What Max Life agents need beyond the portal
Max Life agency work still lives and dies on follow-up. The portal handles Max Life–issued cases, service journeys, and commission artefacts. Agents who also place health, motor, or another life brand need a second surface: a book that answers "who is due this week across everything I sold them?" That is the job InsuredBoard takes.
You sign up without a Max Life agent-code check. You enter clients and attach Max Life policies with type, premium, and due date. You open the renewal board daily. You send a pre-filled WhatsApp from your phone when a conversation is due. Documents sit on the client for quick retrieval. The portal remains authoritative for anything Max Life must confirm.
We stay disciplined about claims. No OCR inventing policy fields. No fake #1 rankings. No live commission sync marketing. CSV is paid-only. Trial is 7 days with 75 active policies so you can test on real overdue names before migrating a sheet.
Persistency is a calendar problem
Protection and savings products fail quietly when reminders are late. Clients do not open your insurer app every morning; they open WhatsApp. Meeting them there with an accurate due date is the practical persistency system most agency leaders actually run — whether or not a slide deck calls it that.
Keep Max Life on the person next to other lines. When a health floater and a Max Life premium fall in the same fortnight, you should see both. Portals will not cross-notify. Your CRM should.
Estimate earnings with the commission calculator when you plan effort. Reconcile with Max Life statements when money posts. Protect the book with renewals either way — see insurance commission tracking for how we separate calculator from ledger.
Portal boundaries
- Max Life portal: issued policies, official commission, insurer service.
- InsuredBoard: multi-insurer due dates, documents, WhatsApp you send.
- Not an IRDAI register and not underwriting software.
- PWA home-screen install — no Play Store requirement.
Operating rhythm
Morning: overdue, due today, due this week. Midday: callbacks noted from earlier chats. Evening: update outcomes so the board stays honest. Weekly: glance at upcoming volume so seasonal spikes do not surprise you. Monthly: compare your active book to what you believe Max Life still shows in force — investigate gaps early.
Teams on paid plans assign clients and share renewal visibility without sharing passwords. Each agent keeps their WhatsApp identity. Owners coach from the list, not from forwarded Excel screenshots.
Migrate with care via Excel to insurance CRM. Price check on pricing and cheapest insurance CRM India. Sibling pages: Tata AIA, SBI Life, HDFC Life.
How it works for this book
Create an InsuredBoard account
No Max Life agent-code login is required. Sign up, then add the clients you already service.
Attach each policy to the person
Record Max Life — 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 Max Life 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 Max Life provide CRM software for agents?
Max Life provides an agent portal for Max Life policies and related services. InsuredBoard is a complementary working CRM for renewals and mixed books — not a replacement portal.
Can Max Life and other insurers sit on one client?
Yes. Attach every policy you service. Renewals sort by due date across insurers.
Will InsuredBoard display my Max Life commission?
No live ledger. Official payouts stay with Max Life. Estimate using the commission calculator.
Is WhatsApp bulk-automated?
No. Pre-filled chat from your phone; you send it. Not Business API broadcasting.
What are the trial limits?
7 days, up to 75 active policies, unlimited clients. CSV import begins on paid plans.
See the agent CRM hub, how InsuredBoard works, and pricing.