Is InsureBox really free to start?

Yes. The Starter plan is free forever — no credit card required. You can manage up to 50 policies before you need to upgrade.

How does quick policy upload work?

Drag and drop a policy PDF and InsureBox reads the key details — insurer, client, sum insured, renewal date — automatically. You review, confirm, and it's filed.

Can my whole team use it?

Yes. On the Growth plan you can add teammates, assign role-based access, set tasks, and track everyone's progress from one dashboard.

Is my clients' data secure?

All data is encrypted in transit and at rest, access is role-based, and automatic backups mean your records are safe even if a device isn't.

Does it work on mobile?

InsureBox is mobile-first. There's a business app for your agency and a client app so policyholders can access their documents anytime.

Can I move my existing data in?

Yes — you can bulk-upload existing policies and clients. On Enterprise plans we handle migration for you as part of dedicated onboarding.

NEWBusiness mobile app for agencies

Run your agency, not your spreadsheets.

Every policy, client, quotation and renewal in one fast, mobile-first workspace — so your team spends less time on admin and more time closing.

Get started for free See how it works →

Loved by 1,200+ advisors · No credit card required

98%

renewals on time

+32%

quote conversion

1,200+

advisors onboard

10k+

policies managed

4.8★

average rating

How it works

Up and running in an afternoon

Upload your policies

Drag and drop existing policies — InsureBox reads insurer, client, sum insured and renewal date automatically.

Invite your team

Add teammates with role-based access. Everyone works from the same live workspace, on desktop or mobile.

Let the system chase

Renewal reminders, quote tracking and reports run on their own — you just close.

The modules

Everything your agency needs, in one place

Twelve connected modules replace the patchwork of spreadsheets, folders and reminders you use today.

Quick policy upload

Drag and drop a policy and InsureBox reads the key details automatically — no manual data entry.

Client management

Add corporate and individual clients and pull up their policies in a tap.

Quotations

Create quotes, send them instantly, and track conversions end to end.

Team

Add teammates, set roles, and track everyone's progress.

Renewals & status

Stay ahead of every upcoming renewal and see policy status at a glance.

File management

Keep brochures, claim forms and documents ready to send in seconds.

Tasks

Set tasks for yourself and your team so nothing slips through.

Reports

Generate business and revenue reports the moment you need them.

Revenue management

Track brokerage and commissions per policy, insurer and teammate.

Lead management COMING_SOON

Capture leads, track follow-ups, and convert prospects into clients without a separate CRM.

Claims management COMING_SOON

Log claims, attach documents, and track every claim from intimation to settlement.

Endorsements COMING_SOON

Raise endorsements, send them to insurers, and follow their status.

Product tour

See it in action

Every screen is built to be fast on desktop and mobile.

Policy stats

Upload a policy and InsureBox reads the key details automatically. Retrieve any policy instantly.

Drag & drop upload →

Why switch

Spreadsheets got you here. They won't get you further.

Running on spreadsheets

Renewal dates buried in tabs — missed until the client calls

Policy details typed in by hand, twice, with typos

Quotes sent from personal email with no follow-up trail

One “master file” only one person truly understands

No idea which advisor closed what this month

Running on InsureBox

Every renewal surfaced weeks ahead, automatically

Drag-and-drop upload reads policy details for you

Quotes sent, tracked and converted in one flow

One shared workspace with role-based access

Live business and revenue reports, per teammate

Safe & secure

Your data, protected by design

Security isn't a feature — it's the foundation. InsureBox keeps your agency's data encrypted, backed up and access-controlled.

Your policies are locked up tight — I keep the box sealed.

Secure cloud infrastructure

InsureBox runs on Amazon Web Services (AWS), with secure cloud hosting, protected storage, and controlled server access.

Role-based access

Give each teammate exactly the access they need.

Automatic backups

Your records are safe even if a device isn't.

Mobile app

Your agency, in your pocket

Look up a policy at a client's office, send a quote from the road, and get renewal alerts wherever you are. A client app is on the way, making it easier for policyholders to access their insurance documents anytime.

Download on theApp Store Get it onGoogle Play

Free with every plan · iOS and Android

Testimonials

Advisors who made the switch

1,200+ advisors run their agency on InsureBox. Here's why.

Don't just take my word for it…

“I am so glad to have started using InsureBox to manage my Insurance agency business. Earlier compiling renewal data from various insurance companies and sending reminders and quotations to clients was a huge task. This software has made it so simple to manage my Insurance agency. A must software for all Insurance Advisors.”

Rishi Goel

Insurance Advisor

“I have been an Insurance advisor for over 10 years and have tried various ways to help me manage my insurance agency. Nothing has come close to this software from InsureBox. It is truly a smart way to manage an insurance agency business. Go for it .You will be less stressed managing your business ?”

Shalini Singh

Insurance Advisor

“With the solution provided by InsureBox I am able to manage my insurance agency and my team in a much easier way. My team loves the software and cannot do without it. I wish I had started using InsureBox earlier. Once you use InsureBox you will stop using excel. Best part they also have a mobile app which a lot can be done through it. Go for it without thinking twice. You wont regret it”

Rohit Mehta

Insurance Advisor

From the blog