InsuranceBuddy

Digital Benefits Advisors

In-app purchases

About this app

InsuranceBuddy™ is the modern way to manage all your insurance policies—securely, intelligently, and effortlessly. Designed for today’s busy families, InsuranceBuddy™ uses a gated, custom personal AI to inventory every policy, organize your documents, and track your insurance spending—all in one beautifully simple app.

What You Can Do with InsuranceBuddy™:

- Centralize Every Policy
Consolidate health, auto, home, life, dental, renters, disability, travel, pet and other insurance policies in a single app. Instantly access details for every policyholder in your family with InsuranceBuddy™.

- AI-Driven Inventory & Organization
The personal AI in InsuranceBuddy™ automatically logs, categorizes, and explains each policy—making complex coverage easy to understand.

- Track Your Insurance Spend
See exactly what you’re spending on insurance each month and year. InsuranceBuddy™ displays your total insurance costs and helps you make smarter financial choices.

- Effortless Document Management
Securely upload documents—AI and OCR in InsuranceBuddy™ extract, organize, and store your info, so you can find what you need, when you need it.

- Family Profiles
Manage policies for dependents, spouses, and relatives from one intuitive dashboard in InsuranceBuddy™.

- Private & Secure
Your insurance data is protected with advanced encryption and gated access. Only you and your authorized family members can view your information in InsuranceBuddy™.

- Helpful Guides & Resources
Access a curated knowledge base for insurance tips, FAQs, and expert advice—right inside InsuranceBuddy™.

- Custom Alerts
Get reminders for renewals, payments, and important deadlines, so you never miss a beat with InsuranceBuddy™.

Why Families Love InsuranceBuddy™:

- All-in-One Convenience: No more searching through paperwork—everything is always at your fingertips with InsuranceBuddy™.
- Personalized AI Support: Your own private AI helps you organize, understand, and optimize your insurance through InsuranceBuddy™.
- Total Privacy: Your sensitive information is protected and never shared in InsuranceBuddy™.
- Peace of Mind: Know exactly what you have, what you’re spending, and how to keep your family protected with InsuranceBuddy™.

InsuranceBuddy™ makes insurance easy.
Download now and take control of your policies, spending, and peace of mind—right from your phone with InsuranceBuddy™.

What’s new

- Introducing PolicyLens (Beta): search your policies and documents, and find information from your uploaded insurance records.
- Get plain-language summaries with “Explain this policy.”
- Look up recorded premiums, deductibles, coverage limits, and renewal dates, with links to supporting policies and documents.
- Find policy details that are missing information or need your review.
- Improved dashboard accuracy so expired policies no longer count toward current coverage or spending.