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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 Mindware Insurance Agency System?

We provide comprehensive solutions designed to improve both the quality and productivity of operations for small and medium-sized enterprises, all while maintaining remarkably competitive pricing. Our MIAS system, crafted specifically for insurance agencies and agents, features a combination of robust functionality and user-friendly design that is accessible and incurs minimal maintenance expenses. The process of implementing and integrating the system is both quick and efficient, enabling it to effectively manage daily tasks along with accounting functions. Additionally, we assist in migrating data from your existing software to MIAS, guaranteeing a hassle-free transition. With our platform, users can easily enter quotations, policies, endorsements, renewal notices, payments, and commissions, as well as generate reports on outstanding payments and sales with just a few clicks. Furthermore, you can digitize and link vital documents—such as Proposal Forms, Schedules, CI’s, Endorsements, and claims—to their relevant policies, which eliminates the cumbersome need for physical document sorting. Our custom-designed templates offer personalized input screens for every insurance class, and policies can be quickly located using various criteria, such as customer phone numbers, names, addresses, policy numbers, and endorsement numbers, making it an essential asset for your agency. Ultimately, MIAS not only streamlines your workflow but also significantly boosts efficiency in the management of your insurance business, allowing you to focus on growth and customer satisfaction. This powerful tool is poised to revolutionize the way you operate and engage with your clients.

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Integrations Supported

iTalent

Integrations Supported

iTalent

API Availability

Has API

API Availability

Has API

Pricing Information

₹999/year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Mindware Systems

Date Founded

1998

Company Location

China

Company Website

www.mwaresys.com/insurance-agency-software.html

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

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