Smart Agent ek dedicated health insurance CRM hai. Family floater tracking, sum insured monitoring, pre-auth aur claim document vault, cashless hospital network list aur mediclaim renewal automation, sab ek classic mobile app mein. Sirf 999 rupye saal se shuru.
Public stated names, real configuration aap apna brand add karke karte hain
Smart Agent multi-insurer architecture par bana hai. Aap kisi bhi number of insurers add kar sakte hain, har ek ke liye separate commission rate aur policy template configure karein.
Har member ka health tag, sum insured share aur claim history alag track hota hai. Renewal time par sab members ek list mein milte hain. Family ki cumulative claim history dashboard par.
Ek policy ke andar members link, age aur health flags separately. Cumulative claim history visible.
Pre-authorization letter, hospital bill, cashless approval, claim form, sab secure cloud mein.
Star Health, Bajaj, HDFC Ergo, Niva Bupa, sab insurers ek hi dashboard mein.
Insurer-wise commission, renewal commission aur first-year commission alag track.
30/15/7/1 din pehle WhatsApp auto-reminder, Hindi aur regional language templates.
Insurer-wise cashless hospitals ki list, city-wise filter. Client ko quick share via WhatsApp.
Bahut se LIC aur motor agents apne existing client base ko health insurance bhi sell karte hain. Smart Agent ek hi app mein life, motor aur health teeno categories handle karta hai. Aapko alag CRM nahi rakhna padta. Renewal time par client ke saare policies ek jagah dikhte hain, jo cross-sell aur upsell ke opportunities visible karta hai.
"Star Health mein 200 plus client hain aur Bajaj Allianz mein 80. Pehle dono ke alag Excel sheets the. Smart Agent set up karne ke baad dono ek dashboard par, family floater members alag dikh rahe hain, renewal queue clear hai. Recently family members ki age update karke automatic premium revision flag mil gaya."
Health Insurance Agent, Jaipur (Rajasthan)10 policies free trial, Star Health + Bajaj + sab insurers add karke dekhein.
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