Start in minutes
Create an account, add a few clients, and attach the policies you already service. The trial is 7 days with up to 75 active policies and unlimited clients. You do not need a credit card to start.
InsuredBoard is built for Indian brokers and agents who sell across insurers — LIC, private life, health, and motor — and currently track that book in Excel, WhatsApp, or a mix of both.
Organise your book in four steps
Add your clients
Create a client record. Search by name, phone, or policy number when you are with a client. CSV import is on paid plans.
Attach their policies
Link life, health, motor, and other policies to the same person — premiums, due dates, and documents sit on one record.
Follow renewals daily
Open overdue, due today, and upcoming in one list. Send a WhatsApp reminder in one tap before a policy lapses.
Grow your book
Add sub-agents and staff, assign clients, and run the agency from one dashboard as the book grows.
What you use it for every day
- Morning renewal list — overdue, due today, and upcoming in one board, not a filtered spreadsheet.
- One-tap WhatsApp — open a pre-written reminder from the client record using your own number.
- Documents on the record — KYC and policy PDFs sit next to the person, not in a downloads folder.
- Team visibility — owners see the agency book; agents see their own clients.
Limits you should know
WhatsApp is a pre-filled chat from your own number — not WhatsApp Business API broadcasting. CSV import is on paid plans. Lead management and commission tracking are on Pro and Business (included during the free trial). Commission payouts still come from the insurer; InsuredBoard tracks expected vs Pending vs Paid on your policies. Compare plan caps before you migrate the whole book.
Who this is for
Independent brokers, solo agents, and small agencies that have outgrown spreadsheets but do not need an enterprise broker ERP. If you follow up renewals from your phone between meetings, this is the workflow. Use lead management and commission tracking on Pro or Business after the sale pipeline and earnings matter.
Compare limits on the pricing page, see every capability on features, or start from the agent CRM hub if you sell a specific insurer's book.
Frequently asked questions
How long does setup take?
Most agents add their first clients and policies in under 15 minutes. CSV import is on paid plans if you already keep the book in Excel.
Do I need a desktop or an app store download?
No. InsuredBoard runs in the browser and installs as a PWA on your phone — no Play Store or App Store listing required.
What does the free trial include?
7 days, up to 75 active policies, unlimited clients, renewal tracking, document storage, and one-tap WhatsApp reminders. No credit card.
Is the WhatsApp reminder the official WhatsApp Business API?
No. InsuredBoard opens a pre-filled WhatsApp chat on your phone using your own number. You send the message. It is not bulk WhatsApp Business API broadcasting.
Can I track commission inside InsuredBoard?
Yes on Pro and Business (included on the free trial). Owners get Pending / Paid, NB vs renewal totals, agent share %, dashboard Pending tile, and CSV export — plus a free public commission calculator. Not on Starter.
Can I manage leads before they become customers?
Yes on Pro and Business (included on the free trial). Use the Leads page for stages, tags, follow-ups, and Convert to customer. See /features/lead-management. Not on Starter.
Can my team use the same account?
Yes. Paid plans add agent and staff seats with role-based access so owners see the full book and agents see their own clients.