---
description: Learn how Agenex can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Agenex Reviews, Pricing & Ratings | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/3083/insurance-crm/software) > [Agenex](/software/2142593/smart-agent-1)

# Agenex

Canonical: https://www.getapp.co.nz/software/2142593/smart-agent-1

> Agenex is a cloud-based customer relationship management platform designed for insurance agents in India. The software features artificial intelligence-powered document optical character recognition that extracts data from policy PDFs and photos, automatic registration certificate and policy data filling through Vahan database integration, and automated WhatsApp renewal reminders in ten Indian languages including Hindi, Tamil, Telugu, Bengali, Marathi, Gujarati, Kannada, Malayalam, and Punjabi.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of Agenex

Automates policy data entry and extraction with AI-powered OCR, enabling instant capture of information from PDFs, photos, and WhatsApp screenshots with high accuracy.
Streamlines client management through a unified CRM that supports unlimited profiles, multi-policy tracking, and secure document storage, accessible from any device.
Simplifies vehicle and driving license verification by integrating with the Vahan database, providing real-time RC and challan checks, and auto-filling policy details in seconds.
Enhances client engagement with automated WhatsApp reminders and greetings in ten Indian languages, covering policy renewals, birthdays, and service notifications.
Supports commission tracking and sub-agent management, offering automated calculations, payout reports, and network expansion tools for agencies of all sizes.

## 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.getapp.co.nz/directory/3083/insurance-crm/software)

## Links

- [View on GetApp](https://www.getapp.co.nz/software/2142593/smart-agent-1)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/smart-agent-1/> |
| en-AE | <https://www.getapp.ae/software/2142593/smart-agent-1> |
| en-AU | <https://www.getapp.com.au/software/2142593/smart-agent-1> |
| en-CA | <https://www.getapp.ca/software/2142593/smart-agent-1> |
| en-GB | <https://www.getapp.co.uk/software/2142593/smart-agent-1> |
| en-IE | <https://www.getapp.ie/software/2142593/smart-agent-1> |
| en-NZ | <https://www.getapp.co.nz/software/2142593/smart-agent-1> |
| en-SG | <https://www.getapp.sg/software/2142593/smart-agent-1> |
| en-ZA | <https://www.getapp.za.com/software/2142593/smart-agent-1> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp New Zealand has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.co.nz","url":"https://www.getapp.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.co.nz/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"Agenex","description":"Agenex is a cloud based customer relationship management software designed for insurance professionals in India. It supports motor, health, life, general, marine, travel, crop, liability and pet insurance portfolios on a unified digital platform accessible via desktop, tablet and mobile. The solution targets agents, point of sale personnel and RTO consultants working in smaller cities and provides a mobile first interface with multi language support. It replaces paper based registers, spreadsheets and multiple web portals with a centralized system that manages client profiles, policy histories and renewal schedules.\n\nThe platform leverages artificial intelligence for document processing and data extraction from policy PDFs, photographs and messaging app screenshots with high accuracy within two seconds. Integration with national vehicle and transport databases enables automatic retrieval of registration details for vehicles and real time verification of driving licences and challan records. The document parser handles driving licence endorsements for commercial and transport use cases. Policy data extraction populates customer name, vehicle registration, engine and chassis identifiers, premium figures and expiry dates automatically.\n\nA client relationship management module supports unlimited customer records, KYC information and policy inventories with search and filter capabilities. Commission tracking calculates earnings across insurer and product lines with detailed breakdowns and downloadable statements. A sub agent network module automates commission splits, performance monitoring and monthly reporting for distributed agency structures. Automated messaging delivers policy expiry reminders and client greetings in ten Indian languages via a popular messaging application at configured intervals.\n\nAdditional features include accounting ledgers for premium receivables and outstanding payments, business intelligence dashboards with renewal pipeline and insurer performance views, and a secure document vault protected by bank grade encryption. Role based access controls enable team and branch level management from a central administration console. The software operates as a browser based service with automatic synchronization and daily backups on local data centers, ensuring compliance with national data protection regulations. It includes a companion mobile application and a turnkey agent website for customer self service without manual deployment or hosting obligations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/3693fc7d-5daf-4477-b9a8-d622ff681cef.jpeg","url":"https://www.getapp.co.nz/software/2142593/smart-agent-1","@id":"https://www.getapp.co.nz/software/2142593/smart-agent-1#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.co.nz/#organization"},"offers":{"price":"999","@type":"Offer","priceCurrency":"INR"},"operatingSystem":"Cloud, Android"},{"@id":"https://www.getapp.co.nz/software/2142593/smart-agent-1#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Insurance CRM Software","position":2,"item":"/directory/3083/insurance-crm/software","@type":"ListItem"},{"name":"Agenex","position":3,"item":"/software/2142593/smart-agent-1","@type":"ListItem"}]}]}
</script>