PolicyPilot.AI
Insurance Service Delivery Platform

Stop Losing Clients Due toPoor Service Tracking

Track, manage, and improve insurance service delivery withreal-time insights and accountability.

Features

Everything You Need to Manage Insurance Deliverables

A complete solution for insurance brokers to track, manage, and report on policy service deliverables

Client Management
Manage multiple clients and their insurance policies in one centralized platform
Automated Deliverables
Auto-generate activity calendars based on policy dates with smart scheduling
Meeting Management
Schedule meetings, record minutes, and auto-create action items with due dates
Performance Scoring
AI-powered scoring system to track service quality and TAT adherence
Smart Notifications
Automated reminders and notifications for upcoming activities and deadlines
Export & Reports
Export reports in PDF, Excel, and PowerPoint formats for stakeholder sharing
AI-Powered Scoring

Intelligent Service Scoring System

Our AI-powered scoring system evaluates service quality based on completion rates and TAT adherence, providing real-time insights into your performance.

20%

Inception Activities

Policy onboarding and setup tasks

25%

Monthly Activities

Recurring monthly service deliverables

25%

Quarterly Reviews

Quarterly performance assessments

20%

Renewal Process

Policy renewal workflow management

10%

MoM Activities

Meeting action items and follow-ups

Performance Ratings

Good (85-100)

Excellent service delivery performance

Need Improvement (70-84)

Room for improvement in deliverables

Poor (Below 70)

Immediate attention required

Benefits

Why Choose PolicyPilot.AI?

Transform your insurance service delivery with our comprehensive tracking platform

Reduce manual tracking effort by 80%
Never miss a policy deadline again
Improve client satisfaction scores
Real-time visibility into service delivery
Automated compliance reporting
Streamlined stakeholder communication
Activity Lifecycle

Complete Policy Lifecycle Management

From inception to renewal, track every activity with precision

1
Inception
  • - Portal Demo to HR
  • - Employee Roll Out
  • - E-cards Issuance
  • - Policy Issuance
2
Monthly
  • - Enrollment Drive
  • - MIS Reports
  • - Review Meetings
  • - Endorsements
3
Quarterly
  • - Data Analysis
  • - Review Presentation
  • - Wellness Activities
  • - Performance Reports
4
Renewal
  • - Renewal Initiation
  • - Quote Submissions
  • - Online Enrollment
  • - Policy Renewal

Ready to Get Started?

Add your first client and experience seamless insurance service delivery management

Add New ClientView Dashboard