What a LIC book actually needs
LIC work stretches over years. Term, endowment, and ULIP due dates sit on different calendars if you keep them in separate sheets. When the same household also buys health or motor through you, the LIC portal will not show those lines. InsuredBoard keeps LIC on the client record alongside the rest of the book.
Persistency is the metric LIC cares about. You improve it by seeing overdue and due-this-week LIC premiums every morning, then sending a message from the card — not by waiting for a monthly statement.
How this differs from the LIC agent portal
- The portal is the source of truth for LIC-issued policies and commission. Keep using it.
- InsuredBoard is the working list for follow-ups, documents, and multi-insurer households.
- There is no LIC agent-code verification in signup. You add the clients you already service.
For the persistency workflow in more depth, see the life insurance CRM page and how to track persistency.
How it works for this book
Create an InsuredBoard account
No LIC agent-code login is required. Sign up, then add the clients you already service.
Attach each policy to the person
Record LIC — 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 LIC 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 LIC provide CRM software for agents?
LIC provides an agent portal for LIC policies and commission statements. InsuredBoard does not replace that portal. Use it for the book you actually service — including LIC plus other insurers — with a renewal list and WhatsApp follow-up from your phone.
How do LIC agents track renewals in InsuredBoard?
Attach each LIC policy to the client with a due date. The renewal board sorts overdue, due today, and upcoming. You send a pre-filled WhatsApp from your own number. That is not SMS and not bulk WhatsApp API.
Can InsuredBoard show my LIC commission?
No. First-year and renewal commission still come from LIC. Track the policies and due dates here; estimate payouts with the commission calculator if you need a number.
See the agent CRM hub, how InsuredBoard works, and pricing.