Polivy: Insurance Agent

Your next renewal deserves a clear next step. Polivy helps independent insurance agents, brokers, and producers keep clients, policies, and follow-ups organized. See what needs attention today and keep your book of business close, wherever your work takes you. FOCUS ON TODAY See overdue policies and upcoming renewals at a glance. Keep follow-up tasks together so you can plan your next conversation. KEEP YOUR BOOK ORGANIZED Save client details, policy numbers, carriers, premiums, and commission information in one place. Search your book and find the details you need between calls. FOLLOW EVERY RENEWAL View renewals in a timeline or calendar. Move each policy through your workflow: upcoming, contacted, quote sent, waiting on client, renewed, or lost. Record renewal outcomes and keep a history of your work. KEEP CONTEXT WITH EACH CLIENT Log calls, texts, emails, and notes. Add follow-up tasks so you can pick up the conversation with the context you need. UNDERSTAND YOUR BOOK Review your renewal pipeline, renewal rate, and commission totals based on the information you enter. BUILT FOR INDEPENDENT AGENTS Organize Medicare, health, life, and property and casualty policies in a focused workspace designed around your daily routine. Start with up to 25 open policies. Polivy Pro adds unlimited policies, commission forecasts, and PDF and CSV exports. Bring your clients, policies, and next steps together with Polivy. Terms of Use: https://smallorbit.studio/apps/polivy/terms/