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PolicyWallet

Personal Risk Intelligence Platform — for insurance agents

All your clients on one screen.

You send your clients' policies. You see who has a gap, whose cover runs out soon, and where there is an opening — before anyone asks you. It is the same independent risk analysis the policyholder trusts — across your whole book.

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What it does for you

Every client on one screen

Who is running out, what is pending, and where there is an opening — all in one place.

We check every policy against rules

We read every policy, find what is missing, and tell you what to do next.

Reminders in one click

Send your client a reminder with their name on it, before their policy runs out — from Agent Starter.

Reports with your own name on them

Hand your client a clear report carrying your own details, ready to print.

From policy to report, in three steps.

01

You send the policy

Up to 10 files in a single step. Your client list imports separately — up to 100 clients on Agent Starter.

02

We read it

We show what the rules found and which client needs your attention first.

03

You hand over the report

A clear report with your name on it, ready to hand to your client.

Pricing for agents

For agencies with a team

Unlimited clients. Each team member sees only what is theirs. A list of what is running out, and reports with your name on them.

Working on your own? You start free, and Agent Starter is €29/month.

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What you get from day one

  • Every policy read in minutes
  • 16 lines of insurance, every Greek insurer
  • Specialty lines too: cargo, marine hull, ships' crews, money, fidelity
  • Client data on servers in the EU, encrypted
Start today

Try it with one client.

Open a free account

The risk landscape is changing.

Geopolitics, climate change, supply chain dependencies and emerging technologies are making exposures increasingly interconnected.

Resilience is not built on capacity alone. It is built on dialogue, transparency and collaboration between the client, the intermediary and the insurer.

Dialogue

Your client sees what you see. The conversation starts from a shared record, not from a PDF they never opened.

Transparency

What is covered, what is not, and when it ends — in plain language, pointing back to the document itself.

Collaboration

Your client grants you access with one click and withdraws it whenever they choose. The relationship stays theirs — and yours.

Common questions from agents

Is PolicyWallet a CRM for insurance agencies?

No. It is a personal risk intelligence platform: the wallet belongs to the policyholder, and you see it only if they choose to share it. We do not manage your book — we read your clients' policies and show you what each one says.

Who can see my client's data?

Only what the client shares, and only for as long as they allow it. They grant access and can revoke it themselves at any time. We do not sell data and do not use it for advertising profiles.

Do you compete with the agent?

No. We sell no insurance and take no commission — we are paid only by subscriptions. The same independent analysis the policyholder trusts becomes the common ground for your conversation with them.

Full analysis of every policy with Family.

Agent Starter at €29/month, Agent Pro at €79/month for teams. Cancel anytime.

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