Insurance Business ab bhi manual Hai?

Expired
JAN 2026
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😰
Policy Expired DL01AB1234
  • ✕ Missed Renewals — Income Loss
  • ✕ Scattered Client Data in Excel , file and folders
  • ✕ Manual Work, Hours Wasted
  • ✕ Clients Lost Forever
  • ✕No comission records
  • ✕No business report
  • ✕Zero Management
→
Switch to SMART
AGENT
→
Total 1280
Due 180
Comission 78k
Upcoming Renewals
DL01AB Rajesh Kumar 25 Days
Health Suresh Yadav 28 Days
General Amit Sharma 30 Days
License Manoj Verma 36 Days
  • 🔔 Auto Renewal Reminders
  • 🚗 All policy Data in One Place
  • 👥 Complete Customer Management
  • 📈 Zero Missed Renewals = More Income
Start Free Trial Watch 90-sec Demo
No credit card First 10 policies free Cancel anytime
₹999 Starting Price/Year
4.8 ★ Agent Rating
16+ Powerful Features
24/7 Support
High-Grade Security
Android App Free
Hindi+English Support
Real-Time Sync
Free Agent Website
WhatsApp Reminders
4.8 Overall Rating
What You Get

Everything an Agent Needs

16 powerful features in one system. All insurance types. Zero clutter.

👥

Smart Client CRM

Unlimited clients, complete profiles, policies & documents — one place.

📋

Policy Tracking

Every policy type, auto expiry alerts — never miss a renewal again.

🚗

RC & Challan Check

Instant vehicle details in 5 seconds — pay as you go, no subscription.

💰

Commission Tracker

Auto-calculated. Zero errors. Instant reports — insurer-wise.

📲

WhatsApp Reminders

Personalized renewal alerts sent automatically — customers renew faster.

📊

Business Reports

Premiums, renewals, commissions — download unlimited reports instantly.

📒

Accounting & Ledger

Track dues, collections & receivables — client-wise credit/debit ledger.

🔐

Customer Login Portal

Approved customers log in to check their policies, expiry & documents anytime.

Check All Features →
Insurance & RTO Services

Everything in One System

For insurance agents & RTO consultants across India

🚗

Motor Insurance

RC tracking, challan check, OD & TP policies — 2W, 4W & commercial.

🏥

Health Insurance

Family floaters, mediclaim, cashless networks & renewals — all in one CRM.

🛡️

Life Insurance

Term, endowment, ULIP, money-back — maturity alerts & premium reminders.

🏢

General Insurance

Property, travel, marine, fire & commercial — one unified dashboard.

📄

RTO Services

Fitness, permit, DL tracking, challan status & pending work — all covered.

The Real Problem

Sounds familiar?

Every Indian insurance agent knows this pain. Here's the fix.

😩 Without Smart Agent

✗Expiry dates in notebook — forgotten, renewals lost
✗Calling every client manually for renewal
✗Commission errors → disputes with insurers
✗Switching sites for RC & challan checks
✗Client data scattered — nothing organized

😊 With Smart Agent

✓Auto WhatsApp reminders — 30/15/7 days before expiry
✓Bulk remind 200 clients in 2 minutes
✓Zero-error auto commissions, instant reports
✓RC + Challan in 5 seconds, in-app
✓Unlimited clients, one dashboard, one click
Real Agents. Real Results.

Agents love Smart Agent

Real names. Real cities. Real policy numbers.

★★★★★
"

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 →
Affordable Plans

₹999/year = ₹2.73/day

Less than a cup of tea. One recovered renewal pays it back.

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 Agents Choose Us

Missed renewals, manual entries, commission disputes — all solved.

⚡

Never Miss a Renewal

Auto alerts + WhatsApp reminders. Every renewal = guaranteed income.

💯

100% Accurate Commissions

Auto-calculated across all insurers. No disputes, no short-payments.

🔒

Bank-Grade Security

Encrypted cloud storage. Your data, only accessible to you.

🇮🇳

Indian Support Team

Real people. Hindi + English. Mon–Sat. Built for Indian agents.

🎁

Free Trial, No Card

10 free policies + 5 RC checks. Explore everything — zero pressure.

💸

Earn ₹500 per Referral

Refer any agent. No cap. Earn back your plan cost — and more.

Your journey from Day 1

Here's how Smart Agent transforms your work

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%+
Typical recovery for an agent who improves renewals by ~18 percentage points: ₹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 - Founder & CEO of Smart Agent Insurance Software

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 - Marketing Head at Smart Agent Insurance CRM

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 - CTO of Smart Agent Insurance Agent App India

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

Everything you need to know about Smart Agent

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 pay-as-you-go, no subscription. 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. Pay-as-you-go, 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

Stop chasing renewals manually. Start collecting commissions automatically.

✓ 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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