Your client diary, without the paper.
PolicyBros keeps every client, policy and premium due date in one place, so you know who to call this week and can hand over a clean proposal the same day. It is free on the web and on Android.
You'll need your 8-digit LIC agent code. Already signed up? Log in
- Only you can see your clients
- No ads, no paywall
- Web and Android
The Reminders screen in the agent portal, with sample clients.
What moves out of the diary
Most of the job lives in a notebook, a calculator and your memory. Here is where each part goes.
- Names, phone numbers and policy numbers spread over twenty pagesOne client book. Search by name or phone and see every policy that client holds.
- Due dates you have to remember to checkA renewals list. Who is overdue, who is due in the next 30 days, and who comes after that.
- A calculator, a brochure and a photocopied formProposals as PDFs. Plan, proposer and nominee details, a flag when a medical is likely, and the documents to collect.
- Guessing what this month will payCommission estimates. See what a policy is likely to earn you before you sell it, and watch your book grow.
A working day with PolicyBros
How the tools fit around an ordinary day in the field.
Check who is due
Open Reminders. Two clients are overdue and five are due this month, so the overdue calls go first.
Web portalQuote a new prospect
Work out the premium for their age, term and sum assured, then share a quote with your name, logo and signature before you leave.
Android appTurn a yes into a proposal
Fill in the proposal once. It flags when a medical is likely, lists the documents to collect and saves as a PDF.
Web portalSend the reminders
Pick the premium due message, fill in the client's name and date, and paste it into WhatsApp.
Web portal
The three things you will use every day
Every client and every policy, one search away
Add a client once with their phone, city, date of birth and occupation. Then add each policy with its plan, sum assured, premium, mode and next due date.
- Search by name or phone
- Mark a policy active or lapsed with one click
- Due dates feed straight into Reminders
Customers
Proposals ready to print before the client changes their mind
Pick the plan and enter the proposer and nominee. PolicyBros fills in the plan details, flags when a medical exam is likely and lists the documents to bring.
- Download as a PDF to print or share
- Edit and download again any time
- Track generated and accepted proposals
Quotes with your logo and signature are in the Android app.
Plan details
- Plan
- Jeevan Labh
- Sum assured
- ₹10,00,000
- Policy term
- 16 years
- Premium paying term
- 10 years
- Mode
- Yearly
Nominee details
- Nominee
- Vikram Iyer
- Relationship
- Spouse
Medical likely at this age. Tests as per underwriting.
Required documents
Know what a sale is worth before you make it
The commission calculator estimates what a policy will earn you in the first year and over its life. Analytics shows your active policies, premium on the book and your biggest clients.
- Covers endowment, money back, term, pension, child and whole life plans
- Lifetime earnings for a single policy
- Proposals generated against proposals accepted
Performance analytics
46
Active policies
₹9.8 L
Yearly premium on the book
14
Proposals generated
9
Proposals accepted
Top customers
Prakash Rao₹84,200
Meena Iyer₹39,390
Lakshmi Prasad₹38,210
Also in the toolkit
The smaller jobs that eat an evening, done in a few minutes.
Message templates
Ready messages for premium due dates, grace periods, maturity, birthdays and festivals. Fill in and copy.
Package proposals
Combine plans for one family and show the total cover and premium together.
Underwriting limits
See which medical reports a sum assured needs at a given age.
Product reference
LIC plans at a glance, with eligibility, terms and selling points.
Visiting card
Fill in your details once and print or save a clean card to share.
Sales tips and commission guide
How to explain plans simply, and how commission works across plan types.
IC-38 study aids
Flashcards, glossary and syllabus for the new recruits you bring in.
Plan presentationsAndroid app
A short deck for one plan with the client's figures and your name on it.
Share imagesAndroid app
A square plan poster with your contact details, ready for WhatsApp status.
Club trackerAndroid app
Your progress toward MDRT, COT, TOT and LIC club targets.
At your desk and at the client's door
Use the web portal when you have a keyboard and a printer. Take the Android app when you are sitting in someone's living room.
Web portal
- Client book and renewals list
- Proposal PDFs to print
- Commission calculator and analytics
- Every resource in the toolkit
Android app
- Its own client book with upcoming dues
- Quotes with your logo and signature
- Plan presentations and share images
- LIC calculators that work offline
Meena IyerTomorrow
Sunil VermaIn 4 days
Farah SheikhIn 12 days
Send a quote
Straight answers
Is it really free?
Yes. Every agent tool on the website and in the Android app is free to use. There are no ads and nothing is locked behind a paywall.
What do I need to sign up?
An email address and your 8-digit LIC agent code. Your client book, reminders and analytics work as soon as you sign up. Proposals, the commission calculator and the resource library open once we have checked your agent code, which keeps the portal for working agents.
Is PolicyBros part of LIC?
No. PolicyBros is independent and is not connected to Life Insurance Corporation of India. You keep working with your branch and development officer as usual. PolicyBros is simply the software you use to stay organised.
Who can see my clients?
Only you. Your client list is stored under your own account, and the database rules stop every other user from reading it. Other agents and policyholders on PolicyBros cannot see your book.
Do I need the app as well as the website?
No. The web portal covers your client book, renewals, proposals and commission on its own. The Android app adds quotes with your logo and signature, plan presentations and share images. For now the website and the app each keep their own client book, so pick one for your clients and use the other for the extras.
I signed up as a policyholder by mistake. Can I switch?
Yes. Send us a message from the contact page with the email you signed up with, and we will move your account over to the agent portal.
Move this month's renewals out of the diary.
Create your free agent account, add your first few clients and see who is due this week.
New to LIC agency? Read how to become an LIC agent