InsuranceBoard

InsuranceBoard is the CRM companion app for insurance agencies. Designed for field work by agents, managers, and operations teams.

FOR AGENTS
• Prospect Dashboard: View your candidate portfolio, move them through the stages, log calls and WhatsApp messages, and create new leads in seconds.

• Today: Your unified calendar—reminders, tasks, and appointments for the day, with appointment confirmation and rescheduling from your phone.

• My Tasks: Your assignments with photographic evidence.

• My Training: Course invitations, attendance confirmation, and QR code check-in.

• My Incentives: Your points, rewards, and progress in your agency's program.

FOR MANAGERS AND OPERATIONS TEAMS
• Recruit: Onboard and track agent candidates, with meeting reminders.

• Team Tasks: Assign, review, and approve tasks with supporting documentation.

• Training: Track courses, confirmations, and live attendance.

With push notifications for tasks, appointments, training, and incentives.

Requires an InsuranceBoard account provided by your agency.

Privacy Notice: https://insurance-board.com.mx/privacidad