How much time do you spend hunting for a client's KYC PDF or last year's policy schedule? A real document management system ends that hunt - every doc tagged, encrypted and searchable.

What Should Live in the Vault

The secure client document locker stores everything per client - KYC (Aadhaar, PAN, address proof), policy schedule PDFs, RC + insurance copy for vehicles, claim forms, premium receipts, nominee proofs, medical reports.

Encryption and Audit Trails

Every file is AES-256 encrypted at rest and TLS-encrypted in transit. Audit logs record every download with user, timestamp and IP.

Try Agenex Free

Every Agenex feature is included on a free trial — no credit card required.

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Share With Clients in One Tap

Need to send a client their policy PDF? One tap shares it via WhatsApp through your branded number. No download/upload juggling.

Compliance and Retention

IRDSmart guidance increasingly mandates digital record-keeping with audit trails. Agenex's document vault meets retention requirements out-of-the-box.

FAQ

AES-256 at rest, TLS in transit, audit logs, role-based access control.

Yes - one-tap WhatsApp share through your branded number.

Yes - searches inside PDFs and images.

Generous per-plan limits with overage on demand.

Yes - daily encrypted cloud backups with 30-day retention.