How it works
From scattered chats to a running practice.
Three steps. You connect your sources, Policyflow reads and structures them, and your practice starts running itself.
Step 01
Connect your sources.
Connect Gmail, then upload your WhatsApp chat exports and Excel sheets. Everything you already have, in one place, without re-typing a single row.
GmailWhatsApp exportExcel
Connected sourceslast sync just now
SourceImportedType
Gmail64 policies
WhatsApp export41 policies
Excel sheet37 policies
Step 02
It reads and structures.
Policyflow pulls out every policy, client, premium and renewal date and files it into your register. Nominees, PAN and KYC land in the right fields on their own.
PoliciesPremiumsNominees
Rahul Sharmastructured
FieldValueOK
PolicyHDFC Life Term
Premium₹24,500
Renewal12 Apr
NomineePriya (wife)
Step 03
Your practice runs live.
Renewal Radar, commission tracking and client records stay current from day one. The work that used to live in your head now lives in one register.
Renewal RadarCommissionsKYC
Renewal Radarnext 30 days · 8 due
Meena Iyer · LIC₹18,2003 days
S. Banerjee · Niva Bupa₹15,4009 days
D. Rao · Max Life₹27,90018 days
K. Nair · Tata AIA₹12,30024 days
Start with the clients you already have.
Bring your book into Policyflow in an afternoon. Free to start, no card needed.
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