Best bima agent management app - LIC, motor, health, life, general aur crop bima sab ek hi app mein manage karein. Pure Hindi UI, 10 Indian languages mein WhatsApp reminders, Vahan integrated RC check, automatic commission calculation, sub-agent network. Rs.999/saal mein 150 policies tak - India ka sabse practical bima agent app.
International CRM tools Indian bima reality nahi samajhte. Hindi UI nahi, GST nahi, Vahan nahi, WhatsApp Hindi nahi. Aapko chahiye Bharat-ready app.
Pure Hindi interface - menus, buttons, reports sab Hindi mein. Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam bhi available.
Customer apni bhasha mein WhatsApp paata hai - Hindi, Marathi, Tamil etc. Renewal, birthday, festival - sab automatic, 10 languages, free.
Direct Vahan database se RC verification 5 second mein at Rs.5 - owner, fitness, permit, insurance status, pending e-challan ek hi query mein.
LIC, motor, health, general, life - har insurer ke commission rules separately set, automatic calculation, monthly MIS auto-email to CA.
Apne sub-agents onboard karein, commission % set karein, har renewal pe auto-split. Monthly statement per sub-agent, leaderboard, performance reports.
Sabse sasta serious bima agent app India mein. Silver plan saal ke Rs.999 mein - 150 policies, 2 employee accounts, free Android app, free agent website included.
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 best bima agent management app in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
Best bima agent management app vahi hai jo Indian bima agent ki real daily workflow ko samjhe. Subah ke renewals, dophar ke client meetings, shaam ke collections, raat ki accounting - sab kuch ek dashboard mein. Agenex isi soch se banaya gaya hai. Sign in karte hi aaj ka renewal list dikhata hai - priority ke hisab se sorted, premium amount ke saath, customer ka language preference yaad rakhke. Ek tap mein bulk WhatsApp aaj ke expiring policies ko fire ho jaata hai.
Naye lead aane par RC type karein - 5 second mein owner, vehicle details, current insurance, pending challans aa jaate hain. Quote dene se pehle hi customer ka complete picture sahmne hota hai. Health, life, motor, general kisi bhi line ka policy add karne mein 30 second lagte hain - commission auto-calculate, document vault upload, customer ke language mein WhatsApp confirmation auto-send. Sub-agent ne policy laayi to commission split bhi automatic ho jaati hai.
Mahine ke aakhri mein commission MIS auto-generate hota hai - insurer wise, line wise, sub-agent wise. Email auto-fire ho jaati hai aapke CA ko 1 tareekh ko. GST output, Tally export, customer ledger - sab ready. Year-end audit ke liye chinta nahi karni padti. Yeh wahi best bima agent management app hai jo daily workflow ko 10+ ghante hafte ke bachata hai aur renewal ratio ko 8-14% lift karta hai - measurable business impact ke saath.
best bima agent management app - 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.
Sab ke liye - LIC agent, motor agent, health agent, general insurance agent, POSP agent, life insurance broker - sab. Har line of business ka apna module hai aur ek hi customer profile mein multiple lines manage hoti hain. Commission rules per insurer set kar sakte hain.
Haan - sign up karte hi pehli 10 policy entries aur 5 RC checks bilkul free hain. Koi credit card nahi maangte. Aap pure platform ko ek week tak test kar sakte hain - WhatsApp reminders fire karke dekhein, RC verification try karein, ek-do policy add karein. Confidence aane par paid plan le lein.
Customer profile mein language preference set karte waqt aap select karte hain - Hindi, Marathi, Tamil ya jo bhi. Future ke saare WhatsApp messages us language mein jaate hain - renewal reminder, birthday wish, festival greeting, premium receipt - sab. Customer ka experience completely localised hota hai.
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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