Policy renewals, WhatsApp auto-reminders, RC and challan verification via Vahan, AI document scanner, commission tracker, sub-agent ledger, day-book, driving licence manager, customer self-service portal, multi-line insurance (motor, health, life, general), free agent website — har ek feature real screenshots ke saath niche dikhaya gaya hai. No mockups, no Photoshop, no jargon.
Below is every major feature — shown with the actual screen from the Agenex web dashboard and matching Mobile app. No fake mockups, no Photoshop — these are the exact screens Indian bima agents see every day.
Upload kar lo policy PDF, DL ki photo, WhatsApp-forwarded screenshot ya purani diary ka image — Agenex ka AI policy scanner har field auto-extract karta hai: customer name, vehicle number, engine, chassis, premium, expiry date. Zero manual typing. Purani policies ko digitize karne ke liye yeh sabse fast tarika hai — register aur diary ka jhanjhat khatam.
AI Policy Scanner · PDF Data Entry · Photo se Data App — all in one tap.
Unlimited client profiles, sab ek hi searchable list mein — phone number, naam, gaadi number, policy number, city, even father's name se 1 second mein dhundhein. Due, Settled, Overdue filters one tap par. Bulk WhatsApp button har customer ke saath, har row par — call, view, ledger, document, message — sab kuch ek hi screen se.
Every client searchable in 1 second — by phone, name, RC or city.
Ek hi vehicle entry par track karein: Insurance + PUC + Fitness + Tax + National Permit + State Permit + CNG Cylinder + Speed Governor + Meter expiry. Har date ke 30/15/7/1 din pehle auto-reminder. Vahan API se RC auto-fetch — gaadi number daalo, engine, chassis, owner, manufacturing year, fitness validity, e-challan — sab 5 second mein. Two-wheeler, four-wheeler, commercial truck, school van, e-vehicle — sab supported.
One vehicle, all expiries — Insurance, PUC, Fitness, Tax, Permit, CNG, Meter.
Customer ki policy expire hone se 30, 15, 7 aur 1 din pehle WhatsApp pe automatic renewal reminder jata hai — naam, policy number, expiry date, premium, agent contact — sab pre-filled. Birthday wishes, festival greetings, payment due reminders — sab auto-queue. Aur har message customer ki apni bhasha mein: Hindi, Tamil, Telugu, Bengali, Gujarati, Marathi, Punjabi, Kannada, Malayalam ya English. Bilkul free, included in every plan. Roz 100 messages copy-paste karne ka time bach gaya.
Auto-WhatsApp 30/15/7/1 day before expiry — 10 Indian languages — free.
Sirf motor insurance nahi. Health, Life (LIC + Term + ULIP + Money-back), General, Marine, Travel, Crop, Cattle, Pet, Liability — har line of business ek hi dashboard mein. Insurer-wise filters, premium frequency manager (yearly, half-yearly, quarterly, monthly), paid-up/lapsed auto-status, nominee mapping. LIC agent ho, POSP ho, multi-company broker ho — sab ka kaam ek hi platform mein.
Motor + Health + Life + General — every line of business, one dashboard.
Family floater ya individual policy — sum insured, riders, top-ups — sab ek view mein. Renewal aur top-up reminders 30/15/7/1 din pehle. Multi-insurer compare view se opportunities pehchaan ke client ko sahi recommendation do — Star, HDFC ERGO, Niva Bupa, Care, Reliance, Manipal Cigna — sab supported.
Health portfolio — sum insured, family floater, riders, renewal alerts.
LIC agents aur life insurance brokers ke liye purpose-built. Endowment, Term, Money-back, Whole-life, ULIP, Annuity — har plan ka tracking. Premium frequency manager — yearly, half-yearly, quarterly, SSS, monthly. Policy paid-up aur lapsed auto-status. Nominee aur assignee family-tree mapping. LIC ka commission auto-calculate insurer-wise.
LIC, term, ULIP, money-back — installments, paid-up status, nominee mapping.
General insurance brokers ke liye dedicated module. Home, Shop, Fire, Office insurance with sum insured and coverage tracking. Travel insurance with departure-date alerts. Marine, transit, cargo with consignment-level details. Crop and cattle insurance management for rural agents. Liability cover for shopkeepers, professionals and contractors. Pet insurance records with vaccination reminders.
General insurance — home, shop, fire, marine, crop, pet, liability — every line tracked.
