SMART Insure™ 2017-08-05T00:43:37+00:00
SMART Insure

Essential Tools For Insurance & Financial Advisors

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REQUEST A DEMO
SMART Insure

Essential Tools For Insurance & Financial Advisors

LOG IN
REQUEST A DEMO

Give Your Clients The Best Results

SMART Insure™ helps you to add value to your business and services, get your client’s attention, and gain valuable trust. The intuitive software can assist your business in selling income protection and retirement plans, as well as disability, education, emergency, and opportunity funds.

SMART Insure

Give Your Clients The Best Results

SMART Insure™ helps you to add value to your business and services, get your client’s attention, and gain valuable trust. The intuitive software can assist your business in selling income protection and retirement plans, as well as disability, education, emergency, and opportunity funds.

SMART Insure

Write More Business

The wide range of tools included in SMART Insure™ help you to keep track of your relationships with clients and prospects online so you can easily market to them at any time from wherever you are.

Write More Business

The wide range of tools included in SMART Insure™ help you to keep track of your relationships with clients and prospects online so you can easily market to them at any time from wherever you are.

Designed To Help You Succeed

Client Management

Client Manager

Search, select, and filter functions allow you to profile your best prospects as well as keep track of your relationships with existing clients to make personal connections.

Dashboard

Overview Dashboard

View your products, existing and prospect clients all in one place, and easily access a detailed snapshot of your client profiles; age, income, and location.

Cloud Storage

Cloud Storage

All of your data is securely stored in the cloud so that you can access it and market to your clients from wherever you are, at any time, even while on the go.

Communication Records

Communication Records

Comprehensive notes are kept for all your client communications to ensure that you have all the necessary information and are always compliant.

Fact Finder

Fact-Finder

Easily recalculate risk, trauma, and disability situations, as well as alternatives, so that you can the best and most logical decisions in order to provide the best service possible.

Report Writer

Report Writer

Produce detailed reports for yourself and your clients; enabling you to make smarter decisions with your client’s best interests in mind, giving you time to focus on the real issues.

Event Calendar

Event Calendar

Know who you need to be calling and meeting with, and provide your clients with a personalised and tailored service with accurate records of all past communications.

Budget Planner

Budget Planner

Enables you to easily show your clients just how much money is required for risk, health, and disability trauma planning, in a comprehensive and straightforward manner.

Free Demo Available

All insurance and financial advisors can be given access to a demo version of SMART Insure™, and can choose to extend their subscription with a range of low cost plans, with no obligations.

REQUEST A DEMO

Free Demo Available

All insurance and financial advisors can be given access to a demo version of SMART Insure™, and can choose to extend their subscription with a range of low cost plans, with no obligations.

REQUEST A DEMO

Pricing Plans

$70/month

Basic

Billed Monthly

Basic Version

CRM

PURCHASE

$140/month

Advanced

Billed Monthly

Advanced Version

CRM + Planning Tools

PURCHASE

$730/year

Basic

Billed Annually

Basic Version

CRM

PURCHASE

$1,400/year

Advanced

Billed Annually

Advanced Version

CRM + Planning Tools

PURCHASE