Insurance agency management · India
Insurance Agency Management Software — Own Your Book, Oversee Your Team
InsuredBoard gives agency owners in India a live view of their whole operation — client ownership, renewal oversight, and role-based access — without the enterprise price tag.
No credit card · Free plan available
523
Clients
18
Agents
34
Renewals due
Team roles
Sunita Rao
Owner
Karan S.
Manager
Rahul M.
Agent
Divya P.
Staff
From solo agent to agency owner — the controls you need
InsuredBoard grows with your agency. Start as a solo producer, add agents, and get ownership controls as your team expands.
Agency-level portfolio overview
Total clients, total policies, team renewals this week, and agent-by-agent breakdown — on one screen, always live.
Role-based access control
Owner, manager, agent, and staff roles. Each level sees and edits only what they should — no accidental overwrites, no data leaks.
Client ownership model
Every client belongs to exactly one agent. When someone leaves, you reassign their book in one operation — not a day of untangling.
Renewal oversight across all producers
The agency dashboard shows which renewals are overdue across your whole team. Catch what your agents miss before the client lapses.
Sub-agent and producer management
Invite agents with a link. Assign them to their client book on day one. Remove or reassign at any time without data loss.
Book-of-business reporting
See active clients, pending renewals, and policy types across your entire agency — not just one agent at a time.
If you are an individual producer first and a team owner later, start with the insurance broker software overview — it covers the same client ownership and renewal oversight at a different scale. See our INR pricing for per-seat plans.
Role-based
Owner · Manager · Agent · Staff
One owner
Per client — always clear
Agency view
Full portfolio in one screen
INR plans
Scale per seat, no minimums
Owner setup
How to get your agency running on InsuredBoard
Set up the agency and add roles
Day 1Create the agency account, then invite your first agent. Assign them the 'Agent' role — they can only see their assigned clients.
Import or build the client book
Import your existing book via CSV and assign owners per row. Or let each agent build their own book from scratch.
Monitor renewals from the agency dashboard
OversightThe owner and manager dashboard shows team-wide renewals — overdue, today, upcoming. No need to log into each agent's account.
Reassign a client when an agent changes
Staff turnoverIf an agent leaves or you want to reassign a top client, change the owner in one click. The policy history moves with the client.
Scale seats as you hire
No frictionAdd a seat for each new producer. Your billing adjusts automatically — no contract changes, no waiting for IT.
Roles that map to how an Indian agency actually works
Indian agencies are not flat. You have the owner, a manager or two, several producers, and sometimes admin staff. A generic CRM gives everyone the same view. InsuredBoard gives each role what they need — and nothing extra.
Full access — clients, billing, agents, reassign, delete
View all clients and renewals · Assign clients · No billing
Own clients only · Add and update policies · WhatsApp flow
Read-only · Look up client details · No edits
The visibility gap every agency owner faces
As an agency owner, you cannot follow up on 500 clients yourself. You rely on your agents. But without the right software, you only find out about a missed renewal when the client calls to complain.
InsuredBoard gives agency owners a live view of the whole team's renewal status — not a weekly email from each agent, not a Friday spreadsheet. If a renewal has been sitting in 'overdue' for three days, you see it.
- Agency-level renewal board — overdue across all agents
- Agent-by-agent client count and renewal status
- Manager role can view all records without write access
- Owner role can reassign, delete, and manage billing
523
Clients
18
Agents
34
Renewals due
Team roles
Sunita Rao
Owner
Karan S.
Manager
Rahul M.
Agent
Divya P.
Staff
What is insurance agency management software?
Insurance agency management software is a platform that lets agency owners oversee their entire operation — client records, policies, renewals, agent roles, and team performance — from one dashboard. For Indian agencies with 3 to 50 producers, this means replacing the spreadsheet-and-WhatsApp workflow with a single tool.
InsuredBoard is built specifically for this use case. It is not an enterprise CRM with insurance fields bolted on. It is an insurance-first tool where client ownership, renewal tracking, and agent management are core features, not add-ons.
- Portfolio view: total clients, total policies, team renewals at a glance
- Role-based access: owner, manager, agent, and staff — each sees only what they need
- Client ownership: every client belongs to exactly one agent — reassignment in one step
- Renewal oversight: see overdue renewals across all producers before clients lapse
How much does agency management software cost in India?
Agency owners in India face a choice: enterprise software that costs lakhs and needs an IT team, or spreadsheets that are free but leak revenue. Neither is right for a 3-to-25 seat agency.
InsuredBoard pricing is built for this gap. Plans are in INR, billed yearly, and scale by the seat — so you pay for the team you have, not the team a vendor assumes you want.
