Automated data extraction from insurance PDFs - drop a policy PDF from any major Indian insurer and Agenex AI fills policy number, premium amount, expiry date, sum insured, IDV, NCB, customer details and vehicle details automatically. 95-98% accuracy across LIC, ICICI Lombard, HDFC ERGO, Bajaj Allianz, Star Health and 30+ more insurers.
What you see below is the live automated PDF data extraction — the dashboard plus the matching Mobile app — used daily by bima agents, RTO consultants, POSPs and small-agency owners across the country.
PDF → CRM in 2 seconds. Zero typing.
Each policy entry takes 5-10 minutes of typing. 30 policies a week means 3-5 hours of pure data entry. AI extraction collapses that to seconds.
Drag policy PDF into Agenex. AI begins extraction immediately. Within 8-12 seconds, every field surfaces in the policy form ready for save.
Upload a folder of 50 policy PDFs at once - AI processes them all in parallel. Within 5-10 minutes, your batch is ready for review and bulk-save.
Standard insurer PDFs (machine-generated, current formats) extract at 95-98% accuracy. Edge cases flagged for human review with confidence scores.
Before save, the agent reviews extracted fields. Anything wrong? One click correction. AI learns from corrections to improve accuracy on future PDFs.
LIC, ICICI Lombard, HDFC ERGO, Bajaj Allianz, Star Health, Niva Bupa, Tata AIG, IFFCO Tokio, Royal Sundaram, Reliance General, etc. - 30+ formats supported.
For new insurer PDFs we have not seen, you can tag the format and our team trains the model. Within 1-2 weeks, that insurer's PDFs extract automatically.
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 data extraction from insurance PDFs in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
Automated data extraction from insurance PDFs is the single highest-impact AI feature for Indian insurance agents in 2026. Manual PDF data entry was the biggest time-drain in the agency workflow - typically 5-10 minutes per policy depending on PDF complexity. Across an agency entering 30-100 policies per week, this is 3-15 hours of pure data entry, performed by senior staff who could be selling instead.
Agenex AI extraction has been trained on hundreds of thousands of real Indian insurer PDFs. The model recognises insurer-specific layouts (LIC's life-policy schedule looks nothing like ICICI Lombard's motor schedule, but both are handled). It extracts with awareness of context - knowing that a number followed by 'NCB' is a no-claim bonus percentage, while a number followed by 'IDV' is the insured declared value in rupees. It handles bilingual PDFs (English with Hindi customer name) without breaking.
For agencies considering scaling without proportional staff hiring, AI extraction is the unlock. An agency that previously needed 2 data-entry staff to handle 200 policies/week can comfortably run that volume with AI extraction and 1 senior reviewer. The reviewer catches edge cases (95-98% accuracy means 2-5% need correction). The savings - typically Rs.30,000-Rs.50,000/month in eliminated data-entry headcount cost - dwarf the AI subscription cost. More importantly, the senior staff focus on selling and customer relationships instead of typing.
automated data extraction from insurance PDFs - 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.
Best on machine-generated PDFs (95-98% accuracy). Hand-scanned or photographed PDFs work but at 80-90% accuracy depending on image quality. The AI flags low-confidence fields for human review - so you always know which extracted values to double-check.
All major lines: motor (private + commercial), health (individual + family floater), life (LIC + private), general (home, fire, marine, travel), crop and pet. Each line has its specific fields, and the AI knows which fields to expect per line. Working on adding even niche lines like cargo, transit and event.
Yes - bilingual PDFs are common in Indian insurance (English template with Hindi or regional customer name). The AI handles English, Hindi (Devanagari), Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada and Malayalam scripts in customer-name and address fields. Numbers and dates always parse uniformly.
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. Downloadable invoice ready for your CA.
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 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 Mobile 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.
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