What Insurance Advisors require in today's world is quick and maximum information about their existing and prospective client at a click of a mouse. They need to be serviced and given ADVICE with precise and accurate information from time to time.

Smart Advisor has been specially designed to meet such requirements of the Insurance Advisors. It takes care of the existing contacts, future prospects, servicing as well as sales based requirements effectively & is an efficient time saving tool to help an insurance advisor in providing him and his client prompt & efficient service and professional advice for his needs.

It takes care of every aspect of insurance data of the client with effective features, which will help an insurance advisor right from the time of making contact to the settlement of the claim while taking care of all types of service requirements in between. Smart Advisor takes care of total contact management along with pre-sales and post-sales activities of Insurance Business. Right from generation of contacts till closing the sales, every stage is systematized in detail to help the Advisor manages his data and work efficiently on regular day-to-day basis.

Smart Advisor will take care of all your existing clients, prospective clients, every policy you sell, commission received and the commission that are due to you.

The Software is designed keeping in mind the adversity of the agent's whether freshman or experienced relating to maintaining a client's requirements and to service them to cater their needs.