Insurance Organization Platform

All Your Policies.One Place.One System.One Dashboard.Under Control.One Place.

Stop digging through email folders and spreadsheets. PolicyBrain organizes every policy across your entities, assets, and renewals in one modern dashboard.

app.policybrain.app — Dashboard
Overview
Entities
0
Policies
0
Premium
$0k
Upcoming Renewals
BOP — Hartford
Acme Holdings LLC
4d
Home — Chubb
Personal
12d
Commercial Auto — Travelers
Acme Holdings LLC
18d

Everything your insurance portfolio needs

Stop piecing things together with spreadsheets, folders, and calendar reminders. PolicyBrain gives you one structured home for every policy you own.

Policy Tracking

Every policy's premium, coverage, carrier, and renewal date — organized, searchable, and always up to date.

BOP — Hartford$38,400
Commercial Auto$24,100
Home — Chubb$19,600

Smart Reminders

Never miss a renewal. Automated 90, 60, and 30-day alerts for every policy in your portfolio.

Expense Insights

See total premium spend across all entities, trend by month, and catch coverage drift before it costs you.

Asset Tracking

Link properties, vehicles, and equipment directly to the policies that cover them. See what's protected at a glance.

PDF Extraction

Upload a declarations page and our AI pulls coverage, premium, effective dates, and carrier info automatically.

Multi-Entity Management

Manage personal, LLC, trust, and corporate policies side by side. Everything tagged and organized by entity.

Up and running in minutes

No implementation project. No training. Just sign up and start organizing.

01

Create your account

Sign up in under a minute and set up the entities you want to track — personal, LLCs, trusts, corporations.

02

Add your policies

Enter policies manually or drop in a declarations PDF — our AI extracts the data and populates every field for you.

03

Stay ahead of renewals

Get automatic reminders, see total spend, and walk into every renewal conversation fully prepared.

Simple, honest pricing

Start free forever. Upgrade when you want us to handle the setup for you.

Free
$0forever
  • Full dashboard access
  • Manage policies, entities & assets
  • Renewal tracking & alerts
  • AI PDF extraction
  • Expense insights
Get Started Free

Your insurance deserves a system, not a spreadsheet.

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