Har policy par commission auto-calculated insurer-wise aur product-wise. Pending vs Received tracking. Broker payment ledger — konse broker ka kitna paisa baaki hai exact rupaye paisa mein. Statement chahiye to ek tap mein PDF ready. Sub-agent splits auto-handled. Daily, weekly, monthly downloadable payout reports. Tally export ready — apne CA ko forward kar do. LIC, Bajaj, HDFC, ICICI, Reliance, TATA — 30+ insurers ka commission structure pre-loaded hai.
Insurer-wise commission report — one tap, no Excel, ready for your CA.
Multiple sub-agents ya POSPs onboard karein. Har sub-agent ka commission % set kar do (e.g., 70%/30%). Har policy entry par auto-split. Sub-agent ka apna login, apna view — wo sirf apne clients dekh sakta hai. Monthly statement har sub-agent ke liye alag, downloadable PDF. Leaderboard se healthy competition. Multi-branch agencies ke liye separate branch dashboards bhi.
Sub-agent / POSP ledger — auto-split and monthly statement per person.
Subah app khol-te hi Today's To-Do list ready hai — kis customer ko call back karna hai, kis ki renewal aaj due hai, kis ka payment chase karna hai. Tomorrow's renewal list builds itself overnight. Day-end summary me aaj kya hua, kal kya hoga — sab clear. Insurance agent productivity tool India mein sabse practical.
Today's to-do list — call backs, follow-ups, dues — all auto-organised.
Roz 100 leads aur clients aaye to kaun pehle contact karein? Agenex smart list AI premium size, renewal urgency, payment history, cross-sell potential — sab dekh ke aaj ki hot list ready karta hai. Auto-dialer pe ek tap, top-of-list se start. Cross-sell suggestions har customer ke saath. Renewal ratio tracking se kaun client laps hone wala hai pehle hi pata.
AI ranks today's leads — call the hot ones first.
One-click downloadable reports for everything an agent needs to run their business. Commission report (insurer-wise, monthly, agent-wise activity), Due Payments, Follow-up summary, Income report, Payment Collections, Reminder report, Top Companies, Upcoming Insurance, Vehicle CRM, Renewal Pipeline, Renewal Ratio. Excel + PDF export. Schedule monthly MIS to email your CA on the 1st.
Every report you need — commission, dues, follow-up, renewals, MIS.
Customer-wise credit / debit ledger. Partial premium payments tracked — kis client ne kitna paisa diya, kitna baaki. Outstanding receivables aging. Other Income aur Other Expense categories. Day-book har transaction ka log — opening balance, deposits, withdrawals, closing balance — bilkul paper diary jaisa, lekin searchable aur backed-up. Tally export for filing.
Customer ledger + Tally export — all in one tab.
Insurance agent ka paper register replace karne ke liye banaya gaya. Day-Book har din ki entries — opening balance, premium collected, expenses, deposits, withdrawals, closing balance — bilkul paper diary jaisa layout. Lekin searchable, automatically backed-up daily, aur multi-device synced. Insurance diary mobile mein — yahi feature.
Your paper diary is now searchable, backed-up, and in your pocket.
Hindi (हिन्दी), Tamil (தமிழ்), Telugu (తెలుగు), Bengali (বাংলা), Marathi (मराठी), Gujarati (ગુજરાતી), Punjabi (ਪੰਜਾਬੀ), Kannada (ಕನ್ನಡ), Malayalam (മലയാളം), English. Settings → Set Language → ek tap. Pura app us bhasha mein switch ho jaata hai. Customer ko WhatsApp uski apni bhasha mein jaata hai — Tier-2 aur Tier-3 cities ke clients ko English samjhana band karo.
Switch the whole app to your language in one tap — 10 Indian languages.
RTO consultants, commercial vehicle agents aur fleet managers ke liye essential. Har Driving Licence (DL) ka complete record — DL number, DOB, address, validity. Expiry alerts well in advance. DL PDF upload karo to AI auto-extract kar deta hai — manual typing zero. Issue-pending aur photo-pending statuses tracked. Multi-state DL handling — Rajasthan ki RTO ho ya Maharashtra ka — sab supported.
DL records + expiry alerts — built for RTO workflows.
Aapke clients ko bhi free login do. Wo apne dashboard se: apni saari policies (motor, health, life, general), upcoming expiries, downloadable policy PDFs, document vault — sab khud dekh sakte hain. Renewal payment link bhi self-serve. Result: agent pe load 30-40% kam ho jaata hai — same questions baar-baar nahi aate.
Clients self-serve 24/7 — fewer repeat calls, more time for new business.
Vehicle ka RC, ownership, fitness, insurance status aur pending e-challans — 5 second mein Vahan / Parivahan database se verified data. Pay-per-use Rs.5 per check, pre-paid wallet system. Renewal ke pehle e-challan check karke client ko inform karo — trust badhta hai. Bulk RC status checker for fleet operators — 100 gaadiyon ka check ek tap mein.