- Free trial: 7 days, full access — test with your actual book before paying
- Starter ₹2,400/yr (₹199/mo): up to 5 agents, 150 active policies — right for a solo agent growing to a small team
- Pro ₹8,400/yr (₹699/mo): unlimited policies, 25 agents, 3 staff — the most common agency plan
- Business ₹15,600/yr (₹1,299/mo): 50 agents, 15 staff, priority support — for established multi-team agencies
Spreadsheet vs agency management software — what actually changes?
Every agency owner starts with a spreadsheet. It is free, flexible, and familiar. The problem is not the tool — it is what the tool cannot do when your book grows past 50 clients.
A spreadsheet does not enforce client ownership. It does not remind your agents about overdue renewals. It does not show you the agency-wide picture on your phone during a commute. InsuredBoard does all three.
| Spreadsheets | InsuredBoard | |
|---|---|---|
| Track every client and policy in one place | ||
| See overdue renewals across all agents | ||
| Assign clients — know who owns what | ||
| One-tap WhatsApp renewal reminders | ||
| Works on phone, tablet, and desktop | ||
| No IT project to set up | ||
| Free to start |
Built for Indian agencies — from solo to team
Indian insurance agencies have a structure that generic CRMs do not understand. You have the owner, a manager, several producers, and sometimes admin staff who need read-only access. Each role needs a different view — and InsuredBoard delivers that without configuration.
Start as a solo agent on the free plan. Add a seat when you hire your first producer. The manager role lets you oversee renewals across the team. The owner role gives you billing and reassignment control. As your agency grows, InsuredBoard grows with it.
- Free plan: 50 clients, unlimited policies — start solo with no commitment
- Starter plan: up to 5 agents, 150 policies — for small teams
- Pro plan: unlimited policies, 25 agents — the most popular agency tier
- Business plan: 50 agents, 15 staff — for established multi-team brokerages
- Seat-based billing in INR — no minimums, no annual lock-in beyond the yearly price
From the blog
Deeper guides for agents and brokers.
Explore related
Agency management — FAQs
What is insurance agency management software?+
It is software for agency owners who need portfolio visibility, agent roles, client ownership, and renewal oversight across the whole team — not only one producer's login.
What is insurance agency management software India?+
It is software built for Indian insurance agencies — typically 1 to 50 producers — with role-based access, INR billing, WhatsApp integration, and no enterprise IT project required.
What is the difference between insurance CRM and insurance agency management software?+
An insurance CRM is built for one agent — client records, policies, renewals. Insurance agency management software adds multi-agent visibility, client ownership, role-based access, and team renewal oversight — features an individual CRM does not need.
What roles does InsuredBoard support?+
Owner, manager, agent, and staff. Owners control billing and reassignment; managers see renewals across the book; agents work their assigned clients; staff can look up records without editing policy data.
What happens when an agent leaves?+
Reassign their clients to another producer in one step. Policy history stays on the client record — you do not rebuild the book from Excel.
Can owners see overdue renewals for the whole agency?+
Yes. The agency view surfaces overdue and upcoming renewals across producers so you catch gaps before clients lapse.
Is pricing suitable for Indian agencies?+
Yes. Seat-based plans in INR scale as you hire. Start free, then add seats — no mandatory enterprise contract for small agencies.
How much does insurance agency management software cost in India?+
InsuredBoard offers plans in INR from ₹2,400/yr for solo agents to ₹15,600/yr for multi-team agencies. All plans include a 7-day free trial with full access — no credit card required.
What is the best agency management software for small insurance agencies in India?+
The best tool is one that fits your team size, works in INR, and requires no IT setup. InsuredBoard is built for Indian agencies from 1 to 50 agents — seat-based pricing, WhatsApp integration, and mobile-first design that your team will actually use.
Can agency owners manage sub-agents with InsuredBoard?+
Yes. Invite sub-agents via link, assign them a role (manager, agent, or staff), and assign client ownership. The agency dashboard tracks their renewals without logging into each agent's account.
How does insurance agency management software help with team renewals?+
The agency-level renewal board shows every overdue, due-today, and upcoming renewal across all producers. Agency owners can catch lapses before clients call to complain — without relying on each agent's weekly email.
Does InsuredBoard replace spreadsheets for an insurance agency?+
Yes. Import your existing book via CSV, assign ownership per row, and use the renewal board going forward. Most agencies freeze the old sheet within 7 days of starting InsuredBoard.
Take control of your agency's book
Free plan to start. Team seats in INR — no annual lock-in.
Start free trial