Commercial fleet insurance management tool - dedicated module for managing 50-2000+ vehicle fleets. Batch renewals, multi-expiry tracking per vehicle, fleet-wide claim aggregation, alternative insurer comparison, fleet-customer dashboard with consolidated reports. Built for Indian agents serving taxi, truck, school bus, e-commerce delivery and corporate fleet operators.
Retail customers have 1-3 vehicles. Fleet customers have 50-2000. The renewal complexity, claim aggregation and customer-facing reporting are completely different.
One customer profile holds unlimited vehicles with grid view, vehicle-type filtering, route filtering. Manage a 500-vehicle taxi fleet as easily as 5.
Renew 200 vehicles in one workflow - select all, generate quote comparison across insurers, place with chosen insurer, issue policies, dispatch documents.
Insurance + PUC + Fitness + Tax + Permit + CNG + Meter for every vehicle in the fleet. Heatmap shows what is expiring this week, this month, this quarter.
Fleet-wide claim ratio, claim frequency per vehicle type, accident-prone routes, repeat-offender drivers - data that drives placement and pricing.
Customer-facing dashboard for the fleet operator showing all vehicles, expiries, claims, premium spend - reduces fleet operator's anxiety about coverage gaps.
At renewal, generate comparison across 4-6 insurers showing premium, cover, deductible, claim experience. Helps fleet customer make informed placement decision.
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 commercial fleet insurance management tool in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
Commercial fleet insurance management tool addresses fundamentally different requirements than retail customer management. Retail customers might have 1-3 vehicles; fleet customers have 50-2000. Retail renewal is an individual conversation; fleet renewal is a procurement event with comparison quotes, RFP responses and tender management. Retail claims are individual; fleet claims roll up to ratio metrics that drive next-cycle pricing. Retail customers want simplicity; fleet customers want detailed reporting.
Agenex fleet module handles all of this. Fleet profile aggregates unlimited vehicles under one customer with grid view, vehicle-type filters and route filters. Batch renewal workflows let you select 100 vehicles, generate a comparison quote across insurers, place with the winning insurer and issue policies in one motion - days of work compressed into hours. Claim aggregation tracks claim ratio per vehicle type, accident-prone routes and repeat-offender drivers - useful both for placement and for advising the fleet operator on safety improvements.
For corporate fleet customers, the white-label fleet dashboard becomes the customer-facing tool. The fleet operator's procurement officer logs in to see all vehicles, expiry calendar, claim history, premium spend trends. They download monthly reports for management review. They self-service for routine queries (which vehicle's permit expires next month?) without bothering the agent. Indian agents managing 5-20 fleet customers find this customer-facing dashboard becomes their #1 retention tool - corporate customers rarely switch agents when the technology experience is this strong.
commercial fleet insurance management tool - 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.
Tested up to 5,000 vehicles per fleet customer profile. Performance remains responsive at this scale. For agencies serving 10,000+ vehicle mega-fleets (e.g., e-commerce logistics), the Platinum plan provides additional infrastructure tuning and dedicated support.
Select the fleet (or a subset), specify renewal date, choose 4-6 insurers to compare. The system generates an RFP-style comparison sheet covering premium per vehicle, total premium, OD/TP split, deductible, cashless network coverage and claim experience. Customer-facing PDF version available for procurement-team review.
Yes - fleet dashboard shows all open claims across all vehicles with current status. Fleet operator's claims officer can drill into any specific claim for surveyor details, document submission, settlement timing. Reduces inbound queries to the agent dramatically.
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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