Agenex is the trusted insurance agent CRM for Uttar Pradesh - WhatsApp automation, RC check, commission tracker and sub-agent network. Available in Hindi plus 8 more Indian languages. Plans from Rs.999/year.
From Lucknow's senior life insurance agents to Kanpur's general insurance specialists, Noida's POSP-driven distribution and Varanasi's traditional family-network practices - Agenex serves UP.
Automated 30/15/7/1-day renewal reminders to clients across Uttar Pradesh - no manual calling required.
Vahan-integrated verification for vehicles registered in Uttar Pradesh and across India.
Auto-calculate commissions for every insurer you sell, including LIC, health and motor.
Mobile-first design for Uttar Pradesh agents always on the move.
Build your mini-agency in Uttar Pradesh with auto commission splits.
Switch interface language in one tap. Native Hindi support.
UP is India's most populous state and has one of the largest insurance agent communities. Hindi-language interface, free Android app and Rs.999 entry pricing make Agenex accessible across all districts.
For motor agents handling commercial fleets and 2-wheelers across UP's 75 districts, Agenex's Vahan-integrated RC verification and Driving License tracking are game-changing.
From Rs.999/year. 50% off the first year. Free trial without a credit card. Setup in 5 minutes.
Uttar Pradesh is India's most populous state - Lucknow capital, Kanpur industrial city, Agra tourism hub, Varanasi spiritual capital, Allahabad/Prayagraj, Meerut, Noida tech-belt and Ghaziabad NCR overlap. Hindi-Urdu mix.
Local-language note: Hindi WhatsApp statewide - works for Hindi and Urdu-speaking client base.
Below is the complete feature set used by insurance agents across Uttar Pradesh. 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. Vahan covers UP-01 to UP-86 - all 86 districts. Plus Noida (UP-16) and Ghaziabad (UP-14) NCR-overlap.
Yes - Hindi-Urdu friendly templates for renewal, Eid, Diwali, Holi greetings - all free.
Yes - that's exactly the tier 2-3 audience the plan is designed for.
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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