From policy CRM to RC check, WhatsApp automation to sub-agent network — Agenex covers every workflow an Indian insurance agent needs in 2026.
Multi-company insurance management software with smart filters, linked family-member profiles and one-click renewal lists.
Automated reminder insurance agent system with smart cadence and bulk WhatsApp + SMS reminders. Send WhatsApp reminders to your customers in their own local language — Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam — completely FREE.
RC check insurance agent app with Vahan database integration. Vehicle challan check for agents in 5 seconds.
automatic commission calculation — LIC and health commission tracker auto-calculations.
Insurance diary mobile mein — add policies, send reminders, verify RCs from your phone, online or offline.
Personal branded mini-website for every agent — share policy quotes, capture leads, click-to-call buttons.
Agent sales dashboard software with renewal ratio tracking tool and live insurance business growth analytics.
GST-ready invoices, TDS ledgers, reconciliation in one click and Tally export.
Secure client document locker — KYC, RC, policy PDF storage with fast keyword search.
Insurance client database management — searchable customer list with family-tree linking and cross-sell tagging.
Health insurance portfolio tracker with cashless network, claim status and renewal premium auto-fetch.
client management software — source tagging, follow-up rules, conversion analytics.
Auto-send birthday wishes to insurance clients — automated insurance greeting software with festival templates.
Targeted segments, festive offers, cross-sell SMS reminders — read & reply analytics included.
agent-wise performance reports with insurance agent performance report views.
Sub-agent management software with auto commission split, payouts and leaderboard.
Driving License & RTO document manager, RTO document management for agents — pollution & permit alerts.
Smart Agent insurance management — renewal expiry tracking, smart suggestions per client.
Agenex's WhatsApp renewal reminder app for agents kicks in the moment a policy enters your dashboard. 30, 15, 7 and 1 day before expiry — automated reminder messages go out without a single tap, in the language your customer actually speaks.
Vahan database integrated software in Agenex pulls RC, ownership, insurance status and pending e-challans on demand. Pay-per-use model — Rs.5 per check, no subscription, no minimum.
Automated commission tracking for agents replaces messy Excel sheets. LIC and health commission tracker logic, sub-agent splits, monthly statements — all in one click.
Bring sub-agents under your code. Set commission slabs once. Agenex's sub-agent commission network handles splits, payout statements and a live performance leaderboard.
Why thousands of Indian insurance agents quit the old way for good.
| Capability | Paper Register | Excel Spreadsheet | Agenex |
|---|---|---|---|
| Searchable client database | ✕ | Basic | Instant |
| Auto WhatsApp renewal reminders | ✕ | ✕ | Built-in |
| RC + e-challan verify | ✕ | ✕ | 5 sec |
| Mobile app access | ✕ | Limited | Free Android |
| Auto commission calculation | ✕ | Manual formulas | Automatic |
| Backup & data safety | Risk of loss | Manual saves | Cloud daily |
| Sub-agent network | ✕ | ✕ | Built-in |
| clean interface | Yes | No | Yes |
| Time spent daily | 3+ hours | 1.5 hours | 15 minutes |
The WhatsApp engine sends auto policy expiry notifications 30/15/7/1 day before due, birthday wishes, festival greetings, and supports WhatsApp & SMS reminder bulk-send campaigns with read & reply analytics.
Yes — Agenex is a Vahan database integrated software. Vehicle challan check for agents is built in: Rs.5/check fetches verified RC, ownership, insurance status and pending challans in 5 seconds.
Yes. The automated commission tracking module supports LIC and health commission tracker logic, multi-insurer slabs, sub-agent splits and produces a monthly insurance premium report instantly.
Yes — onboard sub-agents under your code, set their commission slab, and Agenex auto-splits commissions at every renewal with per-sub-agent statements and a leaderboard.
Yes — Agenex's Smart Agent insurance management suggests cross-sell opportunities, auto-drafts renewal scripts, and tracks upcoming renewals for every policy.
Yes. The secure client document locker stores KYC, RC, policy PDFs with AES-256 encryption, fast keyword search.
Yes — set monthly, quarterly or yearly targets for new business and renewals. The agent-wise performance reports shows live progress with insurance agent performance reports.
Yes — bulk import from Excel/CSV is supported with a guided mapping wizard, so your offline to online insurance data tool transition is painless.
Yes. The Driving License & RTO document manager module shows expiry status and pulls DL expiry alongside policy expiry alerts.
The free Android app supports offline data entry which auto-syncs when you reconnect — useful for agents in low-connectivity areas across India.
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."
Get every Agenex feature on a free trial. No credit card. Setup in 5 minutes.
Start Free Trial →Agenex 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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