InsuredBoard is a mobile-first insurance CRM for brokers and agents in India. It keeps clients, policies, renewals, and KYC documents in one place, with one-tap pre-filled WhatsApp reminders you send from your own number—not WhatsApp Business API. Start with a 7-day trial (75 active policies); CSV import is on paid plans. Starter is ₹199/month.
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
Works with every policy type you sell
All-in-one
place for your book
5 min
to set up and start
100%
mobile-ready, anywhere
Built-in
renewal tracking
Import or create client records in seconds. Find anyone instantly when you need them.
Link premiums, coverage, and documents to each client across every policy type you sell.
See overdue, due today, and upcoming in one list — then follow up before a policy lapses.
Manage sub-agents and staff, assign clients, and run the agency from one dashboard.
Built for insurance brokers and agents — not generic CRM busywork.
Explore all features →Guides: Blog · CRM for agents · Renewals · Life CRM · Broker software · Agent software · Agency management
Find any client in seconds — contacts, history, and notes in one searchable record.
Life, health, motor, travel and more — premiums and documents sit on every record.
Spot overdue and upcoming renewals early, then send a WhatsApp reminder in one tap.
Upload KYC and policy files once. Keep them private and easy to find when you need them.
Add sub-agents and staff, assign clients, and see who owns each relationship.
Open WhatsApp with a renewal message already written — no copy-paste from spreadsheets.
Open your home screen and see clients, policies, and renewal buckets instantly.
Mobile-first PWA — add InsuredBoard to your home screen. No app store required.
Less chasing files. More time closing renewals.
Clear plans for small agencies and independent agents — not enterprise bloat.
Set up in minutes. No steep learning curve, no IT project.
Private document storage and secure login so client data stays with your agency.
Renewal lists and one-tap WhatsApp cut busywork so you can focus on clients.
Illustrative examples of workflows we hear from Indian agents — not independently verified customer reviews.
“I tracked everything in Excel and still missed renewals. With InsuredBoard, every policy is in one place and I WhatsApp clients in one tap.”
“I add clients and policies from my phone in minutes. The renewal list alone has paid for the subscription many times over.”
“Managing sub-agents used to be a headache. Now I see clients and policies in one dashboard — exactly what a small agency needs.”
Start a 7-day trial. Upgrade when your book needs more room.
See full pricing →Prices shown yearly; billed monthly at the rate below each plan. Activate via WhatsApp after signup — usually within minutes.
See policy, agent, and staff limits before you pick a plan.
Need a demo, plan advice, or help getting started? Send a message — we usually reply within one business day.
Tell us about your agency — demos, plans, or getting started.
Join brokers and agents who already run their book on InsuredBoard. Set up in minutes — free to start.
Start free trialInsuredBoard is a mobile-first CRM for insurance brokers and agents. You manage clients, policies, renewals, your team, and documents in one place.
Independent brokers, small agencies, and individual agents who want a clear alternative to spreadsheets and heavy legacy software.
Yes. It works on phone, tablet, and desktop. Add it to your home screen as a PWA — no app store download.
Yes. Track life, health, motor, travel, home, and other policy types from one dashboard.
Create a free account, add your first clients and policies, and you're ready to track renewals in minutes.
Yes. KYC and policy documents sit in private, access-controlled storage. Only your agency team can see your data.
Try before you pay — 1 agent and 1 staff slot.
Free7 days
No card needed to start
For brokers building their book.
₹199/ month
₹2,400 / year
For growing agencies with a team.
₹699/ month
₹8,400 / year
For large agencies managing a full team.
₹1,299/ month
₹15,600 / year
| Feature | Starter₹2,400/yr₹199/mo | Pro₹8,400/yr₹699/mo | Business₹15,600/yr₹1,299/mo |
|---|---|---|---|
| Unlimited active policies | |||
| Active policy limit | 150 | — | — |
| Unlimited clients | |||
| Sub-agents / agents | 5 | 25 | 50 |
| Staff logins | 3 | 15 | |
| Renewal dashboard | |||
| One-tap WhatsApp reminder | |||
| KYC & policy documents | |||
| CSV customer import | |||
| Lead management | |||
| Commission tracking + CSV export | |||
| Works on mobile (PWA) | |||
| Priority support |
✓ = included · ✕ = not on this plan · Active policy cap counts live policies only (expired policies don't count). Lead management & commission tracking are on Pro & Business (also available during the free trial).
