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PolicyPilot — Manage. Grow. Renew.

Manage. Grow.
Renew.

Your customers, policies, and renewals.
One organized workspace.

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A clearer way to work

Everything your insurance business needs.
In one workspace.

From the first conversation to the next renewal.
Keep the people, policies and work connected.

Dashboard
PolicyPilot Dashboard screen from the supplied design PDF

Dashboard, feature 1 of 5

Built around your brokerage

The details matter.
Keep them together.

Every module has a job. Together, they give your daily work a clearer direction.

01 / Manage

A customer is more
than a row.

Keep the whole relationship in view, from contact details to the cover they hold.

Customers

Find contact information, keep conversation notes and see linked policies without losing context.

Explore customers

Policies

Organise cover by customer, insurer and type. Keep premiums, policy numbers and expiry dates easy to find.

Explore policies
PolicyPilot Customers interface from the product design
One customer. Their policies. The next conversation.
02 / Renew

Give every next step
a place.

See what is coming up, then turn it into work you can act on.

Renewals

Review upcoming and overdue policies, record follow-up progress and keep the next renewal date in sight.

Explore renewals

Tasks

Plan customer calls, document requests and renewal follow-ups. Set priorities and mark work complete.

Explore tasks
PolicyPilot Renewals interface from the product design
Upcoming renewal Follow-up task
03 / Grow

From the next opportunity
to the bigger picture.

Know where conversations stand and what your records say about the business.

Leads

Capture prospects, insurance needs and follow-up dates. Track progress from first contact to an acquired customer.

Explore leads
PolicyPilot Leads interface from the product design

Reports

Review premium totals, policy mix and renewal performance. Choose a period and export the figures for a closer look.

Explore reports
PolicyPilot Reports interface from the product design
04 / Stay organised

The right document.
With the right record.

Documents

Keep policy documents, receipts and supporting files linked to their customer or policy. Search, preview and download them when you need them.

Explore documents

In the current demo, records and files stay in your browser.

PolicyPilot Documents interface from the product design
Files with context, close to the work.
Coming soon

Upload a policy.
Let PolicyPilot do the paperwork.

We’re planning an AI-assisted workflow that reads important details from a policy document and prepares connected records for your review.

Policy documentYour insurance PDF
AI extractionCustomer · Cover · Dates Reviewed by you
CustomerContact details
PolicyInsurer, cover & premium
RenewalImportant dates

A preview of what’s next. AI extraction is not available in the current demo.

One connected flow

A little more clarity.
At every step.

Customer Policy Renewal Follow-up Report

01
Customer

Start with the relationship.

Add a customer and the contact details you need for the next conversation.

PolicyPilot customers interface from the product design
02
Policy

Connect their cover.

Link the policy to the customer, with the insurer, premium and expiry date in view.

PolicyPilot policies interface from the product design
03
Renewal

Look ahead to what’s due.

A policy’s expiry date becomes a renewal to track, with progress you can update.

PolicyPilot renewals interface from the product design
04
Follow-up

Make the next move clear.

Create a linked task for a call or document request, then mark it complete.

PolicyPilot tasks interface from the product design
05
Report

See the bigger picture.

Review the records together to understand your policy book and renewal performance.

PolicyPilot reports interface from the product design
CustomerPolicyRenewalFollow-upReport
PolicyPilot customers interface from the product design

Connected records. A clearer working day.

Room to grow

Simple Pricing for Every Broker

Choose a plan that fits your business. No hidden charges.

Starter

Ideal for individual brokers starting out.

₹999/ month

Billed monthly

  • Manage customers
  • Add and track policies
  • Renewal reminders
  • Document storage (basic)
  • Email support
Get Started
Most Popular

Professional

For growing brokers who want more control and insights.

₹3,499/ month

Billed monthly

  • All Starter features
  • Lead management
  • Basic reports & analytics
  • Multi-user access — up to 5 users
  • Priority support
Get Started

Business

For established brokers and larger teams.

₹5,999/ month

Billed monthly

  • All Professional features
  • Advanced reports
  • Custom reminders & workflows
  • Multi-user access — up to 15 users
  • Dedicated account support
Get Started
No setup feesGet started instantly
Flexible billingUpgrade or downgrade anytime
Here to helpSupport when you need it

Plan preview · Get Started opens the current demo login. Paid subscriptions are not available yet.

Manage. Grow. Renew.

Run your insurance business
with less clutter.

Start with one customer. Bring the rest of your work together.

Try Demo Explore the interactive prototype. Data stays in your browser.