A bank-grade encrypted document locker for every client KYC, RC, policy PDF, claim form and ID proof. AES-256 encryption, daily backups, role-based access - the safest place for insurance documents.
Below is the secure client document locker as you would actually see it. Built for the way Indian agents work — quick taps, slow networks, mixed languages, and a renewal queue that never empties.
Bank-grade vault for KYC, RC, policy PDFs — AES-256 encrypted.
Built for the way Indian insurance agents actually work — clean interface, WhatsApp-first workflow, low-bandwidth ready, INR billing.
Bank-grade encryption at rest and in transit. Documents are unreadable to anyone but the agent.
Sub-agents see only their assigned clients. Office staff see only what you allow.
Replace a policy PDF without losing the old version - full document history retained.
Mark documents with validity dates - auto-alerts when KYC, RC or PUC nears expiry.
Generate a per-client QR - scan to instantly access all their documents.
One-time secure links - client gets the document, link expires after view.
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 secure client document locker in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
secure client document locker — Agenex is built specifically for this use case in the Indian insurance market.
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Available in Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam — beema agent ke liye best app.
AES-256 at rest, TLS 1.3 in transit. Encryption keys rotated monthly.
No - role-based access. Sub-agents see only their assigned clients' documents.
Yes - daily encrypted backups with 30-day retention and one-click restore.
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.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 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."
No credit card. Setup in 5 minutes. Plans from Rs.999/year.
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