Insurance policies, organized automatically.
Turn insurance PDFs into organized policy records, customer histories and renewal reminders — without repetitive manual work.
- Save hours of manual work
- Organize all policies in one place
- Track renewals easily
- Secure and private
The problem
Stop spending hours organizing information already inside your PDFs.
Important policy details are hidden inside PDF files. Manual entry and scattered documents make it difficult to stay organized and track renewals.
Manual data entry
Re-entering policy details from PDFs takes time and can lead to errors.Hard to search
Finding a specific policy means opening multiple PDF files manually.Scattered records
Customer policies are often stored in different folders and devices.Missing renewals
Tracking expiry dates in spreadsheets is difficult and risky.How it works
From policy PDF to organized records in three steps.
A simple process to extract, organize and manage your insurance policy information.
Upload policy PDFs
Upload single or multiple insurance PDF files securely from the agent portal.Extract and organize
The system reads the PDF, extracts key policy details and files them under the right customer. Anything unclear is flagged, not guessed.Manage and track
View all policies, search by customer, and track renewal dates from the date on the policy itself.Key features
Everything you need to keep insurance policies organized.
Automated data extraction
Extract key details like policy number, policyholder, premium, dates and more.
Bulk PDF upload
Upload multiple policy PDFs and process them together to save time.
Advanced search & filters
Search by customer, insurer, policy type, date and more.
Customer-wise organization
Keep all policies organized against each customer.
Historical policy access
View and manage past policies anytime, with the original document attached.
Expiry and renewal tracking
Get a clear view of upcoming renewals, taken from the date on the policy itself.
Secure document access
Your documents stay private, reachable only by the people their role allows.
Export to CSV / Excel
Export policy records for reporting or backup, never wider than your own access.
Agents onlyProduct in action
A closer look at the Insoora experience.
See how insurance PDFs are uploaded, extracted and organized into easy-to-manage records. Every view below is drawn with an invented policy — no customer's records appear on this page.
| Policy Number | Policyholder | Insurer | Policy Type | Premium | Renewal Date | Status |
|---|---|---|---|---|---|---|
| 1412769663 | Rahul Mehta | HDFC Life | Term Insurance | ₹12,450 | 10 Jan 2027 | Active |
| 2201987764 | Priya Shah | ICICI Lombard | Car Insurance | ₹8,200 | 22 Feb 2027 | Active |
| 3321098876 | Amit Patel | Star Health | Health Insurance | ₹18,500 | 05 Mar 2027 | Active |
| 4412998871 | Neha Desai | SBI Life | Endowment | ₹15,000 | 18 Apr 2027 | Pending |
Who it's for
One platform, three kinds of users.
Insoora is designed to make insurance policy management simple for everyone involved.
Individual Insurance Agents
Stay organized, save time and manage all your clients' policies in one place.
- Upload and extract PDFs
- Track renewals easily
- Serve clients better
Agencies and Teams
Help your team work together with organized policy records and access set by role.
- Sub-agent access
- Centralized customer data
- Better team productivity
Customers
View your assigned policies, check renewal dates and download your own documents.
- Access your own policies
- Stay informed on renewals
- Download documents
Security & trust
Your policy documents are personal. We treat them that way.
Insoora is built with privacy and security in mind. Your documents stay confidential and accessible only to authorized users.
Private file storage
Policy PDFs are stored privately, have no public URL, and are not shared without permission.Role-based access
Agents, sub-agents and customers see only the data they are authorized to, checked on the server.Encrypted connections
All data between your browser and the platform is transmitted over HTTPS.You stay in control
Extracted values are shown beside the page they came from, so you confirm before relying on them.What we do not claim
Insoora holds no security certification and has not been penetration tested. There is no multi-factor authentication on accounts yet, and no published data-retention schedule. No system is “100% secure”, and extracted policy data can be wrong — which is why the original PDF is kept and shown beside every field. Our Privacy Policy sets out what is stored and who can reach it.
Frequently asked questions
Questions agents ask before signing up.
Spend less time typing. Stay on top of policy renewals.
Join Insoora and turn your insurance PDFs into organized, searchable records.