Solo CRM vs agency management software

Most insurance agents start with a solo CRM — a simple tool to track clients and renewals. But as your book grows or you hire a team, you will outgrow it. This guide helps you decide when to upgrade to agency management software.

Solo CRM

• Best for: Solo agents with 10-100 clients
• Features: Client profiles, policy tracking, renewal reminders
• Pricing: Free to ₹299/month

Agency management software

• Best for: Agencies with 2+ agents, 100+ clients
• Features: Team roles, agent dashboards, commission tracking, lead assignment
• Pricing: ₹499-₹2,000/month per team

InsuredBoard handles both solo agents and agency owners — start free as a solo agent, then upgrade to team mode when you hire.