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Ratings and Reviews 0 Ratings
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What is Smart Agent?
Smart Agent is a robust insurance CRM specifically designed for insurance agents and RTO advisors throughout India. It includes features that enable users to manage policies, track renewals, send reminders through WhatsApp, quickly verify RC/Challan in five seconds, and automatically compute commissions, thereby significantly improving operational efficiency. Additionally, the platform is available in both Hindi and English, ensuring it meets the needs of a wide range of users. With subscription options starting at ₹999 annually, it presents an affordable solution for industry professionals. By utilizing Smart Agent, you can elevate your insurance management processes and streamline your daily tasks, making your work life easier and more organized. Don't miss out on the opportunity to transform your workflow with this innovative tool.
What is InsurAMS?
InsurAMS is a robust agency management software specifically designed for independent insurance agencies, streamlining daily operations with efficiency. The system features a renewal queue that prioritizes policy renewals according to urgency, thus significantly minimizing the chances of missing important deadlines. Agents can quickly generate certificates of insurance through pre-filled policy information, eliminating cumbersome manual data entry. Furthermore, the platform acts as a centralized repository for client management, providing seamless access to vital records, detailed policy information, and a comprehensive history of client interactions. An integrated activity log meticulously tracks communications, including phone calls, emails, and notes, while the task management functionality enables tasks to be linked directly to specific clients and policies. Additionally, the software provides insightful metrics such as total premiums and detailed analyses by coverage type and insurance carrier, which are invaluable for understanding the agency's portfolio. InsurAMS also ensures an effortless transition by accommodating CSV imports for migrating client and policy data, as well as allowing data exports to retain agency oversight. Agencies can set up the system quickly, making it accessible almost immediately without the burden of extensive training. Its intuitive design further guarantees that even individuals with limited technical skills can use the platform efficiently, fostering a user-friendly experience. This ease of use not only enhances productivity but also empowers agencies to focus on delivering exceptional service to their clients.
Media
No images available
Integrations Supported
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
₹999/year
Free Trial Offered?
Free Version
Pricing Information
$99/month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Apna Infotech
Date Founded
2013
Company Location
India
Company Website
www.apnainfotech.com
Company Facts
Organization Name
InsurAMS
Date Founded
2026
Company Location
United States
Company Website
insurams.com
Categories and Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Categories and Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management