Cloud-based insurance CRM for independent agents - no installation, no IT setup, no laptop dependency. Sign in from any device and your client list, renewals, commission and WhatsApp queue are exactly where you left them. Built for solo POSP, freelance and independent insurance agents across India.
You are a one-person business. The last thing you need is a desktop tool that breaks when your laptop dies. Agenex is fully cloud-based - your data lives on AWS Mumbai, you just borrow a screen.
Open agenex.in in any browser - no software, no updates, no IT person needed. Works on a Rs.5000 phone in a small town as well as on a high-end laptop.
Add a policy on your phone during a client visit. By the time you reach office, your laptop already shows it. Real-time cloud sync, every device.
Encrypted cloud backups every 24 hours. Lose your phone? Forget your password? Switch laptops? Your data is safe on AWS Mumbai region servers.
Low-network rural area? The Android app caches everything offline and auto-syncs the moment a 2G signal returns. No data lost.
Plans start at Rs.999/year - the cheapest cloud insurance CRM for independent agents in India. No per-user pricing, no enterprise gates.
Solo agents get human WhatsApp support 7 days a week. No tickets, no escalation queue - text us in Hindi or English and get a real reply.
Create your Agenex account in 60 seconds. No credit card. First 10 policy entries and 5 RC checks are free.
Upload your Excel sheet, or paste from a notebook - Agenex turns notebook scribbles into a searchable client database.
Turn on cloud-based insurance CRM for independent agents in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
Cloud-based insurance CRM for independent agents has to handle a very specific reality: you carry your office in your pocket. Mornings are at home, afternoons in client meetings, evenings on the phone. A desktop CRM that ties you to one chair makes no sense. Agenex was built cloud-first specifically because solo Indian agents work this way.
You do not have an IT department. So Agenex has zero installation steps, zero updates to manage, zero servers to maintain. You sign up with a phone number, get an OTP, and you are inside the dashboard 60 seconds later. Adding your first 10 policies is free, the first 5 RC checks are free, and you choose whether to upgrade only after you have actually felt the platform pay for itself.
Independent agents also have unique trust concerns. Where is my client data stored? Who can see it? What happens if my phone gets stolen? Agenex answers all three with AES-256 encryption, AWS Mumbai region (Indian data residency), and password-plus-OTP login that you can revoke from any device. Even our own staff cannot read your client database. The platform is designed so that even if you lose your phone today, you simply log in tomorrow on a new one and your business is exactly where you left it.
cloud-based insurance CRM for independent agents - Agenex is built specifically for this use case in the Indian insurance market and is fully ready for the 2026 agent workflow.
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Available in Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam - beema agent ke liye best app, sasta insurance management software, mobile se insurance record kaise rakhe.
Yes - Agenex's Silver plan at Rs.999/year is designed for solo and independent agents handling up to 150 policies. There are no per-user fees, no minimum seats, no enterprise gates. You get the same WhatsApp automation, RC check and commission tracker that big agencies use, just sized for one person.
Completely safe. Your data lives in the cloud on AWS Mumbai, never on your device. Lose your phone, sign in on a new one and continue exactly where you left off. You can also remotely log out of any device from your account settings. Daily encrypted backups mean even server-side failures cannot lose your work.
Yes. The Agenex app is under 25 MB and runs on Android 6 and above. Most independent agents in tier-2 and tier-3 towns use Rs.5,000-Rs.10,000 phones - the app is optimised for those. Offline mode caches your client list so the app works even on patchy 2G/3G networks.
Agenex powers the full daily workflow of an Indian insurance agent. Below is a typical day - and the Agenex modules that handle each step.
Open the dashboard. Today's renewal list is ready - sorted by client priority, premium, RTO. Vehicle multi-expiry shows Insurance, PUC, Fitness, Tax, Permits, CNG and Meter all at once.
One tap fires WhatsApp messages to today's expiring clients. Each message goes in the customer's own language - Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam or English.
9 AM auto-sends birthday WhatsApp to clients in their preferred language. You don't lift a finger. Clients feel remembered. Renewal trust grows.
New lead walks in with a vehicle. Type the RC number - in 5 seconds Vahan returns owner, fitness, insurance status and pending e-challans. Rs.5 per check.
Issue a motor, health, life or general policy - add it in 30 seconds with all expiry, premium, commission fields. Document vault uploads policy PDF.
Sub-agent commissions auto-split at every renewal. End-of-week, monthly statements ready per sub-agent. No more month-end disputes.
Update partial premium collection. Customer ledger shows credit/debit, outstanding receivables. Other Income/Expense tracked. GST invoice ready for tax filing.
