Patna's growing insurance market benefits from Agenex's affordable Rs.999 entry plan and clean interface.
Free Android app. Vahan RC check for BR vehicles.
From Rs.999/year.
Agenex is the trusted insurance agent CRM for Patna - WhatsApp automation, RC check, commission tracker and sub-agent network. Available in Hindi plus 8 more Indian languages. Plans from Rs.999/year.
From Gandhi Maidan's traditional networks to Boring Road's growing agencies and Kankarbagh's emerging health specialists - Patna agents trust Agenex.
Automated 30/15/7/1-day renewal reminders to clients across Patna - no manual calling required.
Vahan-integrated verification for vehicles registered in Patna and across India.
Auto-calculate commissions for every insurer you sell, including LIC, health and motor.
Mobile-first design for Patna agents always on the move.
Build your mini-agency in Patna with auto commission splits.
Switch interface language in one tap. Native Hindi support.
Patna's growing insurance market benefits from Agenex's affordable Rs.999 entry plan and clean interface.
Free Android app. Vahan RC check for BR vehicles.
From Rs.999/year.
Patna's insurance market spans Boring Road central commercial zone, Kankarbagh middle-class colonies, Rajendra Nagar government quarters, Patna City old town and the growing suburbs of Danapur and Patliputra. Hindi-Bhojpuri mix dominates.
Local-language note: Hindi-first - full dashboard, WhatsApp and support in Hindi for Patna's market.
Below is the complete feature set used by insurance agents across Patna. 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 - that's exactly the audience. Rs.999/year unlimited WhatsApp reminders alone typically saves 5+ missed renewals per year, paying for itself many times over.
Yes. Chhath Puja, Sama-Chakeva, Bihari Diwali and birthday templates in Hindi are pre-loaded. Send to your full client list in bulk - free.
Yes. Vahan integration covers BR-01 (Patna) to BR-58 (every Bihar district) plus all-India. Rs.5 per check.
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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