Solutions for Insurance Agents
AI-powered client portfolio management for advisors who want speed, accuracy, and a premium client experience.
Client Portfolio
47 active clients
47
Clients
12
Renewals
8
Opps
View renewals, pending tasks, and cross-sell opportunities in one dashboard.
AI Gap Scanner
Scanning: Papadopoulou M.
3 gaps detected across 47 clients
AI detects coverage gaps per policy and recommends immediate next actions.
Renewal Pipeline
Next 60 days
8
days
Παπαδοπούλου Μ.
Motor
22
days
Νικολαΐδης Γ.
Home
29
days
Καλογεράκης Π.
Health
45
days
Θεοδωρίδης Κ.
Motor
Send personalized renewal reminders to clients before policy expiration.
Client
Νικολαΐδης Γεώργιος
Motor
Interamerican
€450/yr
ActiveHome
Ethniki
€280/yr
ActiveHealth
Eurolife
€1.200/yr
ActiveReady to send — PDF + email in one click
Deliver branded reports ready to send and archive with your own identity.
01
Upload policy and portfolio data in seconds.
02
AI detects gaps, risks, and renewal priorities per client.
03
Send a branded report to the client in one click.
Unlimited clients, role-based access, renewal pipeline, and branded reports.
Go to Business tier"With PolicyWallet, I closed renewals 3x faster and now have full visibility across my portfolio."
Giorgos Papadopoulos, Insurance Advisor