Audience
insurance agent
About Agenex
Agenex is a cloud-based insurance CRM for independent insurance agents, POSP advisors, brokers and agencies in India. It brings client and policy records for motor, health, life and general insurance into a web dashboard and mobile apps. Agents can scan policy documents or photos to capture policy data, track renewals and vehicle-document expiries, and send scheduled WhatsApp and SMS reminders in 12 Indian languages. The platform also organizes leads and follow-ups, stores client documents, calculates insurer and sub-agent commissions, manages branch and staff access, and provides accounting, customer ledgers and downloadable reports. Vahan-linked vehicle registration and e-challan checks are available as separately billed usage services. Plans include a hosted agent website and mobile access. API access is available on the Platinum plan.
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NextAgency for Health & Life Insurance
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• Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships
• Marketing tools with email campaigns, drip marketing, and texts
• Automated insurance agency workflows
• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
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Pricing
Starting Price:
₹999/year
Pricing Details:
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:
Free Trial available.
Company Information
Apna Infotech
Founded: 2015
India
agenex.in/
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Product Details
Platforms Supported
Cloud
Android
Training
Live Online
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online
Agenex Frequently Asked Questions
Q: What kinds of users and organization types does Agenex work with?
Agenex works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Agenex support in their product?
Agenex supports these languages: English, Hindi, Punjabi, Gujarati, Marathi, Tamil, Telugu, Malayalam, and Bengali.
Q: What kind of support options does Agenex offer?
Agenex offers support via phone support, 24/7 live support, and online.
Q: What other applications or services does Agenex integrate with?
Agenex integrates with: WhatsApp.
Q: Does Agenex have an API?
Yes, Agenex has an API.
Q: Does Agenex have a mobile app?
Yes, Agenex has a mobile app for Android.
Q: What type of training does Agenex provide?
Agenex provides training in the form of live online, webinars, and videos.
Q: Does Agenex offer a free trial?
Yes, Agenex offers a free trial.
Q: How much does Agenex cost?
Pricing for Agenex starts at ₹999/year.
