Question 1

What is PolicyTrack?

Accepted Answer

PolicyTrack is a comprehensive insurance policy management software designed for insurance brokers, agents, and individual policyholders in India. It helps you track all your policies, get automated renewal reminders, and manage policyholder information in one place.

Question 2

Is PolicyTrack free to use?

Accepted Answer

Yes, PolicyTrack offers a free tier that allows you to manage your insurance policies with essential features. Premium features are available for professional users who need advanced functionality.

Question 3

Can PolicyTrack send renewal reminders via WhatsApp?

Accepted Answer

Yes, PolicyTrack supports multiple notification channels including Email, SMS, and WhatsApp to ensure you never miss a policy renewal date.

Question 4

Does PolicyTrack support Indian insurance companies?

Accepted Answer

Yes, PolicyTrack is designed with Indian insurance market in mind and supports policies from all major Indian insurers including LIC, ICICI Prudential, HDFC Life, Max Life, SBI Life, and many more.

Question 5

Can I import my existing policies into PolicyTrack?

Accepted Answer

Yes, PolicyTrack offers multiple ways to add policies - manual entry, PDF document parsing with AI-powered data extraction, and bulk import via CSV files.