All type of reports auto-fill with today's calls, follow-ups, policies issued, commission earned. Tomorrow's renewal list builds itself overnight. Offline mode keeps you working in low-network zones.
One click: monthly commission report by insurer, line, sub-agent. Renewal ratio, lapsed policies, recovered policies. Email auto-sends to your CA on the 1st.
Below is the full software stack used by Indian insurance agents on every Agenex plan from Rs.999/year onwards.
Unlimited client profiles with vehicle, health, life and policy history. Searchable by name, phone, RC, policy number. Family linking for joint households.
One vehicle entry tracks Insurance + PUC + Fitness + Tax + National Permit + State Permit + CNG Cylinder + Meter expiry, with auto WhatsApp reminders for each.
Vahan-integrated RC verification (Lite for basic, Pro for full owner/engine/chassis) plus pending e-challan check in 5 seconds at Rs.5 per check.
Auto-calculate insurer-wise and customer-wise commission for LIC, motor, health, general, life - per policy, per month, per agent. Sub-agent splits handled automatically.
Auto WhatsApp reminders for vehicle expiry (Insurance, PUC, Fitness, Tax, Permit, CNG, Meter), policy renewals and birthdays in 10 Indian languages - included free.
Health policy portfolio tracker with cashless hospital network, sum insured, NCB, family floater, top-ups and claim status (CRN, TPA, settlement timeline).
LIC and life policy management with premium installment tracking, paid-up/lapsed status, nominee mapping, maturity benefit alerts and bonus records.
Home, shop, fire, travel, marine, transit, cargo, crop, cattle and pet insurance - portfolio tracker for every line of business with renewal and claim management.
DL records database with expiry tracking, issue-pending and photo-pending alerts, expired licence reports - essential for RTO consultants and motor agents.
Secure cloud locker for RC photos, fitness certificates, permits, tax receipts, PUC certificates, CNG cylinder docs, KYC, policy PDFs - AES-256 encrypted with daily backup.
Customer-wise credit/debit ledger, partial payments, receivables, Other Income/Expense tracking, GST-ready invoices and Tally export.
Insurer-wise payout reports, company-wise transactions, payout reconciliation - downloadable Excel/PDF, monthly settlement statements.
Onboard sub-agents with role-based view permissions, auto commission split, monthly statements per sub-agent, leaderboard for healthy competition.
Multiple offices, one dashboard. Manage staff with role-based access (vahan_view, rc_check_view, customer_view, payout_view). 2 free employee accounts.
All type of reports - commission report, due payments, follow-up, income, payment collections, reminder, top companies, upcoming insurance, vehicle CRM - all built-in.
To-do work module with task chats, plus Saathi community chat for connecting with other Indian insurance agents and getting peer support.
Personal branded mini-website per agent - share quotes, capture leads, click-to-call - included on every plan, no extra hosting cost.
Wallet transactions, yearly subscription management, refer-and-earn passbook, banner display - built-in monetization helpers.
No credit card. First 10 policy entries and 5 RC checks completely free. No commitment.
Excel import wizard maps your existing spreadsheet columns to Agenex fields. Or scan paper diary pages with OCR. Free assisted migration for first 200 policies.
One tap turns on auto-WhatsApp reminders. 30/15/7/1 day cadence. 10 languages. From this point, no renewal ever falls through.
Onboard sub-agents with their commission %. Auto-split at every renewal. Each sub-agent sees only their own clients with role-based access.
All type of reports auto-fill with daily activity. Schedule monthly commission MIS to email your CA on the 1st. Day-end summary shows tomorrow's priority.
From solo agents starting fresh to established agencies with sub-agent networks - Agenex scales with you.
Up to 150 policies. Vehicle + Health + Life + General. RC Lite + Challan. WhatsApp reminders 10 languages. Free Android app + free agent website. 2 employee accounts.
Up to 800 policies. Everything in Silver plus RC Pro, sub-agent network (5 sub-agents), priority support, advanced reports, customer ledger, accounting.
Up to 1,500 policies. Everything in Gold plus unlimited sub-agents, branch management, premium accounting (Our Account list), bulk import-export tools.
Up to 3,000 policies. Everything in Diamond plus white-label options, API access, dedicated success manager, custom training, branch consolidated reports.
Active across all 28 states
Policies tracked end-to-end
Indian languages WhatsApp + UI
Cities and states with local content
"Excel cannot send WhatsApp reminders, verify RC, calculate commission, or backup your data. Agenex does all four - in 10 Indian languages."
No credit card. Setup in 5 minutes. Plans from Rs.999/year.
Start Free TrialAgenex 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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