Customer management
Store every client's details, contacts and history in one organised, searchable place.
Policy tracking
Attach policies, premiums, coverage details and documents to each customer record.
Renewal tracking
See upcoming and overdue renewals in one place — follow up before any policy lapses.
Secure KYC & documents
Upload and store KYC and policy documents with private, access-controlled storage.
Agents & staff
Add your team and sub-agents, assign clients, and track who manages what.
One-tap WhatsApp
Open WhatsApp with a pre-filled renewal message — no copy-paste from spreadsheets.
Dashboard at a glance
See client count, policy count, and renewal buckets on your home screen.
Mobile-first PWA
Works on your phone — add InsuredBoard to your home screen. No app store download required.
CSV customer import
Bring your existing client list in quickly with a simple CSV import on supported plans.
Custom reminder templates
Create WhatsApp renewal message templates by policy category for faster follow-ups.
Compare plans and limits on our pricing page, or read how InsuredBoard works on the homepage.