PolicyDukan

PolicyDukan is a complete Insurance Management System designed for insurance agents, brokers, and agencies in India. It helps you manage your insurance business digitally, securely, and efficiently — anytime, anywhere.

With PolicyDukan, you can stop relying on Excel files, diaries, and WhatsApp messages, and start managing your entire insurance operation from one powerful platform.

Key Features:

✅ Customer Management
Store and manage complete customer profiles with contact details and policy history.

✅ Policy Management
Track all insurance policies with details like policy number, company, premium, start & expiry dates.

✅ Renewal Reminders
Never miss a renewal again. Get timely reminders for upcoming policy expiries.

✅ Lead & Follow-up Tracking
Manage new leads, follow-ups, and conversions in one place.

✅ Commission Management
Automatically calculate and track commissions by company, policy, or agent.

✅ Reports & Analytics
Download business reports in PDF or Excel to track growth and performance.

✅ Role-Based Access
Control what your staff can see and manage with secure role-based permissions.

Mobile App Benefits:
1. Access your insurance data anytime, anywhere
2. Perfect for agents on the move or during client meetings
3. Real-time sync with the web system
4. Secure login and protected access

Mobile app is FREE for all active subscribers
Data Security & Trust
Your data is stored securely on protected servers
No data sharing with third parties
No data selling or misuse
Controlled access ensures confidentiality
Regular backups prevent data loss
Your customer data remains private, safe, and fully under your control.

Who Is This App For?
1. Insurance Agents
2. Insurance Brokers
3. Insurance Agencies
4. Multi-agent insurance offices
5. Advisors handling multiple insurance companies

Pricing:
7-Day Free Trial – Full access, no payment required

After trial:
₹10,000 for the first year
₹7,000 per year from the second year onwards

✔ All features included
✔ Free mobile app
✔ No hidden charges

Why Choose PolicyDukan?
1. Built specifically for Indian insurance agents
2. Easy to use & time-saving
3. Prevents missed renewals
4. Improves customer trust & retention
5. Affordable and transparent pricing

Start managing your insurance business the smart way.
Download PolicyDukan today and try it FREE for 7 days.