%20!important%3B%20stroke-width%3A%202px%20!important%3B%22%2F%3E%3Cpath%20d%3D%22m9%2012%202%202%204-4%22%20style%3D%22fill%3A%20none%20!important%3B%20stroke%3A%20rgb(251%2C%20191%2C%2036)%20!important%3B%20stroke-width%3A%202px%20!important%3B%22%2F%3E%3C%2Fsvg%3E)
PolicyVault
Policy renewal tracker for insurance agents
About PolicyVault
PolicyVault is built for Indian insurance agents who track client policies in Excel, diaries, and WhatsApp chats. Upload a policy PDF and AI-assisted extraction suggests available details - policy number, premium, dates, contact information - for your review before saving. Schedule automatic renewal alerts at 90, 60, 30, 15, 7, 3, and 1 day before expiry; delivery depends on account settings and configured services. Export a clean monthly Excel register of expiring policies for month-end reporting, and use the renewal workflow on eligible plans. Works with policy documents from insurers such as LIC, HDFC, and Star Health. 7-day free trial (Single User, up to 25 policies), no credit card required. Paid plans start at Rs199/month.
Category: saas
Location: Ludhiana, India