My Policy AI
Built for Singapore financial advisors

Turn policy PDFs into client-ready insights

My Policy AI uploads insurance documents, extracts structured data with AI, and gives you a CRM workspace to review coverage, spot gaps, and prepare reviews faster.

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Everything you need for policy reviews

From document ingestion to client conversations — designed for advisors managing Singapore insurance portfolios.

Policy upload & AI extraction

Upload PDFs and get structured premiums, benefits, riders, and schedules extracted automatically — ready for review.

Client CRM

Clients are created from uploads. Track profiles, dependents, portfolios, and advisor notes in one place.

Coverage & gap insights

See protection scores, renewal timelines, and priority gaps so you can have sharper conversations with clients.

Shared knowledge base

Insurer and product intelligence built from real policy data — consistent across your book of business.

How it works

Three steps from raw PDF to advisor-ready review.

  1. 01

    Upload

    Drop policy PDFs into your workspace. Client names are inferred from documents.

  2. 02

    Extract

    AI reads schedules, riders, and benefits into structured data you can verify.

  3. 03

    Review

    Walk through portfolios, coverage analysis, and gaps before your client meeting.

Ready to streamline your policy reviews?

Start with your first upload — clients and portfolios build automatically.

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