Premiums, renewals and claims, without a single missed date.
Policy Desk keeps term, health, motor and life policies for every family in one register. Premium due dates, grace periods, renewal reminders and claim support notes are tracked per policy, so cover never lapses because a date slipped.
Policy Desk · Renewals
44 due this month · ₹9.8 L premium
41
Renewed
2
In grace period
1
Reminder sent
Family Floater Health · ₹10 L
Yadav family · due 12 Dec
Reminder sentTerm Plan · ₹1 Cr
Rajesh Singh · due 18 Nov
RenewedSenior Citizen Health · ₹5 L
Mohd. Arif · grace ends 21 Nov
Call todayMotor Comprehensive
Fatima Ansari · due 30 Nov
Renewed
What it does
Everything Policy Desk keeps in order.
Premium calendar
Premiums due this week, this month and in the grace period, with insurer, policy number, mode and amount.
Renewal reminders
Send renewal reminders to clients from a ready template and record that the reminder went out.
Health and term cover
Track sum insured, members covered, waiting periods and riders, so cover gaps are visible at review time.
Claims support log
Record claim intimation, documents submitted and insurer follow-ups, and keep the family informed at each step.
Family cover view
See which family members are covered, for how much, and who has no health or term cover at all.
Renewal tracking
Renewed, pending and lapsed policies for the month, by advisor, with the reason recorded for any lapse.
How it works
A routine your whole team can follow.
- 01
Add policies
Import policy schedules from insurer files or add them from the policy document in a few fields.
- 02
See what is due
Policy Desk lists renewals for the month and highlights those already in the grace period.
- 03
Remind and confirm
Send reminders, call clients who have not paid, and mark the policy renewed once the receipt arrives.
- 04
Support claims
When a claim arises, the policy details and documents are in one place for the family and the insurer.
Which types of policies can I track?
Term, health, life, endowment, ULIP, motor and other general insurance policies, from any insurer.
Is Policy Desk suitable for POSPs?
Yes. POSPs and insurance advisors use Policy Desk to track renewals and claims for the policies they have sold.
Does Bullsera sell insurance?
No. Bullsera is practice software. Policies are sold by you through your insurer or broker relationships.