ICICI Pru in a multi-line book
ULIP and protection plans do not fail because you forgot the product. They fail when the due date lived in a different sheet from the client's health or motor policy. One person, all policies, one morning list is the working model.
Attach ICICI Prudential with type, premium, and due date. Open overdue and due-today first. Send a pre-filled WhatsApp from your own number. Store the policy PDF on the record so you are not searching WhatsApp when they call.
Portal vs working list
New business, medicals, and commission remain in ICICI's systems. InsuredBoard does not sync those. CSV import is on paid plans. The 7-day trial is for adding active ICICI Pru clients and seeing whether the renewal habit sticks.
Read how InsuredBoard works and the renewal tracking page for the daily board.
How it works for this book
Create an InsuredBoard account
No ICICI Prudential agent-code login is required. Sign up, then add the clients you already service.
Attach each policy to the person
Record ICICI Prudential — 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 ICICI Prudential 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
Does ICICI Prudential provide CRM software for agents?
ICICI Prudential provides an agent portal for ICICI-issued policies. InsuredBoard is for the working book on your phone — ICICI Pru plus other lines — with a renewal list. It does not replace the portal.
See the agent CRM hub, how InsuredBoard works, and pricing.