Policy Uncle

Policy Uncle is your all-in-one insurance management app — built for both customers and insurance advisors. FOR CUSTOMERS • View all your insurance policies in one place — health, motor, life, and more • Get renewal reminders before your policy expires, so you never lapse • Upload policy documents and let AI extract the details automatically • Track your quotations and claims status in real time • Chat with your advisor and get support when you need it • Secure OTP-based login — no passwords to remember FOR ADVISORS & STAFF • Manage leads and follow-ups from your phone, wherever you are • Track customer policies, renewals, and documents in one dashboard • Get instant push notifications for new leads, follow-ups, and renewals due • Generate and send quotations on the go • Stay on top of your entire book of business without being at a desk Policy Uncle brings together everything an insurance advisory business needs — policy tracking, document management, renewals, leads, and communication — in a single, secure, easy-to-use app.