PolicyOS streamlines lead management, quote generation, document collection with AI-powered OCR, and full regulatory compliance — all in one elegant platform designed for UAE insurance brokers.
Built for UAE insurance brokers · CBUAE Notice 2058/2026 compliant
A complete suite of tools built specifically for UAE insurance brokers — from first contact to policy issuance.
Full pipeline visibility from enquiry to policy. Assign leads to agents, track status transitions, set follow-up tasks, attach notes, and monitor every customer interaction in a unified timeline.
Upload Emirates ID, Passport, Driving Licence, or any insurance document. OpenAI Vision extracts key fields automatically — no manual data entry.
Generate professional, branded quotes with premium breakdown, coverage details, and validity period. Send directly to clients via email in one click.
Drag-and-drop question builder per insurance type. Full bilingual support (Arabic + English), 18 field types, conditional logic, and required/optional flags.
Invite team members, assign granular roles (Owner, Manager, Agent, Viewer), control permission sets, and disable accounts instantly from the admin panel.
Funnel analytics, conversion rates by insurance type, revenue forecasting, and CBUAE-ready compliance reports — all with configurable date ranges.
Custom logo (light/dark/favicon), full 6-colour palette, custom domain, and your own SMTP sender — your brand, zero traces of PolicyOS.
TOTP-based 2FA for all user accounts. Admins can enforce 2FA per role. Brute-force protection with account lockout after failed attempts.
Branded customer-facing portal where clients submit insurance enquiries, upload documents, track their quote/policy status, and download certificates — without any broker involvement.
Every feature is designed around UAE Central Bank and CBUAE Notice 2058/2026 requirements. Compliance is baked in — not bolted on.
Every action is hash-chained using SHA-256. Any attempt to alter records is immediately detectable. Cryptographic proof of integrity for regulators.
Mandatory disclosure steps, customer consent capture, KYC document requirements, and policy issuance flow aligned to CBUAE guidelines.
One-click PDF export of per-lead audit trails, transaction logs, and regulatory summaries. Ready for CBUAE inspection at any time.
All sensitive fields (NIN, passport numbers, financial data) are AES-256 encrypted at rest. Separate encryption keys per tenant.
PolicyOS guides brokers and customers through a structured, compliant workflow every time.
Client submits enquiry via your branded portal or broker agent creates a lead manually. Insurance type selected, basic info captured.
System prompts for required documents per insurance type. Client uploads, AI OCR auto-extracts fields. ClamAV scans every file.
Broker generates a branded quote with premium breakdown. Sends via your custom SMTP. Client reviews, queries, and accepts.
Policy details recorded, certificate generated, compliance audit trail sealed. All data stored with cryptographic integrity proof.
No hidden fees. No per-seat surprises. One price per brokerage, all features included at your tier.
Everything a growing brokerage needs to manage leads and stay compliant.
AI-enhanced workflows and advanced automation for established brokerages.
Fully branded, custom-domain platform. Your brand everywhere — zero trace of PolicyOS.
Multi-brokerage deployment, on-premise hosting, custom SLA, volume discounts — we'll build the right package for your group.
Talk to enterprise sales →Start your free trial today. No credit card required, fully CBUAE compliant from day one.
No credit card • 14-day trial • CBUAE compliant from day 1