InsuredBoard vs Zoho CRM for insurance agents

Zoho CRM is a popular general-purpose CRM — but is it the right choice for insurance agents in India? This comparison breaks down the key differences between InsuredBoard (built for insurance) and Zoho CRM (a general business tool).

Insurance-specific features

InsuredBoard is purpose-built for Indian insurance agents. It has:

• Policy-level tracking with renewal dates and commission tracking
• Built-in WhatsApp renewal reminders
• Multi-line support (life, health, motor) on one client record
• Renewal dashboard sorted by urgency
• PWA mobile app — works offline on any phone

What Zoho CRM offers

Zoho CRM is a powerful general-purpose tool with contacts, deals, and automation — but it lacks insurance-specific features. You would need to:

• Build custom modules for policies and renewals
• Integrate a third-party WhatsApp tool
• Pay for add-ons that insurance agents do not need (sales pipelines, email campaigns)

Pricing comparison

Zoho CRM starts at ₹600/month per user for the basic plan. Insurance-specific features require the Professional plan (₹1,200+/month). InsuredBoard starts free and scales to ₹199/month — built specifically for insurance.