Legal entity & contact
InsuredBoard is operated by InsuredBoard Technologies Private Limited, India. For product questions, sales, or press: hello@insuredboard.com. You can also use our contact page.
What the product does — and does not do
Does: client records with policies attached; renewal lists (overdue / today / upcoming); document storage for KYC and policy PDFs; team/sub-agent access on paid plans; one-tap pre-filled WhatsApp from your number; CSV import on paid plans; mobile-first PWA (add to home screen).
Does not: WhatsApp Business API bulk send; OCR that invents fields from photos; Vahan / RC vehicle lookup; a native Play Store listing; insurer portal login; fabricated awards, #1 badges, or fake star ratings.
Our story
InsuredBoard started from a simple observation: Indian insurance brokers and agents spend more time managing tools than selling policies. We watched friends juggle WhatsApp threads, Excel sheets, paper files, and half-a-dozen logins — and we asked what would happen if all of that lived in one place designed around how they actually work.
The answer is InsuredBoard: a mobile-first dashboard for clients, policies, renewals, and team — built in India, for Indian agents, priced in INR.
Experience basis
The product is shaped by direct experience with insurance distribution back-office work in India — how agents chase renewals, keep KYC next to the client, and message from their own phone. We do not invent third-party awards or ranking badges. Claims on this site stay limited to features that ship in the product today.
Our mission
We believe every broker deserves software that respects their time. That means: no weekly training calls, no enterprise contracts, no US-only payment methods. Set up in minutes, use on your phone, and spend more time with clients than with spreadsheets.
Who we serve
InsuredBoard is built for:
- Independent brokers managing their own book of business across life, health, motor, and other lines
- Small agencies with sub-agents and office staff who need role-based access and agency-wide visibility
- Solo agents who need renewal tracking and WhatsApp follow-ups from their phone — not a desktop app
- Life insurance specialists who need premium due dates, persistency tracking, and policy documents in one place
What we believe
- Simple beats complex — you should learn the software in minutes, not weeks. No onboarding calls, no certification.
- Mobile-first matters — you work in the field; your tools should work on your phone.
- Renewals are revenue — clear tracking and one-tap reminders help you follow up before policies lapse.
- Your data stays yours — client records and documents stay private to your agency. We don't sell or share data.
- Priced for India — INR billing, UPI support, plans that make sense for agents earning commission.
How agents describe the switch
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.” — Rajesh Kumar, Insurance Agent, Surat
- “I add clients and policies from my phone in minutes. The renewal list alone has paid for the subscription many times over.” — Priya Sharma, Broker, Pune
- “Managing sub-agents used to be a headache. Now I see clients and policies in one dashboard — exactly what a small agency needs.” — Amit Verma, Agency Owner, Ahmedabad
Our commitment
We're a small team with a narrow focus: make the best renewal and client management tool for Indian insurance professionals. Every feature we ship is driven by real feedback from real brokers — not investor roadmaps or feature checklists copied from US CRMs.
Get in touch
Questions about InsuredBoard? Want to see a demo or talk about plans? Email us at hello@insuredboard.com or use our contact page. We usually reply within one business day. You can also chat on WhatsApp for quick questions.