Insurance broker software comparison India 2026

Insurance brokers in India need different tools than solo agents — team management, lead distribution, compliance tracking, and multi-broker dashboards. This guide compares the top insurance broker software options for 2026.

Key features brokers need

• Team management: Role-based access, agent performance tracking, territory assignment
• Client database: Unified client record across all lines (life, health, motor)
• Renewal tracking: Centralized dashboard for all client renewals
• Commission management: Agent-wise commission tracking and splits
• Reports: Business reports, IRDAI compliance, persistency tracking

Top insurance broker software in India

• InsuredBoard: Team dashboards, renewal tracking, WhatsApp reminders, PWA mobile. ₹199/month per team.
• Zoho CRM: Customizable but requires building insurance modules from scratch. ₹1,200+/month.
• Salesforce: Enterprise-grade but overkill and expensive for Indian brokers.
• Excel + WhatsApp: Free but does not scale beyond 20-30 clients.

For Indian insurance brokers, InsuredBoard offers the best balance of insurance-specific features and affordable pricing. Start with the free plan and upgrade as your team grows.