Affordable insurance agent software starting from just ₹999/year. All plans include free Android app, free professional website, WhatsApp renewal reminders, and 2 employee accounts.
Start with 5 free RC/Challan checks and 10 free policy entries — explore every feature of Smart Agent insurance software before choosing a plan.
Best for solo insurance agents starting out
Best for growing insurance agencies
Best for established insurance agencies
Best for large-scale insurance operations
See exactly what each insurance agent software plan includes — find the perfect fit for your agency
| Feature | Silver ₹999/yr |
Gold ₹1,499/yr |
Diamond ⭐ ₹2,499/yr |
Platinum ₹3,499/yr |
|---|---|---|---|---|
| Policy Management | 150 | 800 | 1,500 | 3,000 |
| Insurance Customer CRM | ✓ | ✓ | ✓ | ✓ |
| Accounting Module | Basic | Basic | Pro | Pro |
| Dashboard | Basic | Basic | Premium | Premium |
| Free Android App | ✓ | ✓ | ✓ | ✓ |
| Free Agent Website | ✓ | ✓ | ✓ | ✓ |
| Employee Accounts | 2 | 2 | 2 | 2 |
| WhatsApp Renewal Reminders | ✓ | ✓ | ✓ | ✓ |
| SMS Alerts | ✓ | ✓ | ✓ | ✓ |
| RC & Challan Check | ₹5/check | ₹5/check | ₹5/check | ₹5/check |
| Commission Tracker | ✓ | ✓ | ✓ | ✓ |
| Analytics & Reports | ✓ | ✓ | Advanced | Advanced |
| Unlimited Report Downloads | ✓ | ✓ | ✓ | ✓ |
| Document Vault | ✓ | ✓ | ✓ | ✓ |
| Customer Support | Mon–Sat | Mon–Sat | Priority | 24/7 Priority |
| Cloud-Based Access | ✓ | ✓ | ✓ | ✓ |
Everything you need to know about Smart Agent insurance agent software plans and billing
Yes! Smart Agent offers a free trial that includes 5 free RC/Challan checks and 10 free policy entries. Explore the complete insurance agent software platform before subscribing to any plan. No credit card is required for the trial.
Yes. You can upgrade from Silver → Gold → Diamond → Platinum at any time. All your existing insurance data, policies and client records transfer seamlessly. Contact our support team to assist with the upgrade process.
The 50% discount is currently available for the first year of subscription on all plans. Renewal pricing may vary. Our team will notify you ahead of renewal with applicable rates. Contact us at +91 9529721111 for latest offers.
Smart Agent pays ₹500 for every new insurance agent who subscribes through your referral link. There is no cap — earn unlimited referral rewards. Contact support for your unique referral link after signing up.
Smart Agent accepts all major Indian payment methods — UPI (GPay, PhonePe, BHIM), Debit/Credit cards, Net banking, and bank transfers. All transactions are secure and processed through trusted Indian payment gateways.
Yes. Smart Agent has a transparent refund policy. Review the full Refund Policy on our website or contact our support team at info@apnainfotech.com for details about refund eligibility and the process.