Motor: seasonal volume
Motor books spike. If 80 policies fall in the same fortnight, a calendar reminder per row is slower than a board that already sorted overdue and due this week. Keep registration notes on the policy if you use them. Mention the legal risk of driving uninsured only when it is accurate for that client.
Health: continuity
Health lapses break waiting-period benefits. Store the due date when you issue or renew — not later. Family members can be notes on the primary client or separate records; pick one rule and keep it.
What we do not automate
There is no Vahan RC lookup and no photo-to-policy OCR in InsuredBoard. If that workflow is the reason you would pick another CRM, read the honest comparison on InsuredBoard vs Agenex and InsuranceDesk. Commission still comes from the insurer. CSV import is on paid plans.
Daily habit: policy renewal tracking. Setup: how it works.
How it works for this book
Create an InsuredBoard account
No general insurance agent-code login is required. Sign up, then add the clients you already service.
Attach each policy to the person
Record general insurance — and any other insurer they hold — on one client: type, premium, due date, and documents.
Work the renewal list on your phone
Open overdue, due today, and upcoming. Send a pre-filled WhatsApp from your own number. That is a chat you send — not WhatsApp Business API broadcasting.
Import the rest on a paid plan
CSV import is on paid plans. Use the 7-day trial (75 active policies, unlimited clients) to test the renewal habit on your live book first.
What this page is not
InsuredBoard is not the general insurance agent portal, not an IRDAI register, and not a live commission statement from the insurer. First-year and renewal commission still come from the insurer. We keep the policies, due dates, and documents that those commissions depend on. A separate commission calculator helps you estimate payouts — it is not a ledger inside the CRM.
Frequently asked questions
Can a CRM manage both motor and health insurance?
Yes. Attach motor and health policies to the same client with their own due dates. The renewal board sorts by urgency, not by line. Life policies can sit on the same record if you sell them.
How do general insurance agents track renewals?
Motor and health typically renew yearly and bunch in peak months. Put due dates on the policy, open overdue and due-this-week every morning, and send a pre-filled WhatsApp from your number. InsuredBoard does not send SMS and does not run WhatsApp Business API bulk campaigns.
See the agent CRM hub, how InsuredBoard works, and pricing.