If you just got your IRDAI agent code or are still preparing for IC-38 or the POSP exam, this is the cleanest place to start. Agenex is built for first-year LIC agents, fresh POSPs and new independent brokers — Rs.999/year for the full Silver plan, free trial with 10 policies and 5 RC checks, Hindi interface from day one and a renewal cadence that prevents lapses you cannot afford to lose. No legacy spreadsheets, no expensive add-ons, no learning curve longer than an afternoon.
The first year of an agent's career is the hardest. The next four points are why most agents quit within 18 months — and what a good CRM fixes.
Year-one books are small enough to fit in a notebook — until they aren't. By policy 80 the diary stops scaling and renewals start slipping. Auto WhatsApp at 30/15/7/1 days fixes this in week one.
LIC's slab structure, motor's OD-TP split, health's new vs renewal rate — first-year agents lose income simply because they cannot reconcile what the insurer paid against what was owed.
Walk-in enquiries forgotten three days later. Referrals lost in WhatsApp scroll. A lead-capture and follow-up screen catches what year-one memory cannot.
Senior agents have a printed visiting card. New agents need more — a hosted mini-website with quote form and click-to-WhatsApp. The free agent website tier solves this without coding.
First income-tax filing as an agent catches most newbies unprepared. Monthly commission MIS export reduces the year-end scramble to one CA meeting.
Most new agents in India work in Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada or Malayalam first, English second. Hindi interface and 10-language WhatsApp remove the friction.
The best CRM for new insurance agents is not the one with the most features — it is the one a fresh LIC, POSP or independent agent can sign up for at 11 PM and start using by 11:15 PM. Agenex's Silver plan at Rs.999/year is built for that audience. Sign-up takes 60 seconds, no credit card. First 10 policy entries and 5 RC checks are free. The interface defaults to plain Indian English and flips to Hindi or 8 other Indian languages in one tap from Settings.
Year-one books usually sit under 150 policies. The Silver plan covers exactly that band — Vehicle + Health + Life + General lines, RC Lite and challan check, WhatsApp reminders in 10 Indian languages, free agent website, 2 employee accounts. Most new agents never need to upgrade until policy 150, by which point their renewal commission alone has paid for the next year multiple times over. Gold plan adds sub-agent network and RC Pro when you start hiring help.
Beyond the software, the platform reduces three operational risks specific to first-year careers — missed renewals (renewal income is the agent's compounding annuity), tax-season scramble (monthly commission MIS makes filing painless) and lead drift (the follow-up screen catches what the brain forgets). Pair this with the LIC-specific commission workflow, POSP commission structures for motor and health, and the free trial tier for risk-free trial, and the path from licence-in-hand to first-100-policies stops feeling impossible.
Yes. The Silver plan at Rs.999/year is designed exactly for solo agents in year-one with under 150 policies. The interface uses plain language, sign-up takes 60 seconds without a credit card, and the first 10 policy entries plus 5 RC checks are free so you can try the workflow on real customers before paying anything.
You can create a free account immediately and start logging prospect details now. Once your licence comes through, just add your agent code and the same data carries over. Many first-year agents use the free tier to build a 50-100 person prospect list while the licence is being processed. The agent-registration guide walks through the LIC, POSP and IRDAI broker routes.
Yes. LIC agent code mapping, slab-based commission for life policies, plus POSP commission structures for motor, health and general — all on the same dashboard. The platform also supports independent IRDAI brokers and corporate agency staff.
That is the perfect time to start. New agents who set up the renewal cadence at policy 20 never face the chaos of trying to clean up a 500-policy diary later. Auto-WhatsApp reminders, family-head linking and commission tracking compound in value as the book grows.
Most new agents serve clients in Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada or Malayalam before English. The interface flips per staff member, and WhatsApp reminders go out in each client's tagged language. See the Hindi interface page for detail.
Licence routes — LIC tied, POSP, IRDAI broker. Exam syllabus, eligibility, expected time to first policy.
New-business commission, trail commission, sub-agent override — what year-one earnings look like and how they compound.
Lead-generation, referral programmes, WhatsApp marketing — the playbook that builds the year-one book.
10 policy entries and 5 RC checks free. No credit card. Migrate when your licence lands.
Agent code mapping, club tracking, LIC-specific commission slabs and lapse-revival rules.
POSP commission structures for motor, health and general — built into the same dashboard.
No credit card. 10 free policy entries. Setup in 60 seconds.
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