Your insurance policies are scattered — emails, WhatsApp messages, paper files, that one PDF you can't find. ThePolicyBox brings them all into one secure app.
SCAN & GO
Drop any insurance PDF into the app. Our AI reads the entire document and pulls out every detail — insurer, policy number, sum insured, premium, expiry date — in under 10 seconds. No typing. No forms.
YOUR FAMILY'S COMPLETE PICTURE
See everyone's coverage at a glance:
→ Who has life insurance? Who doesn't?
→ Which vehicles are covered? Any expiring soon?
→ What's the total property coverage?
Gaps are highlighted automatically so you know exactly what's missing.
NEVER MISS A RENEWAL
Policies are sorted by what needs attention first. Expiring policies and overdue premiums float to the top. You'll know weeks before anything lapses.
SHARE WITH FAMILY — EVEN IF THEY DON'T HAVE THE APP
Share any policy with up to 5 people using just their phone number. They'll see it the moment they sign up — today, next month, or years from now. Label them Dad, Spouse, Mom — so you always know who has access.
AI EXPLAINS YOUR POLICY
Tap "Summary" on any policy and get a plain-language breakdown:
• What's covered
• What's NOT covered
• How to file a claim
• One practical tip
No more deciphering 40-page policy documents.
TRACK LIFE INSURANCE PREMIUMS
Mark when you last paid a premium — the app automatically updates all prior payments. See your full payment history, next due date, and days until the next premium at a glance.
BUILT FOR SECURITY
• Every file download is verified by our server and expires in 15 minutes
• No permanent links to your documents anywhere in our system
• Phone OTP authentication
• Encrypted in transit and at rest on Google Cloud
• Delete everything with one tap in Settings
FOR INSURANCE AGENTS
Upgrade to manage unlimited policies across all your clients:
• Client CRM with policy assignment
• WhatsApp & email renewal reminders with customisable templates
• Commission tracking and sales dashboard
• Share policies directly to clients' phones
Free for families (up to 25 policies). Agent accounts include a free trial.
Made in India. Questions? support@thepolicybox.com