Are these guides free to read?

Yes. Every blog post is free — no signup or paywall. We add new guides regularly based on questions from Indian insurance agents.

Do you offer consulting or coaching for agents?

We focus on software (InsuredBoard CRM). For specific consulting or coaching, reach out via our contact page and we'll recommend trusted partners.

InsuredBoard blog

Guides for agents and brokers

Short, practical articles on CRM setup, renewals, WhatsApp follow-ups, and running a cleaner book — written for insurance agents in India.

Featured guide

2026-08-01

How to Become an Insurance Agent in India (2026 Guide)

Step-by-step guide to becoming an insurance agent in India — IRDAI license, exam prep, documentation, choosing a life or general insurer, and your first client.

More guides

How to Become a LIC Agent — Complete Step-by-Step Guide

Complete guide to becoming a LIC agent in India in 2026 — IRDAI exam, 50-hour training, online registration, commission structure, and how much LIC agents earn. Start your LIC agent career step by step.

How to Become an HDFC Life Agent in India (2026)

Become an HDFC Life agent in India — requirements, application steps, training, and what to expect before your first commission in 2026.

Insurance Agent Salary India 2026 — Earnings & Commission

Insurance agent salary in India 2026: beginner to top earner ranges, first-year vs renewal commission, persistency bonuses, and how agents grow income.

IRDAI Exam Study Material — Free Notes, Syllabus & Preparation Tips for Agents

Free IRDAI exam study material for insurance agents. Complete syllabus, notes, preparation tips, and mock tests for IRDAI Licensing Exam for life and general insurance.

How to Build an Insurance Client Book from Scratch

Practical strategies for building your insurance client book from zero — prospecting, first clients, referral systems, and growing to 100+ active policies.

Insurance Agent Targets Explained — How Targets Work and How to Hit Them

Insurance agent targets are the monthly or quarterly goals set by insurers for new business, renewals, and persistency. Learn how targets work and how to consistently hit them.

How to Use a Life Insurance Premium Calculator — Complete Guide

Learn how to use a life insurance premium calculator to estimate your annual premium — inputs needed, how term/endowment/ULIP calculators work, and common mistakes to avoid.

How to Calculate LIC Premium Online — Step by Step

Calculate LIC premium online for term plans, endowment policies, and ULIPs — what data you need, where to find it, and how to verify the quote.

How to Set Up WhatsApp Renewal Reminders for Your Insurance Book

Complete setup guide for WhatsApp renewal reminders — when to send, what to say, message templates, and how to track delivery and response without switching apps.

Excel migrationGetting started

2026-09-08

How to Import Your Excel Book into an Insurance CRM in 7 Steps

Step-by-step migration from Excel to insurance CRM — which columns to import first, how to map fields, and how to verify your data before deleting the old sheet.

Client Profile Insurance CRM — How to Set Up Client Records

Client profile insurance CRM guide: name, mobile, KYC notes, policy list, and documents — set up in under 2 minutes for Indian agents.

How to Track Insurance Policy Persistency — Complete Guide for Agents

Track your insurance policy persistency ratio step by step — what persistency means, why IRDAI cares, how to calculate it, and tools to monitor it monthly.

How to Send Bulk Renewal Reminders to Insurance Clients

Send bulk renewal reminders to hundreds of clients without spam filters — WhatsApp bulk message rules, message templates, personalization, and compliance.

How to Use a PWA Insurance App on Android and iPhone

Add InsuredBoard to your home screen — no app store. Step-by-step setup for Android and iPhone, offline mode tips, and why a PWA is better than a native app for agents.

How to Manage Renewals Across a Multi-Agent Team

Agency owner's guide to managing renewals across multiple agents — visibility without micromanaging, ownership rules, and dashboards that scale.

How to Improve Your Insurance Persistency Ratio — Agent Guide

Practical tips to improve your insurance persistency ratio — from the first follow-up timing to client education, premium reminders, and tracking your progress monthly.

How to Store and Organize Insurance Documents (KYC, Policies, Claims)

Organize insurance documents digitally — KYC scans, policy PDFs, endorsements, and claim documents. Folder structure, naming conventions, and CRM storage.

