Multi-user agency management system with roles - Master Agent, Sub-Agent, Senior Staff, Junior Staff, CA Read-Only and custom roles with field-level permissions. Junior staff add policies but do not see commission. Sub-agents see their own clients only. CA sees financials without PII. The granular access control Indian agencies need to scale safely.
At 5 staff, everyone seeing everything is fine. At 20 staff, you need real role-based access or you risk customer data leaks and commission disputes.
Full access to everything - policies, customers, commission, sub-agents, financials, settings. Typically the agency owner or principal officer.
Full operational access except agency-wide financials and settings. Can see commission for their own work but not for the entire agency.
Add and edit policies, view customer data, no commission visibility, no financial reports. Perfect for data-entry and customer-service roles.
See only their own customers, their own commission, their own renewal pipeline. Cannot see other sub-agents or master agency financials.
View commission MIS, GST exports, P&L reports, financial dashboards - without access to customer PII (names, phones, addresses, KYC).
Need a role like 'Vahan-only viewer' or 'Claims-team only' or 'Marketing campaign creator only'? Build custom roles with field-level permissions.
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 multi-user agency management system with roles in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
Multi-user agency management system with roles addresses a problem that most Indian agencies discover the hard way. At 3-5 staff, sharing one login or having all-access roles for everyone is fine. By 10-15 staff, customer data leaks become a real concern - someone's friend wants their cousin's policy details and a junior staff helpfully shares without thinking. By 20+ staff, commission disputes become real - sub-agents claim they did work that another agent claims, with no audit trail. By 30+ staff, IRDAI questions emerge about who has what access and how that aligns with their licensure.
Agenex role-based access addresses each of these. Default roles cover 90% of agencies (Master, Senior Staff, Junior Staff, Sub-Agent, CA Read-Only). Custom roles handle the remaining 10% (claim team only, marketing only, Vahan-only viewer for outsourced RC verification, etc.). Permissions are field-level, not just module-level - junior staff might be able to see customer phone but not commission, see policy expiry but not premium amount, see policy PDF but not internal commission notes.
Audit logs capture every action by every user with timestamp and IP. Useful both for compliance proof (IRDAI inspection, GST audit) and for resolving disputes within the agency (sub-agent X says he sold this policy, audit log confirms or refutes). Access can be revoked instantly when staff leaves; their device-cached data clears within 30 seconds. Onboarding new staff becomes a 1-minute task: assign a role, set their permissions, send them the login. The whole agency operates with explicit boundaries instead of implicit trust.
multi-user agency management system with roles - 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.
Silver Rs.999/year includes 2 employee accounts. Gold includes 5. Diamond includes 15 with unlimited sub-agents. Platinum includes 50 with custom-role builder. Most small agencies fit in Silver/Gold; larger ones grow into Diamond. Per-user pricing does not exist - the plan tier covers the whole team.
Default roles (Master, Senior Staff, Junior Staff, Sub-Agent, CA Read-Only) are available on Silver. Custom role builder is on Diamond and Platinum. For most small agencies the default roles work fine; you only need custom roles when your operating model has unusual access patterns.
Master Agent disables the user from the dashboard. Their session terminates within 30 seconds. Their cached data on mobile clears on next app open or within 30 seconds via push command. All audit logs of their prior access remain. The departing staff cannot view, download or share any agency data after revocation.
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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