# Smart Agent Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Smart Agent Software - reviews, pricing plans, popular comparisons to other Insurance CRM products and more. Source: https://www.capterra.com/p/10039202/Smart-Agent --- # Smart Agent Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on April 1, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Smart Agent ## What is Smart Agent? Smart Agent is insurance CRM software designed to help agents manage policies, renewals, and client relationships. It tracks policy expiration dates and sends WhatsApp renewal reminders, reducing missed renewals. The system includes RC and challan checks for vehicle detail verification. The software calculates commissions across insurers, generates reports, and stores client details, policy histories, and documents in a centralized database. Analytics tools monitor renewals, premiums, and performance metrics. Supporting motor, health, life, and general insurance, Smart Agent offers a single dashboard and accounting features for financial management. Agents can access the platform via web browser or Android app with real-time data sync. It provides bilingual support in Hindi and English, automated expiry alerts, bulk messaging, and a referral program with rewards for recommendations. ## What is Smart Agent used for? [Insurance CRM](https://www.capterra.com/insurance-crm-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price ₹999 Flat Rate, Per Year Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Smart Agent?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.apnainfotech.com&name=Smart Agent) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Smart Agent 0.0 VS. [4.8 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) Starting Price ₹999 Flat Rate, Per Year Starting Price $24 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (233) Value For Money 0.0 (0) Value For Money 4.8 (195) Customer Service 0.0 (0) Customer Service 4.8 (211) ## Smart Agent alternatives Highest Rated [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting price $85.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars ## FAQs about Smart Agent Overview ### What company size and specific industries is Smart Agent built for? Smart Agent is designed for insurance agencies and advisory businesses in India, especially insurance agents, motor insurance agents, health insurance agents, life insurance agents, general insurance agents, and RTO advisors. It is aimed at companies and professionals serving the insurance and vehicle registration advisory sectors. Features and Usability ### What are the key features of Smart Agent? Smart Agent offers Activity Dashboard, Calendar/Reminder System, Contact Management, Customer Database, and Data Import/Export for insurance operations. It also includes Lead Capture, Lead Management, Sales Activity Management, Sales Pipeline Management, Workflow Management, and Mobile Access to organize contacts, track sales stages, and manage follow-up tasks. Pricing ### How much does it cost and what fees or limitations are included? Smart Agent starts at ₹999 per year for the Silver Plan, with a free trial available. The Gold Plan costs ₹1,499, Diamond is ₹2,499, and Platinum is ₹3,499 per year. The Silver Plan includes 2 employee accounts, accounting, support, a free Android app, a free website, and up to 150 policies. Getting Started and Support ### What training and onboarding options does Smart Agent offer? Smart Agent provides live online sessions, documentation, and videos for training. Live online sessions support guided setup and direct instruction, documentation offers written reference material for ongoing use, and videos provide visual walkthroughs that users can review at their own pace. Getting Started and Support ### What customer support options does Smart Agent offer? Smart Agent provides email/help desk, phone support, 24/7 live rep, and chat. Support coverage is presented through these channels, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Calendar/Reminder System Notifications/alerts for upcoming events or tasks Contact Management Manage, organize, and store contact information Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Data Import/Export Import and export data to and from software applications For Insurance Industry Intended to be used by insurers Smart Agent 13 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Notifications/alerts for upcoming events or tasks Manage, organize, and store contact information A collection of customer information such as contact details, demographics, previous interactions, etc. Import and export data to and from software applications Intended to be used by insurers Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Access software remotely via mobile devices Define, track, and/or automate sales activities and sales processes Pipeline view and tracking lead status Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Silver Plan ₹999.00 Flat Rate,Per Year It includes: - Up to 150 policies - Accounting Module - Free Android Mobile App - Free Professional Website - 2 Employee Accounts - WhatsApp Reminders - Customer Support Gold Plan ₹1,499 Flat Rate,Per Year It includes: - Up to 800 policies - Accounting Module - Free Android Mobile App - Free Professional Website - 2 Employee Accounts - Analytics & Reporting - Customer Support Diamond Plan ₹2,499 Flat Rate,Per Year It includes: - Up to 1,500 policies - Accounting Pro (Advanced) - Premium Dashboard - Free Professional Website - 2 Employee Accounts - Priority Customer Support Platinum Plan ₹3,499 Flat Rate,Per Year It includes: - Up to 3,000 policies - Accounting Pro (Advanced) - Premium Dashboard - Free Professional Website - 2 Employee Accounts - 24/7 Priority Support Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.