The things advisors ask before they start. Reach out if yours is not here.
Policyflow is the working surface for a POSP insurance advisor: one living register of every client, policy, renewal and commission, kept current automatically.
Connect Gmail and drop in WhatsApp chat exports and Excel sheets. Policyflow reads the structure and builds your register for you. No manual re-entry.
No. We read only the policy documents and receipts you point us to via OAuth, never your entire inbox.
Policyflow compares each insurer payout against what you were promised and flags any shortfall the moment it happens, so you can recover it.
Data is encrypted, used only to run your practice, never sold, and deletable anytime. Policyflow is built to India's DPDP rules with a named grievance contact.
Every plan is free during early access, with no card required to start. Draft tiers will be posted when pricing is ready.