InsuredBoardInsuredBoard
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Features

Lead Management

Capture prospects, chase follow-ups, and convert won leads into customers — compact pipeline built for Indian agents.

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No credit card · Free 7-day trial

InsuredBoard · Dashboard

1,248

Customers

3,902

Policies

27

Due soon

A

Anita Desai

Health · Star Health

Active
V

Vikram Rao

Motor · ICICI Lombard

Due 5d
M

Meera Nair

Life · HDFC Life

Active
S

Sahil Khan

Travel · TATA AIG

Lapsed

What you get

Built for brokers and agents — not generic CRM busywork.

Add leads fast

Name, phone, source, interest, and tags from a WhatsApp enquiry or walk-in — no heavy CRM setup.

Fixed stages that close

New → Contacted → Quote sent → Won / Lost. Update stage on the list or in the lead form.

Common tags ready

Hot, warm, cold, callback, meeting, docs pending, quote ready, urgent, and more.

Follow-ups you won’t miss

Next follow-up on every lead. Due today and overdue on Leads + the dashboard tile.

Call & WhatsApp

Tap to call or open WhatsApp from the list — then set the next follow-up.

Convert to customer

Won? Convert creates a customer record so you can add the policy next.

Why agents need leads separate from customers

Mixing prospects with policyholders clutters renewals and WhatsApp lists. InsuredBoard keeps a Leads page for people you are still selling to, then converts them into customers when the policy is sold — so your book stays clean.

Built for phone-first selling

Most Indian agents get leads on WhatsApp, referrals, and walk-ins. Stages, tags, follow-up dates, and one-tap Convert match that rhythm without a heavy Salesforce-style setup. Pair with client records once the sale closes.

From enquiry to customer

1

Capture the lead

Add lead with name and phone. Add source, interest, priority, and tags when you have them.

2

Set the next follow-up

Pick a date after every call so Due today and Overdue stay accurate.

3

Move the stage

Contacted → Quote sent as the deal progresses. Tag hot / callback as needed.

4

Convert when they buy

Tap Convert — a customer is created, then add the policy as usual.

See also insurance CRM for agents, pricing, and how it works.

From the blog

Deeper guides for agents and brokers.

View all posts

Guide

Lead follow-up guide

Process that converts.

Guide

How it works

Book + pipeline.

Guide

Pricing

Pro & Business unlock leads.

Explore related

Client recordsAfter convertCommission trackingEarnings after salePolicy trackingAdd the policyWhatsApp renewalsKeep them after sale
FAQ

Questions agents ask

What is insurance lead management on InsuredBoard?+

A separate Leads page for prospects before they become customers — stages, tags, sources, follow-up dates, and convert to a customer when they buy.

How is a lead different from a customer?+

Leads are prospects you are still selling to. Customers hold policies and renewals. Convert a won lead into a new customer in one tap.

Can staff use leads?+

Yes on Pro and Business (and during the free trial). Owners and staff can add, update, and convert leads. Deleting leads is owner-only. Not included on Starter.

Which plans include lead management?+

Pro and Business. The free trial includes it so you can evaluate. Starter focuses on clients, policies, and renewals without the lead pipeline.

Do you have public lead capture forms?+

v1 is the in-app pipeline — add leads from WhatsApp or walk-ins yourself. Public web forms can come later.

What’s on the dashboard?+

A Lead follow-ups tile shows overdue + due today so you open the day with who to call first.

Start free trial

7 days · up to 75 active policies · unlimited clients. No credit card.

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