Health, Life, General) and renewals — no tool switching ever.
Send renewal reminders with one click — customers reply faster, you close quicker.
Auto expiry alerts for every policy + smart follow-up reminders — turn renewals into guaranteed income.
Automatic commission calculation & payout tracking across all insurers — no disputes, no short-payments.
All documents & data encrypted — safe, compliant, accessible only to you.
Track pipeline, premiums, renewals & earnings — know exactly what’s working and scale fast.
Life | General | Health — one powerful app that fits all.
Real humans, Hindi/English, available 6 days a week — your success is our priority.
Free Trial: Kickstart your journey with 05 free RC or Challan Check and 10 free policies add — explore, experience, and decide later!
Referral Rewards: Earn ₹500 for every subscription through your referral link. No cap on rewards — refer more, earn more!
Our mission is to simplify insurance and RTO operations by providing a smart, all-in-one platform
Smart Agent was born out of a real need — to reduce manual work, missed follow-ups, and document chaos faced by insurance agents and RTO consultants every day. Built by industry experts in insurance and technology, our platform is designed to automate daily tasks like policy renewals, RC and challan checks, commission tracking, and even WhatsApp reminders — all from a single dashboard.
Whether you're managing a few clients or scaling your agency, Smart Agent helps you stay focused on growth, not paperwork.
To empower insurance agents with smart, automated tools that simplify policy management, client communication, and commission handling.
To become India's most trusted platform for insurance professionals with cutting-edge digital solutions.
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.
Your most common insurance CRM questions — answered clearly.
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