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.
No credit card · Free plan available
12
Agents
342
Total clients
17
Due this week
Producers
Rahul S.
48 clients
Priya K.
33 clients
Amit V.
27 clients
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
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 plan · 1 seat · 50 clients · unlimited policies. Good for producers building their first book.
Start freeSmall brokerage
Paid plan · 2–5 seats · unlimited clients · team renewal board. Good for brokerages running 3–4 producers.
See plansGrowing agency
Higher-seat plans · full access control · agency dashboard. Good for brokerages with 6–20+ staff.
See plansThe 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
12
Agents
342
Total clients
17
Due this week
Producers
Rahul S.
48 clients
Priya K.
33 clients
Amit V.
27 clients
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
1,248
Customers
3,902
Policies
27
Due soon
Anita Desai
Health · Star Health
Vikram Rao
Motor · ICICI Lombard
Meera Nair
Life · HDFC Life
Sahil Khan
Travel · TATA AIG
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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.
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 plan to start. Team seats available — priced in INR, no annual lock.
Start free trial