How to Use Insurance CRM for Client Onboarding — Step by Step

Onboard new insurance clients faster with a CRM — from first meeting to policy issuance, KYC upload, and first renewal reminder. A 5-step checklist.

How to Manage Insurance Leads and Convert More Clients

From lead capture to policy issuance — how to manage insurance leads, follow up systematically, and convert more prospects without being pushy.

How to Track Insurance Commissions and Earnings

Track your insurance commissions accurately — commission structures by insurer, persistency bonuses, first-year vs renewal commission, and simple tracking methods.

Excel migrationGetting started

2026-07-19

How to Replace Excel for Insurance Client Tracking (India)

Step-by-step guide for Indian agents: when Excel fails, what to migrate first, and how to switch to an insurance CRM without losing renewals.

InsuredBoard vs Zoho CRM for Insurance Agents — Honest Comparison

Side-by-side comparison of InsuredBoard and Zoho CRM for Indian insurance agents — insurance-specific features, pricing, mobile experience, and which fits your book.

InsuredBoard vs Agenex vs InsuranceDesk — Honest Insurance CRM Comparison

When a photo-to-policy CRM, a 30-day trial, or a PWA renewal list is the right fit for Indian agents. Dated observations from 17 September 2026 — confirm competitor sites before you buy.

Best Free Insurance CRM for Agents in India (2026)

Free insurance CRM India: trial vs forever-free options for agents. What you need (renewals, WhatsApp), honest limits, and when InsuredBoard’s 7-day / 75-policy trial is the better start.

Insurance Agent Software: Free vs Paid — What's the Real Difference?

Free vs paid insurance agent software — feature gaps, client limits, support quality, and when it's worth upgrading from a free plan to a paid CRM.

Solo CRM vs Agency Management Software — When to Upgrade

When a solo insurance CRM is enough and when you need agency management software — decision framework for agents growing into team owners.

Excel migrationGetting started

2026-10-28

Excel vs Insurance CRM — 7 Signs It's Time to Switch

Seven concrete signs that your Excel-based insurance tracking is costing you renewals — and a simple decision framework for when to make the switch.

Insurance Broker Software Comparison India 2026 — Top Picks

Comparing insurance broker software in India for 2026 — features, pricing, team limits, mobile support, and which tools fit solo brokers vs growing agencies.

InsuredBoard vs InsureCRM (Fronseye) — Honest Comparison for Agents

InsuredBoard vs Fronseye InsureCRM for Indian agents — OCR on Pro, apps, commission claims vs PWA, trial, and calculator. Watch Damco InsuraCRM name collision. Observations dated 19 September 2026.

Best Insurance Agent Apps India 2026 — Criteria Comparison (Not a Ranking)

Criteria table for LIC Super Sales Saathi, Excel, WhatsApp, Zoho, Agenex, InsuranceDesk, InsureCRM, PolicyTracker, TatvaCRM, and InsuredBoard. Dated 19 September 2026 — confirm competitor sites.

LIC Agent vs POSP — Career Path, Income Model & CRM Jobs

LIC agent vs POSP in India — appointment path, product mix, persistency vs multi-insurer renewals, and which CRM job each path needs. Links to LIC and POSP CRM guides.

GST & TDS for Insurance Agents in India — What to Track in Your CRM

Informational overview of GST and TDS themes for Indian insurance agents — and why a CRM should keep invoices and policy dates, not replace a CA for tax filing.

DPDP Act for Insurance Agents — Client Phone & Policy Data Basics

Practical DPDP Act basics for Indian insurance agents who hold client phones and policy data — consent, purpose, retention, and how InsuredBoard privacy fits. Not legal advice.

WhatsApp Policy Renewal Reminders for Insurance Agents

Timing, message templates, and a simple system so Indian agents send WhatsApp renewal reminders without copy-paste from spreadsheets.

How to Choose an Insurance CRM in India (2026 Checklist)

A practical checklist for brokers and agents comparing insurance CRM software in India — mobile use, renewals, WhatsApp, INR pricing, and team seats.

Part-Time vs Full-Time Insurance Agent — Which Is Right for You?

Should you become a part-time or full-time insurance agent in India? Compare income potential, time commitment, pros and cons, and decide which path is right for you.