Free Early Access
Your insurance business, organised.
Every client, every policy, every premium date — in one app, on the phone you already carry.
- No card needed
- Works on any phone
- Nothing to install
This is the screen you open each morning.
Right now, your book lives in five places.
- A paper diary
- An Excel sheet
- Your phone contacts
- WhatsApp chats
- Your own memory
None of them talk to each other. So a premium slips past its date, a follow-up you promised gets forgotten, and a family you have looked after for twelve years hears from somebody else first.
Poliqo puts all five in one place.
Never miss a premium date again.
Add a policy once and Poliqo works out every payment that follows. Move a client from quarterly to yearly and all their dates move with them — nothing to rewrite, nothing left out of step.
Try it: tap a different one.
How often does this client pay?
- 15 November 2026Next payment
- 15 February 2027Then
- 15 May 2027Then
- 15 August 2027Then
36 payments left on this policy. The last one is on 15 August 2035.
See the whole family, not just one name.
Put a household together and you can see everyone in it and every policy they hold, on one screen. You already look after families. Your records should too.
- Know who is whose spouse, parent or child
- Spot the child turning eighteen before somebody else does
Send a reminder in two taps.
Poliqo writes the message for you. Read it, change anything you like, and send it from your own WhatsApp, in your own words.
- Nothing is ever sent automatically
- Only the last four digits of the policy number go in the message, because messages get forwarded
And the everyday things.
Any insurer
LIC to begin with, but never only LIC. Old plans that nobody sells any more stay in your book, because the policies are still running.
One calendar
Birthdays, maturities, follow-ups and due dates, all on one list. Tap any of them to open the client.
Find anyone fast
Search by name, phone number or policy number and get there in one tap — even with two thousand clients.
Bring the book you already have.
You spent years building it. You should not have to start again — so here is exactly what you can bring across.
Policies of any age
A policy taken out in 2004 goes in exactly like one taken out last week, whichever plan it was.
Add clients as you go
Start with the twenty clients you are thinking about this week. Add the rest whenever you have a quiet ten minutes.
Your whole sheet at once
Uploading a full CSV file in one go is on its way. Until it lands, add clients as you need them — nothing you enter now will need entering again.
Your clients’ details stay yours.
You hold people’s dates of birth, their family details and what they are worth to their families. That is a serious thing to be trusted with, and we treat it that way.
Only you can see your book
Every advisor’s clients are kept completely apart. No other advisor on Poliqo can reach yours — not by accident, and not on purpose.
Nothing is ever deleted
Clients you are no longer working with are filed away, not thrown away. When their son calls in six years, the policy is still there.
Not tied to any insurer
Your book belongs to you, not to a portal you could lose access to. Whatever you sell next, it comes with you.
WhatsApp stays your WhatsApp
Poliqo never connects to your account and never sends a message for you. It writes the words; you press send.
Start with one client.
Sign up, add somebody you are thinking about this week, and Poliqo starts keeping the dates for you.
Free while Poliqo is in Early Access. If that ever changes, we will tell you first.