Affordable insurance agent software starting from just Rs.1,000/year. Free Mobile app, free agent website, WhatsApp reminders and 2 employee accounts on every plan.
Start with 5 free RC/Challan checks and 10 free policy entries. Explore every feature before choosing a plan.
RC + Challan checks billed at Rs.5/check on every plan · Cancel anytime · GST included
Book a free 20-minute demo — a product specialist will walk through every plan and help you pick the right one for your book size and lines of business.
📅 Book a Free DemoSee exactly what each plan includes — find the perfect fit for your agency.
| Feature | Silver Rs.1,000/yr |
Gold Rs.1,500/yr |
Diamond ⭐ Rs.2,500/yr |
Platinum Rs.3,500/yr |
Titanium Rs.5,400/yr |
Palladium Rs.9,000/yr |
Rhodium Rs.12,000/yr |
Elite Rs.14,400/yr |
Crown Rs.16,200/yr |
|---|---|---|---|---|---|---|---|---|---|
| Policy Management | 150 | 800 | 1,500 | 3,000 | 5,000 | 10,000 | 15,000 | 20,000 | 25,000 |
| Insurance Customer CRM | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Accounting Module | Basic | Basic | Pro | Pro | Pro | Pro | Pro | Pro | Pro |
| Dashboard | Basic | Basic | Premium | Premium | Premium | Premium | Premium | Premium | Premium |
| Free Mobile App | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Free Agent Website | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Employee Accounts | 2 + Add on | 2 + Add on | 2 + Add on | 2 + Add on | 5 + Add on | 10 + Add on | 15 + Add on | 25 + Add on | Unlimited |
| WhatsApp Renewal Reminders | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| SMS Alerts | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| RC & Challan Check | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Commission Tracker | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Sub-Agent Network | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Birthday Auto Wishes | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| WhatsApp & SMS Reminders | Limited | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Business Reports | Basic | Basic | Advanced | Advanced | Advanced | Advanced | Advanced | Advanced | Advanced |
| Analytics & Reports | ✓ | ✓ | Advanced | Advanced | Advanced | Advanced | Advanced | Advanced | Advanced |
| Unlimited Report Downloads | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Document Vault | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Customer Support | Mon-Sat | Mon-Sat | Priority | 24/7 Priority | 24/7 Priority | 24/7 Priority | 24/7 Priority | 24/7 Priority | 24/7 Priority |
| Cloud-Based Access | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
One recovered renewal pays it all back. Most agents recover the full year cost in a single client retention.
Yes — Agenex offers a free trial that includes 5 free RC/Challan checks and 10 free policy entries. Explore the complete platform before subscribing. No credit card required.
Yes. Upgrade Silver → Gold → Diamond → Platinum any time with pro-rata billing. Your policy data, client database and reports carry over without loss.
The 50% discount currently applies to the first year on all plans. Renewal pricing may vary — our team notifies you ahead of renewal with applicable rates.
Yes. Earn Rs.500 for every insurance agent who subscribes through your referral link. No cap, unlimited rewards. Available after signup from the Refer & Earn dashboard.
Agenex accepts UPI (GPay, PhonePe, BHIM), debit/credit cards, net banking and bank transfers — all processed via secure Indian payment gateways.
Yes — Agenex has a transparent refund policy. Review the full policy on our website or write to support for refund eligibility and process.
RC and e-challan verifications are billed separately at Rs.5 per check on a pay-per-use basis — no minimum balance, no monthly subscription.
RC and challan verification is a pay-per-use add-on for Agenex subscribers. Users add prepaid verification to their account, which are redeemable exclusively for RC/challan verifications within the Agenex platform. These credits cannot be withdrawn or transferred outside the platform. This is a closed-loop service utility — not a financial wallet or payment instrument. Charges: Rs.5 per verification.
Yes. There are no long-term contracts. Cancel any time from your dashboard — your access continues until the end of the paid period.
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. Downloadable invoice ready for your CA.
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.1,000/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 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 Mobile 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."
50% off your first year. No credit card. Free trial. Setup in 5 minutes.
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