RC + e-Challan check via Vahan — 5 seconds, Rs.5 per check.
Every Agenex plan from Rs.999/year onwards includes a fully hosted, mobile-responsive agent website — your name, photo, services, WhatsApp click-to-chat button, quote request form. No coding, no hosting bill, no developer needed. Setup time: 3 minutes. Quote forms land directly in your CRM. Share URL with new prospects, paste it in WhatsApp Business status, print on visiting cards. See full details →
Your personal agent mini-site, fully hosted and free with every plan.
Add employees with role-based access permissions: vehicle view, RC check view, customer view, payout view, accounting view — granular per person. 2 free employee accounts on every plan, upgrade for more seats. Each staff member sees only what you allow. Activity logs show who edited what. Multi-branch agencies — branch-wise dashboards.
Staff with role-based access — view, edit, payout permissions per person.
Premium collected ka full ledger — cash, cheque, UPI, NEFT, card — sab modes tracked. Pending receivables aged: 0-30 days, 31-60, 61-90, 90+. Client-wise breakdown. Auto-payment-due reminders WhatsApp pe nudge karte hain customers ko jin pe outstanding balance hai. Daily collection summary, monthly settlement statement — sab downloadable.
Payment collection + receivables aging — chase dues without spreadsheets.
Bigger agencies aur agency owners ke liye — multiple branches, ek master dashboard. Branch-wise reports + consolidated all-branch view. Central control over commission rates, sub-agent splits, employee permissions. Ideal for RTO consultants with multiple offices, multi-city brokers, and growing agencies expanding from Tier-2 to Tier-1 cities.
Multiple branches, one dashboard — consolidated reports across offices.
Agenex's WhatsApp engine auto-sends policy expiry notifications 30/15/7/1 day before due, birthday wishes, festival greetings and supports bulk WhatsApp + SMS campaigns. Available in 10 Indian languages — Hindi, Tamil, Telugu, Bengali, Gujarati, Marathi, Punjabi, Kannada, Malayalam and English — free on every plan.
Yes — Agenex is Vahan-integrated. RC verification + e-challan check is built in: Rs.5/check fetches verified RC, ownership, insurance status and pending challans in 5 seconds. Bulk RC status checker is also available for fleet operators.
Yes. Automated commission tracking covers LIC, motor, health, general and life — multi-insurer slabs, sub-agent splits and downloadable monthly statements ready for your CA. 30+ insurers pre-loaded.
Yes — onboard sub-agents under your code, set their commission %, and Agenex auto-splits commissions at every renewal. Each sub-agent gets their own role-based login and monthly per-person statement PDF.
Yes. The secure client document locker stores KYC, RC, policy PDFs, fitness certificates and more with AES-256 encryption, fast keyword search, daily backup and DPDP Act compliance.
Yes — bulk import from Excel/CSV is supported with a guided mapping wizard. 5,000 customer records typically migrate in 2 minutes. Free assisted migration is included for the first 200 policies.
Yes. The Driving Licence Manager module shows DL expiry alongside policy expiry alerts. Multi-state RTO support, issue-pending and photo-pending status tracking, and AI-based DL PDF auto-extraction are all built in.
Yes — the AI policy scanner reads blurry photos, WhatsApp screenshots and scanned PDFs of old policies with 99%+ accuracy. It auto-extracts customer name, vehicle number, engine, chassis, premium and expiry date in about 2 seconds. Driving licence PDF extraction is also supported.
Yes. Every Agenex plan from Silver (Rs.999/year) onwards includes a hosted, mobile-responsive agent website. No domain fee, no hosting bill, no developer needed — three minutes of setup and your professional online presence is live.
Pan-India — Mumbai, Delhi, Bangalore, Chennai, Hyderabad, Pune, Ahmedabad, Kolkata plus Tier-2 and Tier-3 cities like Jaipur, Udaipur, Lucknow, Kanpur, Patna, Bhopal, Indore, Chandigarh, Surat, Vadodara, Rajkot, Coimbatore, Mysore, Visakhapatnam, Ludhiana, Nokha, Bikaner and hundreds more. Active in every state — Maharashtra, Gujarat, Karnataka, Tamil Nadu, Kerala, Punjab, Haryana, Rajasthan, UP, MP, Bihar, Jharkhand, West Bengal, Andhra Pradesh, Telangana, Assam and Northeast.
First 10 policies + 5 RC checks bilkul free. Credit card nahi chahiye. Signup karo, do minute mein aapka first customer add ho jaayega — saare features unlocked.
