Agent CRM Tool
ICICI Prudential Agent CRM — Policy Management & Renewal Tracking
Free ICICI Prudential agent CRM for policy management, client tracking, renewal reminders, and commission tracking. Built for ICICI Pru agents in India.
How to use ICICI Prudential Agent CRM — Policy Management & Renewal Tracking | InsuredBoard
1
Create your agent profile
Register with your ICICI Prudential agent code and verify your identity.
2
Import your client book
Upload your existing client list with policy numbers, sum assured, and renewal dates.
3
Set up renewal reminders
Configure automatic WhatsApp and SMS reminders for each client's renewal date.
4
Track commission earnings
Monitor your first-year and renewal commission income in real-time.
5
Manage leads and cross-sell
Add leads, track follow-ups, and identify cross-sell opportunities.
Frequently Asked Questions
Does ICICI Prudential provide CRM software for agents?
ICICI Prudential provides an internal agent portal for policy tracking. However, most ICICI Pru agents use third-party CRMs like InsuredBoard for multi-insurer management, WhatsApp reminders, and mobile access.