Insurance business ko digital kaise kare - paper diary aur Excel sheet se cloud-based CRM tak ka complete Hindi guide. Agenex automatic WhatsApp reminders, RC verification, commission calculation aur sub-agent network deta hai - sab kuch Hindi mein, har plan mein included, sirf Rs.999 saal ka.
Customer aaj WhatsApp use karta hai. Insurer digital reports demand karte hain. Tax filing online hai. Paper-based agency aaj ke market mein survive nahi kar sakti.
Apni puraani diary ya Excel sheet 5 minute mein upload karein. Hum scanned register pages ko bhi OCR karke searchable digital records bana dete hain - 800 policies ho ya 2000.
30/15/7/1 din pehle automatic WhatsApp renewal reminders fire hote hain - Hindi, Marathi, Tamil, Bengali aur 6 aur Indian languages mein. Customer apni bhasha mein message paata hai.
Vahan database se direct RC verification 5 second mein at Rs.5 per check. Owner, fitness, permit, insurance status, pending challan - sab ek query mein.
Har policy ka commission policy enter karte hi auto-calculate. Excel formula errors khatam, monthly MIS apne aap CA ko email ho jaata hai.
Apne sub-agents ko onboard karein, commission % set karein, har renewal pe auto-split. Monthly statement har sub-agent ke liye ready - dispute zero.
AWS Mumbai region pe daily encrypted backup. Phone kho jaye, laptop kharaab ho - data hamesha safe. Naye device pe login karein, business jahan tha wahin se shuru.
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 insurance business ko digital kaise kare in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
Insurance business ko digital kaise kare - sabse pehle samajhna zaroori hai ki digitisation ka matlab sirf Excel sheet banana nahi hai. Excel bhi paper jaisa hi hai - search slow, backup nahi, multi-device sync nahi, WhatsApp se alag, RTO website se alag. Real digitisation ka matlab hai ek aisa platform jo aapke saare workflows ko ek jagah laaye - client list, policy CRM, WhatsApp, RC check, commission, sub-agent, accounting - ek dashboard mein.
Agenex pure tarah se Indian insurance agent ke liye design kiya gaya hai. Hindi UI, 10 Indian languages mein WhatsApp, Vahan integration for RC, IRDAI-compliant commission rules, GST handling, Tally export, sub-agent network. Sign up karna 60 second ka kaam hai - mobile number, OTP, dashboard tayyaar. Pehli 10 policy aur 5 RC checks bilkul free hain. Aaram se test karein, phir plan upgrade karein jab confidence aaye.
Most agents jo digital banne ka decision lete hain, unko 90 dino ke andar 8-12% renewal ratio improvement dikhayi deta hai - sirf isliye kyunki WhatsApp reminders manual follow-up se 20x zyada effective hain. Commission tracking automatic hone se 5-12% leakage rok jaata hai. RC check ke time saving se daily 1-2 ghante extra mil jaate hain. Year-end mein ek choti agency easily Rs.50,000-Rs.1.5 lakh extra commission earn karti hai sirf platform shift se. Yeh ROI Rs.999 saal ke khilaaf bahut healthy hai.
insurance business ko digital kaise kare - 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.
Bilkul. Agenex Silver plan Rs.999 saal mein hi shuru hota hai aur 150 policies tak handle karta hai - solo agent aur choti agency dono ke liye perfect. Koi setup fee nahi, koi minimum seat nahi. Pehli 10 policy aur 5 RC check free hain - aap test karke decide kar sakte hain.
Haan. Agenex ka interface puri tarah Hindi mein available hai - bilkul WhatsApp jitna simple. Buttons bade hain, forms chote hain, mobile app bhi entry-level smartphone par chalta hai. Hindi training videos aur 30 din ka WhatsApp support included hai. Most staff 30 minute mein comfortable ho jaata hai.
Excel ho to direct import wizard se 5 minute. Diary ho to pages ki photo bhej dein - hum OCR karke digital banaate hain. 200 policy tak free assisted migration. 200 se zyada ke liye ek fixed-price service hai. Most agencies 7-10 working day mein puri tarah digital ho jaati hain.
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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