Easy to use Insurance Brokerage Software...

Smart Policy is a broker centric insurance brokerage software that automates & organizes entire broker’s operation, right from Customer Quotes to Settlements i.e. settlement with customers and insurers.

The solution offers ease-of-use for the brokers to fully use all the standard insurance as well as customized insurance products, giving them an advantage to expand their current business potential. Each of the product can have its own premium rates, terms & clauses so that underwriter doesn’t have to remember them again while creating quotes.

It makes life easy for the underwriter to capture the quote only once and then prints the data on several documents such as Risk Notes, Sticker/Certificate, Debit Note and Cash Receipt. Thus avoids manual duplication of work and manual handwriting.

The solution maintains the commissions rates track its receivables from the insurance companies, at the same time it manages the premium remittances to the insurance companies. By this the solution offers a huge relief to the broker in managing day-to-day operations.

On the renewals system is capable of sending automated Renewal reminders over SMS & Email, further provides tracking of expired and renewed policies.

System maintains end-to-end claim processes from Claim Intimation to its Settlement and closure with comprehensive reporting to track and efficient manage claims.

Smart Policy is a state-of-art solution for the broker, which makes their current operation smart & effective.

Integrates with your insurance company systems to enable seamless business operations with your insurers


Supports Standard & Customized Insurance Products

Efficient Claims Tracking & Management

Automated SMS & Email Renewal Reminders

Automated Sending of Cover Notes to Insurer

Tracks Insurer & Customer Settlements

Stores Documents & Pictures for Underwriting & Claims

Comprehensive Reports & Analytics

Integrated Financial Accounting


Integrates with your insurance company systems to enable seamless business operations with your insurers

Integrates with Mobile Apps & Websites for online buying of insurance or online submission of claims

Can integrate with Mobile Money Platforms for receiving Mobile Money Payments

Can integrate with your insurance regulatory authority for automated filing of Insurance Returns.

Why Smart Policy ?

The following are the reasons why insurance brokers or agents should go for Smart Policy:

  • It’s a State-of-Art Solution, already running solution with many insurance brokers in African Market
  • Easily adapt to the local business processes and operations in the best possible way. This is also one of the reason why the solution can be implemented quickly.
  • Smart Policy is a very easy to use solution and can be comfortably used by your staff having a very little knowledge of operating computer
  • No huge or capital investment on Software Licenses & Hardware Infrastructure
  • No cost on Hardware Maintenance or Software Licensing or Maintenance
  • No cost on having huge IT team to support the daily issues
  • Saves recurring cost of data bandwidth
  • Saves recurring cost on the monitoring & maintenance of IT Infrastructure
  • Saves huge recurring costs on expert IT resources for managing such solutions
  • Easy expansions to new branch offices with no additional cost
Who are using Smart Policy ?

Currently used by more than 100 brokers & agents in the following countries:

  • Kenya
  • Tanzania
  • Zambia
  • DRC Congo (Shortly Introducing)

Would you like to know more about Smart Policy? Our Team can assist you as soon as possible…