One Platform For Every Policy You Manage.
Policy Niketan replaces spreadsheets and paper registers with a single, secure workspace — built for life, health, motor, and all insurance agents who want their entire book of business organized, backed up, and a search away.
200+
Agents joined
2,700+
Records managed
Daily
Data backups
< few hrs
Support response
0
Queries pending overnight
Any
Policy type supported
Built for every agent
Not built for one insurance line. Built for all of them.
This platform was never designed around a single insurance category. Whether you sell life, health, motor, home, or all insurance, you manage every policy, every policyholder, and every due payment the same organized, dependable way. If your work is tracking policies and staying on top of renewals, this is the best tool to run that work from — no matter what you sell.
What you get
Everything to run policy operations, day to day
End-to-end policy records
Capture full policyholder details, nominee information, and both current and previous policy terms in one place — then search, sort, and update them as circumstances change. Works for life, health, motor, and all insurance policies alike.
Due and lapse tracking
Automatically surfaces policies with payments due this month, coming up next, or missed, so follow-ups happen before a policy lapses — whatever kind of policy it is. Reminders reach you through the in-app bell, phone or desktop push notifications, and email, and you choose which ones to receive. Update a payment date in a couple of taps, or call, WhatsApp, SMS, or email the policyholder straight from the list.
Flexible plans, secure payments
Start on a free trial, then move up through Starter, Basic, Standard, or Premium plans as your book of business grows. Checkout runs through Razorpay, and UPI payments get an admin-verified manual fallback.
Role-based administration
Admins get dedicated tools to manage user accounts, handle support requests, and keep the platform running smoothly — without touching agents' day-to-day workspace.
Every kind of policy
Life, term life, health, family health, vehicle, and travel policies each come with the fields that matter for that product — and an Other (Custom) type lets you name a policy type and design your own fields when none of them fit.
Import and export
Moving from spreadsheets? Import an Excel or CSV file with a preview that highlights every cell to fix before saving. When you need a copy, export your records — with any search or type filter applied — to PDF or CSV.
Fast, precise search
Every record list — policies, due payments, and users — supports instant search and column sorting, so finding one record among thousands takes seconds.
Built for Indian agents
Full English and Hindi language support, Indian date formats, and terminology tailored to the way insurance policies are discussed, understood, and handled in real-world field operations across India.
Beyond record-keeping
Free tools, built right in
9 financial calculators agents actually need day to day, plus a searchable glossary of Insurance & Policy terms — no separate app, no sign-up wall.
Security & reliability
Your data is too safe to worry about.
Policy and policyholder data is sensitive, and we treat it that way. Security isn't an afterthought here — it's built into how the platform stores, backs up, and protects every record you enter, day after day.
Backed up, every single day
Your records are backed up day by day, without exception. If anything ever goes wrong on our end, your data can be restored quickly — nothing is ever left resting on a single copy.
Locked down by default
Every account is authenticated before it can see a single record. Sensitive fields like Aadhaar, PAN, and bank details are encrypted before they are stored, and are only ever visible to the agent who owns them, or an admin acting within their role. A Hide button masks them on screen whenever you need privacy. You can also review your own activity log and sign out any active session yourself, any time.
Built for reliability
Records and policies are written and backed up in a way designed to survive the unexpected — a single failure was never meant to mean lost work.
Support you can rely on
Every query closed out — usually the same day.
We don't let queries pile up. The goal is a clean queue at the end of every day — no agent waiting overnight for an answer that could've come sooner.
Resolved within hours
Questions and issues are typically closed out within a few hours of being raised — not days.
Nothing pending overnight
No agent goes to sleep waiting on an answer. Every query gets handled the same day it comes in.
People who know the product
Support isn't outsourced to a generic helpdesk — the team answering understands policy workflows.
A trusted platform
Built and supported with the reliability agents need to run their business on, every single day.
Get in touch
support@policyniketan.com
Call back
Prefer to talk? Request a call and our team will phone you during business hours.
Address
No. 170, Sector 39, Gurugram Haryana - 122022
Website
https://policyniketan.com
Support hours
Emergency support
Available around the clock for critical account or data issues.