Policyflow turns the scattered pieces of a POSP practice into a single living register. Here is what runs inside it.
Every client, policy, premium and renewal in one always-current view, sorted by what needs you next. No more portal-hopping.
Every renewal ranked by urgency, with reminders that fire on their own so you reach clients before the due date, not after.
Policyflow checks each insurer payout against what you were promised and flags the gap the moment it happens, so short commissions never slip by.
| Insurer | Expected | Received | |
|---|---|---|---|
| HDFC Life | ₹2,450 | ₹2,450 | ✓ |
| Niva Bupa | ₹3,120 | ₹1,580 | short |
| Star Health | ₹2,900 | ₹2,900 | ✓ |
Policies, nominees, documents and history linked to each client, so you can answer any question in seconds without digging through chats.
Connect Gmail and drop in WhatsApp exports and Excel. Policyflow reads the structure and builds your register, no re-typing.
Start free and connect where your data already lives.