A happy family walking together at sunset
PolicyPilot

Trusted by LIC, HDFC Life, SBI Life & ICICI Prudential agents

Protection your family can count on.

Every policy, premium date and maturity kept safe in one place — for agents who care for their customers, and customers who want peace of mind.

Admin portal

Admin portal

Oversee every agent, customer, policy and report across the whole network.

Agent portal

Agent portal

Run your book: customers, premium dues, maturities, documents and greeting cards.

Customer portal

Customer portal

See your own policies, payments, documents and reminders — nothing else.

Cover for every stage of life

Plans people actually remember to renew

Life cover

Life cover

Income protection for the people who depend on you.

Child plans

Child plans

Education and milestones, funded years in advance.

Retirement

Retirement

A steady income for the years you have earned.

Health & savings

Health & savings

Money-back and endowment plans that mature on time.

An advisor reviewing policy documents with a client

Never miss a premium or a maturity.

  • Month-wise premium tracker

    Pick a month and see every policy due, paid, pending or overdue — then mark it paid in one tap.

  • Maturity countdowns

    Colour-coded countdowns for policies maturing this month, in 3 or 6 months.

  • Private by design

    Customers see only their own cover. Agent details stay with the agent.

Greetings that make customers smile.

Diwali, birthdays, anniversaries — branded cards with your photo and logo, ready to download and send on WhatsApp.

Try the greeting studio
Diwali diyas glowing at night
A family sharing a happy evening at home

Peace of mind starts with one account.