Small Indian brokerages outgrow notebooks and shared spreadsheets long before they need expensive enterprise platforms. InsuredBoard is insurance broker management software for owners who need client, policy, renewal, and team visibility in one place.
What brokerages use InsuredBoard for
- Central client and policy records across life, health, motor, travel, and more
- Sub-agent and staff logins with clear client ownership
- Renewal dashboard so the agency does not miss lapses
- Secure KYC and policy document storage per client
- CSV import to bring an existing book across
- Mobile PWA so field teams work from their phone
Plans that match team size
Free trial and Starter fit solo brokers. Pro and Business add agent and staff seats. Compare limits on pricing — transparent INR plans, no surprise fees.
Related tools
Independent agents may prefer our guide to insurance CRM for agents. For follow-ups, see policy renewal tracking. Product detail is on features.
Talk to us
Not sure which plan fits your agency? Contact us for a demo or plan advice. Or read about InsuredBoard.