From client management to commission reports — every tool you need to run a profitable, organised insurance agency is right here.
Everything you need for vehicle registration, license management, insurance policies, and team expansion
Store and manage unlimited client profiles with complete details including vehicle info, health records, policy history, contact details, and documents. Filter, search, and segment your client base instantly. Never lose a client detail again.
Track every policy category — Motor, Health, Life, Term, Marine, Fire, and General Insurance — from a unified dashboard. View status, premium amounts, renewal dates, insurer details, and commission breakdown for each policy in seconds.
Instantly look up RC (Registration Certificate) details and pending challan/fine status for any vehicle registered in India. Pay-as-you-go at just ₹5/check — no monthly subscription required. Essential tool for every motor insurance agent.
Automatically calculate commissions for every insurer and product type. View commission breakdown by policy, insurer, month, or agent. Download instant commission reports for payouts and dispute resolution. Zero errors guaranteed.
Send personalized policy renewal reminders to clients via WhatsApp or SMS with one click. Reminders include policy name, expiry date, premium amount, and a call to action. Schedule reminders in advance — never miss a renewal opportunity.
Track every financial transaction — customer dues, premium collections, partial payments, and your receivables. Maintain a complete credit/debit ledger for each client and get outstanding payment reports at any time.
Upload and store policy documents, ID proofs, RC copies, and other client files securely in the cloud. All files are 100% encrypted and accessible only to you and authorized team members. No more searching through physical files.
Gain complete visibility into your insurance business. View reports on renewal pipeline, total premium collected, insurer-wise business, commission earned, and agent-wise performance. Export unlimited reports with one click.
Manage your entire insurance business from your smartphone. The Smart Agent Android app (available free on Google Play) syncs all data in real-time so you always have the latest information at your fingertips — wherever you are.
Every Smart Agent subscription includes a free professional website for your insurance agency. Share your services and build your online presence — without any technical knowledge or additional cost.
Access your complete insurance business dashboard from any device — desktop, tablet, or mobile — anywhere with an internet connection. No installation required for web access. Your data is always backed up automatically.
Add team members to your Smart Agent account with controlled access rights. All plans include 2 complimentary employee accounts so your team can collaborate efficiently without compromising data security.
Build your agency network by adding unlimited sub agents under your main account.Auto-calculate commission sharing. Perfect for expanding your business across cities without losing control.
Manage multiple branch locations from a single centralized dashboard. And get consolidated reports across your entire network. Ideal for growing insurance and RTO agencies.
Track license expiry dates, send renewal reminders to clients, and maintain a complete database of driver licenses. Essential for RTO agents handling vehicle registrations and insurance.
Smart Agent is built to handle the unique workflows of each insurance category
Comprehensive motor insurance management with RC tracking, challan status verification, two-wheeler and four-wheeler policy separation, OD and TP policy handling, insurer-wise renewal tracking, and vehicle document storage.
Manage individual and family floater health policies, track sum insured, premium due dates, cashless hospital networks, and client health records. Send renewal alerts well before policy expiry to ensure continuous coverage.
Full life insurance portfolio management including term plans, endowment, money-back, and ULIPs. Track premium frequency, maturity dates, sum assured, and beneficiary details. Get maturity and premium payment alerts automatically.
Handle all general insurance categories including property, fire, marine, travel, and commercial insurance. Track policy details, sum insured, premium amounts, and renewal dates from one unified interface.
Common questions about Smart Agent's features and capabilities
Smart Agent supports all insurance types: Vehicle/Motor (two-wheeler, four-wheeler, commercial), Health (individual, family floater), Life (term, endowment, ULIP), Marine, Fire, and all General insurance categories — managed from a single dashboard.
Simply enter a vehicle's registration number and Smart Agent instantly retrieves the RC details (owner, engine number, chassis, etc.) and any pending challans/fines from government databases. It costs just ₹5 per check with no subscription — perfect for motor insurance agents verifying vehicles before issuing policies.
Yes. Smart Agent lets you send personalized renewal reminders to clients via WhatsApp and SMS. You can schedule reminders before expiry. Each message is auto-filled with the client's name, policy details, and expiry date — saving you hours every week.
Client storage is unlimited across all plans. The plan limits (150, 800, 1500, or Unlimited) apply to the number of active policies you can manage at a time — not your customer database. So you can always keep a complete history of all your clients.