Policyplanner Agent App

Policyplanner Agent App

Policyplanner Agent App

Policyplanner is a popular web aggregator of policies that helps its user by suggesting best policies as per their needs and makes purchasing them seamless.The app is designed to establish a network of policy agents by offering incentives for each policy they procure on behalf of their client.

Policyplanner is a popular web aggregator of policies that helps its user by suggesting best policies as per their needs and makes purchasing them seamless.The app is designed to establish a network of policy agents by offering incentives for each policy they procure on behalf of their client.

Policyplanner is a popular web aggregator of policies that helps its user by suggesting best policies as per their needs and makes purchasing them seamless.The app is designed to establish a network of policy agents by offering incentives for each policy they procure on behalf of their client.

Category

Mobile Design

My Role

UI Design

Industry

Insurance & Finance

Background

Background

Background

The insurance industry has long relied on agents to connect with potential customers, understand their needs, and guide them in selecting the right policies. However, this traditional approach often faced challenges such as limited reach, time-consuming processes, and a lack of incentives for agents

The insurance industry has long relied on agents to connect with potential customers, understand their needs, and guide them in selecting the right policies. However, this traditional approach often faced challenges such as limited reach, time-consuming processes, and a lack of incentives for agents

Challenge

Challenge

Challenge

To Simplify the policy purchase process, by enabling agents to provide their clients with personalized policy recommendations and quick, hassle-free transactions. Moreover a Incentive program which will encourage the Agents to increase their Policy sales.

To Simplify the policy purchase process, by enabling agents to provide their clients with personalized policy recommendations and quick, hassle-free transactions. Moreover a Incentive program which will encourage the Agents to increase their Policy sales.

3 Stages of App

3 Stages of App

3 Stages of App

1st

1st

1st

Registration and KYC Verification

2nd

2nd

2nd

POSP Li/POSP Gi Examination

3rd

3rd

3rd

Policy Purchase on Behalf of Clients

Registration and KYC Verification

POSP Li/POSP Gi Examination

Policy Purchase on Behalf of Clients

Under Construction . . .

Under Construction . . .

Stay patient, folks! We'll update these links when our product is baked and ready to be served

Stay patient, folks! We'll update these links when our product is baked and ready to be served

Coming Soon

prathameshjadhav913@gmail.com

prathameshjadhav913@gmail.com

Instagram

Instagram

Linkedin

Linkedin

Twitter

Twitter