Step-by-step playbooks, Hinglish guides and software tutorials for Indian insurance agents. Covering WhatsApp automation, RC verification, commission tracking, sub-agent networks and more.
Set up auto WhatsApp reminders that fire 30/15/7/1 day before expiry. Bulk sending, ROI numbers and templates included.
How agents use Vahan-integrated RC verification, what data comes back, pay-per-use economics, step-by-step demo.
Stop tracking commissions in Excel. LIC, Health, Motor, Life — automated slabs, sub-agent splits, monthly reports.
What to look for in an insurance CRM, must-have features, pricing benchmarks and decision checklist.
Multi-company policy tracking, expiry alerts, document vault, linked family-member profiles — full feature walkthrough.
Hinglish me poori guide — policy manage karne wala software, mobile se record kaise rakhe, sasta insurance CRM.
How automation saves 2+ hours daily. Auto-greetings, lead pipelines, business reports, monthly reporting.
Built specifically for motor agents — RC verification, two-wheeler portfolio, Driving License, RTO docs.
Manage health policies, claim CRNs, cashless networks and renewal cadences in one health insurance portfolio tracker.
Specifically for LIC agents — premium frequency, paid-up status, maturity reminders, nominee tracking.
Build a lead pipeline that converts. Source tagging, follow-up rules, auto-call reminders and conversion analytics.
Store KYC, policies, RC, claim docs with encryption and keyword search. End the WhatsApp PDF chase.
Onboard sub-agents, auto-split commissions, run a leaderboard. Sub-agent management software the right way.
Practical tactics to grow your client base — referrals, bulk WhatsApp, micro-website, cross-sell flows.
Eligibility, IRDSmart exam, IC-38 course, license, software setup — everything new agents need to know.
How much agents actually earn — first-year vs renewal commission, multi-line strategies, scaling to 6 figures.
The 5-stage agency growth roadmap — tech, team, sub-agents, marketing and reporting at every stage.
Pick the right insurance distribution model — POSP, individual agent or broker. Pros, cons, IRDSmart rules.
The exact 30/15/7/1-day reminder cadence that lifts renewal ratios from 50% to 90%+ for Indian agents.
Step-by-step claim flow — own damage, third party, total loss. Documents, timelines, surveyor checklist.
What gets taxed, TDS rules, 26AS reconciliation applicability for sub-brokers and POSPs.
The 7 reports every insurance agent must run every month — and how Agenex generates them in one click.
Refer Agenex to other agents, earn Rs.500/signup with no cap. How the program works step by step.
Customer list manage karne ka tarika — fields to capture, family tree, cross-sell tags, search performance.
Multi-channel renewal reminder strategy that hits clients at the right time, on the right channel.
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