Auto-dialer for insurance lead management - one-click dial from any client or lead profile, call disposition codes, follow-up scheduler, optional call recording and lead scoring. Indian insurance call workflows handled inside the same CRM that runs your renewals and policies.
Looking up the number, opening the dialer, typing it in, getting it wrong - 30 seconds per call x 80 calls a day = 40 minutes lost. Click-to-call wins it back.
Tap any client or lead in Agenex - the call dials automatically through your phone. No copy-paste, no number-typing errors, no app-switching.
After every call, log the disposition: Not Interested, Call Back, Quote Sent, Closed Won, Wrong Number. Reports automatically segment your funnel.
Disposition Call Back schedules a reminder for the agreed time. Agenex pings you when it is time, with the previous call notes already loaded.
Optional call recording stores audio against the lead profile. Useful for compliance, training and dispute resolution. Recordings are encrypted and access-controlled.
Each lead gets a score based on call disposition, time since last contact, premium band and policy line. Hot leads bubble to the top of your daily call list.
Sub-agent dialer activity rolls up to the master agent's dashboard - call counts, dispositions, conversions per sub-agent for healthy team accountability.
Create your Agenex account in 60 seconds. No credit card. First 10 policy entries and 5 RC checks are free.
Upload your Excel sheet, or paste from a notebook - Agenex turns notebook scribbles into a searchable client database.
Turn on auto-dialer for insurance lead management in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
Generic auto-dialers were built for cold-calling SaaS or B2B leads. Insurance is different. The same number can be a fresh lead today, a renewing client next year, a claim-stage call after that. The dialer has to know whether this is a sales call, a service call or a renewal call - because the disposition codes, follow-up logic and call recording compliance differ. Agenex is the auto-dialer built natively into an insurance CRM, so it always has the context.
For sales calls: dialer logs Quote Sent, Premium Quoted, Negotiation, Closed Won/Lost. For service calls: Inquiry, KYC Pending, Document Pending, Resolved. For renewal calls: Renewing, Negotiating Discount, Switched Insurer, Lapsed. Each disposition feeds the right downstream automation - renewal disposition fires the next reminder, sales disposition updates the lead score, claim disposition updates the case timeline.
The lead scoring engine is what really lifts productivity. Instead of spending the morning deciding which 30 leads to call, agents start the day with a pre-sorted list of the highest-scoring leads. Hot leads are those who recently asked for a quote, opened a WhatsApp click-to-pay link, or whose policy is expiring within 7 days. Cold leads stay in the nurture sequence until they raise their hand. Calling fewer leads, but the right ones, typically lifts daily conversion by 25-40%.
auto-dialer for insurance lead management - Agenex is built specifically for this use case in the Indian insurance market and is fully ready for the 2026 agent workflow.
auto-dialer for insurance lead management, click-to-call insurance CRM, insurance call disposition app, insurance lead follow-up software, call recording insurance agent, dialer for insurance agents India, lead nurture call sequence insurance, predictive dialer insurance, sales dialer for insurance, telemarketing insurance India, insurance call workflow tool, lead scoring insurance agent.
Available in Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam - beema agent ke liye best app, sasta insurance management software, mobile se insurance record kaise rakhe.
By default it uses your existing mobile number through a click-to-call deep link - the customer sees your real number on caller ID. For agencies that need separation, we support optional virtual number provisioning so client calls go through a single agency number, with auto-routing to the right agent.
Call recording is legal in India for one-party consent business calls, but Agenex requires you to play a recording disclosure announcement at the start of the call - this keeps you compliant with TRAI guidelines and IRDAI customer-protection norms. Recordings are encrypted at rest and accessible only to authorised users.
Yes. Sub-agents get their own dialer login under your master account. All their call activity, dispositions and conversions roll up to your dashboard. You can set per-sub-agent daily call targets, monitor live activity and reward top performers via the Agenex sub-agent leaderboard.
Agenex powers the full daily workflow of an Indian insurance agent. Below is a typical day - and the Agenex modules that handle each step.
Open the dashboard. Today's renewal list is ready - sorted by client priority, premium, RTO. Vehicle multi-expiry shows Insurance, PUC, Fitness, Tax, Permits, CNG and Meter all at once.
One tap fires WhatsApp messages to today's expiring clients. Each message goes in the customer's own language - Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam or English.
