Policy Pilots

Policy Pilots — Insurance Lead Management, Simplified.

Policy Pilots is a powerful mobile platform built exclusively for insurance professionals — agents, managers, and development officers — to manage their entire sales pipeline from lead capture to policy issuance, all from the palm of their hand.

🎯 For Insurance Agents
Capture and track prospective customers effortlessly
Manage follow-up reminders so no lead slips through the cracks
Upload documents and track proposal status in real-time
View your personal targets and performance on the leaderboard
Receive instant push notifications for lead updates and reminders
Access the app in English, Hindi, or Marathi

👥 For Managers
Oversee your entire team's lead pipeline from one dashboard
Assign leads and monitor agent activity and performance
Track team targets, conversion rates, and leaderboard standings
Manage agent onboarding and account settings

🛡️ For Development Officers & Admins
Full organizational control over managers, agents, and branches
System-wide audit logs
Configure targets and performance benchmarks across the organization

✨ Key Features
Real-time push notifications for follow-ups and updates
Document upload and verification workflow
WhatsApp integration for quick client communication
Biometric app lock for enhanced security
Screenshot protection for sensitive data
Multi-language support: English, Hindi, and Marathi
Secure JWT-based authentication with encrypted data transmission

🔒 Security & Privacy
Policy Pilots takes data security seriously. All data is transmitted over encrypted HTTPS connections. Sensitive screens are protected from screenshots. Biometric authentication adds an additional layer of security for your account.

📱 Designed for India's Insurance Professionals
Built specifically for the Indian insurance market, Policy Pilots supports regional languages and is optimized for the day-to-day workflows of private insurance agents, and their management teams.

Whether you're an agent managing 50 leads or a manager overseeing a team of 30 agents, Policy Pilots gives you the tools to work smarter, close faster, and grow your business.

Download Policy Pilots today and take control of your insurance business.