Manage Your Insurance Business Smarter:
Manage customers, policies, renewals, documents and reports in one place, with AI-powered policy upload that turns PDFs into policy data automatically.
Secure & Private
Your insurance data stays protected
AI-Powered
Turn policy PDFs into data in seconds
Insurance Agents
Trust MyPolicyData to manage their insurance business.
Stop Entering Policy Data Manually. Let AI Do It for You.
Upload your policy PDF and let MyPolicyData AI automatically extract customer and policy details in seconds. Save time and reduce manual data entry.
Upload Policy PDF
Upload your policy document
motor_policy.pdf
Policy documentAI Extracts Data
AI reads your policy automatically
AI Processing...
Policy Created
Automatically added to your account
Save Time
Reduce manual data entry
AI Powered
Smart policy data extraction
Multiple PDFs
Upload and process multiple policies
Easy Renewals
Renew existing policies faster
From PDF to Policy in Seconds.
No manual typing. Upload your policy and let MyPolicyData AI handle the data entry.
Your Brand. Every Policy. Every Customer.
Turn ordinary insurance policy PDFs into professionally branded documents with your agency logo, business details and contact information. Make every policy you share a reflection of your brand.
Original Policy PDF
INSURANCE COMPANY
Insurance Policy DocumentPOLICY SCHEDULE
Policy InformationPlain insurance company document
Branded Policy PDF
YOUR AGENCY
Insurance ServicesInsurance Policy
Your trusted insurance partner
Your agency identity on every shared policy
Your Agency Identity
Add your logo and business details
Custom Design
Choose your brand colors and cover design
Contact QR Code
Let customers save your contact easily
All Insurance Types
One branding setup for all your policies
Supports Motor, Worker, Health, Fire, Life and Other Insurance
Make Every Policy PDF Your Agency's Brand Identity.
Give every customer a professional policy document that represents your agency.
Explore MyPolicyDataYour data. Your business. Under your control.
Your customers and policy records are important. MyPolicyData provides controlled access to help you manage your insurance business with confidence.
Encrypted
Your data is protected with encryption in transit and at rest, ensuring your business information is secure.
Verified Access
Only you get access to your insurance business data only when you log in with your account credentials.
Your Control
Delete your account and all your data anytime. You are in control of your insurance business information.
Designed to help insurance agents manage their business with confidence.
A Smarter Way to Manage Your Insurance Business
See how MyPolicyData helps insurance agents manage customers, policies, renewals, reminders, reports and documents, anytime, anywhere.
Ready to simplify your insurance work?
Start Free TrialWork Smarter. Grow Faster.
MyPolicyData helps insurance agents spend less time on paperwork and more time managing customers and growing their business.
Everything you need to manage your insurance business, accessible from one simple platform.
Start Your Free TrialSave Time
Spend less time on repetitive policy and customer management.
Never Miss a Renewal
Stay on top of upcoming renewals and premium due dates.
Grow Your Business
Spend more time with customers instead of managing paperwork.
Know Your Business
Get clear insights into renewals, commissions and policy activity.
Stay Organized
Keep customers, policies and documents organized in one place.
Work From Anywhere
Access your insurance business from desktop or mobile, wherever you work.
Everything you need to run your insurance business.
Explore the powerful tools built specifically for insurance agents.
Everything You Need to Manage Your Insurance Business
From customers and policies to renewals, commissions and documents, manage your entire insurance workflow from one place.
Manage Your Business
Keep your customers, policies and business data organized in one simple platform.
Customer Management
Organize customer details and documents easily.
Policy Management
Manage motor, health, life, fire and other policies.
Search & Filters
Find customers and policies quickly.
Cloud-Based Access
Access your business from anywhere.
Stay Ahead
Never lose track of renewals, payments or important vehicle document expiries.
Renewal Alerts
Get timely reminders for upcoming renewals.
Premium Installment Reminders
Keep track of upcoming and due premiums.
Expired Policies
Quickly identify policies that need attention.
Vehicle Document Validity
Track important vehicle document expiries.
Track & Grow
Understand your insurance business and make better decisions with powerful reports.
Commission Reports
Track commissions and understand your earnings.
Analytics & Insights
Get useful insights into your policy business.
Ready to simplify your insurance business?
Start Free TrialBuilt specifically for insurance agents
Choose the Plan That Fits Your Business
Start small or scale your insurance business with more AI uploads, SMS credits and team access.
Starter
Get started with AI-powered policy management.
What's included
- 100 AI Policy Uploads
- Bulk AI Upload
- SMS Credits
- Sub Agent Access
- WhatsApp Dynamic Template
- PDF Branding
- Agency & Broker
- Standard Support
- All Reports
- Mobile App + Web Portal
Growth
For growing insurance businesses.
What's included
- 250 AI Policy Uploads
- Bulk AI Upload
- 100 SMS Credits
- 2 Sub Agents
- WhatsApp Dynamic Template
- PDF Branding
- Agency & Broker
- Standard Support
- All Reports
- Mobile App + Web Portal
Professional
The best balance for serious agents.
What's included
- 500 AI Policy Uploads
- Bulk AI Upload
- 250 SMS Credits
- 5 Sub Agents
- WhatsApp Dynamic Template
- PDF Branding
- Agency & Broker
- Standard Support
- All Reports
- Mobile App + Web Portal
Agency
Built for larger teams and agencies.
What's included
- 1,500 AI Policy Uploads
- Bulk AI Upload
- 450 SMS Credits
- 10 Sub Agents
- WhatsApp Dynamic Template
- PDF Branding
- Agency & Broker
- Priority Support
- All Reports
- Mobile App + Web Portal
Enterprise
For high-volume insurance operations.
What's included
- 5,000 AI Policy Uploads
- Bulk AI Upload
- 1,000 SMS Credits
- 50 Sub Agents
- WhatsApp Dynamic Template
- PDF Branding
- Agency & Broker
- Dedicated Support
- All Reports
- Mobile App + Web Portal
- Early Access Features
Included with every plan
Bulk AI Upload • All Reports • Mobile App + Web Portal
Need More AI Uploads?
Purchase additional AI Upload Credits anytime, no need to upgrade your plan.
Trusted by Insurance Agents
See why insurance agents choose MyPolicyData to simplify their daily work and manage their business smarter.
“AI Policy Upload saves me from manually entering policy details. I can upload the multiple PDF and get the policy data much faster.”
Nazim Khorajiya
Insurance Agent, Morbi“The reports make it much easier to track renewals and commissions without maintaining separate records.”
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Insurance Agent
MyPolicyData User“Managing customers and policies in one place has made my daily work much easier. I especially like the renewal reminders.”
Insurance Agent
MyPolicyData User“I can access my customer and policy information from both my phone and computer, which is very convenient.”
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Insurance Agent
MyPolicyData UserGot Questions? We've Got Answers.
Find answers about MyPolicyData, AI Policy Upload, plans and account access.
Still have questions?
Contact UsReady to Manage Your Insurance Business Smarter?
Join insurance agents who use MyPolicyData to manage customers, policies, renewals, reports and documents, all in one place.
Have questions? We're here to help.
Wankaner, Gujarat, 363621