--- title: "Smart Agent Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Smart Agent Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/236646/Smart-Agent/" page_type: "product" language: "en" --- # Smart Agent Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 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 a cloud based software and mobile app for Insurance sales agents. Goal of the Smart Agent software is to provide digital platform to Insurance agent so they can manage their customers, differents policies data along with documents, track policies, commission calculation, sub agents, premium paid status, send auto SMS to customers, auto policy renewal and expiry reminder. It is the only Insurance Agent Management Systems with extremly user friendly UI, highly secure & very afforda ## What is Smart Agent used for? [Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available 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=http://vihaitservices.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. [4.9 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting Price Contact vendor Starting Price $25 Per Feature, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.9 (258) Value For Money 0.0 (0) Value For Money 4.8 (252) Customer Service 0.0 (0) Customer Service 4.8 (237) ## Smart Agent alternatives [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [3.7 (75)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 63% of reviewers rated it above 4 stars [4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% 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 targets insurance agents, insurance brokers, and insurance agencies of any size, with a clear fit for companies operating in the insurance industry. It is designed for organizations that need a product focused on insurance sales, brokerage, or agency operations. Features and Usability ### What are the key features of Smart Agent? Smart Agent offers commission calculations, insurance policy management, policy management, and reminders. These core features support tracking policy records, organizing policy-related details, calculating commissions, and setting reminders for important dates or tasks tied to insurance workflows. Getting Started and Support ### What training and onboarding options does Smart Agent offer? Smart Agent provides live online training and video tutorials to help teams get started. Live online sessions support guided instruction with a trainer, while videos offer self-paced learning and reference material for reviewing setup steps and product features. Getting Started and Support ### What customer support options does Smart Agent offer? Smart Agent provides Email/Help Desk, Phone Support, and Chat for customer assistance. With no reviewer feedback available on support experiences, no reliable claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 470 Insurance reviews Capterra data shows that buyers of Insurance software rank the following features as their top priorities: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) Smart Agent includes **Insurance Policy Management** and **Policy Management**, but does not offer **Payment Processing**. Its coverage of **Insurance Policy Management** and **Policy Management** gives insurance teams a clear way to manage policy details, track coverage terms, and handle policy updates throughout the customer lifecycle. These features help businesses maintain accurate records, support day-to-day policy administration, and provide teams with the structure needed to manage client policies more efficiently. Commission Calculations Calculate employees' commissions based on certain rules Insurance Policy Management Create, administer and manage insurance policies for various customers and insurance lines Policy Management Create, manage, and track policies and procedures within an organization Reminders Timed notification for any upcoming task, deadline, appointment, or activity Smart Agent 4 features ### All Features - Commission Calculations: Calculate employees' commissions based on certain rules - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Policy Management: Create, manage, and track policies and procedures within an organization - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available 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.