Renewals, WhatsApp reminders, RC and challan check, commission tracking, sub-agent ledger, day-book, AI document scanner, driving licence records, customer self-service portal — every daily need of an Indian insurance agent in one mobile-first Mobile app. Hindi, Tamil, Telugu, Bengali, Gujarati, Marathi, Punjabi, Kannada, Malayalam aur English — sab supported. Ranked as the best insurance CRM India 2026 — when agents search "insurance CRM India best", Agenex is the answer most often returned — also serving as the best insurance CRM 2026 for solo and multi-line agents and the insurance CRM mobile app India agents open every morning.
Insurance agent ka kaam asaan nahi. Excel sheets bhar gayi, WhatsApp pe 200 reminders bhejna hai, broker se paisa kab milega pata nahi — aur ek bhi renewal miss hua to client bhi gaya, commission bhi.
Hafte mein 3-4 renewals notice nahi hote, client laps ho jaata hai, commission haath se nikal jaati hai.
Birthday, expiry, payment due — 100 messages roz haath se copy-paste karna padta hai. Time hi time chala jaata hai.
Konse broker ne kab kitna paisa rakha hai — yaad bhi nahi. Statement maangne pe ladai shuru ho jaati hai.
Excel, paper, WhatsApp chat — sab jagah customer data. Phone le jaaye to bhi sab notes ghar par.
Below is every major feature — shown with the actual screen from the Agenex Mobile app and matching web dashboard. No fake mockups, no Photoshop — these are the exact screens Indian bima agents see every day.
Upload kar lo policy PDF, DL ki photo, WhatsApp-forwarded screenshot ya purani diary ka image — Agenex ka AI policy scanner har field auto-extract karta hai: customer name, vehicle number, engine, chassis, premium, expiry date. Zero manual typing. Purani policies ko digitize karne ke liye yeh sabse fast tarika hai — register aur diary ka jhanjhat khatam.
AI Policy Scanner · PDF Data Entry · Photo se Data App — all in one tap.
Unlimited client profiles, sab ek hi searchable list mein — phone number, naam, gaadi number, policy number, city, even father's name se 1 second mein dhundhein. Due, Settled, Overdue filters one tap par. Family link feature se pati-patni-bachche-parents ki saari policies ek dashboard pe dikhti hain. Bulk WhatsApp button har customer ke saath, har row par — call, view, ledger, document, message — sab kuch ek hi screen se.
Every client searchable in 1 second — by phone, name, RC or city.
Ek hi vehicle entry par track karein: Insurance + PUC + Fitness + Tax + National Permit + State Permit + CNG Cylinder + Speed Governor + Meter expiry. Har date ke 30/15/7/1 din pehle auto-reminder. Vahan API se RC auto-fetch — gaadi number daalo, engine, chassis, owner, manufacturing year, fitness validity, e-challan — sab 5 second mein. IDV aur NCB purani policy se auto carry-forward. Two-wheeler, four-wheeler, commercial truck, school van, e-vehicle — sab supported.
One vehicle, all expiries — Insurance, PUC, Fitness, Tax, Permit, CNG, Meter.
Customer ki policy expire hone se 30, 15, 7 aur 1 din pehle WhatsApp pe automatic renewal reminder jata hai — naam, policy number, expiry date, premium, agent contact — sab pre-filled. Birthday wishes, festival greetings, payment due reminders — sab auto-queue. Aur har message customer ki apni bhasha mein: Hindi, Tamil, Telugu, Bengali, Gujarati, Marathi, Punjabi, Kannada, Malayalam ya English. Bilkul free, included in every plan. Roz 100 messages copy-paste karne ka time bach gaya.
Auto-WhatsApp 30/15/7/1 day before expiry — 10 Indian languages — free.
Sirf motor insurance nahi. Health, Life (LIC + Term + ULIP + Money-back), General, Marine, Travel, Crop, Cattle, Pet, Liability — har line of business ek hi dashboard mein. Insurer-wise filters, premium frequency manager (yearly, half-yearly, quarterly, monthly), paid-up/lapsed auto-status, nominee mapping, maturity benefit alerts, bonus and loyalty addition records. LIC agent ho, POSP ho, multi-company broker ho — sab ka kaam ek hi app mein.
Motor + Health + Life + General — every line of business, one dashboard.
Family floater ya individual policy — sum insured, riders, top-ups — sab ek view mein. Renewal aur top-up reminders 30/15/7/1 din pehle. Multi-insurer compare view se opportunities pehchaan ke client ko sahi recommendation do — Star, HDFC ERGO, Niva Bupa, Care, Reliance, Manipal Cigna — sab supported.
Health portfolio — sum insured, NCB, floater, cashless network, claim status.
