Most agents juggle 5–8 insurers across 4 lines of business. A policy tracker app for agents ends the juggling — every policy, every renewal, every document in one place.

All Policy Types, One Dashboard

Agenex handles every line of insurance an Indian agent might sell. Motor (2W, 4W, commercial, EV), health (individual, family floater, top-up, super top-up), life (term, endowment, ULIP, money-back), general (home, fire, shop, travel, marine, crop, pet, liability). Each policy gets a complete record: insurer, policy number, premium, sum insured, riders, nominee, payment frequency, dates, documents.

The multi-company insurance management core means you don't need separate tools for LIC, health, motor — one dashboard for everything.

Expiry Alerts That Actually Work

The single most valuable feature of any insurance policy management software is automated expiry alerts. Agenex queues:

  • Email reminders to you 30 days before expiry
  • WhatsApp messages to clients on the 30/15/7/1-day cadence
  • SMS fallback for clients who don't use WhatsApp
  • Dashboard "Due This Month" tile showing the live count
  • Per-day call list on the mobile app

The result: nothing falls through the cracks, even on a 2,000-policy book.

The Secure Client Document Locker

Every client has a vault. Upload PDFs and images — KYC, policy documents, RC, claim forms, hospital bills. Agenex's secure client document locker features:

  • AES-256 encryption at rest, TLS in transit
  • fast keyword search — find any document by content
  • Tag and folder organisation
  • One-click WhatsApp share to clients
  • Audit trail for every download

Replace Excel With a Real Policy CRM

Agenex's policy management is on every plan from Rs.999/year. Free trial — try it without paying anything.

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Client Database Management Done Right

Policies attach to clients. Clients link to families. Agenex's insurance client database management creates a family-tree view: father, mother, children, spouse — all under one client profile, with their respective policies linked.

Why does this matter? Because cross-sell starts here. The system spots who has motor but no health, who has life but no top-up, who's missing a critical illness rider. The business reports flags these as suggestions on every client visit.

Reports Every Agent Needs

One-click reports include:

  • Monthly insurance premium report — total, by insurer, by product
  • Renewal calendar — daily, weekly, monthly views
  • Commission earnings report — first-year vs renewal split
  • Renewal ratio tracking — improving or declining month over month?
  • Top clients by premium and by policy count
  • Lapsed policies report — for win-back campaigns
  • Sub-agent performance scorecard

Why Digital Beats Paper Every Time

Three things break paper registers eventually: water damage, theft, and human error. Three things break Excel: file corruption, version chaos, and the laptop that crashes the night before tax filing. A cloud-based insurance agent software solves all six at once with daily backups and multi-device sync.

FAQ

It's a system that stores every policy you sell in one searchable database with renewal alerts, document storage and analytics — replacing notebooks and Excel sheets.

Yes — multi-company insurance management is core to Agenex. LIC, HDFC Ergo, Star Health, Bajaj Allianz, Tata SmartG and any other insurer all live in one dashboard.

Upload KYC, policy PDFs, RCs, claim docs to the secure client document locker. AES-256 encrypted, easily searchable, accessible from desktop or Android.

Yes — clean interface, INR billing, Indian insurer slabs, GST/TDS reporting and mobile-first design for tier-2 and tier-3 town usage.

Yes — every report and policy list can be exported to Excel, CSV or PDF with one click.