Free Trial
Try before you commit — includes 1 agent & 1 staff slot.
Free 7 days
- Up to 75 active policies
- Unlimited clients
- 1 agent & 1 staff account
- Dashboard & renewal tracking
- Lead management (trial)
- Commission tracking (trial)
- Secure KYC & policy documents
- One-tap WhatsApp renewal reminder
- Works on mobile (install from browser — no app store needed)
Starter
For brokers building their book.
₹2,400 / year
₹199 / month
- Up to 150 active policies
- Unlimited clients
- Up to 5 agents
- No staff accounts
- Dashboard & renewal tracking
- Secure KYC & policy documents
- One-tap WhatsApp renewal reminder
- CSV customer import
- Works on mobile (install from browser — no app store needed)
- Standard support
Pro
For growing agencies with a team.
₹8,400 / year
₹699 / month
- Unlimited active policies
- Unlimited clients
- Up to 25 agents
- Up to 3 staff accounts
- Lead management
- Commission tracking + CSV export
- Dashboard & renewal tracking
- Secure KYC & policy documents
- One-tap WhatsApp renewal reminder
- CSV customer import
- Works on mobile (install from browser — no app store needed)
- Standard support
Business
For large agencies managing a full team.
₹15,600 / year
₹1,299 / month
- Unlimited active policies
- Unlimited clients
- Up to 50 agents
- Up to 15 staff accounts
- Lead management
- Commission tracking + CSV export
- Dashboard & renewal tracking
- Secure KYC & policy documents
- One-tap WhatsApp renewal reminder
- CSV customer import
- Works on mobile (install from browser — no app store needed)
- Priority support
Prices shown yearly; billed monthly at the rate below each plan. Activate via WhatsApp after signup — usually within minutes.
Compare plans
See policy, agent, and staff limits before you pick a plan.
| Feature | Starter₹2,400/yr₹199/mo | Pro₹8,400/yr₹699/mo | Business₹15,600/yr₹1,299/mo |
|---|---|---|---|
| Unlimited active policies | |||
| Active policy limit | 150 | — | — |
| Unlimited clients | |||
| Sub-agents / agents | 5 | 25 | 50 |
| Staff logins | 3 | 15 | |
| Renewal dashboard | |||
| One-tap WhatsApp reminder | |||
| KYC & policy documents | |||
| CSV customer import | |||
| Lead management | |||
| Commission tracking + CSV export | |||
| Works on mobile (PWA) | |||
| Priority support |
✓ = included · ✕ = not on this plan · Active policy cap counts live policies only (expired policies don't count). Lead management & commission tracking are on Pro & Business (also available during the free trial).
Why INR pricing?
Most insurance CRMs in India are priced in USD or EUR — which means your monthly bill depends on the dollar exchange rate, not your commission cycle. InsuredBoard is priced in INR because that's how Indian agents think about their books.
All plans include GST billing and UPI support. No surprise foreign-exchange charges, no currency conversion headaches.
How to choose a plan
Most agents start on the free trial and upgrade as their book grows. Here's a quick guide:
- Free trial (7 days) — try InsuredBoard with up to 75 active policies, unlimited clients, renewal tracking, and WhatsApp reminders.
- Starter (₹199/mo) — for solo agents with up to 150 active policies and 5 agent seats.
- Pro (₹699/mo) — for growing agencies: unlimited active policies, up to 25 agents, and 3 staff accounts.
- Business (₹1,299/mo) — for larger agencies: unlimited policies, up to 50 agents, 15 staff, and priority support.
What happens after signup
Once you create your account, we'll send you a WhatsApp message with a quick setup checklist. You can add your first clients within minutes — import from a CSV or add them one by one. Our blog guides walk through common setup scenarios like migrating from Excel.
No credit card needed for the free plan. If you upgrade, payment is processed securely via UPI or card — we don't store your card details.
Comparing InsuredBoard to spreadsheets
A lot of agents ask us: "Why pay for a CRM when Excel is free?" Here's the honest answer: Excel is free until you miss a renewal. Then it costs you a month's commission.
InsuredBoard handles the parts that spreadsheets cannot — a renewal board that surfaces what is due today, one-tap WhatsApp from your own number (not bulk API), role-based access for your team, and document storage per client.
Even on the free plan, you get features that take weeks to build in a spreadsheet: client timelines, renewal dashboards, and instant WhatsApp follow-ups.
FAQs about pricing
- Can I switch plans later? — Yes. Upgrade or downgrade anytime. Changes take effect at your next billing cycle.
- What payment methods do you accept? — UPI, credit/debit cards, and net banking. All payments are processed in INR.
- Is there a free trial for paid plans? — Yes — every paid plan starts with a 7-day free trial so you can test it with your real book before committing.
- Do you offer discounts for annual plans? — Yes. Annual plans save roughly 2 months compared to monthly billing. Ask on WhatsApp or email us.
Still not sure? Contact us and we'll recommend the right plan based on your client count and policy mix.