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All your insurance, organized and accessible — even when you're not around.

Upload a policy. AI extracts everything. Share with family instantly.

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Sound familiar?

📂

Policies buried in WhatsApp, email, and old files

You know you have insurance. You just can't find it when you need it.

👨‍👩‍👧‍👦

Family doesn't know what you're covered for

If something happens, they'll be scrambling to figure out what exists and where.

Renewals missed. Policies lapsed. Money wasted.

A policy you paid into for years — gone, because nobody remembered the date.

No forms. No typing. Just upload.

Drop a policy PDF or snap a photo — AI reads it and structures everything instantly.

Before
HDFC_ERGO_Health_Suraksha_...pdf

42 pages of legal jargon. Good luck finding what matters.

After
HDFC Ergo Health Suraksha
Active
Insurer
HDFC Ergo
Policy No.
2910XXXX4837
Coverage
10,00,000
Premium
18,400/yr
Expiry
15 Jun 2026
Nominee
Priya Sharma
Explain
Share

Three steps. That's it.

From chaos to clarity in under 2 minutes.

1

Scan any policy

Share a PDF from WhatsApp or snap a photo. AI reads it and fills in every detail — zero typing, zero data entry.

2

Share with anyone

Enter a phone number — family, spouse, or agent. They see the policy instantly. Works in any browser.

3

Stay covered

Renewal reminders arrive before expiry. AI explains your coverage. Everything in one place, forever.

One policy. Everyone who matters.

Share any policy with just a phone number. Works in any browser. They don't even need an account — yet.

You
HDFC Health Plan
Coverage: 10L
Renews: Jun 2026
Share
phone number
Family / Agent
HDFC Health Plan
Coverage: 10L
Renews: Jun 2026
Received

Share with family

Your spouse, parents, or children should know what you're covered for. Share any policy — they'll see it the moment they sign up. Even from a browser.

Share with your agent

Let your insurance agent see your policies so they can track renewals and keep you covered. They'll handle the paperwork — you just live your life.

Just a phone number. Works in any browser.

AI-Powered

Don't understand the fine print?

Tap "Explain" on any policy. Get coverage, exclusions, claim process, and whether it's good value — all in simple language.

Works with ChatGPT, Gemini, or Claude. Your AI, your conversation. Costs you nothing.

ICICI Term Plan
Coverage: 1Cr
Premium: 12,400/yr
Explain this policy

Summary: This is a pure term life plan covering you for 1 Crore until age 65. It covers death from any cause including COVID-19...

For Insurance Agents

Stop managing clients on WhatsApp and Excel.

ThePolicyBox is also a full CRM for insurance agents. Track clients, manage renewals, scan policies in bulk — and share them directly to your client's phone.

  • Dashboard with total premium, upcoming renewals
  • AI-powered bulk scan (LIC Premium Due Lists)
  • Share policies to clients — they're onboarded instantly
  • Track sales, commissions, and renewal pipeline
Agent Dashboard
247
Policies
83
Clients
Renewals this month12
Premium managed18.4L

We don't sell insurance. We don't sell your data.

We just help you organize. Your policies stay encrypted, private, and under your control. Only people you explicitly share with can see anything.

Bank-grade encryptionNo ads, everNo spam, everYou control who sees what

You could use Google Drive. But...

FeatureThePolicyBoxGoogle Drive /
Physical Files
AI reads & structures your PDF
Renewal reminders
Share with family via phone number
Policy explanation in simple language
Works without downloading an app
Nominee, coverage, expiry at a glance

Used by families across India

"Had so many LIC investments in family, finally a file-free place to see and track them all at once."

Priya S.

Bangalore, Karnataka

"Between Dad's car, Mom's scooty, my bike, our health plans, life covers, and even shop insurance — we had papers everywhere. Now everything is organised and ready."

Rohan M.

Mumbai, Maharashtra

"I had no idea where all my policies were! Now I'm sorted, with everything from car, health, and life all in one place."

Anjali K.

Delhi

Questions?

In 2 minutes, you'll have:

All policies scanned & organized
Renewal reminders set automatically
Family access ready to go
Upload Your First Policy
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Free forever for families. No credit card. We never sell your data.