9 AM auto-sends birthday WhatsApp to clients in their preferred language. You don't lift a finger. Clients feel remembered. Renewal trust grows.
New lead walks in with a vehicle. Type the RC number - in 5 seconds Vahan returns owner, fitness, insurance status and pending e-challans. Rs.5 per check.
Issue a motor, health, life or general policy - add it in 30 seconds with all expiry, premium, commission fields. Document vault uploads policy PDF.
Sub-agent commissions auto-split at every renewal. End-of-week, monthly statements ready per sub-agent. No more month-end disputes.
Update partial premium collection. Customer ledger shows credit/debit, outstanding receivables. Other Income/Expense tracked. GST invoice ready for tax filing.
All type of reports auto-fill with today's calls, follow-ups, policies issued, commission earned. Tomorrow's renewal list builds itself overnight. Offline mode keeps you working in low-network zones.
One click: monthly commission report by insurer, line, sub-agent. Renewal ratio, lapsed policies, recovered policies. Email auto-sends to your CA on the 1st.
Below is the full software stack used by Indian insurance agents on every Agenex plan from Rs.999/year onwards.
Unlimited client profiles with vehicle, health, life and policy history. Searchable by name, phone, RC, policy number. Family linking for joint households.
One vehicle entry tracks Insurance + PUC + Fitness + Tax + National Permit + State Permit + CNG Cylinder + Meter expiry, with auto WhatsApp reminders for each.
Vahan-integrated RC verification (Lite for basic, Pro for full owner/engine/chassis) plus pending e-challan check in 5 seconds at Rs.5 per check.
Auto-calculate insurer-wise and customer-wise commission for LIC, motor, health, general, life - per policy, per month, per agent. Sub-agent splits handled automatically.
Auto WhatsApp reminders for vehicle expiry (Insurance, PUC, Fitness, Tax, Permit, CNG, Meter), policy renewals and birthdays in 10 Indian languages - included free.
Health policy portfolio tracker with cashless hospital network, sum insured, NCB, family floater, top-ups and claim status (CRN, TPA, settlement timeline).
LIC and life policy management with premium installment tracking, paid-up/lapsed status, nominee mapping, maturity benefit alerts and bonus records.
Home, shop, fire, travel, marine, transit, cargo, crop, cattle and pet insurance - portfolio tracker for every line of business with renewal and claim management.
DL records database with expiry tracking, issue-pending and photo-pending alerts, expired licence reports - essential for RTO consultants and motor agents.
Secure cloud locker for RC photos, fitness certificates, permits, tax receipts, PUC certificates, CNG cylinder docs, KYC, policy PDFs - AES-256 encrypted with daily backup.
Customer-wise credit/debit ledger, partial payments, receivables, Other Income/Expense tracking, GST-ready invoices and Tally export.
Insurer-wise payout reports, company-wise transactions, payout reconciliation - downloadable Excel/PDF, monthly settlement statements.
Onboard sub-agents with role-based view permissions, auto commission split, monthly statements per sub-agent, leaderboard for healthy competition.
Multiple offices, one dashboard. Manage staff with role-based access (vahan_view, rc_check_view, customer_view, payout_view). 2 free employee accounts.
All type of reports - commission report, due payments, follow-up, income, payment collections, reminder, top companies, upcoming insurance, vehicle CRM - all built-in.
To-do work module with task chats, plus Saathi community chat for connecting with other Indian insurance agents and getting peer support.
Personal branded mini-website per agent - share quotes, capture leads, click-to-call - included on every plan, no extra hosting cost.
Wallet transactions, yearly subscription management, refer-and-earn passbook, banner display - built-in monetization helpers.
No credit card. First 10 policy entries and 5 RC checks completely free. No commitment.
Excel import wizard maps your existing spreadsheet columns to Agenex fields. Or scan paper diary pages with OCR. Free assisted migration for first 200 policies.
One tap turns on auto-WhatsApp reminders. 30/15/7/1 day cadence. 10 languages. From this point, no renewal ever falls through.
Onboard sub-agents with their commission %. Auto-split at every renewal. Each sub-agent sees only their own clients with role-based access.
All type of reports auto-fill with daily activity. Schedule monthly commission MIS to email your CA on the 1st. Day-end summary shows tomorrow's priority.
From solo agents starting fresh to established agencies with sub-agent networks - Agenex scales with you.
