Real-time insurance renewal analytics dashboard - live renewal pipeline updating minute-by-minute, daily renewal ratio, this-week and this-month expiry views, recovered renewals counter, renewal funnel by source, sub-agent leaderboard. The single dashboard view that tells you exactly how renewals are tracking versus target, right now.
By the time end-of-month renewal report arrives, you have already lost what you were going to lose. Real-time dashboards let you intervene mid-cycle.
Renewals due in the next 7, 14, 30, 60, 90 days - tile counts update minute-by-minute as new policies are entered and renewals close.
Today's renewal ratio: percentage of yesterday's expiring policies that renewed. Watch the metric move in real-time as today's renewals roll in.
Where do successful renewals come from? Auto-WhatsApp, agent calls, customer self-service, sub-agent action. Reveals the highest-leverage channels.
Lapsed-policy recovery: how many lapsed policies came back this month. The metric most agencies do not track but should.
Real-time leaderboard of sub-agent renewal performance. Healthy competition drives results; visibility creates accountability.
Renewal ratio dropped below threshold? Specific insurer's lapses spiked? Dashboard fires WhatsApp alerts so you intervene before the trend hardens.
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 real-time insurance renewal analytics dashboard in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
Real-time insurance renewal analytics dashboard exists because monthly reports are too slow. By the time the November report arrives in early December, half of December's renewals are already expiring - and you have no current data to inform how to handle them. Real-time dashboards collapse the feedback loop. You see renewal ratio trending down on November 14th, you intervene that afternoon, and you save the renewals you would have lost over the next 14 days.
Agenex dashboard refreshes minute-by-minute. Pipeline tiles show counts of policies expiring in 7/14/30/60/90 days. Renewal ratio tile shows today's percentage and the rolling 7-day average. Funnel breakdown shows which channel is driving renewals - auto-WhatsApp, agent calls, customer self-service, sub-agent action. Anomaly alerts fire when metrics deviate from baseline (renewal ratio drops 5+ points, specific insurer lapses spike 30+%, sub-agent performance falls below team median).
The decision-making cadence improves dramatically. Instead of reviewing renewal performance once a month, agencies start having daily 10-minute renewal stand-ups. The data is live, the discussion is data-driven, the actions are immediate. Underperforming sub-agents get same-day coaching instead of end-of-month review. Insurer-specific lapses get flagged to the placement team for investigation. Customer self-service portal usage gets monitored for adoption issues. Real-time analytics turns renewal management from reactive to proactive.
real-time insurance renewal analytics dashboard - 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.
Tile counters refresh on every page load (within 1-2 seconds of any policy entry or renewal). Trending charts refresh every 5 minutes. Anomaly alerts run on a 15-minute cycle. For most agency uses, the dashboard feels instantaneous - by the time you act on a number, the underlying data is already current.
Yes - every metric drills down. Renewal ratio overall, by sub-agent, by insurer, by line, by customer city, by premium band. The drill-down is one click from any tile. Most agencies start with overall metrics and progressively drill into segments where they want to investigate.
Yes - default thresholds (renewal ratio drop of 5+ points, lapse rate increase of 25+%) work for most agencies. You can configure custom thresholds per metric per agency. Larger agencies often add per-sub-agent thresholds so they get alerted to individual under-performance early.
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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