Introduction:
Policy Planner is a Fin-Tech/Insure-Tech company with a hybrid online-offline business model.

It aims in leveraging India's annual growth rate of 14-15% in insurance by offering diverse products via tech and a strong agent network for wide market reach.

With a unique Composite Insurance Broking License (Reg. No. 747) and solid ties with 30+ insurers, Policy Planner is on the mission to provide fast and hassle-free insurance to B2C, B2B2C, Alliance and SME connect.

Founders’ background:
With alumni of IIM Kozhikode and professional qualification of Company Secretary, Policy Planner comprises of a team of founders with an average work experience of around 12 years, and experts in diverse filed of insurance broking, marketing & business development, and finance.

Market Size and Traction:
In the fiscal year 2023-24, Policy Planner has demonstrated impressive growth, boasting 2,200+ certified agents and partnerships with 30+ insurance companies. The company has collected INR 5 Crore in premiums and sold 2,275 policies, generating over INR 1 crore in revenue through commissions. This performance underscores Policy Planner's position as a formidable player in the insurance sector.
With a Targetable Addressable Market of USD 241 Billion, Policy Planner’s mission is to be the go-to app for insurance.

Scalability:
With a fund ask of USD 4.06 million and major presence in Pune, Policy Planner wants to expend to Tier-1 and Tier-2 cities along with the development of application for B2B2C, B2C, Point of Sales Person/Certified Agents and for SME and Alliance insurance.