General Insurance Agent CRM — Motor & Health Policy Management
Free general insurance agent CRM for motor and health policy management, renewal tracking, client dashboard, and commission tracking. Built for general insurance agents in India.
How to use General Insurance Agent CRM — Motor & Health Policy Management | InsuredBoard
Create your agent profile
Register as a general insurance agent and verify your IRDAI license.
Import your client book
Upload your motor and health insurance client list with policy numbers, vehicle/plan details, and renewal dates.
Set up renewal reminders
Configure automatic WhatsApp and SMS reminders for motor and health insurance renewals.
Track commission earnings
Monitor your motor and health insurance commission income.
Manage leads and cross-sell
Add leads for motor, health, and travel insurance. Track follow-ups.
Frequently Asked Questions
Can a CRM manage both motor and health insurance?
Yes. A multi-line CRM like InsuredBoard lets you manage motor insurance, health insurance, and life insurance clients on the same platform — each with their own policy details, renewal dates, and commission tracking.
How do general insurance agents track renewals?
General insurance policies (motor and health) renew annually. Agents need to track expiry dates for hundreds of clients. A CRM automates this with 30-day and 7-day reminders, plus WhatsApp integration for instant client contact.