Agenex is the trusted insurance agent CRM for Punjab - WhatsApp automation, RC check, commission tracker and sub-agent network. Available in Punjabi plus 8 more Indian languages. Plans from Rs.999/year.
From Ludhiana's industrial-cluster agents to Amritsar's traditional networks, Jalandhar's NRI-client specialists and Chandigarh's growing health agencies.
Automated 30/15/7/1-day renewal reminders to clients across Punjab - no manual calling required.
Vahan-integrated verification for vehicles registered in Punjab and across India.
Auto-calculate commissions for every insurer you sell, including LIC, health and motor.
Mobile-first design for Punjab agents always on the move.
Build your mini-agency in Punjab with auto commission splits.
Switch interface language in one tap. Native Punjabi support.
Punjab agents handle a unique mix - large NRI client base, strong commercial vehicle insurance for the textile and food-processing belt, and growing health insurance demand.
Agenex's Punjabi interface, multi-language WhatsApp templates and branded website work perfectly for Punjab's mixed urban-rural agent community.
From Rs.999/year. Free trial. Setup in 5 minutes.
Punjab spans Ludhiana industrial capital, Amritsar holy city, Jalandhar sports/business hub, Patiala royal city, Bathinda, Pathankot and Mohali tech-belt. Punjabi dominant; Hindi in business; large NRI population in UK/Canada/Australia.
Local-language note: Punjabi statewide, plus Hindi for business and English for NRIs - all free.
Below is the complete feature set used by insurance agents across Punjab. 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 - 100 percent Punjabi interface and Punjabi WhatsApp templates including Vaisakhi, Lohri, Gurpurab, Diwali, Bandi Chhor Divas - all free.
Yes. Cloud-based, mobile-first, scheduled WhatsApp delivery works across timezones.
Yes. Multi-city auto commission split, monthly settlement reports per sub-agent.
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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