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Tutorials

Agenex Tutorials - From Signup to Live in 30 Minutes

Step-by-step guides for every Agenex feature. Get up and running fast - no hand-holding needed.

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Quick Start

The Six Tutorials Every New Agent Needs

Each tutorial is 5-10 minutes. Total: under an hour to mastery.

1️⃣

Signup & First Login

Create your account, add your business details, choose your language.

2️⃣

Import Your Existing Policies

Bulk-import 500+ policies from Excel in 30 minutes via the import wizard.

3️⃣

Set Up WhatsApp Cadence

Connect WhatsApp Business, pick templates, switch on the 4-touch cadence.

4️⃣

Run Your First RC Check

Top up your wallet, run a test RC verification on your own vehicle.

5️⃣

Configure Commission Slabs

Set FYC and renewal slabs per insurer (or use defaults).

6️⃣

Generate Your First Report

Run a monthly premium report. Export to PDF. Share with your CA.

Beyond Quick Start

Advanced Tutorials Coming Monthly

After the basics, we publish advanced tutorials monthly: bulk WhatsApp/SMS reminders campaigns, sub-agent onboarding, cross-sell automation with the business reports, multi-branch setup, GST and TDS reconciliation, lead pipeline configuration.

Tutorials are available as written guides on this site, plus video walkthroughs on our YouTube channel. Subscribe to our blog for monthly tutorial updates.

For any specific question not covered in tutorials, our support team replies on WhatsApp within 2 working hours.

How Indian Insurance Agents Use Agenex Daily

From Morning Renewal Calls to Month-End Commission Reports

Agenex powers the full daily workflow of an Indian insurance agent. Below is a typical day - and the Agenex modules that handle each step.

8AM

Morning Renewal List

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.

9AM

Bulk WhatsApp Reminders

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.

10AM

Birthday Wishes Auto-Sent

9 AM auto-sends birthday WhatsApp to clients in their preferred language. You don't lift a finger. Clients feel remembered. Renewal trust grows.

11AM

RC + Challan Verifications

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.

2PM

Add New Policies

Issue a motor, health, life or general policy - add it in 30 seconds with all expiry, premium, commission fields. Document vault uploads policy PDF.

4PM

Sub-Agent Reconciliation

Sub-agent commissions auto-split at every renewal. End-of-week, monthly statements ready per sub-agent. No more month-end disputes.

6PM

Customer Ledger + Accounting

Update partial premium collection. Customer ledger shows credit/debit, outstanding receivables. Other Income/Expense tracked. GST invoice ready for tax filing.

8PM

Day-End Reports

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.

M+

Month-End MIS

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.

Every Feature Included

Complete Agenex Platform - Nothing Locked Behind Add-Ons

Below is the full software stack used by Indian insurance agents on every Agenex plan from Rs.999/year onwards.

Client CRM

Unlimited client profiles with vehicle, health, life and policy history. Searchable by name, phone, RC, policy number. Family linking for joint households.

Vehicle Multi-Expiry

One vehicle entry tracks Insurance + PUC + Fitness + Tax + National Permit + State Permit + CNG Cylinder + Meter expiry, with auto WhatsApp reminders for each.

RC Lite + RC Pro + Challan

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.

Commission Tracker

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.

10-Language WhatsApp

Auto WhatsApp reminders for vehicle expiry (Insurance, PUC, Fitness, Tax, Permit, CNG, Meter), policy renewals and birthdays in 10 Indian languages - included free.

Health Insurance Module

Health policy portfolio tracker with cashless hospital network, sum insured, NCB, family floater, top-ups and claim status (CRN, TPA, settlement timeline).

Life Insurance with Installments

LIC and life policy management with premium installment tracking, paid-up/lapsed status, nominee mapping, maturity benefit alerts and bonus records.

General Insurance

Home, shop, fire, travel, marine, transit, cargo, crop, cattle and pet insurance - portfolio tracker for every line of business with renewal and claim management.

Driving Licence Manager

DL records database with expiry tracking, issue-pending and photo-pending alerts, expired licence reports - essential for RTO consultants and motor agents.

Document Vault

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.

Accounting + Customer Ledger

Customer-wise credit/debit ledger, partial payments, receivables, Other Income/Expense tracking, GST-ready invoices and Tally export.

Payout List + Company-Wise

Insurer-wise payout reports, company-wise transactions, payout reconciliation - downloadable Excel/PDF, monthly settlement statements.

Sub-Agent Network

Onboard sub-agents with role-based view permissions, auto commission split, monthly statements per sub-agent, leaderboard for healthy competition.

Multi-Branch + Staff

Multiple offices, one dashboard. Manage staff with role-based access (vahan_view, rc_check_view, customer_view, payout_view). 2 free employee accounts.

Reports Suite

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 + Saathi Chat

To-do work module with task chats, plus Saathi community chat for connecting with other Indian insurance agents and getting peer support.

Free Agent Website

Personal branded mini-website per agent - share quotes, capture leads, click-to-call - included on every plan, no extra hosting cost.

Wallet + Refer & Earn

Wallet transactions, yearly subscription management, refer-and-earn passbook, banner display - built-in monetization helpers.

Implementation

From Sign-Up to Daily Use in 5 Minutes

Sign Up Free (60 seconds)

No credit card. First 10 policy entries and 5 RC checks completely free. No commitment.

Import Your Data (5 minutes)

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.

Activate WhatsApp Reminders

One tap turns on auto-WhatsApp reminders. 30/15/7/1 day cadence. 10 languages. From this point, no renewal ever falls through.

Add Sub-Agents (Optional)

Onboard sub-agents with their commission %. Auto-split at every renewal. Each sub-agent sees only their own clients with role-based access.

Configure All Type of Reports

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.

Plans

Pick the Plan That Fits Your Book Size

From solo agents starting fresh to established agencies with sub-agent networks - Agenex scales with you.

Silver - Rs.999/year

Up to 150 policies. Vehicle + Health + Life + General. RC Lite + Challan. WhatsApp reminders 10 languages. Free Android app + free agent website. 2 employee accounts.

Gold - Most Popular

Up to 800 policies. Everything in Silver plus RC Pro, sub-agent network (5 sub-agents), priority support, advanced reports, customer ledger, accounting.

Diamond

Up to 1,500 policies. Everything in Gold plus unlimited sub-agents, branch management, premium accounting (Our Account list), bulk import-export tools.

Platinum

Up to 3,000 policies. Everything in Diamond plus white-label options, API access, dedicated success manager, custom training, branch consolidated reports.

View Full Pricing & Compare Plans →

Trusted Across India

Why Indian Agents Choose Agenex Over Excel and Generic CRMs

Pan-India

Active across all 28 states

1M+

Policies tracked end-to-end

10

Indian languages WhatsApp + UI

37+

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."

Start With the Free Trial

Start Free Trial →

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