Insurance CRM for agents · India
Insurance CRM for Agents — Built for the Way You Work
Most CRMs are built for sales teams. InsuredBoard is built for insurance agents in India — client records, policy tracking, renewal reminders, and WhatsApp follow-ups in one mobile-friendly app.
No credit card · Free plan available
Anita Desai
Mumbai · +91 98200 12345
Policies
Life · HDFC Life
₹12,000/yr · Due Dec 2025
Health · Star Health
₹8,500/yr · Due Mar 2026
Motor · ICICI Lombard
₹4,200/yr · Due Jan 2026
Everything an agent's working day needs
Not a general CRM with insurance fields bolted on — built around the way agents in India actually work.
Client records with every policy attached
One profile per client — name, mobile, city, KYC notes, and every life, health, or motor policy they hold with you.
Renewal dashboard that never sleeps
Overdue, due today, and upcoming renewals are sorted automatically. No more filtering the sheet every morning.
1-tap WhatsApp reminders
Open a pre-filled WhatsApp message directly from a policy card. No copy-paste, no typos, no lost time.
Works as a home-screen app
Add InsuredBoard to your phone home screen — no app store needed. Add clients on the go between meetings.
CSV import from Excel
Map your existing columns once and import your book in minutes. Keep names, mobiles, and due dates intact.
KYC and policy documents
Store Aadhaar, PAN scans, and policy PDFs against each client. Find any document in seconds, not folders.
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 plan includes 50 clients, unlimited policies, and renewal tracking.
Every client, every policy — one place
Most Indian agents track three lines: life, health, and motor. A spreadsheet gives you rows. InsuredBoard gives you a profile — one card per client, with all their policies, upcoming dates, and stored documents underneath.
When a client calls about a policy, you can answer in 10 seconds. No scrolling, no searching another sheet.
- Support for life, health, motor, travel, and group policies
- Premium amount, insurer, policy number, and due date per policy
- Notes field for referral source, family links, or follow-up context
- Documents stored next to the client, not in a WhatsApp gallery
Anita Desai
Mumbai · +91 98200 12345
Policies
Life · HDFC Life
₹12,000/yr · Due Dec 2025
Health · Star Health
₹8,500/yr · Due Mar 2026
Motor · ICICI Lombard
₹4,200/yr · Due Jan 2026
From the blog
Deeper guides for agents and brokers.
Guide
How to move your book off Excel in 7 days
Step-by-step migration guide — which columns to move first, how to import, and when to freeze the old sheet.
Guide
How to choose the right CRM for insurance agents in India
A seven-point evaluation checklist so you pick software that fits your line, team size, and budget.
Guide
Tracking life, health, and motor in one place
Why one-client-one-record beats separate sheets for multi-line agents.
Explore related
Insurance CRM for agents — FAQs
What is an insurance CRM for agents?+
It is software built for how agents work — one place for client contacts, policies, KYC documents, and renewal dates — not a generic sales CRM with custom fields bolted on.
Can InsuredBoard replace Excel for client tracking?+
Yes. Most agents start on spreadsheets, then move active clients and due dates into InsuredBoard so renewals and WhatsApp follow-ups stop living in filters and copy-paste.
Does it work on my phone?+
Yes. Add InsuredBoard to your home screen as a PWA — no app store. You can add clients and check renewals between meetings.
Can I send WhatsApp renewal reminders from the CRM?+
Yes. Open a pre-filled WhatsApp message from a policy or renewal card. You still send from your own WhatsApp — InsuredBoard just removes the retyping.
Is there a free plan for solo agents?+
Yes. Start free with no credit card. Upgrade in INR when your book needs more clients or team seats.
Run your book without the spreadsheet
Free plan for solo agents. Add clients today — no credit card required.
Start free trial