PolicyIQ product family
Six focused products, one connected way of working
Instead of one overloaded system, PolicyIQ builds a family of focused products, each solving one part of the insurance workflow well, and connecting cleanly with the others through PolicyIQ | Gateway.
POLICYIQ|ONE
Insurance broking software
Learn morePOLICYIQ|EXTRACT
AI OCR for insurance documents
Learn morePOLICYIQ|DESK
Software for independent POSP agents
Learn morePOLICYIQ|GATEWAY
Insurance API integration platform
Learn morePOLICYIQ|ASSIST
AI chatbot for insurance
Learn morePOLICYIQ|MATCH
Insurance policy and dataset comparison
Learn moreCompare by audience and outcome
Which PolicyIQ product fits which team?
- Insurance brokers and brokerages
- One connected workspace for POSP, sales, policy, renewals, claims and finance.
- Brokers and insurers processing high policy volumes
- Structured policy data extracted from documents in place of manual entry.
- Independent POSP agents
- A personal workspace for leads, policies, renewals and commissions.
- Insurers, brokers and insurtech teams
- Standardised connections to insurer, KYC, payment and communication APIs.
- Customer support and POSP-facing teams
- Faster, guided answers for customers, POSPs and employees.
- Operations and underwriting teams
- Instant, structured comparison of policies, wordings or datasets.
POLICYIQ|ONE
POLICYIQ|EXTRACT
POLICYIQ|DESK
POLICYIQ|GATEWAY
POLICYIQ|ASSIST
POLICYIQ|MATCH
Frequently asked questions
Product family FAQs
Yes. Each PolicyIQ product covers a distinct part of the insurance workflow — for example, PolicyIQ | Extract can feed structured document data into PolicyIQ | One, and PolicyIQ | Gateway connects PolicyIQ | One to insurer and partner systems — but each product is also usable on its own.
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.
PolicyIQ | Gateway is the integration layer connecting PolicyIQ products with insurer, KYC, payment and communication APIs. TODO(content): confirm the specific cross-product account/sign-on model once finalised.
Not sure which PolicyIQ product to start with?
Talk to the PolicyIQ team about the right starting point for a brokerage, agency or insurer.