Industry app - Insurance & finance agents
PolicyMatrix
Policies, renewals, commissions, claims and collections
Policies, renewals, commissions, claims and collections
From ₹299 per month (GST extra), 30-day free trial. Also included in packages.
What it does today
- Customer and family members with nominee details
- Policies across life, health, motor and general insurers with premium and mode
- Renewal calendar with due and lapsed lists, one-click renewal for the next term
- Commission worked out per policy and a commission statement by insurer
- Claims tracking with documents and settlement amount
- Mutual fund SIP and loan leads in the same customer record