# Insurance & Policy Management — CRM, Agent App For Manage Data > Comprehensive insurance and policy management tool for agents, brokers, and individuals. (iPhone/iPad app by INSUREBOOK TECHNOLOGY PRIVATE LIMITED.) - Source: https://appshunter.io/ios/app/insurance-and-policy-management/id6740609907 (this page in markdown: same URL + `.md`) - Developer: [INSUREBOOK TECHNOLOGY PRIVATE LIMITED](https://appshunter.io/developer/1790601338) - Category: Business - Price: Free - Age rating: 4+ - Requires: iOS 15.6 · 87 MB - Languages: American English - Released: 2025-01-17 - Data updated: 2026-08-21 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/insurance-and-policy-management/id6740609907/reviews.md ## What is Insurance & Policy Management? Insurance & Policy Management - The Ultimate Insurance Management App Looking for a smarter way to manage your insurance policies? Policy Manager is your all-in-one app designed to simplify insurance and policy management for agents, brokers, and individuals. From health and motor policies to reminders and CRM features, Policy Manager has everything you need to stay organized and efficient. Key Features: Insurance Management: Track and manage all types of policies, including health, car, motor, and more. Policy Reminders: Get timely notifications for policy renewals, payments, and expirations. Insurance CRM: Manage client data, policy details, and premium schedules effortlessly. Multi-Policy Tracking: Add and manage multiple policies in one place with an easy-to-use interface. Data Security: Keep all your client and policy data secure with advanced encryption. Seamless Integration: Designed for insurance agents and brokers to simplify daily operations. Who Is Policy Manager For? Insurance Agents & Brokers: Manage client policies, set reminders, and track renewals easily. Small Businesses: Keep track of employee and business insurance policies. Individuals: Simplify your personal insurance management with easy reminders and tracking. Why Choose Policy Manager? Policy Manager is more than just an app—it’s a complete insurance management system. Whether you’re an agent managing hundreds of clients or an individual keeping track of personal policies, Policy Manager offers unmatched convenience and efficiency. How It Works: Add Your Policies: Input details like policy type, insurer, premium amount, and renewal dates. Set Reminders: Get notified about upcoming renewals and payments. Track Clients: Store and manage client information with CRM tools. Analyze Data: Use insights to understand your portfolio and client base better. Benefits of Policy Manager: Save Time: Automate reminders and client communications. Stay Organized: Manage all policy details in one place. Enhance Productivity: Focus on selling and servicing clients without administrative hassles. Frequently Asked Questions (FAQs): Can I add multiple policies for a single client? Yes, you can add unlimited policies for each client. Is Policy Manager suitable for individual users? Absolutely! It’s perfect for individuals who want to track personal policies. Does Policy Manager offer cloud backup? Yes, all your data is securely backed up for easy access anytime, anywhere. Is the app free? Policy Manager offers free and premium plans to suit your needs. Download Policy Manager Now! Take control of your insurance management with Policy Manager. Join thousands of agents, brokers, and individuals who trust us for efficient policy tracking and reminders. Install now and simplify your insurance management today! ## Key features - Insurance policy tracking - Policy renewal reminders - Insurance CRM - Multi-policy management - Secure data storage - Agent and broker integration ## Recent user reviews (4 of 4) All indexed reviews: https://appshunter.io/ios/app/insurance-and-policy-management/id6740609907/reviews.md ### 1/5 — Data theft *2026-01-01, version 4.1* I got a WhatsApp message from the developer about subscription . No where it was mentioned subscription cost before entering data . I’m worried about the data I shared . The data must be accessible by the developer and it’s just 7 day trail without notification. Quality of Apple applications never like this before . ### 4/5 — Not able to customise messages *2025-03-31, version 1.8* Loved the app but customisation option is not available for whatsapp messages if we want to change language and all. ### 5/5 — Very Usefull App For Insurance Agents✔️ *2025-02-26, version 1.5* I am insurance agent. I installed this app and it’s worth for me to save time and boost my sales with easy customer policy data management in just 5 minutes. This app also send reminder of policy due of my clients. Thanks for making this easy platform for us.🙌🏻 ### 5/5 — Best Insurance Management App👌 *2025-02-26, version 1.5* Best & Easy Insurance Management Platform For insurance agency broker or agents. i Personally recommend to all insurance brokers. 🌟🌟🌟🌟🌟 ## Frequently asked questions about Insurance & Policy Management ### Can I add multiple policies for a single client in Insurance & Policy Management? Yes, Insurance & Policy Management allows you to add an unlimited number of policies for each client, ensuring comprehensive tracking. ### Is Insurance & Policy Management suitable for individual users? Absolutely! Insurance & Policy Management is perfect for individuals who want an easy way to track and manage their personal insurance policies. ### Does Insurance & Policy Management offer cloud backup? Yes, all your data within Insurance & Policy Management is securely backed up, providing easy access anytime and anywhere. ### What is the pricing model for Insurance & Policy Management? Insurance & Policy Management offers both free and premium plans to cater to different user needs and budgets. ### How often is Insurance & Policy Management updated? The app was last updated on March 18, 2026, indicating active development and regular updates for features and stability. ### What devices does Insurance & Policy Management support? Insurance & Policy Management is available for iPhone and iPod devices, ensuring accessibility for Apple users. ### What is the age rating for Insurance & Policy Management? Insurance & Policy Management has an age rating of 4+, making it suitable for a wide range of users. ### Does Insurance & Policy Management have ads? No, Insurance & Policy Management is ad-free, providing an uninterrupted user experience. ## Version history (last 5 releases) ### 7.2 — 2026-08-20 Bug Fix. ### 7.1 — 2026-07-29 Bug Fix. ### 6.7 — 2026-07-09 Bug Fix. ### 6.6 — 2026-06-30 Bug Fix. ### 6.5 — 2026-05-11 Bug Fix. ## Apps similar to Insurance & Policy Management | App | Rating | Price | Category | | --- | --- | --- | --- | | [InsuranceCRM24](https://appshunter.io/ios/app/insurancecrm24/id1532415609) | — | Free | Business | | [B Saral](https://appshunter.io/ios/app/b-saral/id6772065662) | — | Free | Business | ## More apps by INSUREBOOK TECHNOLOGY PRIVATE LIMITED - [Motor Car Insurance Calculator](https://appshunter.io/ios/app/motor-car-insurance-calculator/id6757173474) All apps by INSUREBOOK TECHNOLOGY PRIVATE LIMITED: https://appshunter.io/developer/1790601338 ## Related topics [policy management](https://appshunter.io/ios/topics/policy-management) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-21.*