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Insurance Categories

Manage every insurance category from one unified workspace.

Different insurance products need different details. GullyPolicy helps agents manage life, health, motor, travel, home, business, and other insurance policies with category-wise fields and document checklists.

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Category 1

Life Insurance Policy Management

Manage term insurance, endowment plans, money back plans, ULIPs, child plans, retirement plans, and guaranteed return plans.

Subcategories

Term Insurance Whole Life Insurance Endowment Plan Money Back Plan ULIP Plan Child Plan Retirement Plan Guaranteed Return Plan NRI Term Insurance

Common Fields Tracked

• Policyholder name
• Life assured name
• Sum assured
• Premium amount
• Policy term
• Premium payment term
• Maturity date
• Nominee details
• Rider details
• Policy document
Category 2

Health Insurance Policy Management

Manage individual health policies, family floater plans, senior citizen health insurance, mediclaim, critical illness, cancer insurance, and group health policies.

Subcategories

Individual Health Insurance Family Floater Senior Citizen Health Insurance Parents Health Insurance Mediclaim Critical Illness Cancer Insurance Group Health Insurance

Common Fields Tracked

• Proposer name
• Insured members
• Sum insured
• Premium amount
• Policy start date
• Policy end date
• Renewal date
• Waiting period
• Pre-existing diseases
• Claim history
• Policy document
Category 3

Motor Insurance Policy Management

Track car insurance, bike insurance, commercial vehicle insurance, third-party insurance, comprehensive insurance, and own damage policies.

Subcategories

Car Insurance Two-wheeler Insurance Commercial Vehicle Insurance Third-party Insurance Comprehensive Motor Insurance Own Damage Insurance

Common Fields Tracked

• Vehicle owner name
• Registration number
• Make and model
• Fuel type
• Manufacturing year
• Previous policy number
• No Claim Bonus
• IDV
• Policy expiry date
• RC copy
• Policy document
Category 4

Travel Insurance Policy Management

Manage domestic travel, international travel, student travel, family travel, senior citizen travel, single trip, and multi-trip policies.

Subcategories

Domestic Travel Insurance International Travel Insurance Student Travel Insurance Family Travel Insurance Senior Citizen Travel Insurance Single Trip Insurance Multi-trip Insurance

Common Fields Tracked

• Traveller name
• Passport number
• Destination
• Travel start date
• Travel end date
• Trip type
• Visa type
• Medical cover
• Baggage cover
• Policy document
Category 5

Home and Property Insurance Management

Manage home insurance, structure insurance, contents insurance, home loan insurance, property insurance, and commercial property insurance.

Subcategories

Home Insurance Home Structure Insurance Home Contents Insurance Home Loan Insurance Property Insurance Commercial Property Insurance

Common Fields Tracked

• Property owner name
• Property address
• Property type
• Built-up area
• Property value
• Contents value
• Coverage type
• Policy start date
• Policy end date
• Policy document
Category 6

Business Insurance Policy Management

Manage policies for shops, offices, professionals, businesses, cargo, employees, cyber risks, and commercial liabilities.

Subcategories

Fire Insurance Shopkeepers Insurance Office Insurance Marine Insurance Cargo Insurance Professional Indemnity Doctors Indemnity Workmen Compensation Cyber Insurance Directors and Officers Liability Contractors All Risk

Common Fields Tracked

• Business name
• GST number
• Business type
• Industry
• Risk location
• Sum insured
• Number of employees
• Annual turnover
• Coverage type
• Policy start date
• Policy end date
• Policy document

Manage All Insurance Categories in One Platform

No matter what insurance products you sell, GullyPolicy helps you manage customers, policies, documents, claims, and renewals professionally.

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