linkedin
Agenex logo
Agenex dashboard
Agenex policy
Agenex auto payment

Agenex

Brand: Apna Infotech

  • No Ratings & Reviews

Agenex is an AI-powered insurance CRM designed for insurance agents in India. It serves motor insurance agents, LIC and life insurance agents, health insurance advisors, POSP agents, and RTO consultants. Core capabilities: AI Policy Reader: Agenex reads any insurance policy PDF, photo, or WhatsApp s...

See More

Have you used Agenex before?

Share your insights for better experience

Add a Review
Starting Price 50% OFF
₹1,000 excl.GST  ₹2,000
₹ 1,180 incl. GST

View plans

100% Genuine
Products
Best Price
Guaranteed
Safe & Secure
Payment
  • Description

  • Pricing

  • Features

  • Specification

  • Review

  • Compare

  • Alternatives

Starting at ₹1,000

Agenex Software Overview

Agenex is an AI-powered insurance CRM designed for insurance agents in India. It serves motor insurance agents, LIC and life insurance agents, health insurance advisors, POSP agents, and RTO consultants.

Core capabilities:

AI Policy Reader: Agenex reads any insurance policy PDF, photo, or WhatsApp screenshot and automatically extracts policy number, insurer, premium, dates, and vehicle details in seconds, removing manual data entry.

Vahan RC and Challan Check: Agenex integrates with the Vahan database to return vehicle owner, engine number, chassis number, insurance status, and pending e-challans by entering a vehicle number.

WhatsApp Renewal Reminders: Agenex sends automatic renewal reminders 30, 15, 7, and 1 day before policy expiry in 12 Indian languages, improving renewal rates.

Commission Tracking: Agenex calculates commission per insurer and per product, with sub-agent commission splits and monthly reports.

Lead Management: Agenex captures leads through a personal agent mini-website, classifies them as hot, warm, or cold, and moves them through a sales pipeline from enquiry to conversion.

Follow-up System: Agenex provides a daily follow-up list, reminds agents who to contact each day, logs every interaction, and sends alerts for overdue follow-ups so no client is missed.

Document Management: Agenex stores policy PDFs, RC copies, KYC, and other client documents in an encrypted vault, making them searchable and accessible anytime.

Additional features include a customer portal, PUC and fitness expiry tracking, driving licence data extraction, and a customer accounting ledger.

Agenex is developed by Apna Infotech, a software company established in 2015. Priced from INR 999 per year, with a free trial that includes 10 policies and 5 RC checks and requires no credit card.

Read more

Apna Infotech Company Details

Founded Year:  2015

Apna Infotech was founded in 2015 by Shri Ram Legha and Gajanand Tard in Bikaner, Rajasthan. The vision was simple but powerful: bring the power of technology to every Indian entrepreneur, farmer, teacher, and shopkeeper — not just big corporations in metro cities.

Director/Founders Shri Ram Legha
Company Size 1-100 Employees

Agenex Pricing & Plans

Silver

Calculated Price

1000 ₹2000
SAVE UPTO 50%
Exclusive of all taxes
    • Quantity

      Quantity
      Quantity
    • Yearly

      Yearly
      Yearly

Key Features

  • Up to 150 policies

  • Insurance accounting (basic)

  • Basic dashboard

  • 2 Employee Accounts

  • WhatsApp + SMS reminders

Gold

Calculated Price

1500 ₹3000
SAVE UPTO 50%
Exclusive of all taxes
    • Quantity

      Quantity
      Quantity
    • Yearly

      Yearly
      Yearly

Key Features

  • Up to 800 policies

  • Insurance accounting (basic)

