Frequently asked questions about PolicyIQ

PolicyIQ is an Indian insurance-technology company building a family of focused products: PolicyIQ | One, Extract, Desk, Gateway, Assist and Match, for insurance brokers, POSP agents, insurers and insurtech teams.

Most insurance brokerages start with PolicyIQ | One. Independent POSP agents typically start with PolicyIQ | Desk, while teams processing large volumes of policy documents often begin with PolicyIQ | Extract.

Yes, through PolicyIQ | Gateway, though every PolicyIQ product also works on its own.

PolicyIQ | One is built with Indian insurance brokers in mind. TODO(content): specific IRDAI compliance statements to be added once verified.

Use the Request a Demo page to tell the PolicyIQ team about a business and the product of interest.

PolicyIQ | One is PolicyIQ's insurance broking software, combining POSP management, sales, policy management, renewals, claims and finance in a single workspace for insurance brokerages.

PolicyIQ | One is built for insurance brokerages of various sizes, from small independent teams to larger, multi-branch operations.

It covers lead capture, policy issuance and endorsements, renewal reminders, claims coordination and commission tracking, all from one place.

Yes — Renewal Management automates reminders so a brokerage no longer needs to track renewal dates manually in spreadsheets.

Yes. Role-based access and team structures let a brokerage add branches and staff while keeping one centralised view of the business.

It's PolicyIQ's AI-powered document and data extraction product, converting insurance documents into structured data automatically.

General insurance documents and proposal forms, plus dedicated OCR for motor and health policy documents specifically.

Yes. Its Data Validation step checks extracted fields for consistency before the data reaches downstream systems.

Yes. Its OCR API is available on its own for teams that only need document extraction.

Motor and health documents carry category-specific fields, such as IDV or sum insured, that general-purpose OCR isn't tuned to capture reliably.

Independent POSP agents who run their own one-person insurance business.

PolicyIQ | One is built for brokerage teams; PolicyIQ | Desk is scaled down to a single agent's own workflow.

Yes. Insurance Agent CRM keeps an agent's client and prospect records in one place.

Yes. Commission Tracking gives a clear view of earnings across an agent's policies.

Yes. Renewal Reminders alert an agent ahead of a policy's renewal date without manual tracking.

It's PolicyIQ's integration platform, connecting PolicyIQ products with insurer, KYC, payment and communication systems through APIs.

No. Insurtech teams and insurers can also build directly on its APIs independent of the other PolicyIQ products.

Its Payment APIs connect payment services for premium collection and payouts.

Yes. API Monitoring tracks integration health and uptime across every connected system.

PolicyIQ | Gateway's Developer Resources page is the starting point for API documentation.

PolicyIQ's AI chatbot and assistant product for insurance customer and internal support conversations.

Yes. The Policy Information Assistant answers from actual policy records rather than generic responses.

Yes. The Multilingual Chatbot handles conversations in multiple languages.

Through WhatsApp and website integration, bringing the assistant to channels customers already use.

Yes. The Employee Knowledge Assistant surfaces internal knowledge for staff handling insurance queries.

It compares insurance policies or datasets and automatically identifies differences and changes.

Yes. Insurance Policy Comparison compares two or more policies and highlights differences between them.

Policy Change Detection flags what changed between two versions of the same policy, while Policy Version Comparison tracks a policy across its full lifetime of versions.

Yes. Coverage Difference Analysis breaks down coverage, condition and wording differences on their own.

Yes. The Comparison API connects its comparison logic into existing systems.