Policix

Policix is a business management app for insurance agents and advisors. It helps you organize your day-to-day work, from tracking leads to keeping policy records, renewal dates and commission details in one place. Why Policix? Your leads are in your phone, your policies are with different insurers and your commission details are spread across emails and statements. Policix brings your entire insurance business together in one simple dashboard, so you always know where you stand. KEY FEATURES - Commission dashboard See your total commission, premium sold, amount paid and amount pending at a glance. - Lead tracking Add new leads and move them through each stage - New, In Discussion, Quotation Sent, Converted or Lost. See the insurance type and estimated premium for every lead. - Policy records Keep a record of every policy you sell - motor, two-wheeler, health, life and more - with the policy number, insurer, total premium and your commission. - Renewal dates See which policies are active, expired, cancelled or renewed, and quickly find policies expiring in the next 30 days so you never miss a renewal. - Commission details View every commission transaction with its commission rate, premium and payout status - paid, pending or cancelled. Filter by date to see your earnings for any period. - AI Policy Auto-Fill Save time on data entry. Let AI read policy details and fill them in for you. - AI Comparisons Compare insurance policies with the help of AI to guide better conversations with your customers. - Export your data Export your policy and commission records whenever you need them. - Notifications Stay updated on important activity in your account. WHO IS IT FOR? Policix is built for insurance agents, advisors, POSPs and agency teams who want a simpler way to manage their daily work. Note: Policix is a business tool for insurance professionals. It is not an insurance company and does not sell insurance or provide insurance advice to consumers.