Your agencies, customers, and policies in one place
Stop juggling spreadsheets and WhatsApp groups. Polisync gives you a single dashboard to manage multiple agencies, track renewals, and keep your team aligned.
Agencies managed
Renewal success rate
Policies tracked
Indian states covered
Everything you need to run your
insurance business
From policy management to renewal tracking, Polisync covers the full workflow of an Indian insurance agent.
Multi-Agency Management
Manage LIC, HDFC Life, ICICI Lombard and every other company from a single dashboard. No more switching between spreadsheets.
Learn moreCustomer Database
A clean, searchable database with KYC details, family links, and instant search across thousands of records.
Policy Tracking
Track every policy from proposal to maturity. Always know which policies are active, lapsed, or up for renewal.
Renewal Reminders
Automated email and SMS reminders sent at 30, 15, and 7 days before due dates. Never miss a renewal again.
Team Collaboration
Invite sub-agents and staff with role-based access. Track activity logs and assign clients without sharing credentials.
Reports & Analytics
Clear reports on renewal rates, premium collection, agency-wise splits, and monthly trends. Export to PDF or Excel for sharing.
Learn moreDocument Storage
Upload policy bonds, KYC documents, and claim forms directly to each record. Cloud storage with automatic backups keeps everything organized.
DPDP Compliance
Built with India's Digital Personal Data Protection Act in mind. Consent tracking, encrypted storage, audit trails, and deletion workflows out of the box.
Up and running in 15 minutes
No complicated setup, no long onboarding calls. Just sign up and start managing your business.
Set up your agencies
Add your insurance companies and broking codes. Import your existing customer data from Excel or start fresh.
Track every policy
Record policy details, link nominees, upload documents. See your entire book of business on one screen.
Never miss a renewal
Automated email and SMS reminders go out before due dates. Your daily dashboard shows exactly what needs attention.
What insurance professionals are saying
Thousands of agents across India trust Polisync to manage their business.
Before Polisync, I was tracking 800+ policies across three insurers using Google Sheets. I used to miss at least 10-12 renewals every quarter. In the last 6 months, I have not missed a single one.
Rajesh Mehta
Senior Insurance Advisor, Mumbai
My team of 4 agents was constantly asking me for client details over WhatsApp. Now everyone has access to the data they need, and I can see exactly what each person is working on. It has saved us at least 2 hours every day.
Priya Sharma
Agency Owner, Delhi
I have been an LIC agent for 14 years and tried 3 different software before Polisync. This is the first one that actually understands how Indian insurance works. The family grouping feature alone is worth the subscription.
Ketan Patel
LIC Agent, Ahmedabad
Before Polisync, I was tracking 800+ policies across three insurers using Google Sheets. I used to miss at least 10-12 renewals every quarter. In the last 6 months, I have not missed a single one.
Rajesh Mehta
Senior Insurance Advisor, Mumbai
The DPDP compliance features gave me confidence that I am handling client data properly. Two of my corporate clients specifically asked about data protection, and I could show them exactly how their information is managed.
Ananya Reddy
Independent Insurance Consultant, Bangalore
Before Polisync, I was tracking 800+ policies across three insurers using Google Sheets. I used to miss at least 10-12 renewals every quarter. In the last 6 months, I have not missed a single one.
Rajesh Mehta
Senior Insurance Advisor, Mumbai
The DPDP compliance features gave me confidence that I am handling client data properly. Two of my corporate clients specifically asked about data protection, and I could show them exactly how their information is managed.
Ananya Reddy
Independent Insurance Consultant, Bangalore
My team of 4 agents was constantly asking me for client details over WhatsApp. Now everyone has access to the data they need, and I can see exactly what each person is working on. It has saved us at least 2 hours every day.
Priya Sharma
Agency Owner, Delhi
We moved 3,200 customer records from Excel to Polisync in one afternoon. The import tool handled everything, including some messy data we had been meaning to clean up for years. Our renewal collection went up 23% in the first quarter.
Nikhil Joshi
Branch Manager, Pune
My team of 4 agents was constantly asking me for client details over WhatsApp. Now everyone has access to the data they need, and I can see exactly what each person is working on. It has saved us at least 2 hours every day.
Priya Sharma
Agency Owner, Delhi
We moved 3,200 customer records from Excel to Polisync in one afternoon. The import tool handled everything, including some messy data we had been meaning to clean up for years. Our renewal collection went up 23% in the first quarter.
Nikhil Joshi
Branch Manager, Pune
I have been an LIC agent for 14 years and tried 3 different software before Polisync. This is the first one that actually understands how Indian insurance works. The family grouping feature alone is worth the subscription.
Ketan Patel
LIC Agent, Ahmedabad
I started with the free plan to test it out and upgraded within two weeks. The SMS reminders to my clients have been a game changer. My clients actually appreciate getting timely renewal notices instead of last-minute calls.
Sunita Agarwal
Insurance Agent, Jaipur
I have been an LIC agent for 14 years and tried 3 different software before Polisync. This is the first one that actually understands how Indian insurance works. The family grouping feature alone is worth the subscription.
Ketan Patel
LIC Agent, Ahmedabad
I started with the free plan to test it out and upgraded within two weeks. The SMS reminders to my clients have been a game changer. My clients actually appreciate getting timely renewal notices instead of last-minute calls.
Sunita Agarwal
Insurance Agent, Jaipur
Works with every major Indian insurer
Track policies from any insurance company. Polisync is insurer-agnostic.
Built specifically for the Indian insurance market
Case Study
How Mehta Insurance Services recovered 23% more renewals
Rajesh Mehta was managing 800+ policies across three insurers using Google Sheets. After switching to Polisync, his team went from missing 10-12 renewals per quarter to zero missed renewals in 6 months. The automated SMS reminders alone saved his team 15 hours per week on manual follow-ups.
Read the full storyReady to simplify your insurance management?
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