Policies and renewals
Keep every policy complete and every renewal visible
Manage life and general insurance policies with structured forms, renewal filters, nominee details and a clear policy history.
Ready forms for common insurance products
Start with product-specific forms for health, motor, travel, fire, marine, liability, cyber, term, endowment, ULIP, pension, child plans and more. Questions can appear only when relevant, keeping forms shorter and easier to complete.
- Health
- Motor
- Travel
- Fire
- Marine
- Liability
- Cyber
- Term
- Endowment
- ULIP
- Pension
- Child plans
- and more
Complete policy information
Record insurer, policy number, sum assured, premium, payment frequency, start date, end or maturity date and policy status. Add nominee name, relationship, ID details and contact information on each policy.
Build the renewal call list
Search and filter policies by customer, insurer, type, plan, status, payment frequency and end-date window. Prepare lists for the next 30, 60 or 90 days without maintaining a separate renewal sheet.
3 policies end in this window
Renew without entering everything again
The renewal action creates the next policy term, links it to the previous policy and carries forward the plan details. The previous policy remains part of the client’s history.
- 2024–25 termPremium ₹12,900 · Previous policy
- 2025–26 termPremium ₹13,600 · Linked
- 2026–27 termPlan details carried forward
Adjust forms to your process
Rename, hide, reorder or add fields and sections for each product. Decide which information is compulsory and which questions should appear only after a certain answer.
Related pages
Make renewal work simple for the whole team
Keep the policy book current and start every month with a clear call list.
