Insurance Organization

All Your Policies.
One Place.

We organize every policy, asset, and renewal in one system—because relying solely on agents isn't a strategy. Your insurance impacts your livelihood, and when asset values grow, having a built‑in failsafe and timely reminders isn't optional—it's responsible.

policybrain.app — Demo Account
PolicyBrain

Dashboard

Entities

3

Policies

6

Annual Premium

$82k

Net Assets

$1.3M

Renewal To-Do

BOP · Hartford
4d
Home · Chubb
12d
Commercial Auto · Travelers
18d

Annual Spend by Entity

RiversideThornfieldMarcus$0k$15k$30k$60k

Core Features

Policy Tracking

Organize all your insurance policies in one place.

Smart Reminders

Never miss a renewal with automated alerts.

Expense Insights

See your total insurance spend at a glance.

Asset Tracking

Track properties, vehicles, and physical items that need insurance.

Pricing Plans

Free

$0

Full policy dashboard access
Add & manage policies, entities, assets
Renewal tracking & reminders

Managed Setup

$9.99

+ $199 one-time setup

Professional setup of all data
Full platform access
Renewal tracking & reminders