White-label client portal for insurance agents - your customers get a fully branded self-service portal where they view policies, pay premiums, file claims, download documents and update KYC. Your logo, your colours, your custom domain. Built on the Agenex platform but invisibly so. Strengthens your brand and reduces support load by 40-60%.
Customers who interact with your branded portal think of you as the technology brand, not the insurer. Retention and referrals follow.
Your logo, your colour palette, your typography - the portal looks like an app you built, not an Agenex tenant. Even the URL is yours.
Run the portal at portal.youragency.in instead of an Agenex URL. Customers bookmark your domain, trust your brand, never see ours.
Customers view their policies, premium calendar, claim status and documents. Update phone, address, KYC. Pay premium with click-to-pay. Reduces inbound queries.
Premium payment integration directly in the portal. Customer pays via UPI, card, net banking. You get instant notification, auto-receipt, ledger updated.
Customer's own copy of every policy PDF, KYC document, claim file, premium receipt - downloadable any time. No more 'send me my policy copy' WhatsApp queries.
Customer sees real-time claim status, surveyor visit date, document submission status, settlement amount. Transparency reduces anxious follow-up calls.
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 white-label client portal for insurance agents in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
White-label client portal for insurance agents is more than just a logo swap. True white-label means the customer never sees Agenex branding anywhere - not in the URL, not in the email signatures, not in the WhatsApp templates, not in the support links. The portal experience is your agency from end to end. Customers think they are using technology your agency built; they have no awareness that Agenex powers it under the hood.
The portal exposes the customer-facing parts of the CRM: their policies (across all lines), upcoming renewals with payment links, premium calendar, claim status, document cabinet, KYC update form, and an in-app message channel back to your team. What it does not expose: agency-internal data like commission, sub-agent splits, customer notes by other staff, lead scores, or any backend operations. The split is intentional - customers see what they need; you keep the operational data private.
For agencies serving high-net-worth or corporate clients, the white-label portal is a differentiator. Corporate clients with 50+ employee policies can have their HR person log in once and download every active policy document. High-net-worth clients with 8-12 personal policies see all of them in a single dashboard, branded with their trusted agency. The customer experience matches what they would get from a top-3 insurer's app - except branded as your agency. Retention and referral rates climb noticeably within 6-12 months of activation.
white-label client portal for insurance agents - 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.
Basic agency-branded portal (your logo, your colours) is available on Gold plan upward. Full white-label (custom domain, no Agenex references anywhere) is available on Diamond and Platinum tiers. Most established agencies upgrade to the Diamond white-label tier within 18-24 months.
You point a CNAME record from portal.youragency.in to our portal infrastructure. We provision an SSL certificate automatically. The portal is live at your custom domain typically within 4-6 hours of CNAME propagation. No technical setup required from your end beyond the DNS update.
Not unless you explicitly tell them. The portal HTML, email templates, WhatsApp templates, support links - all carry only your branding. The 'Powered by Agenex' attribution is removable on Diamond and Platinum tiers. Customer experience is 100% your agency.
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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