Kolkata has one of India's strongest LIC communities. Agenex's pre-loaded LIC slabs, maturity reminders and Bengali interface fit perfectly.
Multi-company insurance management. Sub-agent network. Free Android app.
From Rs.999/year. Free trial.
Agenex is the trusted insurance agent CRM for Kolkata - WhatsApp automation, RC check, commission tracker and sub-agent network. Available in Bengali plus 8 more Indian languages. Plans from Rs.999/year.
From Park Street's enterprise brokers to Salt Lake's growing agencies and Howrah's industrial-belt specialists - Kolkata agents use Agenex.
Automated 30/15/7/1-day renewal reminders to clients across Kolkata - no manual calling required.
Vahan-integrated verification for vehicles registered in Kolkata and across India.
Auto-calculate commissions for every insurer you sell, including LIC, health and motor.
Mobile-first design for Kolkata agents always on the move.
Build your mini-agency in Kolkata with auto commission splits.
Switch interface language in one tap. Native Bengali support.
Kolkata has one of India's strongest LIC communities. Agenex's pre-loaded LIC slabs, maturity reminders and Bengali interface fit perfectly.
Multi-company insurance management. Sub-agent network. Free Android app.
From Rs.999/year. Free trial.
Kolkata's insurance market runs across Park Street, Salt Lake City IT belt, Howrah commercial zone, Behala, Jadavpur, Tollygunge and the suburbs of New Town and Rajarhat. Bengali is the dominant language with English in central business districts.
Local-language note: Send Bengali WhatsApp reminders, Durga Puja greetings, birthday wishes - all auto-localised, all free.
Below is the complete feature set used by insurance agents across Kolkata. Nothing locked behind add-ons; everything included from the Rs.999/year Silver plan upward.
Unlimited client profiles with vehicle, health, life and policy history searchable by name, phone, RC or policy number.
One vehicle entry tracks Insurance + PUC + Fitness + Tax + National Permit + State Permit + CNG Cylinder + Meter expiry with auto WhatsApp reminders.
Vahan-integrated RC verification (Lite and Pro) 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.
Auto WhatsApp reminders for vehicle expiry (Insurance/PUC/Fitness/Tax/Permit/CNG/Meter), policy renewals and birthdays in 10 Indian languages - free.
Health policy portfolio tracker with cashless hospital network, sum insured, NCB, family floater 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.
DL records database with expiry tracking, issue-pending and photo-pending alerts, expired licence reports.
Secure cloud locker for RC photos, fitness certificates, permits, tax receipts, PUC certificates, CNG cylinder docs, KYC, policy PDFs - AES-256 encrypted.
Customer-wise credit/debit ledger, partial payments, receivables, Other Income/Expense tracking, GST-ready invoices.
Insurer-wise payout reports, company-wise transactions, payout reconciliation - downloadable Excel/PDF.
Onboard sub-agents with role-based view permissions (vahan_view, rc_check_view, customer_view, payout_view), auto commission split, monthly statements.
Multiple offices, one dashboard. Manage staff with role-based access. 2 free employee accounts, scale up as you grow.
Commission report, all type of reports, due payments, follow-up, income, payment collections, reminder, top companies, upcoming insurance, vehicle CRM.
To-do work module with task chats, plus Saathi community chat for connecting with other agents.
Personal branded mini-website per agent - share quotes, capture leads, click-to-call - included on every plan.
Wallet transactions, yearly subscription management, refer-and-earn passbook, banner display - all built-in.
Yes. Durga Puja, Kali Puja, Poila Boishakh and Bengali New Year templates are pre-built in Bengali. Schedule once, sends to your full client list every year - free.
Yes. The full agent dashboard switches to Bengali in one tap. Customer-facing WhatsApp messages also send in Bengali for any client tagged with Bangla as preferred language.
Yes. Vehicle multi-expiry covers commercial vehicle insurance, fitness, national/state permit, tax, PUC and CNG cylinder for trucks, taxis and goods carriers in Howrah and across West Bengal.
No credit card. Setup in 5 minutes. Cancel anytime.
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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