Family insurance management, in one account

Record every policy, wherever you bought it

Add health, life, motor, travel and business policies with the insurer, sum insured, premium and renewal date. The dashboard shows how many are active and which are due, so you do not have to search emails for a policy number.

• Policy cards with cover amount, renewal date and status
• A detail page per policy with its documents and claims
• Policies added by your advisor appear automatically

Know what renews next

Policies due within 30 days are highlighted on your dashboard and listed under Renewals with the premium and days remaining. Your advisor sees the same dates, so the follow-up does not depend on either of you remembering.

• Renewal timeline for all family policies
• In-app notifications as the date approaches
• Ask your advisor to renew from the same screen

Request new cover and follow it to completion

Choose an insurance type, answer a few questions about cover, budget and who is to be insured, and submit. You get a request ID, an assigned advisor and a status that moves from submitted to completed. Options come from the advisor, not from an automated quote engine.

• Seven-step request form with review before submitting
• Status tracker with the next action
• Message your advisor about the request

Ask simple questions about your own records

The assistant answers a fixed set of questions such as “When is my renewal?” or “What documents are required?” by looking up your policies, requests and claims. It is a rule-based demo, not an AI model, and it does not interpret policy wording or give advice.