Agenex - insurance Agent CRM

Agenex is India's AI-powered insurance CRM and policy management app, built for insurance agents, LIC agents, POSP advisors and motor insurance agents. Manage every client, policy and renewal in one app — in 12 Indian languages. Add a policy in 2 seconds with the AI scanner, send automatic WhatsApp renewal reminders, check RC and challan through Vahan, and track your commission across all insurers. Free trial — 10 policies, no credit card. Just ₹999/year. ★ WHY AGENTS CHOOSE AGENEX ★ 📄 AI POLICY SCANNER Scan any policy PDF or photo and Agenex auto-fills the client name, policy number, insurer, premium and expiry date in about 2 seconds. No more manual typing. 📲 AUTOMATIC WHATSAPP RENEWAL REMINDERS Agenex sends WhatsApp reminders to your clients 30, 15, 7 and 1 day before renewal — automatically, in 12 Indian languages. More on-time renewals, zero manual follow-up. 🚗 MOTOR AGENT TOOLS — VAHAN RC & E-CHALLAN Enter a vehicle number and get owner details, insurance status and pending challans in seconds. Track RC renewal, driving licence, national permit, fitness certificate, PUC and road tax — all in one place. 💰 COMMISSION & ACCOUNTING Track commission per policy and per insurer, split sub-agent commission automatically, and keep a daily income & expense daybook with customer and agent ledgers. One-click reports for your accountant. 👥 CLIENT & LEAD MANAGEMENT Manage 500+ clients, capture leads from your free agent mini-website and QR code, classify leads hot/warm/cold, and never miss a follow-up. 📝 QUOTATION GENERATION & COMPARISON Create professional insurance quotations with your own adviser name and brand logo, and compare quotes side by side to help clients choose the right plan faster. 🏷️ YOUR BRAND ON EVERY POLICY Add your branding to the customer's insurance policy, so every document your client receives carries your name — not someone else's. 📱 CLIENT LOGIN & SELF-SERVICE Your clients can log in to view their own policy details and download their documents anytime — less back-and-forth, more professional service. ☎️ CALLING STAFF MANAGEMENT Assign renewals automatically to your calling staff, track every call and follow-up, and keep a full record of who contacted which client and when. 🏢 STAFF & SUB-AGENT MANAGEMENT Add staff with role-based permissions, manage sub-agents and their policies, with branch-wise data separation. 📊 MUTUAL FUND & MULTI-PRODUCT SUPPORT Beyond insurance, track mutual fund clients too — manage your full financial-advisory book in one app. Full multi-insurer, multi-product support. 🔒 SECURE — DATA ENCRYPTED IN TRANSIT Your clients' policy documents, KYC and business records are stored securely in the cloud and accessible anytime. 🌐 12 INDIAN LANGUAGES Hindi, English, Gujarati, Marathi, Tamil, Telugu, Kannada, Bengali, Punjabi, Malayalam, Odia & Assamese — for app usage and customer communication. ★ WHO IS AGENEX FOR? ★ * Private insurance agents * LIC agents & development officers * Motor / vehicle insurance agents * Health & life insurance advisors * POSP advisors & PoP aggregators * Insurance brokers & sub-brokers ★ ALL INSURERS SUPPORTED ★ LIC, HDFC Life, Star Health, Bajaj Allianz, ICICI Prudential and all major Indian insurance companies — motor, health, life and general insurance. ★ PRICING ★ Free trial: 10 policies, no credit card needed. Full plan: just ₹999/year — the most affordable insurance CRM in India. Download Agenex and run your entire insurance business from your phone. Miss Nothing. Track Everything. Agenex by Apna Infotech Website: agenex.in Support: 9529721111