Insurance & Policy Management
CRM, Agent App For Manage Data
Only for iPhone
Free · Designed for iPhone
iPhone
Insurance & Policy Management - The Ultimate Insurance Management App
Looking for a smarter way to manage your insurance policies? Policy Manager is your all-in-one app designed to simplify insurance and policy management for agents, brokers, and individuals. From health and motor policies to reminders and CRM features, Policy Manager has everything you need to stay organized and efficient.
Key Features:
Insurance Management: Track and manage all types of policies, including health, car, motor, and more.
Policy Reminders: Get timely notifications for policy renewals, payments, and expirations.
Insurance CRM: Manage client data, policy details, and premium schedules effortlessly.
Multi-Policy Tracking: Add and manage multiple policies in one place with an easy-to-use interface.
Data Security: Keep all your client and policy data secure with advanced encryption.
Seamless Integration: Designed for insurance agents and brokers to simplify daily operations.
Who Is Policy Manager For?
Insurance Agents & Brokers: Manage client policies, set reminders, and track renewals easily.
Small Businesses: Keep track of employee and business insurance policies.
Individuals: Simplify your personal insurance management with easy reminders and tracking.
Why Choose Policy Manager?
Policy Manager is more than just an app—it’s a complete insurance management system. Whether you’re an agent managing hundreds of clients or an individual keeping track of personal policies, Policy Manager offers unmatched convenience and efficiency.
How It Works:
Add Your Policies: Input details like policy type, insurer, premium amount, and renewal dates.
Set Reminders: Get notified about upcoming renewals and payments.
Track Clients: Store and manage client information with CRM tools.
Analyze Data: Use insights to understand your portfolio and client base better.
Benefits of Policy Manager:
Save Time: Automate reminders and client communications.
Stay Organized: Manage all policy details in one place.
Enhance Productivity: Focus on selling and servicing clients without administrative hassles.
Frequently Asked Questions (FAQs):
Can I add multiple policies for a single client?
Yes, you can add unlimited policies for each client.
Is Policy Manager suitable for individual users?
Absolutely! It’s perfect for individuals who want to track personal policies.
Does Policy Manager offer cloud backup?
Yes, all your data is securely backed up for easy access anytime, anywhere.
Is the app free?
Policy Manager offers free and premium plans to suit your needs.
Download Policy Manager Now!
Take control of your insurance management with Policy Manager. Join thousands of agents, brokers, and individuals who trust us for efficient policy tracking and reminders.
Install now and simplify your insurance management today!
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
- Bug Fix.
- Improve Performance.
The developer, INSUREBOOK TECHNOLOGY PRIVATE LIMITED, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- INSUREBOOK TECHNOLOGY PRIVATE LIMITED
- Size
- 40.8 MB
- Category
- Business
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.5 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © InsureBook