LIC agents aur life insurance brokers ke liye purpose-built. Endowment, Term, Money-back, Whole-life, ULIP, Annuity — har plan ka tracking. Premium frequency manager — yearly, half-yearly, quarterly, SSS, monthly. Policy paid-up aur lapsed auto-status. Nominee aur assignee family-tree mapping. LIC ka commission auto-calculate insurer-wise.
LIC, term, ULIP, money-back — installments, paid-up status, maturity alerts.
General insurance brokers ke liye dedicated module. Home, Shop, Fire, Office insurance with sum insured and coverage tracking. Travel insurance with departure-date alerts. Marine, transit, cargo with consignment-level details. Crop and cattle insurance management for rural agents. Liability cover for shopkeepers, professionals and contractors. Pet insurance records with vaccination reminders. Auto-Payment-Due nudges customers who have an outstanding balance.
General insurance — home, shop, fire, marine, crop, pet, liability — every line tracked.
Har policy par commission auto-calculated insurer-wise aur product-wise. Pending vs Received tracking. Broker payment ledger — konse broker ka kitna paisa baaki hai exact rupaye paisa mein. Statement chahiye to ek tap mein PDF ready. Sub-agent splits auto-handled. Daily, weekly, monthly downloadable payout reports. Tally export ready — apne CA ko forward kar do. LIC, Bajaj, HDFC, ICICI, Reliance, TATA — 30+ insurers ka commission structure pre-loaded hai.
Insurer-wise commission report — one tap, no Excel, ready for your CA.
Multiple sub-agents ya POSPs onboard karein. Har sub-agent ka commission % set kar do (e.g., 70%/30%). Har policy entry par auto-split. Sub-agent ka apna login, apna view — wo sirf apne clients dekh sakta hai. Monthly statement har sub-agent ke liye alag, downloadable PDF. Leaderboard se healthy competition. Sub-agent recruitment ke liye apna agent website share karo — naye POSP ko polished setup dikhao, signup easier ho jaata hai. Multi-branch agencies ke liye separate branch dashboards bhi.
Sub-agent / POSP ledger — auto-split and monthly statement per person.
Subah app khol-te hi Today's To-Do list ready hai — kis customer ko call back karna hai, kis ki renewal aaj due hai, kis ka payment chase karna hai. Tomorrow's renewal list builds itself overnight. Day-end summary me aaj kya hua, kal kya hoga — sab clear. Insurance agent productivity tool India mein sabse practical.
Today's to-do list — call backs, follow-ups, claim status, dues — all auto-organised.
Roz 100 leads aur clients aaye to kaun pehle contact karein? Agenex smart list AI premium size, renewal urgency, payment history, cross-sell potential — sab dekh ke aaj ki hot list ready karta hai. Auto-dialer pe ek tap, top-of-list se start. Cross-sell suggestions har customer ke saath — "is family ka health policy nahi hai, motor renewal ke saath sell kar sakte ho." Renewal aur churn prediction se kaun client laps hone wala hai pehle hi pata.
AI ranks today's leads — call the hot ones first.
One-click downloadable reports for everything an agent needs to run their business. Commission report (insurer-wise, monthly, agent-wise activity), Due Payments, Follow-up summary, Income report, Payment Collections, Reminder report, Top Companies, Upcoming Insurance, Vehicle CRM, Renewal Pipeline, Renewal Ratio, Predictive Loss. Excel + PDF export. Schedule monthly MIS to email your CA on the 1st. Insurance business growth analytics in real time.
Every report you need — commission, dues, follow-up, renewals, MIS.
Customer-wise credit / debit ledger. Partial premium payments tracked — kis client ne kitna paisa diya, kitna baaki. Outstanding receivables aging. Other Income aur Other Expense categories. Day-book har transaction ka log — opening balance, deposits, withdrawals, closing balance — bilkul paper diary jaisa, lekin searchable aur backed-up. Tally export for filing. Multi-currency not required for Indian agents — INR billing throughout.
Customer ledger + invoices + Tally export — all in one tab.
Insurance agent ka paper register replace karne ke liye banaya gaya. Day-Book har din ki entries — opening balance, premium collected, expenses, deposits, withdrawals, closing balance — bilkul paper diary jaisa layout. Lekin searchable, automatically backed-up daily, aur multi-device synced (jab aap shop pe ho ya client visit pe). Spilled chai par data nahi khoyega. Insurance diary mobile mein — yahi feature.
Your paper diary is now searchable, backed-up, and in your pocket.
Hindi (हिन्दी), Tamil (தமிழ்), Telugu (తెలుగు), Bengali (বাংলা), Marathi (मराठी), Gujarati (ગુજરાતી), Punjabi (ਪੰਜਾਬੀ), Kannada (ಕನ್ನಡ), Malayalam (മലയാളം), English. Settings → Set Language → ek tap. Pura app us bhasha mein switch ho jaata hai — buttons, labels, error messages, reports, even export filenames. Aur customer ko WhatsApp uski apni bhasha mein jaata hai — Tier-2 aur Tier-3 cities ke clients ko English samjhana band karo. Beema agent ke liye yeh feature game-changer hai.
