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.
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
From the blog
Deeper guides for agents and brokers.
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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 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.
Take control of your agency's book
Free plan to start. Team seats in INR — no annual lock-in.
Start free trial