PolicyTrackr is India's leading AI-powered insurance management software designed specifically for insurance agents and agencies. Our platform helps you manage policies, track renewals, send automated reminders, and grow your insurance business efficiently.
Upload any insurance policy PDF and our PolicyReader AI technology automatically extracts all key details including policy number, coverage period, premium amounts, sum insured, and complete client information. No more manual data entry - save hours every day with intelligent document processing that works with motor insurance, health insurance, life insurance, and all personal lines policies. Learn more about booking a demo of this feature.
Never miss a policy renewal again. PolicyTrackr automatically tracks all renewal dates and sends timely WhatsApp reminders to your clients. Our smart reminder system sends messages at the optimal time before expiry, increasing your renewal rates and client retention. Customize reminder templates and scheduling to match your workflow. See how it works in our FAQ section.
Keep track of pending premium payments with automated balance reminders. PolicyTrackr monitors outstanding amounts and sends follow-up messages to clients, helping you collect payments faster and maintain healthy cash flow for your insurance business. View available plans for this service.
Access all your financial data in one comprehensive dashboard. Track total premium collection, pending balances, commission earnings, and business performance metrics. Generate reports for any time period and gain insights into your insurance agency's financial health. Go back to homepage for a full overview.
All uploaded policy documents are stored securely with enterprise-grade encryption. Your clients' sensitive information is protected with bank-level security standards. Access documents anytime, anywhere, and share policy copies instantly with clients via secure links. Check our Data Protection Policy for details.
Perfect for growing insurance agencies with multiple branches and team members. Assign staff to specific branches, track individual performance, and manage your entire organization from a single platform. Role-based access ensures data security across your team. Read our Terms & Conditions.
PolicyTrackr offers flexible pricing designed for insurance professionals of all sizes:
All plans include a free trial period. No credit card required to start your free registration.
PolicyTrackr is insurance management software built specifically for insurance agents to track policies, renewals, and customers in one centralized platform.
PolicyTrackr supports motor insurance, health insurance, life insurance, and other personal lines insurance policies from all major Indian insurers. This includes companies regulated by the IRDAI (Insurance Regulatory and Development Authority of India).
Yes, absolutely. We use enterprise-grade encryption and don't store policy documents unless required. Your data is encrypted and stored securely following industry best practices. Read more in our Security documentation.
Yes, PolicyTrackr works seamlessly on both desktop and mobile browsers. Access your insurance business data from anywhere, anytime. Visit our mobile-optimized homepage.
Ready to transform your insurance business? Get in touch with our team: