Manage Every Policy. Never Miss a Renewal & Due.
The smarter way for insurance agents to manage clients, track policy renewals, monitor due dates, and keep every record organized — all in one place, with daily backups.
- All your client and policy records in one place
- Stay ahead of renewals and payment due dates
- Daily backups to help protect your records
Everything inside
- Import from Excel / CSV
- Export to PDF & CSV
- All policy types + custom
- Bell, push & email reminders
- Call, WhatsApp & SMS
- Encrypted · hide mode
- English & Hindi
- 9 free calculators
No credit card required for your first month.
128
Records
12
Due
Today
Backed up
- Agents joined
- 200+
- Records managed
- 2,700+
- Free calculators
- 9
- Free trial, no credit card
- 30 days
Getting started
Up and running in three steps
Create your account
Sign up in minutes — no paperwork, no waiting for approval. Your first month is free.
Add your policies
Bring in your existing book of clients, one record or many, with full policyholder and policy details.
Never miss a due date
The dashboard flags what's due this month and what's lapsed — so follow-ups happen on time.
What you get
Everything to run your policy book
Complete policy records
Policyholder details, nominee info, and current & previous policy terms — all in one place.
Due and lapse tracking
See what's due this month, what's coming up, and who missed a payment — before it lapses.
Instant search & sort
Find any record by name, policy number, or occupation — and filter by insurance type — in seconds.
Import & export
Bring your book in from Excel or CSV (up to 100 records at a time), and export your records to PDF or CSV whenever you need them.
Every kind of policy
Life, term, health, family health, vehicle and travel — each with its own fields — plus a custom type you can design yourself.
Reminders that reach you
In-app bell, phone or desktop push, and email reminders ahead of every due date — you choose which ones to receive.
Aadhaar
XXXX XXXX 2291
Private by design
Aadhaar, PAN and bank details are encrypted at rest, and a Hide switch masks them on screen when a client is looking.
English & Hindi
Use the platform in the language you're comfortable with, with Indian date formats throughout.
Works on your phone
Update a record between client visits — smooth on mobile, installable as an app, same as desktop.
Your own digital business card, generated for free
Once your profile is 100% complete, Policy Niketan turns your name, role, and contact details into a shareable business card — pick from 4 designs, then download it as a PNG to share on WhatsApp, print, or add to your email signature.
Live prototype — sample data shown, sign up to make your own
Backed up daily
Every record is backed up day by day, without exception — nothing rests on a single copy.
Locked down access
Sensitive fields like Aadhaar, PAN, and bank details are visible only to you and authorized admins.
Fast, human support
Real answers from a team that understands policy workflows — typically within a few hours, nothing left pending overnight.
Why agents trust us
Secure, backed up, and always answered.
Your client data is sensitive, and it's treated that way from day one — backed up daily, access locked down by default, and support that closes out your questions the same day they're raised.
A platform built to be the last one you need for policy management.
Simple pricing
Start free, stay as long as you need
Every plan includes the full platform — no feature is locked behind a higher tier.