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PolicyWallet

All your clients on one screen.

Organise your clients' policies. See expiry dates, questions and points to check, according to your access rights.

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Illustrative example · Fictional client data

What it does for you

Illustrative example · Fictional client data

We check every policy against rules

We read the policies and bring together the points that need your review.

Illustrative example · Fictional client data

Reminders in one click

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

Illustrative example · Fictional client data

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

See the results of available checks and the information behind them.

03

You hand over the report

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

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

  • Key details from each policy in one place
  • 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

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?

It provides tools for organising clients and reading policies. Document access is limited by role, the client relationship and permissions in the app.

Who can see my client's data?

Access is controlled by role, the client relationship and granted permissions. Technical providers are described in the Privacy Policy. We do not sell personal data.

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.

For your clients’ policies and your team’s work.

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

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