Overview
Agenex is a cloud-based agency management and CRM platform for Indian insurance agents, POSPs (Point of Sale Persons), and Bima agents covering motor, life, health, general, marine, travel, crop, liability, and pet insurance lines. The product targets individual agents and small agencies who manage policy portfolios across multiple carriers and insurance types.
The platform delivers AI-powered policy document OCR, automated vehicle registration verification through the Indian government Vahan API, multi-language WhatsApp renewal reminders, and centralized commission dashboards for over 30 Indian insurers. It is delivered as a SaaS subscription with a free Android mobile app, priced in annual tiers by policy count from INR 999 per year.
The company, operating under Apna Infotech, serves agents across all 28 Indian states. No external funding has been disclosed; the business appears bootstrapped.
Products & Services
AI Policy Scanner
Document OCR tool that extracts data from insurance policy PDFs and photos with 99%+ accuracy. Processes documents in approximately 2 seconds and prefills forms automatically.
Key Features
- PDF and photo document extraction
- Driving license data capture
- Automatic form prefill from extracted data
Target Users: Agents importing and managing existing policy records
Vahan Integration and RC Verification
Automated vehicle registration certificate lookup and e-challan checking via the Indian Vahan API. Each RC verification is priced at INR 5 per check.
Key Features
- RC data retrieval and auto-fill
- E-challan status lookup
- Per-check billing model
Target Users: Motor insurance agents
WhatsApp Renewal Automation
Client communication system for renewal reminders delivered over WhatsApp in ten Indian languages: Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam, and Assamese.
Key Features
- Multi-language automated reminders
- Renewal pipeline scheduling
- Multi-insurer messaging support
Target Users: Agents managing client renewal cycles across language-diverse markets
Commission Tracking
Commission aggregation dashboard covering 30+ Indian insurers, with support for sub-agent hierarchy and multi-tier commission structures.
Key Features
- Multi-insurer commission consolidation
- Sub-agent and POSP hierarchy management
- Commission reporting and reconciliation
Target Users: Independent agents and POSP network operators
Cloud CRM and Document Vault
Client database, policy repository, and document storage with role-based access control and team accounts.
Key Features
- Multi-line policy management
- Document vault with AES-256 encryption
- Daily automated backups
Target Users: Agencies and agents managing multi-line client books
Mobile App and Agent Website Builder
Free Android application with offline access, paired with a customizable personal agent website builder.
Key Features
- Offline data capability
- Agent microsite generation
- Mobile-first interface
Target Users: Field agents and independent POSPs
At a Glance
- Headquarters
- India
- Employees
- 11-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agent CRM Agency Management Document Management
- Insurance Verticals
- Life & Annuity P&C Personal P&C Commercial Health
- Target Customers
- Agents/Agencies
Links
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Last updated: 2026-07-11