Insurance broker software · India

Insurance Broker Software India — One Dashboard for Your Whole Agency

Manage sub-agents, client ownership, and team renewals from a single broker dashboard. InsuredBoard is built for growing Indian brokerages — not enterprise teams in New York.

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3 agents live

17 due this week

InsuredBoard · Agency team

Agents

342

Total clients

Due this week

Producers

Rahul S.

48 clients

6 due

Priya K.

33 clients

2 due

Amit V.

27 clients

9 due

Built for agency owners, not just producers

Give every member of your team exactly the access they need — and visibility you need over all of them.

Sub-agent and staff seats

Add producers, managers, and support staff. Each person sees only what you grant access to — no data leaks across the team.

Client ownership that doesn't blur

Every client is assigned to exactly one agent. When someone leaves, you reassign in seconds — the book stays yours.

Renewals visible across the team

The agency renewal dashboard shows every pending renewal across every agent. Catch what your producers miss before the client lapses.

Broker dashboard — portfolio at a glance

Active clients, total policies, this-week renewals, and agent-by-agent breakdowns — all in one screen, not a weekly report.

CSV import from your existing book

Bring in your whole book in one go. Map columns, assign owners per row, and your team is live without a week of data entry.

INR pricing — no international markups

Team plans priced per seat in INR. Upgrade as you hire — no minimums, no annual-only locks for small brokerages.

Multi-line

Life, health, motor, travel

Per-agent

Client ownership model

INR

All plans priced locally

No limit

Policies per client

InsuredBoard's insurance agency management tools give you the same renewal oversight and role-based access that broker software demands — built for the way Indian agencies are actually structured. Compare the full INR pricing breakdown before you commit.

Which plan fits your brokerage?

InsuredBoard scales with you — from a solo producer to a 20+ seat agency, without forcing you into enterprise pricing.

Solo agent

Free trial · 7 days · 75 active policies · unlimited clients. Good for producers trying the product on their book.

Start free

Small brokerage

Paid plan · 2–5 seats · unlimited clients · team renewal board. Good for brokerages running 3–4 producers.

See plans

Growing agency

Higher-seat plans · full access control · agency dashboard. Good for brokerages with 6–20+ staff.

See plans

The bottleneck every growing brokerage hits

When you are a solo agent, a spreadsheet is enough. When your team reaches three producers, the questions multiply: Who owns which client? Who sent the reminder? Whose book lapses this week?

A general CRM can answer the first question if you bend it enough. It cannot answer all three simultaneously without weeks of setup.

Producers can only see and edit their assigned clients
Managers can view all clients but not delete records
Owner sees everything — including reassignment and billing
Staff/admin can look up records without modifying policy data

3 agents live

17 due this week

InsuredBoard · Agency team

Agents

342

Total clients

Due this week

Producers

Rahul S.

48 clients

6 due

Priya K.

33 clients

2 due

Amit V.

27 clients

9 due

Shared renewal process — without double follow-up

The biggest renewal risk in a brokerage is not agents forgetting. It is two agents both following up on the same client, or neither because each assumed the other did.

InsuredBoard ties every renewal to the client's assigned agent. The agency dashboard shows the owner which renewals are pending, who owns them, and whether they have been acted on.

Renewal status visible to managers without micromanaging
WhatsApp path available to each agent from their own client view
No duplicate follow-ups — one owner, one renewal record
Overdue board surfaces neglected policies before they lapse

How much does broker management software cost in India?

Brokerage owners in India face the same pricing gap as agency owners: enterprise software in dollars, or spreadsheets that cost revenue. InsuredBoard fills that gap with INR, seat-based pricing that grows as you hire.

Free trial: 7 days, full access — onboard your team before paying
Starter ₹2,400/yr (₹199/mo): up to 5 agents, 150 policies — solo broker building a team
Pro ₹8,400/yr (₹699/mo): unlimited policies, 25 agents, 3 staff — the most common brokerage plan
Business ₹15,600/yr (₹1,299/mo): 50 agents, 15 staff, priority support — multi-team brokerages

From Excel to broker dashboard — what changes?

