Insurance agent software · India

Insurance Agent Software India — Manage Clients & Renewals from Your Phone

You track insurance policy renewals on your phone by opening one list — overdue, due today, upcoming — then sending a pre-filled WhatsApp from that card. InsuredBoard is that list for solo agents in India. Add it to the home screen as a PWA. No Play Store app.

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No credit card · Free 7-day trial

Home screen PWA

No app store

InsuredBoard · Agent daily flow

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

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

Home screen PWA

No app store

InsuredBoard · Agent daily flow

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

On paid plans, export Excel to CSV and import the book. On the 7-day trial, add the clients you are actively servicing by hand.

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 minutes

Takes two minutes. No credit card. Free trial for 7 days — up to 75 active policies, unlimited clients.

Add your phone to the home screen

Mobile PWA

On 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 clients you are actively servicing. CSV import is on paid plans. On the trial, add them one by one — about a minute each.

Attach at least one policy per client

Core step

Type, insurer, premium, and due date. That is enough for the renewal board to start working for you.

Check the renewal board every morning

Daily habit

Make 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. See our guide on how to move your book off Excel for a step-by-step migration plan.

	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 trial: 7 days, 75 active policies, unlimited clients, full renewal board.

From the blog

Deeper guides for agents and brokers.

View all posts

Guide

Moving your book off Excel — a 7-day plan

Which fields to migrate first, how to import your sheet, and when to freeze the old file.

Guide

How to choose the right insurance CRM in India

A practical scorecard — what to test before you commit and what red flags to avoid.

Also useful

More guides and product pages on the same topics.

Insurance CRM for AgentsFull feature walkthrough for individual agents.See details Policy Renewal TrackingHow the renewal board works — overdue, today, upcoming.See details Commission CalculatorCalculate first-year and renewal commission earnings.See details Insurance Broker SoftwareWhen you're ready to manage a team of agents.See details Renewal Date CalculatorEstimate policy renewal dates from issue date and term.See details Plans & PricingFree solo plan · team plans in INR · no credit card.See details

FAQ

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. Free trial for 7 days with up to 75 active policies and unlimited clients — no credit card. Paid plans in INR unlock higher policy caps and team seats.

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 trial for 7 days — 75 active policies, unlimited clients. No credit card. Works on Android and iPhone.

Start free trial