Practice OS for POSP advisors

Your entire book,
one living register.

Renewals, commissions and clients, pulled from WhatsApp, Gmail and Excel, always current.

See how it works
Encrypted·Never sold·DPDP-aligned
Practice registerlive
RSRahul Sharma₹24,500Active
MIMeena Iyer₹18,200Due soon
AFA. Fernandes₹31,000Active
SBS. Banerjee₹15,400Overdue
7 renewals due
next 14 days
₹1.5L recovered
short commissions
₹2.4Cr book
142 policies
Works with what you already use
GmailWhatsAppExcel
One workspace, the whole practice

Everything you juggle, in one place.

Renewal Radar

Every renewal ranked by urgency. Reminders fire on their own.

Commission recon

Checks every payout to the rupee and flags shortfalls.

Client records

One profile per client , policies, nominees, documents.

Zero-entry setup

Connect Gmail, drop in chats and sheets. It builds itself.

Commission reconciliation

See every rupee you're owed.

Policyflow checks each insurer payout against what you were promised and flags the gap the moment it happens.

₹1.5Lrecovered this year
2shortfalls flagged
Payout check · Julyreconciled
InsurerExpectedReceived
HDFC Life₹2,450₹2,450✓
LIC₹1,830₹1,830✓
Niva Bupa₹3,120₹1,580short
Star Health₹2,900₹2,900✓
How it works

Connect once. It stays current on its own.

01

Connect Gmail

OAuth in seconds. We read the documents you point us to.

02

Drop in chats + sheets

WhatsApp export and Excel. We pull the structure out.

03

Work the register

Renewals by urgency, commissions to the rupee.

Your clients' data, handled properly

Trust is the product, not the footer.

Encrypted, purpose-limited

Used only to run your practice, and never sold.

Delete anytime

Your book is yours. Export or delete it whenever.

DPDP-aligned

Built to India's DPDP rules, with a named grievance contact.

Get your whole book onto one page.

Start free, connect where your data already lives, and watch it build itself.

About us