What is Agenex?

Agenex is a cloud-based CRM tailored for independent insurance agents, POSP advisors, brokers, and agencies in India. This state-of-the-art platform merges client and policy data for motor, health, life, and general insurance into a user-friendly web dashboard and mobile apps. Agents can effortlessly scan policy documents or take photos to retrieve policy details, track renewal dates and expiration of vehicle documents, and send reminders via WhatsApp and SMS in twelve different languages spoken in India. Moreover, the system adeptly organizes leads and follow-ups, securely stores client documents, calculates commissions for insurers and sub-agents, oversees access for branches and personnel, and provides tools for accounting, customer ledgers, and downloadable reports. In addition, Agenex offers Vahan-connected services like vehicle registration and e-challan checks as optional paid services. Users also gain the advantage of a hosted agent website and mobile access, with API integration reserved for the Platinum plan. This comprehensive approach not only simplifies the insurance process but also empowers agents to enhance their operational efficiency. By incorporating modern technology, Agenex positions itself as an essential partner in the evolving landscape of the insurance industry.

Pricing

Price Starts At:
₹999/year
Price Overview:
The Silver plan is ₹999/year for the first year. GST is included. Vehicle registration and e-challan checks are billed separately, and renewal pricing may vary.
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Agenex provides an API

Screenshots and Video

Get Started

Company Facts

Company Name:
Apna Infotech
Date Founded:
2015
Company Location:
India
Company Website:
agenex.in/

Product Details

Deployment
SaaS
Android
Training Options
Online Training
Webinars
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
Hindi
Punjabi
Gujarati
Marathi
Tamil
Telugu
Malayalam
Bengali

Agenex Categories and Features