PolicyIQ
Enterprise insurance software, built to scale with you.
PolicyIQ connects broking software, AI document extraction, POSP tools, insurer APIs, an AI chatbot and policy comparison into one digitally efficient platform for insurance brokers, agents, insurers and insurtech teams.
Connected insurance products
Secure, cloud-based deployment
Remote onboarding, no branch office needed
Built for brokers, agents, insurers & insurtechs
Our platform
Explore the PolicyIQ product family
PolicyIQ is a connected platform of insurance software products — spanning policy administration, automated claims workflows, AI-powered document extraction, POSP agent tools, insurer API integration and an AI support chatbot — built for insurance brokers, POSP agents, insurance companies and insurtech teams. Every product runs on secure cloud infrastructure, so a business can deploy and scale without managing its own servers.
POLICYIQ|ONE
Policy administration and broking software for daily operations
ExplorePOLICYIQ|EXTRACT
AI OCR for automated policy document data extraction
ExplorePOLICYIQ|DESK
POSP agent software for independent insurance agents
ExplorePOLICYIQ|GATEWAY
Insurer API integration for digital distribution platforms
ExplorePOLICYIQ|ASSIST
AI chatbot for automated insurance customer support
ExplorePOLICYIQ|MATCH
Automated policy and dataset comparison engine
ExploreHow we work with clients
Secure cloud deployment. No branch office required.
PolicyIQ has no physical branch offices — every product is deployed securely in the cloud and supported remotely, with dedicated virtual account management guiding onboarding from day one. This lets insurance brokers, POSP agents, insurance companies and insurtech teams anywhere in India start working with PolicyIQ without an in-person visit, while operating within the regulatory framework IRDAI sets for India's insurance industry.
PolicyIQ | One
One platform for the work behind every policy.
PolicyIQ | One is the platform's flagship policy administration system — insurance broking software that brings together policy management, renewals, claims and customer relationships in a single, intelligent workspace, helping insurance brokers work more efficiently and deliver a better experience to every customer.
Customer & policy management
Keeps customer information, policies and interactions in one place.
Renewals & reminders
Automated reminders and clear workflows so renewals are never missed.
Claims coordination
Automated claims workflows track and manage claims from first intimation to closure.
Reporting & team control
Gives teams real-time insights and the tools to do more.
Technology with a human point of view
Built around people who move insurance forward.
PolicyIQ helps insurance brokers and agents serve customers with confidence, clarity and personal attention, using technology that understands the real world of insurance.
Why teams choose PolicyIQThe PolicyIQ advantage
Work with confidence
Reliable, easy-to-use tools streamline day-to-day work.
Stay ahead of renewals
Proactive reminders and clear workflows reduce renewal leakage.
Give customers clearer answers
Faster access to information means faster, more confident responses.
Insights & resources
Ideas for a smarter insurance business
Practical ideas, expert perspectives and product updates for growing an insurance business.
What is insurance broker management software?
A practical guide to choosing the right insurance broking software.
Read the guideBuilding better renewal workflows for insurance distribution
Practical strategies for keeping more customers and growing the book.
Read the articleHow AI chatbots can support insurance customers and agents
Getting real value from AI, with a focus on trust and transparency.
Read the articleFrequently asked questions
Simple answers to common questions
What to know about getting started with PolicyIQ.
Insurance broking software is a platform that brings together everything a broker needs to run their business day to day — customer and policy records, renewals, claims coordination and reporting — in one connected workspace instead of spreadsheets and disconnected tools. PolicyIQ | One is PolicyIQ's insurance broking software.
Yes. PolicyIQ | One is built with role-based access and team structures, so as a brokerage or POSP network grows, users can be organised into teams and branches while keeping a clear, centralised view of policies, renewals and performance.
Yes. PolicyIQ | Gateway connects PolicyIQ products with insurer systems, KYC and payment services, and other partner APIs, so data can move between the systems a business already relies on.
Most insurance brokerages start with PolicyIQ | One for day-to-day broking operations. Independent POSP agents typically start with PolicyIQ | Desk, while teams processing large volumes of policy documents often begin with PolicyIQ | Extract.
No. PolicyIQ has no physical branch offices or storefronts. Every product is deployed securely in the cloud, with remote implementation, digital onboarding and dedicated virtual account management supporting insurance brokers, agents, insurers and insurtech teams anywhere in India.
Ready to modernise insurance brokerage operations?
PolicyIQ helps insurance broking teams do more, for more customers — let's talk about how.