Automated claims status tracker for clients - real-time WhatsApp updates as the claim moves through every stage. Filed, surveyor assigned, surveyor visit scheduled, surveyor visit completed, documents pending, documents received, settlement calculated, payout approved, payout disbursed. Customer sees every step. Anxiety drops, satisfaction rises.
Customers in claim mode call you 5-8 times a week asking for updates. The call volume is exhausting. Auto-tracking ends it.
WhatsApp confirms claim has been registered with the insurer. Reference number, expected timeline, documents needed - all in the first message.
When insurer assigns surveyor, customer gets WhatsApp with surveyor's name, contact and expected visit window. No more 'who is coming when?' calls.
Documents required, documents submitted, documents pending - tracked transparently. Customer knows exactly what is missing and how to submit.
When insurer issues the settlement amount (whether full, partial or rejection), customer gets immediate WhatsApp with breakdown and reason.
When the cheque or transfer goes out, customer gets a celebratory WhatsApp with reference number and bank-credit timing. Closure with a smile.
For your dashboard: aging report of all open claims, surveyor delays, document delays, payout delays - flag insurers with persistent slow-claims.
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 automated claims status tracker for clients in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
Automated claims status tracker for clients addresses what is consistently the #1 complaint about Indian insurance: communication during a claim. Customers in claim mode are anxious, financially stressed and feel out of control. Without proactive updates, they call the agent 5-8 times a week asking 'what is happening with my claim?'. The agent does not have answers because the insurer has not updated the agent either. Everyone gets frustrated. Customer trust in insurance erodes.
Agenex automates this by integrating with insurer claim systems where APIs exist (most major Indian insurers now have claim status APIs) and by accepting manual status updates where APIs do not. Each status change triggers an automatic WhatsApp to the customer in their preferred language. The message template is professional, empathetic and informative - 'Surveyor Mr. Kulkarni will visit you between 11 AM and 1 PM tomorrow. Please keep these documents ready: ...'. Customer feels informed, not abandoned.
For agents, the productivity recovery is significant. Claim-period inbound calls drop 70-80%. The remaining calls are genuine value-add conversations (claim disputes, complex coverage questions) rather than 'what is happening?' status checks. Customer satisfaction NPS during and after a claim improves dramatically - often the difference between losing the customer at next renewal versus keeping them and winning their family's other policies. For agencies serving high-claim segments (commercial vehicle, corporate health), claim transparency tracking is the single most valuable retention feature in the platform.
automated claims status tracker for clients - Agenex is built specifically for this use case in the Indian insurance market and is fully ready for the 2026 agent workflow.
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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.
For 18+ major insurers we have direct API integration that auto-updates claim status. For others, the agent or staff updates status manually in Agenex (1 tap), and the WhatsApp to customer fires automatically. Either way, customer experience is consistent. We continuously add new insurer API integrations.
Every WhatsApp claim update includes a 'reply to talk to your agent' deep link. Customer can WhatsApp back any question and it lands directly in your agency's inbox tagged to the specific claim. The auto-tracker does not replace human empathy - it ensures the human conversations focus on what matters.
Yes - through the self-service portal (if you offer it) or via a single WhatsApp command 'CLAIMS'. The customer gets a consolidated view of every active claim across all their policies with current status of each. Useful for households with multiple ongoing claims (e.g., father's motor accident and mother's hospitalisation simultaneously).
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.
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