Insurance CRM PWA

What an insurance CRM PWA is

A progressive web app is a website you can install to the home screen so it launches full-screen like an app. For insurance agents, that means the renewal board travels in your pocket without waiting for a Play Store review cycle or forcing clients onto a native binary. InsuredBoard is built phone-first: clients, policies, due dates, documents, and a WhatsApp handoff that opens the chat app you already use.

Agents often ask for "the mobile app." What they need is the morning list between meetings — not a separate product with divergent features. The PWA is the same InsuredBoard. Install it from the browser, sign in, work overdue and due today, tap through to a pre-filled WhatsApp message from your number.

There is no fabricated store rating on this page. We do not claim a Play Store #1 badge. The install path is honest: browser → add to home screen → use.

Why field agents outgrow desktop-only CRMs

Renewals do not wait for you to return to the office laptop. A client asks about a bike expiry while you are at another household. If the CRM only works well on a wide monitor, you fall back to memory or a screenshot of Excel. A PWA keeps the live list on the device that already holds WhatsApp.

Touch targets, short pages, and a sorted renewal board matter more than dense data grids on a phone. You still get full records when you need them — tap into the client, check documents, update a note after the call. The constraint is attention between meetings, not missing columns.

Team agencies benefit when every agent installs the same PWA. Owners on paid plans see broader renewal visibility; agents see their book. Everyone messages from their own WhatsApp. That matches how trust already works in Indian agency distribution.

What this page is not

• Not a mandatory Play Store download.
• Not WhatsApp Business API automation.
• Not OCR or Vahan vehicle lookup on mobile.
• Not a live insurer commission app.

WhatsApp and the PWA

On a phone, the WhatsApp handoff is natural. The CRM opens a pre-filled chat; you send it. On desktop, the same control still routes through WhatsApp depending on how your device is set up — the product promise stays "you send the chat," not "we broadcast templates." Read WhatsApp renewal reminders for the full distinction from Business API tools.

Keep due dates accurate. A beautiful mobile UI cannot save a wrong anniversary. Enter dates when you issue or renew. Import via CSV only on paid plans after the trial proves you will open the PWA daily.

Install expectations

Chrome and Safari support add-to-home-screen flows with slightly different menus. Use the browser you already trust for banking. After install, open from the icon rather than searching history. Sign-in persists like other web apps on that device. If you switch phones, sign in again and re-add the icon.

Performance depends on your connection. Field use assumes mobile data. We do not market a fully offline multi-thousand-policy mode as a core promise. Sync when you have signal; make the call; note the outcome when you are back online if needed.

Pricing on mobile

The trial is the same on PWA and desktop: 7 days, up to 75 active policies, unlimited clients. Starter at ₹199/mo adds CSV import and seats within limits. See pricing. Commission estimates stay on the commission calculator — not a ledger inside the app.

Compare the broader product on insurance CRM for agents and the daily habit on policy renewal tracking.

Who the PWA page is for

Agents who live on their phone. Agencies standardising a mobile renewal habit. Anyone who was blocked by "we will ship native later." It is not for buyers who require a Play Store APK as a procurement checkbox — say that requirement up front when you evaluate vendors.

See also insurance CRM for agents, pricing, and how it works.