Policy manage karne wala software chahiye? Agenex se insurance diary mobile mein rakho, customer list manage karo, renewal reminder bhejo, commission track karo aur data digital banao.
Agar aap abhi diary, register ya Excel se policies manage kar rahe hain, Agenex aapka data searchable aur mobile-friendly bana deta hai.
Name, mobile number, address, family members, vehicle number, nominee aur policy history ek jagah save karo.
Policy number, company, premium, expiry date, commission, document aur renewal status easily track karo.
Policy expiry se pehle client ko WhatsApp reminder, birthday wishes aur greeting messages bhejne mein help milti hai.
Mobile se insurance record kaise rakhe? Agenex app aur web dashboard se policy details kahi se bhi dekho.
LIC, health, motor aur general policy ke commission records monthly report ke saath organize karo.
Policy PDF, RC copy, KYC document, health card aur client files document locker mein store karo.
Agenex ka goal simple hai: beema agent ka daily kaam fast, digital aur organized banana.
Agenex insurance agents ke liye CRM, policy tracker, WhatsApp reminders, commission reports aur document locker deta hai.
Client, policy, premium, expiry, vehicle, health, LIC aur document records mobile-friendly dashboard mein rakhe ja sakte hain.
Register aur Excel se data ko cloud-based insurance CRM mein shift karke searchable digital register banaya ja sakta hai.
Ye page un agents ke liye hai jo simple language mein insurance CRM, renewal reminder aur policy record app search karte hain.
Bima agent app Hindi, beema policy manage app, online insurance register Hindi, insurance CRM Hindi aur sasta bima CRM.
Policy renewal reminder Hindi, insurance renewal app Hindi, policy expiry reminder app Hindi aur WhatsApp reminder insurance Hindi.
LIC agent ke liye software, POSP agent ke liye app, motor insurance agent app Hindi aur health insurance agent app Hindi.
Agent commission kaise track kare, client list banane wala app, customer database insurance Hindi aur insurance record rakhne ka app.
Haan. Agenex policy records, client list, renewal reminder, document locker, RC check aur commission tracking ke liye useful hai.
Agenex website par Hindi aur multiple Indian language pages available hain, aur workflow Indian agents ke use cases ke hisaab se banaya gaya hai.
Agenex plans Rs.999/year se start hote hain. Free trial ke saath agent pehle platform test kar sakte hain.
Customer list ko searchable CRM mein rakhna best hai, jahan name, phone, policy, vehicle number aur renewal date se client easily mil jaye.
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."
Free trial start karo. Policy, client, renewal aur commission data ek jagah manage karo.
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