Smart Agent 2026: Benefits, Features & Pricing

Smart Agent is a cloud-based insurance policy management tool for insurance agents, brokers, agencies, and other FinTech organizations. This web-based application can be accessed on any desktop or Android mobile phone to manage insurance policies, including life, health, motor, joint, and general insurance.

Using this digital platform, insurers can manage their customer database, sort or store their policy documents, track policy progress, calculate commissions, and check payment statuses from a single dashboard. It also comes with SMS texting and alert capabilities to help insurance providers engage with their clients effectively.

Smart Agent can send courtesy messages for client birthdays, anniversaries, and other special occasions. They can distribute policy updates, premium payment reminders, and expiry notifications to clients in bulk or individually. With standalone profile pages for every client, insurers can check their subscription details, set up alerts, and personalize the client experience.