PolicyPal

PolicyPal

Personal Policy Archive

13 ratings
13 reviews
Free

Details

  • Released
  • Updated
  • August 19, 2026
  • September 12, 2026

Features

PolicyPal screenshot #1 for iPhone
PolicyPal screenshot #2 for iPhone
PolicyPal screenshot #3 for iPhone
PolicyPal screenshot #4 for iPhone
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About

Organize all your insurance policies in one secure place on your device. Quickly access coverage details and understand your options when you need them most. An optional AI assistant can help summarize and answer questions about your policies, with you in control of your data.

✓Import policy PDFs
✓Private archive on device
✓Faster policy retrieval
✓Understand coverage options
✓Optional AI assistant
✓Local-first functionality
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What's New in PolicyPal

1.2.0

September 12, 2026

PolicyPal—one-tap policy import, private on-device archive; find, understand, and use coverage when it matters. New ways to get started and chat, plus smaller polish. • Built-in samples for one-tap entry before adding your own policies • Cloud-assist chat with no API key required; your own model and key still work • Clearer editing and settings (lifetime coverage, optional policy number, cache, AI entry) Thank you for using PolicyPal and for your feedback.

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User reviews

Nice for keeping a few policy PDFs together

I wasn't looking to buy more insurance. I just wanted the home and auto PDFs in one place instead of two filenames that look identical. Quiet, no ads. When I forget what's covered I skim the summary. Keeping it.

换手机后找保单方便多了

换手机那天备份没拷全,邮箱里一堆附件也分不清哪份是哪份。装了保管把电子保单导进去,每份有个短摘要,找起来轻松多了。我自己买过的单子收着就行,急用不用再猜文件名。

e-policies buried in email

Insurer e-policies used to rot in my inbox until I needed them and realized my memory was wrong. Imported the policy PDFs into PolicyPal, skimmed the summaries, checked a waiting period against the text. Not a claims agent. Just paperwork under control before something happens.

HSA receipt vs what the policy actually says

Almost filed an HSA reimbursement off memory. Pulled the insurance policy PDF into PolicyPal, skimmed the blurb, then checked if that visit type was even in scope. Still had to deal with HR later. At least I wasn't guessing from a random email subject line. Quiet app, no splash ads.

Just needed one exclusion answer

I wasn't looking for a lecture. Linked my insurance policy PDF, asked whether one exclusion might apply to a visit I'd already had, got an answer that pointed back at the wording. Closed the app after that. Exactly how long I wanted to spend on it.

Developer apps

FAQ

Does PolicyPal have ads?

PolicyPal is ad-free, allowing for an uninterrupted experience managing your important documents.

What devices does PolicyPal support?

PolicyPal is available for iPhone, iPad, and iPod devices, ensuring accessibility across Apple's mobile ecosystem.

How often is PolicyPal updated?

The latest version is 1.2.0, last updated on September 12, 2026. Updates are released to improve functionality and reliability.

What is the age rating for PolicyPal?

PolicyPal has an age rating of 4+, making it suitable for a wide range of users.

Can I use PolicyPal without an account?

Yes, PolicyPal features local-first policy archiving, meaning core features work without requiring an account.

How does the AI assistant in PolicyPal work?

The optional AI assistant uses your own LLM API key for Q&A and summaries, giving you full control over your data and its usage.

What kind of insurance policies can I store?

You can import policy PDFs for any type of insurance, including home, auto, health, and life insurance, to keep them organized.

Does PolicyPal sell insurance?

No, PolicyPal does not sell insurance. It is a management tool designed to help you organize and access your existing policies.