  • Basic dashboard

  • 2 Employee Accounts

  • WhatsApp + SMS reminders

Diamond

Calculated Price

2500 ₹5000
SAVE UPTO 50%
Exclusive of all taxes
    • Quantity

      Quantity
      Quantity
    • Yearly

      Yearly
      Yearly

Key Features

  • Up to 1,500 policies

  • Accounting Pro — advanced

  • Premium dashboard

  • 2 Employee Accounts

  • WhatsApp + SMS reminders

Platinum

Calculated Price

3500 ₹7000
SAVE UPTO 50%
Exclusive of all taxes
    • Quantity

      Quantity
      Quantity
    • Yearly

      Yearly
      Yearly

Key Features

  • Up to 3,000 policies

  • Accounting Pro — advanced

  • Premium dashboard

  • 2 Employee Accounts

  • WhatsApp + SMS reminders

Agenex Features

  • icon_check Customer Management
    Manage searchable customer profiles with contact details, policies, documents, ledgers and communication.
  • icon_check Vehicle Policy Management
    Track insurance, PUC, fitness, tax, permits and other vehicle expiry dates in one place.
  • icon_check WhatsApp Automation
    Send automated renewal, payment, birthday and festival reminders through WhatsApp.
  • icon_check Document Scanner
    Extract customer, vehicle, premium and expiry data from policy PDFs, photos and screenshots automatically.
  • icon_check Insurance Management
    Track health coverage, riders, top-ups, renewals and family or individual policies.
  • icon_check Commission Management
    Automatically calculate commissions and track pending, received and broker payments.
  • icon_check Task Management
    Organize daily callbacks, follow-ups, payment collections and renewal tasks in one list.
  • icon_check Lead Prioritization
    Rank leads by urgency, premium size, payment history and cross-sell potential.
  • icon_check Renewal Tracking
    Track upcoming renewals and monitor renewal ratios to reduce policy lapses.
  • icon_check Customer Ledger
    Track customer credit, debit, partial payments, outstanding dues and receivables.
  • icon_check Reports & Analytics
    Generate commission, dues, follow-up, renewal, income and payment collection reports.
  • icon_check RC & E-Challan Verification
    Verify vehicle RC details, insurance status, fitness and pending e-challans through Vahan.
  • icon_check Customer Self-Service Portal
    Let customers access policy information, documents and renewal-related services themselves.
  • icon_check Accounting & Day-Book
    Record daily transactions, income, expenses, deposits and withdrawals with searchable records.
  • icon_check POSP Management
    Manage sub-agents, commission splits, individual logins and monthly statements.

Agenex Specification

Supported Platforms
Windows Windows Android Android MacOS MacOS
Devices
Desktop Desktop Mobile Mobile
Deployment
Web-Based Web-Based
Suitable For
Insurance
Business Specific
All Businesses
Business Size
Small Business Medium Business Enterprises SMBs SMEs
Customer Support
Phone Email Forums
Language
English
Training Resources
Live Online Documentation Videos

Explore the Best Alternative Solutions Similar to Your Business Size and Needs

Agenex Review

Be the First to Review

This product has no reviews yet. Be the first to leave your feedback.

Add Review

Compare Agenex With other Insurance Management Software

Products
Ratings
Pricing
Device Supported
Deployment
Supported Platforms
  • img

    Agenex

  • ₹ 1000.00 excl. GST

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    SmartAgent

  • ₹ 999

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Applied Epic

  • 4.0

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    IMD.Mitra

  • 4.9

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    BimaGrow

  • 4.2

  • ₹ 2999

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Turtlemint

  • 4.3

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    A1 Tracker

  • 4.3

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    BriteCore

  • 4.1

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Insurity

  • 3.9

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Bimabook

  • 4.4

  • ₹ 2999

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

(0) Product(s) selected

Agenex Alternatives

See All Agenex Alternatives

Available

Price on Request

Available

Price on Request

Available

Price on Request

Available

Price on Request

Available

Price on Request

Starting Price:

₹10,000 /Year

Articles for Agenex

See All Related Articles

20,000+ Software Listed

Best Price Guranteed

Free Expert Consultation

2M+ Happy Customers

Terms and Condtions

close

Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.