How to make an app for an insurance agent

An insurance agent's income depends on renewals, and renewals depend on remembering hundreds of dates across health, motor and life policies. An app on your phone lists who is due this month, which family has which policy and which claim you are still following up.

Updated 2026-11-09

Who uses the app

Usually the agent alone, so the data can stay on your phone. If a family member or an assistant also calls clients, connect your own Supabase database with sign-in; policy and health details are private.

The screens an insurance agent app needs

Renewals: Policies due this month and next, by date, with the client, the type of cover and the premium last paid
Clients: Families with each member, phone, date of birth and the policies they hold
Policies: Each policy with insurer, policy number, type, start and renewal date and sum insured
Claims: Claims you are helping with: date filed, papers sent, status as told by the insurer and notes
Leads: People who asked for a quote, what they asked for and when to follow up
Settings: Your name, licence number, message templates and a backup of the data

Features worth asking for

A WhatsApp renewal reminder with the policy type and renewal date filled in
A family view, so you see every policy a household holds in one place
Phone reminders the day before a renewal or follow-up, in the installed app
Birthday list for the week, with a WhatsApp greeting button
Claim follow-up notes with dates, so you can tell the client exactly where things stand
A one-page policy summary for a family as a PDF to share

Where the data lives

If you are the only user, the client list stays on your phone; take regular backups from settings. If an assistant works from another phone, connect your own Supabase database from the chat with sign-in so only the two of you can open it.

How to make it with AppCub, step by step

Decide what the app does. List the screens you need, for example: Renewals, Clients, Policies, Claims, Leads.
Describe it to AppCub. Paste the request below, changed to your own business and details.
Check the plan. AppCub shows the screens and features it will build. Change them in the chat until they are right; seeing the plan is free.
Try it on your phone. The app runs live next to the chat. Scan the QR code to install it, and ask for changes.
Share it. Share it as a web link, an APK file, or publish it on Google Play from your own developer account.

Copy this request, change the details to match your insurance agent, and paste it into AppCub:

Make an app for my insurance agency work, Wankhede Insurance Help in Nagpur. Screens: renewals, clients, policies, claims, leads and settings. Clients are families with members, phone and date of birth. Policies have insurer, policy number, type (health, motor, life, shop), start date, renewal date, premium and sum insured. Renewals screen shows this month and next. WhatsApp reminder with policy type and date. Claims with date filed, papers sent and notes. Leads with follow-up date and a phone reminder. Family policy summary as PDF. Teal and white colours.

Tips for an insurance agent app

Enter policies family by family from your diary; renewal dates are the first thing to get right.
Write the renewal message in your own words once and reuse it, in Marathi or Hindi if your clients prefer.
Keep health details to what you need for renewals and claims, and don't store photos of medical reports unless needed.
Mark each lead with the next follow-up date so none are forgotten after the first call.
Check the renewals screen every Monday morning and send that week's reminders together.

What it costs

Describing your app and seeing AppCub’s plan for it is free.
A new app usually takes 60 to 110 credits. Start with the 2-day trial for ₹99 (150 credits, enough for one app and a few changes) or the one-time App Pack for ₹499. Starter is ₹1,599 a month for 700 credits.
Google Play needs a paid plan (it includes the Play Store bundle and your app’s signing key) and your own Google Play developer account, a one-time US$25 fee to Google.
Work that fails or is rolled back costs no credits.

See all plans

Good to know

AppCub doesn't connect to insurers' portals, so it can't issue policies, fetch premiums or check claim status by itself. You note what the insurer tells you, and reminders go out when you tap the WhatsApp button.
AppCub builds Android apps. You can also share the app as a web link that opens on any phone; for the iPhone App Store, AppCub’s team can do it for you.

Questions

Can the app show all renewals due this month?

Yes. Each policy has a renewal date, and the renewals screen lists those due this month and next, earliest first.

Can the app send renewal reminders to clients automatically?

No. A button opens WhatsApp with the reminder ready and you send it from your number. The installed app can remind you on your own phone.

Can I keep a whole family's policies together?

Yes. Ask for families with members, and each policy linked to a member, so one screen shows the household's cover.

Can the app get the premium from the insurer?

No. AppCub doesn't connect to insurers' systems. You enter the premium from the renewal notice.

Can I track claims I am helping with?

Yes. Ask for a claims screen with the date filed, papers sent and dated notes of what the insurer said.

Is client data safe on my phone?

By default it stays on your phone and nowhere else. If you connect a database it is your own Supabase project, and you can ask for sign-in.

Make your insurance agent app

Seeing the plan is free. Building starts with a 2-day trial for ₹99.

Start building