Switch the whole app to your language in one tap — 10 Indian languages.
RTO consultants, commercial vehicle agents aur fleet managers ke liye essential. Har Driving Licence (DL) ka complete record — DL number, DOB, address, validity. Expiry alerts well in advance. DL PDF upload karo to AI auto-extract kar deta hai — manual typing zero. Issue-pending aur photo-pending statuses tracked. Multi-state DL handling — Rajasthan ki RTO ho ya Maharashtra ka — sab supported.
DL records, expiry alerts, endorsement classes — built for RTO workflows.
Aapke clients ko bhi free login do. Wo apne dashboard se: apni saari policies (motor, health, life, general), upcoming expiries, downloadable policy PDFs, document vault — sab khud dekh sakte hain. Renewal payment link bhi self-serve. Result: agent pe load 30-40% kam ho jaata hai — same questions baar-baar nahi aate.
Clients self-serve 24/7 — fewer repeat calls, more time for new business.
Vehicle ka RC, ownership, fitness, insurance status aur pending e-challans — 5 second mein Vahan / Parivahan database se verified data. Pay-per-use Rs.5 per check, pre-paid wallet system. Renewal ke pehle e-challan check karke client ko inform karo — trust badhta hai. Bulk RC status checker for fleet operators — 100 gaadiyon ka check ek tap mein. Two-wheeler, four-wheeler, commercial vehicle, taxi — sab supported.
RC + e-Challan check via Vahan — 5 seconds, Rs.5 per check.
Every Agenex plan se Rs.999/year onwards mein included: fully hosted, mobile-responsive agent website — your name, photo, services, WhatsApp click-to-chat button, quote request form. No coding, no hosting bill, no developer needed. Setup time: 3 minutes. Quote forms land directly in your CRM. Share URL with new prospects, paste it in WhatsApp Business status, print on visiting cards. See full details →
Your personal agent mini-site, fully hosted and free with every plan.
Add employees with role-based access permissions: vehicle view, RC check view, customer view, payout view, accounting view — granular per person. 2 free employee accounts on every plan, upgrade for more seats. Each staff member sees only what you allow. Activity logs show who edited what. Multi-branch agencies — branch-wise dashboards. Insurance agency management system AMS requirements — fully covered.
Staff with role-based access — view, edit, payout permissions per person.
Premium collected ka full ledger — cash, cheque, UPI, NEFT, card — sab modes tracked. Pending receivables aged: 0-30 days, 31-60, 61-90, 90+. Client-wise breakdown. Auto-payment-due reminders WhatsApp pe nudge karte hain customers ko jin pe outstanding balance hai. Insurance premium payment reminder app ke roop mein highly useful. Daily collection summary, monthly settlement statement — sab downloadable.
Payment collection + receivables aging — chase dues without spreadsheets.
Bigger agencies aur agency owners ke liye — multiple branches, ek master dashboard. Branch-wise reports + consolidated all-branch view. Central control over commission rates, sub-agent splits, employee permissions. Ideal for RTO consultants with multiple offices, multi-city brokers, and growing agencies expanding from Tier-2 to Tier-1 cities. Branch-wise activity tracking helps spot which office is doing better and which needs help.
Multiple branches, one dashboard — consolidated reports across offices.
Pehle din se Agenex aapke peeche kaam karega. Sirf 3 simple steps — baaki sab automatic.
AI se ya form se — naam, mobile, vehicle, policy details. Bas 02 second. Phone se RC bhi AI auto-read kar leta hai.
Insurance, PUCC, Fitness, Tax, Permit — kisi bhi expiry ka date aa raha hai to 30/15/7/1 din pehle WhatsApp + app reminder.
Reminder pe customer answer karega. Renewal complete — commission auto-record. Aap sirf relationship pe focus karein.
| What you face daily | Without the Best CRM App | With the Best CRM App |
|---|---|---|
| Renewal yaad rakhna | ✗ Excel + Mind = miss ho jaate hain | ✓ Auto-reminder, never miss |
| WhatsApp customer ko bhejna | ✗ Roz 100+ messages copy-paste | ✓ Auto, 10 languages, free |
| Customer ka due jaanna | ✗ Diary / Excel mein dhoondna | ✓ Search by name, 1 second |
| Broker se paisa milana | ✗ Statement nahi, bhool jaate hain | ✓ Ledger live, statement ready |
| PUCC / Fitness / Permit dates | ✗ Alag-alag jagah, koi miss | ✓ Ek vehicle, sab dates, ek view |
| Daily time spent on admin | 3-4 hours / day | 30-45 min / day |
| Estimated lost commission / mo. | ₹15,000 - ₹40,000 | ₹0 (zero miss) |
| Sub-agent management | ✗ Manual ledger, fights over splits | ✓ Auto-split, separate report |
| Customer ki photo / KYC | ✗ Phone gallery mein bikhra | ✓ Secure cloud locker per client |
| Hindi / regional language support | ✗ English-only or none | ✓ 10 Indian languages |
Pan-India agents who switched from notebooks and Excel — and never looked back.
