Step-by-step playbooks, Hinglish guides and software tutorials for Indian insurance agents. Covering WhatsApp automation, RC verification, commission tracking, sub-agent networks and more.
Set up auto WhatsApp reminders that fire 30/15/7/1 day before expiry. Bulk sending, ROI numbers and templates included.
How agents use Vahan-integrated RC verification, what data comes back, pay-per-use economics, step-by-step demo.
Stop tracking commissions in Excel. LIC, Health, Motor, Life — automated slabs, sub-agent splits, monthly reports.
What to look for in an insurance CRM, must-have features, pricing benchmarks and decision checklist.
Multi-company policy tracking, expiry alerts, document vault, linked family-member profiles — full feature walkthrough.
Hinglish me poori guide — policy manage karne wala software, mobile se record kaise rakhe, sasta insurance CRM.
How automation saves 2+ hours daily. Auto-greetings, lead pipelines, business reports, monthly reporting.
Built specifically for motor agents — RC verification, two-wheeler portfolio, Driving License, RTO docs.
Manage health policies, claim CRNs, cashless networks and renewal cadences in one health insurance portfolio tracker.
Specifically for LIC agents — premium frequency, paid-up status, maturity reminders, nominee tracking.
Build a lead pipeline that converts. Source tagging, follow-up rules, auto-call reminders and conversion analytics.
Store KYC, policies, RC, claim docs with encryption and keyword search. End the WhatsApp PDF chase.
Onboard sub-agents, auto-split commissions, run a leaderboard. Sub-agent management software the right way.
Practical tactics to grow your client base — referrals, bulk WhatsApp, micro-website, cross-sell flows.
Eligibility, IRDSmart exam, IC-38 course, license, software setup — everything new agents need to know.
How much agents actually earn — first-year vs renewal commission, multi-line strategies, scaling to 6 figures.
The 5-stage agency growth roadmap — tech, team, sub-agents, marketing and reporting at every stage.
Pick the right insurance distribution model — POSP, individual agent or broker. Pros, cons, IRDSmart rules.
The exact 30/15/7/1-day reminder cadence that lifts renewal ratios from 50% to 90%+ for Indian agents.
Step-by-step claim flow — own damage, third party, total loss. Documents, timelines, surveyor checklist.
What gets taxed, TDS rules, 26AS reconciliation, GST applicability for sub-brokers and POSPs.
The 7 reports every insurance agent must run every month — and how Agenex generates them in one click.
Refer Agenex to other agents, earn Rs.500/signup with no cap. How the program works step by step.
Customer list manage karne ka tarika — fields to capture, family tree, cross-sell tags, search performance.
Multi-channel renewal reminder strategy that hits clients at the right time, on the right channel.
Start your free trial — try every Agenex feature without spending a rupee.
Start Free Trial →Agenex 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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