PolicyIQ: insurance broking software that keeps every policy, renewal and claim in one place
PolicyIQ gives insurance brokers, agencies, individual agents and insurers one connected family of products. Policy records, renewals, claims and documents stop living in spreadsheets and WhatsApp threads, and every team works from the same source.
At a glance
What is PolicyIQ?
PolicyIQ is insurance broking software from EZ Solutions. Its six products cover broking operations (PolicyIQ | One), AI document extraction (Extract), insurance agencies and agents (Desk), insurer API integration (Gateway), an AI support chatbot (Assist) and policy comparison (Match).
- Category
- Insurance broking software
- Industry
- Insurance
- Made for
- Insurance brokers, insurance agencies, individual insurance agents and POSPs
What problems does PolicyIQ solve for insurance brokers?
Insurance brokers juggle many insurers, products, clients and POSP agents, usually across disconnected tools. PolicyIQ replaces that patchwork with connected products that share the same data.
Today
- Duplicate data and errors from manual entry
- Missed renewals and follow-ups
- Policy documents re-typed because every insurer formats them differently
- A separate integration for every insurer and partner
With PolicyIQ
- One workspace for policies, renewals and claims
- Automated renewal reminders and clear workflows
- Policy documents read into structured data by AI
- One integration layer for insurer, KYC and payment APIs
Key features
PolicyIQ insurance broking software: key features
The 8 parts of PolicyIQ that do the daily work, all sharing the same records.
- PolicyIQ | One
- Broking software for POSP management, sales CRM, policies, renewals, claims and finance.
- PolicyIQ | Extract
- AI OCR that reads policy schedules, proposal forms, motor and health policies into structured fields.
- PolicyIQ | Desk
- Software for insurance agencies and agents: a shared customer book, teams and branches, leads, policies, renewals and commission per agent code.
- PolicyIQ | Gateway
- One API layer for insurer, KYC, payment and communication integrations, with monitoring.
- PolicyIQ | Assist
- A multilingual AI chatbot for customers, POSP agents and staff, on WhatsApp and the website.
- PolicyIQ | Match
- Compares policies, versions and datasets to show coverage differences and changes.
- Renewal management
- Automated renewal reminders so no policy lapses because a date was missed.
- Finance controls
- Commissions, receivables and payouts visible next to policy and claims data.
How it works
How does PolicyIQ work?
- 1
Capture
Leads from every source land in one system.
- 2
Convert
Opportunities are managed and policies issued faster.
- 3
Serve
Renewals and claims are handled from the same record.
- 4
Grow
Client relationships build into long-term loyalty.
Who it is for
Who uses PolicyIQ?
PolicyIQ is built for these businesses:
- Insurance brokers
- Insurance agencies
- Individual insurance agents and POSPs
- POSP networks
- Insurance companies
- Insurtech companies
Local rules built in
Local tax, payments and language, built in
POSP network management
Onboarding, verification, teams and roles for POSP agents, inside PolicyIQ | One.
Multilingual AI assistant
PolicyIQ | Assist answers customer and agent questions on WhatsApp and the website.
Remote onboarding
Cloud deployment and remote implementation, so no branch visit is needed to start.
Role-based access
Role-based access and audit trails across branches and teams.
Tax, currency, payments and language can be adapted to each market. Ask how PolicyIQ fits a country's rules.
Visit the PolicyIQ website
Feature pages, guides and demo requests for PolicyIQ are on its own website, policyiq.in.
Frequently asked questions
PolicyIQ questions, answered
PolicyIQ is a family of insurance software products built by EZ Solutions for insurance brokers, agencies, agents, insurers and insurtech teams. It covers broking operations, agency and agent management, AI document extraction, insurer API integration, an AI chatbot and policy comparison.
Most insurance brokerages start with PolicyIQ | One for day-to-day broking operations. Insurance agencies, and agents or POSPs who work on their own, start with PolicyIQ | Desk, and teams that process large volumes of policy documents often begin with PolicyIQ | Extract.
PolicyIQ | Desk is the workspace for an insurance agency or an individual agent: licensed agents with their own codes, support staff with roles, branches, a shared customer book, renewals and commission. PolicyIQ | One is broking software for licensed brokerages, including the management of a whole POSP network.
Yes. PolicyIQ | Gateway connects PolicyIQ products with insurer systems, KYC and payment services and other partner APIs, so data moves between the systems a business already uses.
The PolicyIQ website at policyiq.in has a page for each of the six products, their feature pages and a demo request form.
Official sources
- IRDAIInsurance Regulatory and Development Authority of India, the regulator for insurers, brokers and POSP agents.
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Tell the team about the business, and they will show how PolicyIQ fits the way it already works.