POSP Agent CRM

What POSP software should actually do

Point-of-sales persons in India often sell across product lines and insurers. The pain is not finding another login — it is remembering whose motor expires next week while a life premium is overdue and a health family floater renews next month. A POSP agent CRM is software that puts those due dates on one board tied to the person, not three spreadsheets named after insurers.

InsuredBoard is built for that job. You add the clients you already service. You attach each policy type with a due date. You work overdue and due-today every morning. When it is time to message, you open WhatsApp from the card with a pre-filled note — from your own number, as a normal chat.

What this page is not

• Not IRDAI POSP registration, training hours, or exam booking.
• Not an insurer POSP portal for proposals, medicals, or live commission statements.
• Not Vahan / RC lookup and not photo-to-policy OCR.
• Not WhatsApp Business API bulk campaigns.

POSP vs single-insurer agent portals

If you only ever sell one insurer's life products, that insurer's portal may be enough for issued policies. POSP books are usually messier: a household can hold LIC or private life, a Star or Care health plan, and a car policy with a general insurer. Portals do not show each other. Your CRM should.

Commission still comes from each insurer. Use the commission calculator to estimate FY versus renewal — it is not a live ledger inside the CRM.

Pricing that matches a POSP start

Try 7 days with up to 75 active policies and unlimited clients. Then Starter at ₹199/mo (150 policies, 5 agents, CSV import), Pro at ₹699/mo, or Business at ₹1,299/mo. All INR. See pricing for seat limits.

See also insurance CRM for agents, pricing, and how it works.