PolicyIQ | One
Insurance broker software for clearer, more connected operations
PolicyIQ | One helps Indian insurance brokers simplify daily work, strengthen client relationships and grow profitably, all in one place.
How does PolicyIQ | One solve fragmented broker operations?
Insurance brokers in India juggle multiple insurers, products, clients, IRDAI-regulated compliance requirements and team members. PolicyIQ | One gives brokerages a single, connected policy administration platform to manage it all, so teams can focus on advising, servicing and growing the business.
Common challenges without it
- Duplicate data and errors from manual entry
- Missed renewals and follow-ups
- Fragmented client communication
- Poor visibility across the business
Outcomes with PolicyIQ | One
- One connected workspace for every policy
- Automated renewal reminders
- Clear, centralised client records
- Real-time reporting and control
What capabilities does PolicyIQ | One include?
Six core capabilities cover the day-to-day work of running and growing a brokerage.
- Policy Management
- Manages policy issuance, endorsements and client records in one place. Explore Policy Management
- Claims Servicing
- Tracks claims, coordinates with insurers and keeps clients informed. Explore Claims Servicing
- Finance Controls
- Manages commissions, receivables and payouts with complete visibility. Explore Finance Controls
How does a brokerage go from lead to loyalty with PolicyIQ | One?
Capture
Leads from multiple sources land in one system.
Convert
Opportunities are managed and policies issued faster.
Serve
Renewals and claims are handled with ease.
Grow
Client relationships build into long-term loyalty.
"Before PolicyIQ | One, policies and renewals were tracked across spreadsheets and WhatsApp messages. Bringing that into one workspace gave every branch the same clear view of clients, renewals and claims."
A representative example of how a growing, multi-branch brokerage could use PolicyIQ | One, not an existing customer. Real customer stories will replace this once available.
How does PolicyIQ | One handle integrations and security?
PolicyIQ | One integrates with insurer systems through PolicyIQ | Gateway and supports a secure, role-based access model, so brokerage data stays protected and teams stay in control.
Integrations
Connects with insurer systems and other tools through PolicyIQ | Gateway.
Access controls
Role-based access, audit trails and structured permissions.
Frequently asked questions
Your questions, answered
Yes. PolicyIQ | One is insurance broker management software and an insurance agency CRM platform built to work for brokerages of different sizes, from small independent teams to larger, multi-branch operations. It combines policy renewal tracking software for brokers with claims and reporting in one workspace.
Onboarding time depends on the size of a brokerage's existing book of business and how much historical data needs migration. The PolicyIQ team works with each brokerage to plan a setup that fits its business.
Yes. As a digital broker management system, PolicyIQ | One supports role-based access and team structures, so brokerages can organise multiple branches or teams while maintaining a centralised view of policies and performance.
PolicyIQ | One uses role-based access controls and audit trails, so brokerages can control who sees what and keep a clear record of activity across their team.
Yes. Finance Controls gives brokerages visibility into commissions, receivables and payouts alongside policy, renewal and claims data, in the same workspace rather than a separate accounting tool.
Book a demo of PolicyIQ | One today
See how PolicyIQ | One helps insurance brokers work smarter, serve better and grow faster.