Smart Agent ek classic LIC agent app hai jo official LIC apps ka CRM gap fill karta hai. Premium due date calculator, maturity reminder, WhatsApp renewal alerts aur multi-company commission ledger sab ek mobile app mein. Sirf 999 rupye saal se shuru.
LIC DigiAgent aur Agent Diary apps ka CRM gap
LIC ka official DigiAgent app proposal banane aur portal access ke liye useful hai. Lekin ek LIC agent ka daily kaam sirf proposal banane tak nahi rukta. Renewal date yaad rakhna, maturity client ko warn karna, har policy ka commission separately calculate karna, sub-agent ka hisaab rakhna, client ka document store karna, follow-up note rakhna, multi-company business ko track karna, yeh sab CRM features official LIC app mein nahi milte.
Yahi reason hai ki bahut se LIC agents Excel sheet, WhatsApp groups aur agent diary mein kaam jhelte hain. Excel girne lagta hai 200 policies ke baad. WhatsApp pe kuch dhoond nikalna mushkil hota hai. Aur paper diary se commission ka monthly hisaab banana ek pura din le leta hai. Smart Agent isi gap ke liye bana hai, ek dedicated LIC agent software jo official LIC app ke saath sath chalta hai aur CRM ka pura kaam sambhal leta hai.
Policy number daaliye, har installment ki exact due date dekhiye
Full calculator with portfolio import, auto reminder schedule aur PDF export Smart Agent app mein milta hai.
Free Trial Mein Use KareinDaily kaam ke liye banaye gaye features
Term, endowment, ULIP, money-back, child plan, pension plan, sab ek tracker mein. Sum assured aur maturity date prominent.
Yearly, half-yearly, quarterly, monthly frequency ke hisaab se har installment ka exact due date auto-calculate.
30/15/7/1 din pehle automatic WhatsApp message client ko jata hai, Hindi aur English template ready.
Pehla saal aur renewal commission alag track. Monthly aur yearly statement download ke liye taiyaar.
Client ke saath relation strong banaye rakhne ke liye automatic birthday aur policy anniversary wishes.
Policy PDF, KYC, payment receipt sab secure cloud mein store. Client ko ek tap mein WhatsApp pe send karein.
2 minute mein LIC agent ka daily workflow
Step by step: policy add karna, premium calculator use karna, WhatsApp reminder schedule karna
Sirf publicly stated information ke aadhar par tulna
| Feature | Smart Agent | LIC DigiAgent (Official) | LIC Agent Diary Apps | Excel Sheet |
|---|---|---|---|---|
| LIC Policy Tracking | โ Yes | โ Yes (proposal focus) | โ Basic | Manual |
| Multi-Company Support (LIC + others) | โ Yes | โ LIC only | โ LIC only | Manual |
| Auto WhatsApp Renewal Reminder | โ Built-in | โ Not stated | โ Limited | โ Manual |
| Commission Ledger (auto) | โ Yes | โ Not stated | โ Manual | Manual |
| Hindi UI | โ Yes | โ Yes | โ Varies | NA |
| Free Trial without credit card | โ 10 policies + 5 RC checks | โ Free (LIC agents) | โ Varies | Free |
| Starting Price | โน999/year | Free | Varies | Free |
Data based on official LIC DigiAgent app listing and public app store descriptions as of June 2026. "Not stated" matlab feature publicly mentioned nahi hai, iska matlab nahi ki feature exist nahi karta.
"Pehle main 4 alag jagah kaam karta tha. LIC portal proposal ke liye, Excel sheet renewal date ke liye, WhatsApp template manually likhne ke liye, aur diary commission hisaab ke liye. Smart Agent mein sab ek jagah aa gaya. Pehle 2 ghante mein jo kaam hota tha ab 15 minute mein ho jaata hai."
LIC DO, Bikaner (Rajasthan) ยท 12 saal LIC experience"Smart Agent ka premium calculator use karke main client ko exact paisa aur date dono bata pata hoon. Trust badh gaya."
LIC Agent, Jaipur ยท Independent advisor10 policies + 5 RC checks free, koi credit card nahin chahiye, jab chahein cancel karein.
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