Every brokerage starts with the same stack: Excel, WhatsApp, and a folder of PDFs. It works until it doesn't — usually around the time your third producer joins.

	Spreadsheets	InsuredBoard
Client ownership — one producer per client
Team-wide renewal dashboard
No duplicate follow-ups across agents
Sub-agent management with role access
CSV import with ownership per row
Works on mobile and desktop
No IT project or vendor onboarding
Free to start

Insurance broker management software that works on mobile

Most broker management software is built for desktop — for the owner who sits at a desk. But the people who actually do the work — the producers — are on the road, in clients' offices, and commuting between appointments.

InsuredBoard is a PWA that works on any smartphone. Add it to the home screen — no app store download. Producers can add clients, check renewals, and send WhatsApp reminders between meetings. The agency owner sees the team's activity from a desktop dashboard.

No app store — add InsuredBoard to any Android or iPhone home screen
Producers add clients and policies from the field — even on slow networks
Agency dashboard works on desktop for owners who want the full picture
Same data, same experience — no sync issues between mobile and desktop

Insurance management software for brokerages growing beyond spreadsheets

The moment your brokerage outgrows spreadsheets is rarely dramatic. It is the quiet moment when you realize you do not know which of your three agents followed up on a client last, or whether a motor renewal slipped because two agents thought the other was handling it.

Insurance management software solves this by making ownership, follow-up history, and renewal status visible to the right people at the right level. InsuredBoard gives producers what they need to work their book — and owners what they need to run the agency.

Client-centric records: every policy, document, and renewal history in one profile
Agent-level dashboard: producers see only their clients — no clutter, no confusion
Agency-level dashboard: owners see the whole book — renewals, agents, and gaps
WhatsApp integration: every agent sends reminders from their own number
Document vault: KYC, policy PDFs, and endorsements stored next to the client
INR pricing: per-seat billing that scales from 1 to 50+ producers

From the blog

Deeper guides for agents and brokers.

View all posts

Guide

Tracking life, health, and motor in one place

Multi-line management across a team — how to set up client-centric records when each client holds several policies.

Guide

Moving your agency off Excel

The migration plan that works for teams — assign owners row by row before you import.

FAQ

Insurance broker software — FAQs

What is insurance broker software?+

It is software for brokerages that manage more than one producer — client ownership, team renewals, sub-agents, and a shared book of business in one dashboard.

What is insurance broker management software?+

Insurance broker management software adds multi-agent visibility, role-based access, and team renewal oversight to a standard insurance CRM. It is built for agency owners who need to see the whole book, not just one producer's clients.

What is insurance broking software?+

Insurance broking software is the same as broker management software — a platform that manages a brokerage's client book, producer teams, renewals, and ownership rules. InsuredBoard covers all of these in one tool.

What is insurance management software for brokerages?+

It is a complete platform for insurance brokerages — managing multiple agents, client ownership, renewals, documents, and reporting from one dashboard. InsuredBoard is built specifically for Indian brokerages with seat-based INR pricing.

What is insurance brokerage management software?+

Insurance brokerage management software handles the full agency operation: client records, policy tracking, renewal oversight across producers, role-based access, and team reporting. InsuredBoard provides all of this for Indian agencies.

Can each sub-agent see only their own clients?+

Yes. Every client is assigned to one agent. Producers see their book; managers and owners can see agency-wide renewals without sharing login passwords.

Does InsuredBoard support team seats in INR?+

Yes. Plans are priced per seat in INR. Start free as a solo producer, then add seats as you hire — no enterprise-only pricing.

Can I import my existing agency book?+

Yes. Export a clean CSV and import on supported plans. Assign owners per row so the team starts with clear ownership from day one.

How is this different from a solo insurance CRM?+

Solo CRM focuses on one agent's clients and renewals. Broker software adds ownership, role access, and an agency renewal board across all producers.

Give your team one source of truth

Free trial for 7 days. Team seats available — priced in INR, no annual lock.

Start free trial