Policy Uncle

The Pro Society

About this app

Policy Uncle is a secure app for managing insurance policies, built for both customers and insurance advisors.

FOR CUSTOMERS
• View all your insurance policies in one place, including coverage details and renewal dates
• Upload and securely store your policy documents and supporting paperwork
• Track quotations and see requested documents in a single dashboard
• Get timely reminders before your policies come up for renewal
• Receive real-time notifications about your policy status and document requests

FOR ADVISORS AND STAFF
• Manage leads and customers through a simple pipeline
• Track follow-ups so nothing falls through the cracks
• Review and process customer documents
• Send updates and reminders directly from the app
• Stay on top of renewals across your entire book of business

Whether you're a policyholder who wants quick, secure access to your insurance information, or an advisor managing client relationships, Policy Uncle brings everything into one place.

Sign in with your registered mobile number to get started.

What’s new

- Fixed an issue where uploading a policy document could show a
"check your connection" error even when everything was fine
- Improved reliability of push notifications and fixed the app icon
badge not clearing after notifications were read
- Fixed a page-not-found error on some notification and email links
- Added a friendlier screen when the connection drops, instead of a
blank error page
- Various bug fixes and improvements