What this CRM is for
An insurance CRM is not another insurer login. Portals already issue policies and pay commission. The gap is the working list beside them: who you look after, what they hold with you, and which premium is due next — across LIC, private life, health, and motor.
InsuredBoard is that list. One client per person. Policies as lines on that person. A morning board for overdue, due today, and upcoming. A pre-filled WhatsApp chat you send from your own number. Documents sit on the client. You add it to your phone as a PWA — no Play Store app.
What you can do
- See mixed households in one profile instead of three Excel files named after insurers.
- Work renewals from a sorted list instead of filtering a sheet every morning.
- Open WhatsApp with the client name and due date already in the draft.
- Store schedules and KYC on the person — file storage, not OCR guessing fields.
- Add a helper on a paid seat when the book outgrows one login.
Who it fits
Solo agents, POSP partners, and small desks who already sell and need a renewal habit that survives the commute. It is not the IRDAI portal, not a live commission ledger, and not bulk WhatsApp Business API. CSV import is on paid plans. Trial is 7 days with up to 75 active policies and unlimited clients — then Starter from ₹199/month.
Read the full product page: insurance CRM for agents. Pricing and seats: pricing. Walkthrough: how it works.
City pages
Same product in every city. Each page is about how agents in that market actually work — neighbourhoods, language on the phone, mixed life/health/motor — not a cloned paragraph with the city name swapped in.