Agenex - insurance Agent CRM
Android app by APNA INFOTECH. Business · APNA INFOTECH
- Store rating
- Unknown
- Store rating count
- Unknown
- Download price
- Free to download
- In-app purchases
- Not listed in captured metadata
- Version
- 1.3.4
- Listing last refreshed
- 2026-09-18
View the original store listing
Store description excerpt
Agenex – Best Insurance CRM App for Insurance Agents & POSP Advisors in India AI-powered insurance management app for insurance agents, POSP advisors, insurance brokers, motor insurance agents, LIC agents, health insurance agents, and financial consultants across India. Manage customers, vehicle insurance renewals, health & life policy tracking, commissions, WhatsApp reminders, business accounting, and reports — all from one smart platform. ━━━━━━━━━━━━━━━━━━━━━━ 🤖 AI-POWERED PDF DATA EXTRACTION ━━━━━━━━━━━━━━━━━━━━━━ Upload any insurance policy PDF — Agenex AI automatically reads and fills customer name, vehicle number, premium amount, policy expiry date, and insurer details in seconds. No manual typing. Save hours every day. ━━━━━━━━━━━━━━━━━━━━━━ 🔔 AUTOMATIC RENEWAL REMINDER SYSTEM ━━━━━━━━━━━━━━━━━━━━━━ Never miss a policy renewal or service due date: • Vehicle insurance renewal reminders • Health & life insurance renewal alerts • Fitness certificate expiry tracking • RC renewal reminders • National Permit (N Permit) expiry alerts • Driving licence renewal reminders • Due payment follow-ups • PUC reminders ━━━━━━━━━━━━━━━━━━━━━━ 💬 WHATSAPP AUTOMATION FOR INSURANCE AGENTS ━━━━━━━━━━━━━━━━━━━━━━ Send automatic WhatsApp messages directly from the app: • Policy renewal alerts to customers • Due payment reminders • Birthday wishes • Policy due date notifications • Customer follow-up Improve retention. Save time. Grow faster. ━━━━━━━━━━━━━━━━━━━━━━ 👥 COMPLETE CUSTOMER & POLICY MANAGEMENT ━━━━━━━━━━━━━━━━━━━━━━ Access complete customer profile in one tap: • All policies (vehicle, health, life, general) • Customer ledger & pending payment history • WhatsApp alert • Policy documents & photos ━━━━━━━━━━━━━━━━━━━━━━ 📊 INSURANCE BUSINESS ACCOUNTING SOFTWARE ━━━━━━━━━━━━━━━━━━━━━━ Complete financial tracking for insurance professionals: • Customer ledger & agent commission ledger • Daily income & expense daybook • Commission reports & payout tracking • Premium collection records • Sub-agent & branch commission management • Company-wise & broker-wise payout reports ━━━━━━━━━━━━━━━━━━━━━━ 📱 SMART DASHBOARD ━━━━━━━━━━━━━━━━━━━━━━ Real-time business insights at a glance: • Today's policy expiries • This month's upcoming renewals • Pending tasks & follow-up reminders • Monthly service summary • Business performance reports ━━━━━━━━━━━━━━━━━━━━━━ 🛡️ MULTI-SERVICE INSURANCE MANAGEMENT ━━━━━━━━━━━━━━━━━━━━━━ Manage all services in one app: • Motor / Vehicle Insurance (Two-wheeler & Four-wheeler) • Health Insurance • Life Insurance & Term Plans • General Insurance • Driving Licence Renewal • RC Renewal • National Permit (N Permit) • Fitness Certificate • PUC Tracking • Tax Renewal ━━━━━━━━━━━━━━━━━━━━━━ 👨💼 STAFF & SUB-AGENT MANAGEMENT ━━━━━━━━━━━━━━━━━━━━━━ • Add staff with role-based permissions • Manage sub-agents and their policies • Branch-wise data separation • Agent-wise commission & ledger tracking ━━━━━━━━━━━━━━━━━━━━━━ 🌐 12 INDIAN L
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