Policy Desk

Small
Travel · Agencies, advisors

Sell and track travel insurance policies and renewals without missing a beat.

Coding Ideas

Built in this build

  • Policy sale log
  • Coverage and term tracking
  • Insurance products and premium
  • Commission rate
  • Drafts suitable coverage suggestion by trip details
  • Monthly policy and premium total

Vision (needs external services)

  • Renewal reminder
  • Renewal reminder before policy expiry
  • Policy PDF archive

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 sale log
  • Coverage and term tracking
  • Renewal reminder

Admin modules

  • Insurance products and premium
  • Commission rate

AI capabilities

  • Drafts suitable coverage suggestion by trip details

Automations

  • Renewal reminder before policy expiry

Analytics & reports

  • Monthly policy and premium total

Integrations

  • Policy PDF archive

Mobile

  • Log policy on phone

Roles & permissions

  • Sales
  • Operations

Travel

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