Policy Manager for Insurance Agents
Updated 12 July 2026
If you sell Star Health, Galaxy, or any other policies as an individual agent, your book of business probably lives in a spreadsheet, a notebook, or your memory. Policy Manager is a purpose-built tool to track every policy you've sold and never miss a renewal — or the commission that comes with it.
Built for how you actually sell policies
- Auto-calculated renewal dates — set the policy mode (yearly, half-yearly, quarterly, monthly) and the next renewal date is worked out for you.
- One-click renewals — renewing a policy closes out the old record and opens a fresh active one, keeping full history intact.
- WhatsApp and call reminders — every renewal row has a tap-to-call and wa.me link, so following up with a client takes one tap.
- Bulk Excel/CSV import — bring your existing spreadsheet in as-is; the importer understands misspelled headers and common formatting quirks.
- Dashboard and reports — see active policies, upcoming renewals, and premium totals at a glance, with charts to spot trends.
- Insurer autocomplete — insurer names you've used before suggest themselves as you type, so data stays consistent.
- Daily renewal email digest — a summary of policies due or overdue for renewal, sent automatically at your chosen lead time.
How it works
- Add a policy — client details, policy number, type, mode, premium, and insurer. The renewal date is calculated automatically.
- Or import your book in bulk — upload your existing Excel/CSV sheet and review anything that needs a fix before it's saved.
- Get reminded before renewals are due — a daily digest email flags what's due or overdue, based on the lead time you set.
- Follow up and mark renewed — call or WhatsApp the client straight from the renewal list, then mark the policy renewed in one click.
Never miss a renewal — or a commission
A missed renewal is a lost client and a lost commission. Policy Manager's daily digest email tells you exactly which policies need attention — before the client's cover lapses — so follow-ups happen on schedule instead of by memory.
Frequently asked questions
Who is Policy Manager for?
Individual insurance agents who sell health, life, or general insurance policies and need a simple way to track their book of business and renewal dates.
Can I import my existing policy spreadsheet?
Yes. Upload an .xlsx or .csv file and Policy Manager matches your columns automatically, even with common header typos, and shows you a summary of what was imported and what needs a fix.
How are renewal dates calculated?
You set the policy date and mode (yearly, half-yearly, quarterly, or monthly), and the renewal date is derived automatically — no manual date math.
Will I be notified before a policy is due for renewal?
Yes. A daily email digest lists policies overdue or due within your chosen lead time (7, 15, or 30 days), so nothing slips through.
Is there a cost to use Policy Manager?
You can start tracking your policies for free — just create an account and you're on your dashboard in seconds.
Can I follow up with clients directly from the app?
Every renewal shows tap-to-call and WhatsApp links for the client, so you can follow up without leaving the page.