Policy Pilots

Policy Pilots — Insurance Lead Management, Simplified. Policy Pilots is a powerful mobile platform built exclusively for insurance professionals — agents, managers, and development officers — to manage their entire sales pipeline from lead capture to policy issuance, all from the palm of their hand. 🎯 For Insurance Agents Capture and track prospective customers effortlessly Manage follow-up reminders so no lead slips through the cracks Upload documents and track proposal status in real-time View your personal targets and performance on the leaderboard Receive instant push notifications for lead updates and reminders Access the app in English, Hindi, or Marathi 👥 For Managers Oversee your entire team's lead pipeline from one dashboard Assign leads and monitor agent activity and performance Track team targets, conversion rates, and leaderboard standings Manage agent onboarding and account settings 🛡️ For Development Officers & Admins Full organizational control over managers, agents, and branches System-wide audit logs Configure targets and performance benchmarks across the organization ✨ Key Features Real-time push notifications for follow-ups and updates Document upload and verification workflow WhatsApp integration for quick client communication Biometric app lock for enhanced security Screenshot protection for sensitive data Multi-language support: English, Hindi, and Marathi Secure JWT-based authentication with encrypted data transmission 🔒 Security & Privacy Policy Pilots takes data security seriously. All data is transmitted over encrypted HTTPS connections. Sensitive screens are protected from screenshots. Biometric authentication adds an additional layer of security for your account. 📱 Designed for India's Insurance Professionals Built specifically for the Indian insurance market, Policy Pilots supports regional languages and is optimized for the day-to-day workflows of private insurance agents, and their management teams. Whether you're an agent managing 50 leads or a manager overseeing a team of 30 agents, Policy Pilots gives you the tools to work smarter, close faster, and grow your business. Download Policy Pilots today and take control of your insurance business.