Smart Agent

Smart Agent

Sold by : Smartclasses.in

What is Smart Agent?

Smart Agent - the ultimate insurance policy management and reminder software and app for agents and agencies. Our user-friendly platform is perfect for all types of insurance, from life to motor to general. With Smart Agent, you can easily boost your insurance sales and streamline your business. Experience the best, easiest, and most effective insurance management solution today.

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Company Details

Company Name : Smartclasses.in
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Key Features of Smart Agent

  • Policy Management
  • Customer Relationship Management (crm)
  • Claims Processing
  • Billing And Invoicing
  • Document Management
  • Reporting And Analytics
  • Automated Workflows
  • Compliance Management
  • Mobile Access
  • E Signature Integration
  • Lead Management
  • Renewal Management
  • Commission Tracking
  • Underwriting Management
  • Task Management
  • Email Marketing
  • Customer Portal
  • Integration With Third Party Systems
  • Risk Assessment Tools
  • Multi Language Support
  • Customer Management
  • Commission Management
  • Policy Administration
  • Commission Calculations
  • Flat Commissions
  • Health Insurance Administration

Specifications

Run On Mobile Browser : Yes
Available Support : Email,Phone,Live Support,Training,Tickets
Desktop Platforms : Android,Smart Agent App
Languages Available : English

Description

Smart Agent - a comprehensive and affordable software designed specifically for Insurance Agents. Our all-in-one platform simplifies customer management, policy details, and reminders through SMS notifications. In addition, Smart Agent offers profile listing on our website to help agents attract more clients. It is suitable for all types of insurance, including life, general, and motor. Our mobile app features automatic reminder notifications, while our web profile listing allows agents to showcase their services and gain more customers. With Smart Agent, agents can easily manage customer information and policy details, including documents. They will also receive reminders for premium due dates and policy expirations. Automate customer communication with our auto SMS feature for policy registrations, premium due dates, policy expirations, and even birthday wishes. Take advantage of our digital care services to create a personalized mini website to showcase your insurance services. Choose Smart Agent for a hassle-free and efficient insurance policy management system.
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Alternatives of Smart Agent

Sapiens
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Majesco
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Xemplar Engage
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DXC Insurance
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PLEXIS
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Enablon
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Solartis
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Mobinsure
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Smart Agent FAQ's

The top 5 features of Smart Agent include:

  • Policy Management
  • Customer Relationship Management (crm)
  • Claims Processing
  • Billing And Invoicing
  • Document Management

Smart Agent is compatible with multiple platforms, Android,Smart Agent App

Smart Agent supports a variety of platforms including: Email, Phone, Live Support, Training, Tickets.

Smart Agent serves a wide range of businesses including Freelancers, StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of Smart Agent are Sapiens, Majesco and Xemplar Engage. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Smart Agent is available exclusively in English, providing a streamlined experience for English-speaking users.

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