The PolicyBuddy

Your Insurance. Simplified. Policy Buddy helps you manage your insurance policies in one secure and convenient place. Whether you need to view policy details, make payments, or access important documents, Policy Buddy keeps everything organized and accessible anytime. The app is designed to give customers complete visibility and control over their insurance accounts without needing to visit an office or send multiple emails. Key Features: Policy Management View all your insurance policies in one place. Track policy details, coverage information, renewal dates, and important policy documents directly from the app. Secure Payments Make payments easily and securely. Supported payment methods include: • ACH / Bank payments • Credit and debit cards • Recurring and automated payments You can also review your payment history and upcoming payment schedules. Policy Documents Access and manage all your insurance documents anytime. • View policy documents • Download attachments • Upload documents requested by your broker • Maintain a digital record of your insurance files Renewal Alerts Never miss an important deadline. Get reminders for: • Upcoming policy renewals • Payment due dates • Policy updates and notices Customer Portal Access Policy Buddy allows customers to log in securely and view their policies, documents, and financial information from anywhere. Two-factor authentication ensures your account remains secure. Real-Time Updates Stay informed about policy updates, payment confirmations, and document uploads instantly. Who Is This App For? Policy Buddy is ideal for customers who want: • Easy access to insurance policy information • A secure way to make payments • A single place to manage insurance documents • Visibility into policy schedules and renewals Secure and Reliable Your data security is important to us. Policy Buddy uses secure authentication and encryption to protect your personal and financial information. Need Help? If you need assistance, your broker can support you directly through the Policy Buddy platform.