Real-Time AI Sales Intelligence for Insurance Teams
Instant answers from approved documents and real-time performance insights from your internal systems, delivered through one intelligent assistant.
- Rule-Based Calculations
- Exception & Grid Management
- Automated Payouts
- Finance & Agent Visibility
Trusted by insurers and enterprises across BFSI
What your finance teams are dealing with
Manual commission calculations
Spreadsheets and manual grids are slow and error-prone at scale.
Slow, opaque payouts
Agents wait without visibility, which steadily erodes trust.
Complex exception handling
Grids, exceptions and approvals are hard to manage consistently.
Constant compliance pressure
Every payout must be accurate, auditable and on time.
Core Capabilities
From spreadsheets to one automated commission engine
Rule-Based Calculations
Configure dynamic commission rules and grids without writing code.
Exception & Grid Management
Manage exceptions and approvals with full control and a complete audit trail.
Automated Payouts
Daily and monthly automated calculations, provisions and pay-outs.
Finance & Agent Visibility
Real-time dashboards for finance teams and transparent statements for agents.
Business impact
Outcomes that show up on the floor
Faster, accurate payouts
Reduced manual effort
Full audit & compliance
Higher agent trust
Pricing
Start free, scale to enterprise
Free Trial
Explore the platform, no commitment.
- Up to 3 finance users
- Up to 100 agents
- Standard commission rules
- Monthly payout runs
- Basic approval flow
- Agent statements
Enterprise
Full power, unlimited scale.
- Unlimited finance users
- Unlimited agents
- Dynamic rules & grids
- Daily & monthly automated runs
- Multi-level approval flows
- Provisions & pay-outs
Frequently asked questions
Why PolicyPropel
Traditional CRM vs PolicyPropel
The same agent desktop, reimagined as an intelligence layer.
- Answers during a live callTraditional CRM: Agents tab-switch and search while the customer waits.PolicyPropel: Instant, source-verified answers in the flow of the call.
- Where knowledge livesTraditional CRM: Scattered across documents, portals and inboxes.PolicyPropel: One AI workspace grounded in approved documents.
- Compliance of responsesTraditional CRM: Varies by agent and is hard to audit.PolicyPropel: Consistent, cited answers with source references.
- Performance visibilityTraditional CRM: Targets and incentives are reviewed after the fact.PolicyPropel: Live goal and incentive awareness mid-conversation.
- Role in your stackTraditional CRM: Another system of record to maintain.PolicyPropel: An intelligence layer on top of your existing systems.
Enterprise readiness
Security, compliance & trust
Enterprise-grade controls across the Wizergos platform and the Winsuregos insurance suite, built for regulated BFSI environments.
ISO/IEC 27001:2022
ISO 9001:2015
HIPAA
See PolicyPropel in action
Book a tailored walkthrough and see how it fits your teams and systems.