Missed renewals cost commissions and client trust. InsuredBoard is policy renewal tracking software made for Indian insurance brokers and agents — not a generic calendar or CRM bolted onto insurance later.
How renewal tracking works
- Attach expiry and premium details to every policy on a client record
- Open a renewal list sorted by overdue, today, and upcoming
- Tap once to open WhatsApp with a reminder message already written
- Save templates by policy type so follow-ups take seconds
- Track renewals on your phone with the InsuredBoard PWA
WhatsApp is where your clients reply
Agents already chase renewals on WhatsApp. InsuredBoard cuts the copy-paste: open a due policy, send the reminder, move on. Pair this with full insurance CRM for agents features — clients, policies, KYC, and documents in one place.
Built for small agencies too
If you manage sub-agents, you need one renewal view across the book. See insurance broker management software and pricing for team limits. Full tool list lives on features.
Start free
Create an account, add a few policies with dates, and your renewal list is ready. Need a walkthrough? Book a demo.