Inbox, then the right client
Dump the voice note first. Hang it on a Client when you know who it was — no forced form before you hit record.
For independent agents
Every policy detail. Captured the moment you hang up.
The private voice logger for insurance brokers. Keep your client notes off corporate servers and strictly in your hands.
You still know the client after you leave the table.
Say it in the car or before the next appointment. Open that client later on your phone — without an agency system.
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Say it before the next appointment
The need is still clear while the coffee is warm. Speak it. It stays on your phone.
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The follow-up stays on that client
What they need, and when to call about the renewal, are already on that person — not a notebook in the glove box.
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Yours, on this phone
No account. Nothing is uploaded to PolicyLog. Your client book, not an agency management system.
The renewal is still on that client after you leave.
That conversation is on your phone. The agency system can wait.
Zones that stay honest
Goals, current cover, gaps, objections, and next steps — write by hand offline, or let optional AI draft a starting point. You confirm before anything is saved. Empty zones stay empty — never a silent “no gaps”.
Thin policies & renewals
Line up carrier, expiry, and a premium note. One tap can create a renewal task due 30 days before — you choose; nothing inserts silently.
Find it in seconds
Search clients, notes, and file names from Today. Jump straight back into the right conversation.
A memo you can share
Free: a light summary when you need something quick. Pro: a full needs memo with zones, policies, renewals, and a clear disclaimer — your notes, not a suitability report or application.
AI only if you want it
Use your own key (Gemini or OpenRouter). AI drafts; you edit and confirm. Nothing silent-saves behind your back. Keys stay on your phone.
iPhone & iPad
Same book on the devices you already carry. Sync only if you turn it on — your notes, your call. Freemium with a lifetime Pro unlock.
Yours, not a platform’s.
No PolicyLog account to create. No company cloud holding your client files. Everything starts on your phone; sync is optional. If you use AI, it talks only to the provider you pick — with your key. PolicyLog is a personal follow-up workbench for independent agents, not an agency management system or marketplace.
Read the Privacy PolicyBuilt around your clients.
The meeting you just left is already on that client — still on your phone.
What PolicyLog is not
- Not Applied Epic / AMS360 / AgencyBloc-style agency management
- Not a quote comparison engine, e-app, or carrier underwriting desk
- Not ClaimLog — loss inspection and estimate memos are a different product
- Not insurance advice — suitability and applications stay with you and the carrier
Ready between renewals.
PolicyLog for iPhone and iPad.