Upload a policy PDF or DL pdf — AI auto-fills every field in 2 seconds. Support all types of insurance. Verify any RC in 5 seconds. Auto-WhatsApp renewals in 12 Indian languages. Zero manual typing. Register aur diary ka jhanjhat khatam.
Hours of daily admin, lost client files, missed renewals — Agenex ends every one of them, permanently. Manual typing band karein — AI document OCR aapke saare client data ko 2 second mein extract kar deta hai.
From AI policy scanner for insurance agents to automatic RC and policy data fill software, commission tracker and WhatsApp automation — every daily need of a Bima Agent in one platform. India's Best Insurance CRM with Document OCR.
Multi-company insurance management and an all-vehicle insurance record app — combined in a single dashboard.
From sign-up to live daily reminders — total setup time is under 5 minutes.
No card, instant access. First 10 policies and 5 RC checks completely free.
Bulk import from Excel or add manually — linked family recording included.
WhatsApp reminders, commission reports, target dashboards — everything runs automatically.
Pan-India agents who switched from notebooks and Excel — and never looked back.
I used to spend two hours every morning just on renewal calls and diary checks. After Agenex, that's done in 20 minutes. Last month, 21 renewals came in through auto-WhatsApp — policies I would have completely forgotten.
My experience with Agenex has been excellent. The software is simple and user-friendly, which makes daily work much smoother than before. The sub-agent commission tracker has been a real game-changer for me.
Daily insurance work feels easy now. The RC check and challan verify features have saved me both time and money. Customers get verified details in 30 seconds, and trust in my work has grown.
Enter your active policies and renewal ratio — see exactly how much earning Agenex can recover for you in one year.
Agenex costs Rs.999/year — that's about Rs.2.73 a day. Most agents recover it in a single renewal.
50% off first year. No credit card. Free trial. Affordable insurance management software with enterprise-level features built in.
RC + Challan checks billed at Rs.5/check on every plan · Cloud-based insurance agent software · Cancel anytime
Aksar agents jo poochhte hain — saara jawaab yahan.
Yes. Every new agent gets the first 10 policy entries and 5 RC/challan verifications absolutely free — no credit card required to start. Explore the entire platform first, then choose a plan when you're ready.
Motor, Health, Life, General, Marine, Travel, Crop, Liability and pet insurance — Agenex is multi-company insurance management software for every line of business. Every insurer (LIC, public and private health, motor, general) is managed in one unified dashboard.
Agenex pulls verified data from the integrated Vahan database. Pay-per-use at Rs.5 per check — verify any vehicle's RC, ownership, insurance status and pending e-challans in 5 seconds. RC check is built directly into the insurance agent app.
Yes — every plan includes a free Android insurance agent app so you can manage policies, send WhatsApp reminders and verify RCs from anywhere across India. Carry your entire insurance diary in your pocket, wherever you go.
Agenex automatically queues policy expiry notifications on WhatsApp 30, 15, 7 and 1 day before due. Birthday wishes and festival greetings can also be auto-sent in bulk — and every message can be delivered in your customer's preferred local language (Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam) absolutely free. The smart reminder system stays active for your policyholders 24/7.
All data is encrypted in transit and at rest, hosted on cloud-based insurance agent infrastructure with daily backups. The secure client document locker keeps KYC and policy PDFs safe with AES-256 encryption and audit logs.
Yes. Move from Silver → Gold → Diamond → Platinum any time. All your policy records, client database and reports carry over without any data loss. Pro-rata billing applies — only pay the difference.
Every plan includes 2 employee accounts with role-based access — perfect for an agent and one assistant. Larger teams can request additional seats from support.
Yes — the sub-agent commission network module lets you onboard sub-agents, split commissions automatically and track each sub-agent's performance reports separately. With sub-agent management software, you can grow a complete mini-agency network across multiple cities.
Yes. Agenex has a full clean interface and supports 10 Indian languages including Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada and Malayalam. You can also send WhatsApp renewal reminders, birthday wishes and festival greetings to your customers in their own local language — completely free, included in every plan.
Yes. Agenex is the Best Insurance CRM with Document OCR India. The AI policy scanner for insurance agents reads blurry photos, WhatsApp screenshots and scanned PDFs of old policies with 99%+ accuracy, auto-extracting customer name, vehicle number, engine, chassis, premium and expiry date in about 2 seconds — zero manual typing.
Yes. The PDF upload insurance data entry software accepts multi-page policy PDFs, scanned images and WhatsApp-forwarded photos. The Insurance Policy Photo Se Data Nikalne Wala App also lets you click a photo from your phone — AI extracts every field and saves it directly into the CRM with renewal reminders auto-scheduled. Register aur diary ka jhanjhat khatam.
The Automatic RC and Policy data fill software is integrated with the Vahan/Parivahan database. Just enter a vehicle number and Agenex fetches engine number, chassis number, owner name, manufacturing year, fitness validity, insurance status and pending e-challans in 5 seconds. The driving license PDF data extraction tool similarly parses DL details for commercial vehicle and RTO workflows.
Free trial. No credit card. Setup in 5 minutes. Just Rs.999/year.
Start Free Trial →Agenex is the Best Insurance CRM with Document OCR India — built specifically for vehicle insurance agents, POSPs, RTO consultants and Bima agents working from smartphones in Tier-2 and Tier-3 cities. Replace your diary, Excel and 5 different portals with one intelligent, mobile-first platform.
Upload any insurance policy PDF, photo or WhatsApp screenshot — the AI policy scanner auto-extracts every field in 2 seconds at 99%+ accuracy. Includes PDF data entry and the Photo se data app for mobile-first workflows.
The Automatic RC and Policy Data Fill software connects directly to the Vahan/Parivahan API. Enter a vehicle number — engine, chassis, owner, manufacturing year, fitness, insurance status and pending challans auto-fetch in 5 seconds at Rs.5/check.
The Driving License PDF data extraction tool handles MCWG, LMV, HMV, HPMV, transport and hazardous-goods endorsements. Perfect for RTO consultants, fleet managers and commercial vehicle agents.
Auto renewal reminders 30/15/7/1 day before expiry — in Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam or English. Birthday and festival greetings auto-send free.
Insurer-wise auto-calculation across LIC, Bajaj, ICICI, HDFC and 30+ insurers. Sub-agent auto-split, pending vs received tracking, monthly MIS for your CA.
AES-256 bank-grade encryption, DPDP Act compliant, Indian data centres (Mumbai + Hyderabad), daily auto-backup, role-based access. Aapka data sirf aapka — kabhi sell ya share nahi.
Trusted by Indian agents across all 28 states — from Mumbai and Delhi to Bikaner, Jhansi, Indore and every small town in between. Rs.999/year · 50% off first year · No credit card · Free trial with 10 policy entries + 5 RC checks included.