Up to 150 policies. Vehicle + Health + Life + General. RC Lite + Challan. WhatsApp reminders 10 languages. Free Android app + free agent website. 2 employee accounts.
Up to 800 policies. Everything in Silver plus RC Pro, sub-agent network (5 sub-agents), priority support, advanced reports, customer ledger, accounting.
Up to 1,500 policies. Everything in Gold plus unlimited sub-agents, branch management, premium accounting (Our Account list), bulk import-export tools.
Up to 3,000 policies. Everything in Diamond plus white-label options, API access, dedicated success manager, custom training, branch consolidated reports.
Active across all 28 states
Policies tracked end-to-end
Indian languages WhatsApp + UI
Cities and states with local content
"Excel cannot send WhatsApp reminders, verify RC, calculate commission, or backup your data. Agenex does all four - in 10 Indian languages."
No credit card. Setup in 5 minutes. Plans from Rs.999/year.
Start Free TrialAgenex is the best insurance agent software in India for policy management, WhatsApp renewal reminders, RC and challan verification, commission tracking, sub-agent management, and insurance CRM 2026. Trusted by LIC agents, POSP agents, motor insurance agents, health insurance agents and life insurance brokers across Mumbai, Delhi, Bangalore, Hyderabad, Chennai, Kolkata, Pune, Ahmedabad, Jaipur, Lucknow, Patna, Bhopal, Indore, Chandigarh, Surat, Kanpur, Nagpur, Thane, Coimbatore, Mysore, Vadodara, Rajkot, Visakhapatnam, Ludhiana and every state of Bharat.
insurance CRM India 2026, best insurance CRM in India 2026, insurance agency management system AMS, cloud-based insurance agent software, multi-company insurance management, digital register for insurance agents, insurance customer database app, insurance client portal, insurance lead CRM, insurance office management software, broker management software India.
policy management software India, policy tracker app for agents, insurance renewal reminder app, automatic policy expiry alerts, insurance follow-up software, never-miss renewal tool, multi-policy dashboard, family policy management software, KYC document locker for insurance agents, secure client document locker.
WhatsApp renewal reminder app for agents, automated insurance greeting software, auto-send birthday wishes to insurance clients, policy expiry notification on WhatsApp, bulk WhatsApp for insurance marketing, insurance WhatsApp template messages, festival greeting software for agents, customer engagement software.
RC check and insurance detail app, Vahan database integrated software, vehicle challan check for agents, two wheeler insurance management tool, commercial vehicle insurance tracker, vehicle insurance premium calculator, RTO document management for agents, motor insurance renewal list maker, all-vehicle insurance record app, PUC expiry reminder app, fitness certificate reminder, permit renewal reminder.
insurance commission calculator 2026, agent sales dashboard software, renewal ratio tracking tool, insurance business growth analytics, sub-agent management software, LIC and Health commission tracker, monthly insurance premium report, target vs achievement tracker for agents, best app to increase insurance sales, insurance agent performance report, GST on insurance commission, income tax for insurance agents.
AI agent for insurance policy management, automated data extraction from insurance PDFs, predictive analytics for insurance renewal loss, AI-powered lead scoring for insurance agents, voice-to-text insurance client notes CRM, predictive churn analysis for insurance clients, cross-sell upsell AI for insurance agents, hyper-personalized insurance marketing automation, agentic AI for Indian insurance agents 2026.
beema agent ke liye best app, policy manage karne wala software, insurance ka data digital kaise karein, sasta insurance management software, mobile se insurance record kaise rakhe, insurance business ko digital kaise kare, Multi-language interface insurance software, insurance diary mobile mein, customer list manage karne ka tarika, bima agent app Hindi.
insurance agent software Mumbai, Delhi insurance CRM, Bangalore agent app, Chennai insurance agent, Hyderabad bima software, Pune insurance dashboard, Ahmedabad agent CRM, Surat, Jaipur, Lucknow, Patna, Bhopal, Indore, Chandigarh, Kanpur, Nagpur, Thane, Kolkata, Coimbatore, Mysore, Vadodara, Rajkot, Visakhapatnam, Ludhiana, Nokha, Bikaner, Maharashtra, Gujarat, Karnataka, Tamil Nadu, Kerala, Punjab, Haryana, Bihar, Madhya Pradesh, Uttar Pradesh, Rajasthan, West Bengal, Andhra Pradesh, Telangana, Assam.
