---
description: Review of Agenex Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Agenex | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/342/insurance-crm/software) > [Agenex](/software/544011/Smart-Agent)

# Agenex

Canonical: https://www.softwareadvice.ie/software/544011/Smart-Agent

> 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.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Apna Infotech

## Commercial Context

- **Starting Price**: ₹999.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile)
- **Supported Languages**: English, Hindi
- **Available Countries**: India

## Features

- Activity Dashboard
- Calendar/Reminder System
- Contact Management
- Customer Database
- Data Import/Export
- For Insurance Industry
- Insurance Management
- Lead Capture
- Lead Management
- Mobile Access
- Sales Activity Management
- Sales Pipeline Management
- Workflow Management

## Support Options

- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Insurance CRM Software](https://www.softwareadvice.ie/directory/342/insurance-crm/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/544011/Smart-Agent)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/544011-Smart-Agent/> |
| en-AU | <https://www.softwareadvice.com.au/software/544011/Smart-Agent> |
| en-GB | <https://www.softwareadvice.co.uk/software/544011/Smart-Agent> |
| en-IE | <https://www.softwareadvice.ie/software/544011/Smart-Agent> |
| en-NZ | <https://www.softwareadvice.co.nz/software/544011/Smart-Agent> |

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