POLICYM8 Surveys at your fingertips
A suite of comprehensive surveys that streamlines the interaction between Brokers and Underwriters
You're getting ready to visit a client. Client file, Camera, Phone, Dictaphone, Notepad and print survey forms - check! You get onsite and start discussing the risk with the insured - taking photos, making notes and completing the survey. You get back to the office and you start compiling a report for the underwriter - resizing photos to fit into your word document, most people re-do the survey form and finally send the risk survey. That is a lot of work for you and your staff.
PolicyM8 Survey is everything you need in one mobile App designed for iPad iOS.
Record client contact information
Complete survey forms
Take photos with GPS location as you complete the form
Make notes and even record notes
Generate a PDF report with photos
Send, Quote - easy.
Backup and ready to duplicate for the next survey
PolicyM8 will turn the chore of risk surveys into a breeze - and your clients will be impressed at how efficient and tech savvy you are.
Mobile Apps for insurance brokers and their clients.
Streamlining insurance brokerage services...
PolicyM8 can be customised to meet your business needs
We can launch a version of your own business specific survey forms to your App.
Personalise the App with your group logo and maintain your brand awareness.
Data is stored on your device and iCloud preserving your data privacy and minimising risk.
PolicyM8 helps your clients record their assets and record claims...introducing Glove Box BuddyTM
Your Business App
GloveBox Buddy is a platform for your business to have its own branded mobile app that, for a small annual fee, can be distributed to clients. Click here to request more information and our pricing structure.
Record contents and policy information
Clients can record details of all their policies and store digital copies of critical documents such as policy documents. A record of all contents can be maintained including images of contents, purchase receipts and serial numbers. Reminders can be set to remind clients that policies are falling due.
Electronic claim forms
Claim information can be recorded in the Claims Accident recorder which provides your client a tool to record important information at the time of accident including prompting what photos to take. PolicyM8's GloveBox BuddyTM also incorporates GPS tracking and with one click your client knows exactly where the accident took place. This tool will greatly enhance your claim processing efficiency.
Click Here to access the App registration page.
This is just the start...
Our Goal - Insured to Broker End-to-End Automation
Our goal at PolicyM8 is to develop end-to-end solutions for insurance brokers to better engage with their clients. Apps that will link the broker and client and:
collate information to better understand risk and select the most appropriate cover;
provide risk management and continuity plans to assist the insured;
ensure fast resolution at claim time; and
move broker services beyond just insurance to business coach.
Better | Faster | Simple
What People are Saying
Our early adopters have made significant savings in their business process and professional service delivery.
“The survey app has replaced my notebook, camera and dictatphone when conducting risk surveys”
“Our apps are designed for ease of use and navigation...I use it for my own business”
“I was amazed how quickly I have recorded all my contents in the PolicyM8 app...easy ”
PolicyM8 Direct User
HOW DO I GET MY HANDS ON THIS?
We want to hear from you!
Aust +61 7 3124 8600