Direct answer: Pick the page for the insurer you sell most. Signup does not use an LIC, HDFC, or ICICI agent code. You add the clients you already service. The insurer portal stays the source of truth for issued policies and commission. This is the working list: due dates, documents, and a pre-filled WhatsApp you send from your own number.
LIC Agent CRM
Keep LIC policies on the client, work persistency from the renewal list, and message from your phone. Not the LIC agent portal.
Open page →HDFC Life Agent CRM
HDFC Life due dates on the same household as LIC, health, or motor. Complementary to the HDFC portal.
Open page →ICICI Pru Agent CRM
ICICI Prudential policies in one morning list. New business and medicals stay in ICICI's systems.
Open page →POSP Agent CRM
Mixed life, health, and motor on one client. Not the IRDAI POSP portal — the working book for renewals and WhatsApp.
Open page →SBI Life Agent CRM
SBI Life due dates beside the rest of the household book. Portal stays for issuance and commission.
Open page →Tata AIA Agent CRM
Tata AIA policies on the client with a morning renewal list and WhatsApp from your phone.
Open page →Max Life Agent CRM
Max Life persistency follow-ups on one board — complementary to the Max Life agent portal.
Open page →Bajaj Allianz Agent CRM
Life and general lines you service on one client. No Vahan lookup and no portal replacement.
Open page →General Insurance Agent CRM
Motor and health expiries on one board. No Vahan lookup and no photo-to-policy OCR.
Open page →What this CRM does for agents
- One client record for mixed households — LIC plus health or motor, not a separate login per insurer.
- A renewal board sorted overdue, due today, and upcoming. That is the daily habit, not a filtered spreadsheet.
- WhatsApp from the policy card as a chat you send. It is not WhatsApp Business API bulk sending.
- Paid plans add CSV import and agent/staff seats. The 7-day trial is 75 active policies and unlimited clients so you can test the list on live work.
What it does not do
InsuredBoard is not an insurer portal, not an IRDAI register, and not a live commission statement. First-year and renewal commission still come from LIC or the private insurer. Estimate payouts with the commission calculator — that is not a ledger inside the CRM. There is no OCR policy scan, no Vahan RC check, and no Play Store app. Compare those jobs honestly in InsuredBoard vs Agenex and InsuranceDesk.
How to choose a page
If persistency on LIC is the pain, start with the LIC page. If the household already spans private life plus general, HDFC Life or ICICI Pru explains the mixed-book model. If motor and health bunch in the same fortnight, use general insurance. Product tour: how it works. Limits and INR plans: pricing. Full capability list: features.
Frequently asked questions
Which insurance agents is InsuredBoard best for?
InsuredBoard works for LIC agents, HDFC Life agents, ICICI Prudential agents, and general insurance agents — both solo and agency teams.
Can I switch from another CRM to InsuredBoard?
Yes. CSV import is on paid plans. On the 7-day trial, add clients one by one to test the renewal list on your live book.
Does InsuredBoard send WhatsApp reminders directly?
InsuredBoard opens a pre-filled WhatsApp chat from the renewal card using your own number. You send it. That is not WhatsApp Business API bulk sending.
Is there a free plan for individual agents?
There is a 7-day trial with up to 75 active policies, unlimited clients, renewal tracking, and WhatsApp from your number. After that, paid plans start at ₹199/month. It is not free forever.
Does InsuredBoard track commission?
Yes on Pro and Business (included during the free trial). Owners track expected vs Pending vs Paid, NB vs renewals, agent shares, dashboard Pending ₹, and CSV export. Starter does not include commission tracking.
Does InsuredBoard manage insurance leads?
Yes on Pro and Business (included during the free trial). Stages, tags, follow-ups, and convert to customer. Starter does not include lead management.