Manage your entire insurance business from one dashboard
InsuredBoard helps brokers and agents manage customers, policies, renewals, agents and documents — all in one simple, mobile-first platform. Ditch the spreadsheets and never miss a renewal again.
1,248
Customers
3,902
Policies
27
Due soon
Anita Desai
Health · Star Health
Vikram Rao
Motor · ICICI Lombard
Meera Nair
Life · HDFC Life
Sahil Khan
Travel · TATA AIG
Manage every policy type
All-in-one
dashboard for your agency
5 min
to set up and start
100%
mobile-first, works anywhere
Zero
missed renewals
Up and running in 4 simple steps
Add your customers
Import or add your clients in seconds. All their details, searchable in one place.
Add their policies
Attach policies, premiums, documents and coverage details to each customer.
Track renewals
See what's due, get reminders, and follow up before any policy lapses.
Grow your book
Manage agents, commissions and reports — and scale your agency with clarity.
Everything you need to manage your book
Powerful tools designed specifically for insurance brokers and agents.
Customer management
Store every client's details, contacts and history in one organised, searchable place.
Policy tracking
Manage all policy types — life, health, motor, travel and more — with documents and premiums.
Renewal reminders
Automatic alerts for upcoming and due renewals so you never lose a client to a lapse.
Secure KYC & documents
Upload and store KYC and policy documents with private, access-controlled storage.
Agents & staff
Add your team and sub-agents, assign clients, and track who manages what.
WhatsApp & SMS
Reach customers with built-in messaging for reminders, renewals and updates.
Reports & insights
See your portfolio, renewals and performance at a glance with clear dashboards.
Mobile-first
Run your entire business from your phone — built for brokers on the move.
Stop juggling spreadsheets
See the difference InsuredBoard makes to your day.
The old way — manual & messy
- Customer data scattered across spreadsheets & WhatsApp
- Renewals missed because nothing reminds you
- Documents lost in phone galleries and email
- No idea how your agents or commissions are doing
- Hours wasted on manual follow-ups and data entry
The InsuredBoard way — simple & smart
- Every customer & policy in one secure dashboard
- Automatic renewal alerts — never miss a due date
- KYC & policy documents stored safely per client
- Track agents, commissions and reports in real time
- Automate reminders and save hours every week
Made for the way brokers actually work
Affordable
Honest pricing built for small brokers and individual agents — no enterprise bloat.
Simple to use
Clean, intuitive design. Set up in minutes with no steep learning curve.
Secure & reliable
Access-controlled document storage and secure authentication for peace of mind.
Saves you time
Automation handles the busywork so you can focus on selling and serving clients.
Loved by brokers & agents
“I used to track everything in Excel and still missed renewals. With InsuredBoard, every policy and reminder is in one place. My renewals are up and clients are happier.”
“Adding customers and policies is so quick, and I can do it all from my phone. The renewal alerts alone have paid for the subscription many times over.”
“Managing my sub-agents and their commissions used to be a headache. Now I see everything in one dashboard. It's exactly what a small agency needs.”
Simple, honest pricing
Start free. Upgrade when you're ready to grow.
Free
₹0 forever
- Manage up to 25 customers
- Policy & renewal tracking
- Renewal reminders
- Mobile access
Pro
₹2,000 / year
- Unlimited customers & policies
- Agents, staff & commissions
- WhatsApp & SMS reminders
- Secure KYC & document storage
- Reports & insights
- Priority support
Prices shown are examples — update them to match your plans.
Have a question? Let's talk.
Want a demo, have a question about plans, or need help getting started? Send us a message and our team will get back to you.
- Emailhello@insuredboard.com
- PhoneMon–Sat, 10am–6pm
- Built for IndiaServing brokers & agents nationwide
Send us a message
We usually reply within one business day.
Ready to simplify your insurance business?
Join brokers and agents who manage their entire book with InsuredBoard. Get started in minutes — it's free.
Get started freeFrequently asked questions
What is InsuredBoard?+
InsuredBoard is a simple, mobile-first insurance management software (CRM) that helps brokers and agents manage customers, policies, renewals, agents, commissions and documents in one place.
Who is InsuredBoard for?+
It's built for independent insurance brokers, small agencies and individual agents who want an affordable, easy alternative to spreadsheets and complex legacy software.
Can I use InsuredBoard on my phone?+
Yes. InsuredBoard is mobile-first and works great on phones, tablets and desktops, so you can manage your business from anywhere.
Does it support all insurance types?+
Yes — you can manage life, health, motor, travel, home and other policy types, all from a single dashboard.
How do I get started?+
Click Get Started to create your account, add your customers and policies, and you'll be up and running in minutes.