Choose the plan that matches your business size. All plans include a free mobile app, free professional website, and 2 employee accounts.
Start with 5 free RC/Challan checks and 10 free policy entries — no credit card required. Explore every feature before choosing a plan.
Best for solo agents starting out
Best for growing agencies
Best for established agencies
Best for large-scale operations
See exactly what each plan includes to find the perfect fit for your insurance business
| Feature | Silver ₹999/yr |
Gold ⭐ ₹1,499/yr |
Diamond ₹2,499/yr |
Platinum ₹3,499/yr |
|---|---|---|---|---|
| Policy Management | 150 | 800 | 1,500 | Unlimited |
| Customer CRM | ✓ | ✓ | ✓ | ✓ |
| Accounting Module | Basic | Basic | Pro | Pro |
| Dashboard | Basic | Basic | Premium | Premium |
| Free Mobile App | ✓ | ✓ | ✓ | ✓ |
| Free Professional Website | ✓ | ✓ | ✓ | ✓ |
| Employee Accounts | 2 | 2 | 2 | 2 |
| Renewal Reminders | ✓ | ✓ | ✓ | ✓ |
| WhatsApp Alerts | ✓ | ✓ | ✓ | ✓ |
| RC & Challan Check | ₹5/check | ₹5/check | ₹5/check | ₹5/check |
| Analytics & Reports | ✓ | ✓ | Advanced | Advanced |
| Unlimited Report Downloads | ✓ | ✓ | ✓ | ✓ |
| Document Vault | ✓ | ✓ | ✓ | ✓ |
| Customer Support | Mon–Sat | Mon–Sat | Priority | 24/7 Priority |
| Cloud-Based Access | ✓ | ✓ | ✓ | ✓ |
Everything you need to know about Smart Agent plans and billing
Yes! Smart Agent offers a free trial that includes 5 free RC/Challan checks and 10 free policy entries. This lets you explore the platform fully before subscribing to any plan. No credit card is required for the trial.
Yes. You can upgrade from Silver → Gold → Diamond → Platinum at any time. Your existing data and policies will transfer seamlessly. Contact our support team to assist with the upgrade process.
The 50% discount is currently available for the first year of subscription on all plans. Renewal pricing may vary. Our team will notify you ahead of renewal with the applicable rates. Contact us at +91 9529721111 for the latest offers.
Smart Agent's referral program pays you ₹500 for every new agent who subscribes through your referral link. There is no cap on the number of referrals, meaning you can earn unlimited rewards. Ask support for your unique referral link after signing up.
Smart Agent accepts all major Indian payment methods including UPI (GPay, PhonePe, BHIM), Debit/Credit cards, Net banking, and bank transfers. All transactions are secure and processed through trusted payment gateways.
Yes. Smart Agent has a transparent refund policy. Please review the full Refund Policy on the website or contact our support team at info@apnainfotech.com for details about refund eligibility and the process.