Agent workday
Your morning renewal routine — in 5 steps
Open the renewal list first thing
Daily habitEvery morning, your renewal dashboard shows who is overdue, due today, and due this week. No filtering, no formulas.
Open the client and check their policy
Tap the name to see all their policies — insurer, premium, type, and next due date — in a single profile.
Send a WhatsApp reminder in one tap
No copy-pasteThe reminder button opens WhatsApp with a pre-filled message. The client sees a professional note, not a hurried voice call.
Mark renewed and move on
Once a policy renews, update the date. It clears from the urgent list and reappears next year automatically.
Add new clients from the field
Mobile-firstDuring a site visit, open the PWA on your phone, create the client, attach the policy, and save — even on slow networks.
Why Excel loses renewals and InsuredBoard doesn't
Excel is a grid. Insurance work is relationships. When a client holds three policies, each renewal is a separate event — and a spreadsheet forces you to track them in three different rows, on two different sheets, synced across two devices. Something always slips.
InsuredBoard stores renewals against the policy, not against a row. The renewal dashboard bubbles up what matters today — no filter, no formula, no Monday surprise.
| Tracking in Excel | InsuredBoard | |
|---|---|---|
| Renewal reminders | ||
| Multi-policy per client | ||
| KYC document storage | ||
| WhatsApp follow-up | ||
| Works on mobile without sync issues | ||
| Sub-agent access | ||
| Free to start |
Free trial: 7 days, 75 active policies, unlimited clients, full renewal tracking.
Ready to move? Our guide on how to replace Excel for insurance client tracking shows the exact field map and a 7-day cutover plan — so you do not lose a single renewal in transit.