Better customer service
Call before a premium falls due, not after the policy lapses. Each customer's family, policies and past conversations are on one screen.
For insurance agents & distributors
Every policy, every insurer, every customer — in one place you own.
PolicyPulse brings the policies you sell for every insurance company into one customer book, reminds you before every premium, maturity and family milestone, and helps your team give each customer timely, personal service.
Works on your phone and laptop. Start with the Excel sheet you already keep.
Today's customer calls18 due · sample
R. SharmaPremium due in 3 days
Insurer A
A. IyerPolicy matures in 90 days
Insurer C
K. PatelSon turns 18 next week
Insurer B
M. DasAnnual review due
Insurer A
Illustration with sample names. Each call says who, why now, and which policy prompted it.
Why agents use PolicyPulse
Serve customers better. Grow your business. Keep it all yours.
Grow your business
Maturities, birthdays, life events and annual reviews become timely conversations. Ask happy customers for referrals and track every introduction.
All insurers, one book
Record policies from any insurance company side by side. Import your existing Excel or CSV sheets in minutes.
Your data stays yours
Your customer book belongs to you, not to an insurer or to us. Owners can export it whenever they like.
Multi-insurer
Policies from every company you represent
Agents and distributors rarely work with just one insurer. PolicyPulse keeps every policy in the same customer book, with one calendar of premiums, maturities and benefit dates across all of them, so nothing slips because it lived in a different portal or spreadsheet.
ProtectionSavingsIncomeEducationHealthOther+ any insurance company
Coming up this month
Premium due · R. SharmaInsurer A
Survival benefit · S. NairInsurer B
Policy anniversary · A. IyerInsurer C
Premium due · M. DasInsurer A
Sample data.
Data & security
You keep your customers — and their data
Your relationships are your business. PolicyPulse is built so the customer book stays with you: we look after it on your behalf, and you decide who on your team sees it.
- Only you and your team see your customers. Synoris staff can open a record only to resolve a support or security issue, with a second Synoris administrator's approval, for 30 minutes, and every access is logged
- Each agency's data is kept separate from every other agency's
- Owners can export customers and policies as CSV (opens in Excel) at any time
- Customer consent and do-not-call choices are respected before every call
- Encrypted daily backups stored off-site
One agent or a whole team
Built for individual agents and distribution teams
Individual agents
Your own reminders and call list every morning, on your phone or laptop.
- Premium, maturity and benefit reminders
- Birthdays, family milestones and annual reviews
- One-tap call and WhatsApp drafts you send yourself
Distributors & agencies
Bring your telecallers and team leads into one workspace.
- Invite team members and assign customers
- Set workload limits so nobody is overloaded
- See calls, follow-ups, meetings and conversions by person
How it works
From spreadsheet to today's call list
Import your book
Upload the Excel or CSV sheet of customers and policies you already keep. PolicyPulse checks every row before saving.
Get a list every morning
Who to call, why now, which policy or family event prompted it, and who on your team owns the call.
Call and follow up
Record outcomes, book callbacks and meetings, and track referrals — all in one place.
Start with the book you already have
Create your workspace, upload your sheet and see tomorrow's calls today.