Insurance agent software · India
Insurance Agent Software India — Manage Clients & Renewals from Your Phone
InsuredBoard is insurance agent software built for solo agents in India. Add clients on the go, track renewals without a spreadsheet, and follow up on WhatsApp — all from a home-screen app with no Play Store download.
No credit card · Free plan available
Today's workflow
New client added
Rajan Mehta · Mumbai
Policy attached
Motor · ICICI · ₹4,800
Renewal due
Due in 7 days
WhatsApp opened
Template ready
2 of 4 steps done · 5 min setup
Built for the field — not the desk
A solo agent in India works from meetings, site visits, and WhatsApp threads. InsuredBoard follows you wherever you work.
Works on your phone — no app store
Add InsuredBoard to your Android or iPhone home screen as a PWA. Opens like an app, works offline, no Play Store approval required.
Add a client in 60 seconds
Name, mobile, city. Then attach a policy — type, insurer, premium, due date. Done in a minute, even between meetings.
Renewal reminders that surface themselves
The dashboard sorts your renewals into overdue, today, and upcoming. You do not look for renewals — they come to you.
WhatsApp path from every renewal
Tap the WhatsApp button on any policy. A pre-filled message opens — client name, policy, due date. One more tap to send.
Excel import when you're ready
Already have a spreadsheet? Export to CSV and import your whole book. No typing every row from scratch.
Start solo, grow to a team
Free plan for solo agents. When you hire a helper or sub-agent, upgrade to a team plan. Your data moves with you.
Getting started
From zero to running in 5 steps
Open the signup page and create your account
2 minutesTakes two minutes. No credit card. You get a free plan with 50 clients and unlimited policies.
Add your phone to the home screen
Mobile PWAOn Chrome (Android) or Safari (iPhone), use 'Add to home screen'. InsuredBoard installs as a PWA — no app store, no updates to approve.
Add your first 20 clients
Start with your active clients. If you have a spreadsheet, export a CSV and import. If not, add them one by one — it takes about a minute each.
Attach at least one policy per client
Core stepType, insurer, premium, and due date. That is enough for the renewal board to start working for you.
Check the renewal board every morning
Daily habitMake this your morning habit instead of opening the spreadsheet. Overdue is at the top. Follow up before 10am.
Before vs. after: Excel vs. InsuredBoard for solo agents
Most agents switch because they miss a renewal. That is usually the turning point. But the gap between what a spreadsheet does and what a purpose-built app does is visible on day one — not just on the day you miss something.
| Excel / Notes app | InsuredBoard | |
|---|---|---|
| Works on phone without syncing | ||
| Renewal reminders automatic | ||
| Multiple policies per client | ||
| WhatsApp follow-up flow | ||
| KYC document storage | ||
| Free to start | ||
| No download needed |
Free plan: 50 clients, unlimited policies, full renewal board.
What 'insurance agent software' actually means for solo agents
Enterprise CRM vendors use the phrase 'insurance software' to mean a platform for 100-person teams. That is not what a solo agent in India needs.
A solo agent needs: a client list that does not need a laptop to update, a renewal reminder that does not rely on memory, and a WhatsApp path that does not require copy-paste. InsuredBoard is built around exactly those three things.
- Client records you can create and update from a field visit
- Renewal board that works without a morning formula-run
- WhatsApp reminders that take 5 seconds, not 5 minutes
- Docs stored against the client — not in your gallery
Today's workflow
New client added
Rajan Mehta · Mumbai
Policy attached
Motor · ICICI · ₹4,800
Renewal due
Due in 7 days
WhatsApp opened
Template ready
2 of 4 steps done · 5 min setup
From the blog
Deeper guides for agents and brokers.
Explore related
Insurance agent software — FAQs
What is insurance agent software?+
For solo agents, it means a mobile-friendly tool to manage clients, policies, and renewals — not enterprise software for 100-person teams.
Do I need to download an app from the Play Store?+
No. InsuredBoard runs in the browser and installs as a home-screen PWA on Android and iPhone.
Is there a free plan for individual agents in India?+
Yes. Start free with no credit card. Paid plans in INR unlock higher limits and team seats when you grow.
Can I switch from Excel without losing renewals?+
Yes. Migrate active clients and due dates first, run one week from the renewal board, then freeze the old sheet. See our Excel migration guide on the blog.
Can I grow into a team later?+
Yes. Start solo, then add seats for helpers or sub-agents. Your client and policy data stays in the same account.
Set up your insurance software in 10 minutes
Free plan for solo agents. No credit card. Works on Android and iPhone.
Start free trial