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

From LIC application to first policy — what it takes, the training, the exam, and what a LIC agent's day actually looks like in 2026.

How to Become an HDFC Life Agent — Requirements & Process

Requirements, steps, and what to expect when joining HDFC Life as an insurance agent in India — from application to your first commission.

Insurance Agent Salary India — How Much Do Insurance Agents Earn in 2026?

Insurance agent salary in India ranges from ₹10,000 to ₹5,00,000+/month depending on experience, insurer, and client book size. Learn the commission structure and tips to increase your 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.

How to Create a Client Profile in an Insurance CRM

Every field that matters in an insurance client profile — name, mobile, KYC notes, policy list, documents — and how to set it up in under 2 minutes.

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.

Track Life, Health & Motor Policies in One CRM

How multi-line Indian agents keep life, health, and motor policies on one client record — with one renewal list and cleaner follow-ups.

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.

Best Free Insurance CRM for Agents in India — 2026 Comparison

Comparing the best free insurance CRM options for Indian agents — feature limits, client caps, renewal tracking, and when to upgrade to a paid plan.

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.

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.