LIC Agent CRM — Policy Management, Renewal Tracking & Client Dashboard
Free LIC agent CRM for policy management, client tracking, renewal reminders, and commission tracking. Built specifically for LIC agents in India who want to manage their book of business efficiently.
How to use LIC Agent CRM — Policy Management, Renewal Tracking & Client Dashboard | InsuredBoard
Create your agent profile
Register with your LIC agent code (Agent ID) and verify your identity.
Import your client book
Upload your existing client list with policy numbers, sum assured, and renewal dates.
Set up renewal reminders
Configure automatic WhatsApp and SMS reminders for each client's renewal date.
Track commission earnings
Monitor your first-year and renewal commission income in real-time.
Manage leads and cross-sell
Add leads, track follow-ups, and identify cross-sell opportunities.
Frequently Asked Questions
Does LIC provide CRM software for agents?
LIC provides an internal agent portal (LIC Agent Portal) for policy tracking and commission statements. However, it lacks features like WhatsApp reminders, cross-sell tracking, and mobile access. Most LIC agents use InsuredBoard as a complementary tool.
How do LIC agents track renewals?
LIC agents typically use Excel sheets, WhatsApp lists, or notebooks. A CRM like InsuredBoard automates renewal tracking with automatic reminders 30 days and 7 days before expiry, plus WhatsApp integration for instant client contact.
What is the LIC agent commission structure?
LIC agent commissions vary by plan: Term plans (2-5%), Endowment plans (25-35% FYC), ULIPs (15-25% FYC), and Renewal commissions (2-7% for years 2-5). Persistency bonuses reward agents with high renewal rates.