Digital insurance register for small agencies - throw away the paper diary, the spilled-tea register and the Excel sheet that nobody can read except you. Agenex turns every policy you have ever sold into a searchable digital register, accessible from your phone, with auto WhatsApp renewal reminders built in.
A paper register is fine - until tea spills, the diary tears, the staff member who knew the system leaves, or the agent has to find one policy out of 800 in 30 seconds. Time to digitise.
Your existing paper diary or Excel sheet uploads in 5 minutes. We even OCR scanned register pages, turning years of handwritten records into searchable digital data.
Find any policy in 1 second by name, phone, vehicle number, policy number or expiry month. No more flipping pages or Ctrl-F-ing in Excel.
Once it is digital, reminders are automatic. WhatsApp 30/15/7/1 day before expiry - no more manual scanning of expiry columns every week.
Daily encrypted cloud backup. The tea spill, the lost laptop, the corrupted Excel file - none of these can erase your business anymore.
When a staff member leaves, the policy register stays. Role-based access ensures only senior staff see commission while juniors update routine fields.
Today, 200 policies. In 3 years, 2000. The Agenex digital register scales identically - no software change, no data migration, no extra licence fee.
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 digital insurance register for small agencies in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
Most small Indian insurance agencies still run on a paper register or a single Excel file maintained by the proprietor. It works, sort of - until something breaks. The diary tears at the binding. Coffee spills on the renewal sheet. The staff member who knew where everything was takes another job. Excel corrupts after a power cut. Each of these incidents costs the agency 15-30 hours of recovery time and a real number of lost renewals - typically Rs.20,000 to Rs.80,000 in foregone commission.
Agenex digital insurance register for small agencies costs Rs.999/year - less than a single lost renewal. It guarantees daily encrypted backup, multi-device access, role-based staff continuity and instant search. The migration is genuinely simple: take a photo of your register pages, upload an Excel sheet, or paste rows. We will assist for free up to 200 policies. Most small agencies are fully digital within 4-7 working days.
Beyond just storage, going digital unlocks revenue. Auto WhatsApp reminders typically lift renewal ratio by 8-12 percentage points in the first 90 days. Commission auto-calculation surfaces missed payouts that Excel users never noticed. RC verification turns 5-minute manual lookups into 5-second checks. The agency is not just safer after the move - it earns more.
digital insurance register for small agencies - 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. Our migration team OCRs your register pages or imports your Excel sheets. For agencies above 500 policies we offer a fixed-price assisted migration that includes deduplication, expiry-date validation and commission audit. Most agencies complete migration in 7-10 working days, often surfacing renewals that would otherwise have been missed.
The Agenex interface is fully available in Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam and English. The Android app is designed for entry-level smartphones and uses big tappable cards rather than complicated forms. We include free training videos in Hindi and personal WhatsApp support during the first 30 days.
Yes. Role-based access lets the proprietor control exactly what each staff member sees. Junior staff might be able to add policies but not view commissions. Senior staff might see customer details but not the consolidated payout report. Every login is OTP-protected, every action is logged, and access can be revoked instantly when staff leaves.
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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