Customer management
Find any client in seconds — contacts, history, and notes in one searchable record.
Policy tracking
Link premiums, coverage, and documents to each client across every policy type you sell.
Renewal tracking
See what's overdue, due today, and coming up — then follow up before a policy lapses.
Secure KYC & documents
Upload KYC and policy files once. Keep them private and easy to find when you need them.
Agents & staff
Add sub-agents and staff, assign clients, and see who owns each relationship.
One-tap WhatsApp
Open WhatsApp with a renewal message already written — no copy-paste from spreadsheets.
Dashboard at a glance
Open your home screen and see client counts, policies, and renewal buckets instantly.
Works on your phone
Mobile-first PWA — add InsuredBoard to your home screen. No app store required.
CSV customer import
Bring your existing client list over in minutes with a simple CSV import on supported plans.
Custom reminder templates
Save WhatsApp templates by policy type so every renewal follow-up takes seconds.
Compare plans and limits on our pricing page, or see how InsuredBoard works in four steps.