Track. Renew.
Grow.
The complete Insurance Agent CRM for Motor, Health, Life, Travel, Commercial, and General Insurance agents. Manage policies, track renewals, monitor commissions, organize clients, and grow your insurance business—all from one powerful app.
Policy & Renewal Tracking
Never miss a renewal
Client Management
All client & policy details at your fingertips
Commission Insights
Track earnings and grow your income
Smart Reminders
Timely alerts for renewals & follow-ups
Secure & Reliable
Your data is safe and always accessible
Trusted by 10,000+
Insurance Agents
Everything you need · Nothing you don't
AI Policy Management
Upload PDFs — our AI-Powered CRM extracts and fills all client policies with zero data entry.
Smart Lead Pipeline
Capture leads in 3 steps, group by status, and trigger single-tap WhatsApp campaigns.
Claim Tracking Board
Track claim statuses, set resolution reminders, and delight customers with faster claim service.
Free Premium Calculators
Calculate Car, Bike, Health, and Life quotes instantly. Download and share quote PDFs.
AI Renewal Automation
Automate policy renewal reminders, track commissions, and secure agent recurring revenues.
Bank-Grade CRM Privacy
256-bit secure cloud backups. Your customer portfolios and leads stay completely private.
Agent Automation Engine
Save up to 15 hours every single week. Automate manual follow-ups and scale your business.
Built Exclusively for Insurance Agents
Take a look at how PolicyTracker replaces manual work and notebooks with a clean, high-performance interface.
View & Organize All Policies
Access all client policies, filter easily, and stay fully organized in one central place.
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Instant Search & Filters
Find any policy, client, or vehicle in milliseconds
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Categorized Statuses
Filter by Active, Due Soon, and Expired policies
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One-Click Document Access
View uploaded policy PDFs instantly from any device
