PolicyVault uses AI-assisted extraction to help organize policy details from uploaded PDFs, sends renewal reminders, and keeps your records together — so you spend less time searching spreadsheets.
Total Policies
148
Active
112
Expiring Soon
23
This Month
₹4.2L
Every insurance agent in India deals with these problems every single day.
You forgot a renewal. The client got a notice. They switched to another agent. That policy was worth ₹18,000/year.
Policy documents saved across WhatsApp, email, folders, pen drives. You spend 20 minutes searching for one client's policy number.
Typing every policy detail into Excel. Calculating expiry dates. Making registers at month end. Hours wasted every week.
Built specifically for Indian insurance agents by people who understand how you work.
Upload a policy PDF for AI-assisted field extraction. Available fields depend on the document, and extracted details should be reviewed and confirmed before saving.
Schedule reminders for upcoming expiries, with alerts at configured intervals to help you follow up with clients.
Use the renewal workflow on eligible plans. Review carried-over client details and uploaded policy information before saving the new record.
One click to export a clean, formatted Excel register of all policies expiring in any given month. Exactly what LIC and other insurers ask for. In seconds.
Policy data is protected with account-based access controls. PAN and date-of-birth fields can be encrypted at rest when the encryption key is configured. Review our Privacy Policy for details about data handling.
See your entire portfolio at a glance. Filter by type, status, insurer, or expiry. Search by client name or phone number. Everything you need, one screen.
No technical knowledge required. No setup calls. No IT team needed.
Upload a policy PDF. Extraction results can vary by insurer and document format.
Review and confirm suggested details before saving them to your policy records.
AI-assisted extraction reads the document and suggests available policy details for review.
Extracted fields can include contact details, policy number, premium, sum insured, dates, and vehicle information, depending on the document.
Use renewal alerts to follow up before policy expiry. Reminder delivery can depend on account settings and configured services.
Alerts at 90, 60, 30, 15, 7, 3, and 1 day before expiry. Export your monthly register in one click.
Examples of insurers whose policy documents agents may manage
Choose the plan that fits your policy volume and team.
Your trial includes:
Perfect for solo agents managing personal client books.
More monthly capacity and policy renewal functionality for a single agent.
For agencies that need multiple users and simultaneous logins.
Enterprise pricing available on request. Questions? WhatsApp us
Account-based access controls
Row-level access controls are used to restrict policy records to the account that owns them. PAN and date-of-birth fields can be encrypted at rest when the encryption key is configured.
Privacy and data handling
We use service providers to operate the app. Uploaded PDFs are sent to Google Gemini for extraction; if that fails, readable text may be sent to Groq as a fallback. See our Privacy Policy for details.
Your Data, Your Control
Policy records are associated with your account. No advertising is shown in the app. You can manage and export records using the available app features.
Hosted on Vercel and Supabase
PolicyVault uses Vercel for web hosting and Supabase for authentication, database, and file storage. Availability depends on these providers; PolicyVault does not offer a guaranteed uptime SLA.
PolicyVault uses account-based access controls and configured application-level protections.
Whether you want a demo, have a question about pricing, or need help getting started — reach out. We typically respond within a few hours.
WhatsApp (Messages Only)
+91 62395 21161
Preferred — fastest response. No calls please.
policyvault1@gmail.com
For detailed queries or demo requests.
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Manage insurance policies and renewal reminders with PolicyVault. Your first 7 days are free, subject to the trial limits shown at sign-up.
No credit card required · 7-day trial · Up to 25 policies total