Why a purpose-built CRM matters
Generic CRMs treat every client the same. Insurance clients have a different lifecycle: policy issue → premium due → renewal → lapse → reissue. Each step has its own dates, documents, and follow-ups.
InsuredBoard is built around that lifecycle — not a generic contact manager with insurance fields bolted on. Every feature is designed to reduce the admin between selling a policy and collecting the renewal.
Feature deep-dives
Client records
One profile per person with every policy, note, and document you service for them.
Open page →Policy tracking
Life, health, and motor lines with due dates that feed the renewal board.
Open page →Documents
KYC and policy PDFs on the client — file storage, not OCR.
Open page →Team
Agent seats, assignments, and renewal visibility for small agencies.
Open page →CSV import
Move Excel rows on paid plans after you prove the renewal habit on trial.
Open page →Commission tracking
Pending vs paid, NB vs renewal, agent shares, CSV — Pro & Business (on trial too).
Open page →Lead management
Stages, tags, follow-ups, convert to customer — Pro & Business (on trial too).
Open page →Features overview
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.
Lead management
Prospects with stages, tags, follow-ups, and one-tap convert — Pro & Business (included on trial).
Commission tracking
Expected vs pending vs paid, NB vs renewal, agent shares, dashboard Pending ₹, CSV export — Pro & Business (owner Commission page; included on trial).
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.
Built around the Indian agent workflow
Most insurance software in India is built for the insurer's admin team — not the agent. InsuredBoard flips that:
- Mobile-first — add a client, update a phone number, or send a renewal reminder from your phone between meetings.
- WhatsApp native — send renewal reminders directly from the app. No copy-paste from a spreadsheet, no third-party tool.
- INR pricing — plans in rupees, UPI payments, GST invoices. No dollar pricing surprises.
- Hindi + English — interface and WhatsApp templates available in both languages.
Who uses each feature
- Solo agents use client management, renewal tracking, WhatsApp reminders, and document storage as their daily toolkit.
- Small agencies add team roles, agent assignment, and agency-wide renewal visibility so the owner sees everything and agents see only their own clients.
- Life insurance specialists rely heavily on premium due date tracking, persistency monitoring, and policy document management — all in the same client record.
- General insurance agents use motor and health policy tracking alongside multi-line renewals, with instant WhatsApp reminders to clients before expiry.
What InsuredBoard does not do
One-tap WhatsApp opens a pre-filled chat on your phone. It is not the WhatsApp Business API and it does not send bulk messages by itself. Commission statements still come from the insurer — we track the policies and due dates those payouts depend on. CSV import is on paid plans. There is no Play Store listing; you add the PWA from the browser.
Ready to try these features? Create a free account and add your first clients in minutes. No credit card required.
Want to see a demo first? Contact us and we'll walk you through the product. Compare plan limits on our pricing page, or read our blog for guides on migrating from Excel and setting up WhatsApp renewal reminders.
Compare plans and limits on our pricing page, or see how InsuredBoard works in four steps.