SM BrokerS vs Polisy

Insurance brokerage mobile application integrated in SoftMind BrokerS solution

Polisy is the insurance broker desk built for brokers who manage their book from their phone. Keep every client, policy, and payment schedule in one place. Track what's collected, what's overdue, and what's renewing without spreadsheets or sticky notes. WHAT YOU CAN DO • Manage clients and their policies in one CRM • Track payment schedules, partial payments, and outstanding balances • Get ahead of renewals before they lapse • Send automated WhatsApp reminders for payments, renewals, and birthdays • See overdue accounts at a glance and follow up faster • Track agent-sold policies and commissions • Generate client payment statements • Import your existing book from Excel Built for insurance brokers in Lebanon and the Middle East, and priced for how brokers actually work whether you're a solo agent or running a full team.