Policy Book

Medium

Finance · Agency owner, sales reps, clients

Policy portfolio, renewals and collections for insurance agencies.

Built in this build

Policy records with expiry tracking
Client policy wallet
Renewal calendar and assignment
Collections and commission tracking
Carrier/branch list
Field extraction from a policy photo
Renewal message draft
Renewal rate and lost-policy summary

Vision (needs external services)

Renewal reminders
Staged reminders 30/7 days before expiry
WhatsApp renewal link
PDF policy summary

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Policy records with expiry tracking
Renewal reminders
Client policy wallet

Admin modules

Renewal calendar and assignment
Collections and commission tracking
Carrier/branch list

AI capabilities

Field extraction from a policy photo
Renewal message draft

Automations

Staged reminders 30/7 days before expiry

Analytics & reports

Renewal rate and lost-policy summary

Integrations

WhatsApp renewal link
PDF policy summary

Mobile

Client mobile policy wallet

Roles & permissions

Owner
Rep
Client

Finance →

Bill Harbor

A payables desk that collects vendor bills and tracks due dates.

Chase Pay

Chases overdue invoices with escalating reminders to speed up collection.

Credit Book

Store credit/installment ledger and collections for merchants.

Credit Guard

Monitors customer credit limits and risk, warning before you ship an over-limit order.

Describe what your business needs — DevAny does the rest

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