If you are an insurance agent in India, you already know the grind: client numbers in your phone, policy PDFs in gallery folders, renewal dates in a spreadsheet that is always out of date. InsuredBoard is a mobile-first insurance CRM so you keep every client, policy, and renewal in one place — from phone or desktop.
What an insurance agent CRM should actually do
- Store client contacts, notes, and KYC documents in one searchable record
- Attach life, health, motor, travel, and other policies to each client
- Show overdue, due today, and upcoming renewals in one list
- Open WhatsApp with a renewal message ready — no copy-paste from Excel
- Work as a PWA on your phone (add to home screen, no app store)
Why agents switch from Excel
Spreadsheets break when your book grows. Files get lost. Renewals lapse. InsuredBoard is priced for individual agents and small agencies — start free, then upgrade when you need more room. See plans and limits or explore all features.
Renewals and WhatsApp in one tap
Renewals are revenue. InsuredBoard highlights what is due, then opens WhatsApp with a ready-made reminder. More on policy renewal tracking. Agency owners managing sub-agents can also look at insurance broker software.
Get started in minutes
Create a free account, add clients and policies, and start tracking renewals the same day. Questions? Contact us or email hello@insuredboard.com.