smartagent
No credit card · Free demo
The All-in-One
Insurance Agent Software
Quit juggling Excel files. Manage every policy, client, renewal & commission — all from one beautiful dashboard.
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Policy Dashboard
Life · Health · Motor — all in one view
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Client Management
Unlimited profiles with full history
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WhatsApp Reminders
Auto renewal alerts sent to clients
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Commission Tracker
Real-time earnings & payout reports
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Team & Multi-Branch
Sub-agents, staff & multiple offices