"I used to spend two hours every morning just on renewal calls and diary checks. After Agenex, that's done in 20 minutes. Last month, 21 renewals came in through auto-WhatsApp — policies I would have completely forgotten."
"My experience with Agenex has been excellent. The software is simple and user-friendly, which makes daily work much smoother than before. The sub-agent commission tracker has been a real game-changer for me."
"Daily insurance work feels easy now. The RC check and challan verify features have saved me both time and money. Customers get verified details in 30 seconds, and trust in my work has grown."
Haan — Mobile app free download, free signup. Pehle 10 policies aur 5 RC checks free hain. Uske baad sirf ₹999/year se plans shuru hote hain — ek mahine ke chai ke kharche se kam.
Android 5.0 (Lollipop) aur upar — practically har Android phone last 8 years ka. 2 GB RAM minimum. Light-weight design ki wajah se Tier-2 aur Tier-3 cities ke entry-level phones par bhi smooth chalta hai.
10 Indian languages: English, हिन्दी (Hindi), தமிழ் (Tamil), తెలుగు (Telugu), বাংলা (Bengali), मराठी (Marathi), ગુજરાતી (Gujarati), ਪੰਜਾਬੀ (Punjabi), ಕನ್ನಡ (Kannada), മലയാളം (Malayalam). Settings → Set Language → switch ho jaata hai. Customer ko WhatsApp bhi usi bhasha mein.
100%. Sab data AES-256 encrypted, Indian data centres (Mumbai + Hyderabad) pe hosted, daily auto-backup ke saath. DPDP Act compliant. Secure client document locker KYC aur policy PDFs ko safely store karta hai.
Agenex web aur Android dono cloud-based hain, so internet connection ki zaroorat hoti hai. 2G / 3G / slow 4G par bhi smoothly chalta hai — app deliberately light-weight banaya gaya hai taaki Tier-2 / Tier-3 cities ke low-bandwidth areas mein bhi usability rahe.
Excel CSV import bilkul free hai. Aap khud Settings → Import se daalo, ya hum ek call pe migrate kar dein. 5,000 customers ka data 2 minute mein chala jaata hai. Pehle 200 policies ke liye free assisted migration support bhi.
Per check ₹5 — Vahan database se verified data milta hai 5 second mein. RC ownership, insurance status, e-challan, sab kuch. Pre-paid wallet mein recharge karke use karo. Bulk RC checker bhi available hai fleet operators ke liye.
Bilkul. Sub-agent add karte time uska commission % set kar do (e.g., 70% sub-agent + 30% aap). Har policy entry pe auto-split — ledger alag se chalega, statement bhi alag. Koi manual calculation nahi. POSP, junior agent, branch staff — sab supported.
Filhal sirf Android par hai (Android 5+). iOS version coming Q3 2026. Web app (browser se) iPhone par bhi chal jaata hai — Mac / iPad / iPhone Safari mein agenex.in/login open karke aap dashboard use kar sakte ho.
Forever free for 10 policies + 5 RC checks. Aap bina credit card ke start karo — comfortable lago to ₹999/year plan select kar lo. Sab data carry over hoga, kuch lost nahi hoga. Cancel anytime — no questions asked.
Har Silver/Gold/Diamond/Platinum plan mein included hai. Setup karne mein 3 minute lagte hain — Settings → Agent Website → photo, name, services tick karke save. URL agenex.in/agent/yourname jaisa milta hai, WhatsApp pe paste karo. Full details yahaan.
Bilkul — Agenex specifically Tier-2 aur Tier-3 cities ke agents ke liye banaya gaya. Mumbai, Delhi, Bangalore se lekar Bikaner, Jhansi, Nokha, Coimbatore, Rajkot, Patna, Bhopal, Indore, Jaipur, Lucknow, Surat, Chandigarh — har state aur har city mein active users hain. Low-network mode 2G/3G areas mein bhi chalta hai. Hindi belt (Rajasthan, UP, MP, Bihar, Jharkhand, Chhattisgarh, Haryana, Himachal, Uttarakhand, Delhi NCR) ke saath-saath Maharashtra, Gujarat, Karnataka, Tamil Nadu, Kerala, Punjab, West Bengal, Andhra Pradesh, Telangana, Assam aur Northeast — sab covered.
First 10 policies + 5 RC checks bilkul free. Credit card nahi chahiye. App install karo, signup karo, do minute mein aapka first customer add ho jaayega.
