AI Policy Management
Track and organize Motor, Health, Life, and Commercial policies in a single secure view. Upload policy PDFs and our advanced OCR system automatically extracts all policy fields in seconds.
Built specifically for Auto & Motor Agents
Stop losing motor renewals to online aggregators.
Two-wheeler and car policies are a volume game. PolicyTracker automates your entire workflow—from fetching RC details to sending WhatsApp renewal alerts 30 days before expiry.
No Credit Card
Unlimited Vehicles
WhatsApp Ready
Free Motor Claim Checklist
A step-by-step PDF checklist you can immediately share with your clients when they have an accident. Help them settle claims faster!
AGENT RESOURCES
Free Tools for Auto Agents
We build tools that save you time. Download our free comprehensive premium calculator template, or instantly check simulated vehicle RC details.
Premium Calculator Template
Download our master Excel workbook. Type in an IDV and instantly compare quotes across 10 top insurance providers. Contains built-in GST and NCB formulas!
Live Vahan RC Status
Enter any vehicle number to instantly pull real-time database details via our live integration.
Inside the App
Built Exclusively for Insurance Agents
Take a look at how PolicyTracker replaces manual work and notebooks with a clean, high-performance interface.
Policy Database
View & Organize All Policies
Access all client policies, filter easily, and stay fully organized in one central place.
- 🔍
Instant Search & Filters
Find any policy, client, or vehicle in milliseconds
- 🏷️
Categorized Statuses
Filter by Active, Due Soon, and Expired policies
- 📄
One-Click Document Access
View uploaded policy PDFs instantly from any device
Never Miss Renewals
Manage Clients Easily
Track Commissions
Secure & Reliable
Powerful CRM CapabilitiesThe Smartest AI Operating System
The Smartest AI Operating System
for Indian Insurance Agents
Replace your complex spreadsheets, paper registers, and disconnected systems. PolicyTracker.in provides a unified, AI-powered command center.
Auto Expiry Alerts
Automated WhatsApp & email expiry notifications are sent 15 days before policy renewal — zero manual effort. Also send 1-click reminders any time.
WhatsApp Auto Email Auto 15 Days Before
🔔 Auto-sent: Hi Sanjay, your Car Insurance expires on 28th May. Tap to renew →
Lead Capture Pipeline
Capture customer leads in 10 seconds. Update lead statuses (Interested, Converted, Follow-Up) with single-tap quick action CRM toggles.
Active Claim Tracking
Track active insurance claims step-by-step. Configure claim update reminders, send status milestones, and ensure zero-delay servicing to protect client loyalty.
Claim Settled
TPA Approved
AI Premium Calculators
Calculate premiums for Motor, Health, Life, Commercial, and Travel policies instantly. Download quotes as professional PDFs or share them on WhatsApp.
Policy Doc to Client Email
Send policy documents directly to your client's email with a single tap — no downloading, no forwarding. Professional delivery every time.
Instant delivery to client inbox
Mobile PWA Ready
Fully mobile responsive CRM interface. Install as a Progressive Web App (PWA) directly to your home screen for quick, one-handed agent access.
Simple 3-Step Process
How PolicyTracker Works
From policy chaos to organized business growth in 3 simple steps. Start managing your insurance business professionally today.
01
Add Your Policies
Upload policies via PDF (auto-fill with OCR), import from Excel, or add manually. All your motor, health, and life policies in one place.
Save 80% of data entry time with OCR
02
Track Renewals & Send Reminders
Get automatic alerts before policy expiry. Send WhatsApp reminders to clients with one click. Never miss a renewal again.
25% increase in renewal rate
03
Grow Your Business
Analyze commissions, track portfolio growth, generate reports, and identify opportunities. Make data-driven decisions.
Complete business visibility
⚡ Limited Time Offer — Lock In Your Discount TodayPlans That Grow
Plans That Grow
With Your Business
Start free, upgrade when you need more. No hidden fees, no surprises.
SAVE up to 17%
Free
₹0forever
All Chief features with usage limits
Usage Limits
PoliciesUp to 50
ClientsUp to 50
Storage50 MB
Included
AI OCR PDF Scan
AI Portfolio Insights
Advanced Analytics
Version & Renewal History
Email Automation
Send Policy copy to client email
1-Click WhatsApp Reminder
Email & Push Notifications
Priority Support
WhatsApp RemindersPrime
Popular
Chief
₹199/mo
Unlimited policies, clients & AI tools
Unlimited Policies & Clients
5 GB Cloud Storage
AI OCR PDF Scan
AI Portfolio Insights
Advanced Analytics & Reports
Version & Renewal History
Email Automation
Send Policy copy to client email
1-Click WhatsApp Reminder
Excel / PDF Export
Commission Tracking
Priority Support
WhatsApp AutomationPrime
Secure payments via Razorpay
7-day money-back guarantee
No hidden fees, cancel anytime
Need Custom Features?
Running a large agency or team? We offer custom solutions with dedicated support and data migration.
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