You gain time
What used to live in three systems is now two taps away — from today's appointment to the last policy issued.
Poli AssistantiPhone · iPadYour personal assistant at every appointment.
Poli Assistant keeps your office in your pocket: appointments, clients, deals, receivables and production — all up to date, all in one app.
Free when you join our partner network
Exclusively for the partners of International Brokers & Agents.
3 open taskswaiting on you today
12 birthdaysbulk wishes in one tap
Caller IDknow who is calling
0 €
Cost for our partners
8
Sections inside a single app
3
Widgets, without opening the app
24/7
Your office, wherever you are
What you gain
Less time searching. More time with clients.
Every minute you are not digging through files, phones and emails is a minute you can sell or serve.
You gain relationships
Birthdays, name days and anniversaries never slip. Clients remember the advisor who remembered them.
You gain control
Receivables, deadlines and open tasks in priority order, before they turn into cancellations.
You gain clarity
Production, collections and portfolio in real charts — you know where you stand before the month closes.
Inside the app
An advisor's whole day, one screen at a time.
Real screens from Poli Assistant. Client details are blurred for privacy reasons.
01
Your day, organised
Open the app and you immediately know what is ahead: appointments, open tasks, obligations and the moments that matter to your clients.
- Today's appointments with time, duration and client
- Open tasks and obligations by priority
- Birthdays and name days of the day
- Appointments over FaceTime too
02
Your clients, always close
Your entire book on your phone, searchable by name or number. Call, message and send wishes without leaving the app.
- Instant search across your whole client base
- Bulk birthday wishes in a single tap
- Sync with your iPhone Contacts
- Call, SMS and message from one screen
Analytics
See behind your numbers.
Production, collections, analysis by line of business and client profile — monthly, quarterly or yearly, compared with the previous period.
- Production, new business and cancellations
- Breakdown by line of business and partner
- Age profile of your client base
Document scanning
Paper becomes a PDF before you are back at the office.
Whatever the client hands you, scan it with the camera and it reaches the office the same minute. No photos lost in your camera roll, no «I'll send it tonight».
Whatever you are holding- Policies
- Vehicle registrations
- Claims
- ID cards
- Driving licences
- Bills
- Certificates
- Multiple pages into a single PDF
- Pick the quality — small file or high resolution
- Emailed to a fixed office recipient, with a covering note
- Or share it anywhere, straight from your iPhone
- Starts from the app, the Lock Screen or a Siri command
And a little more
The details that change your day.
Small things you never think about — until the moment they save you an opportunity.
Caller ID
The phone rings and your client's name is on screen, even if they are not in your contacts.
Birthdays & bulk wishes
The app reminds you who has a birthday or name day, and you send wishes to everyone in one tap.
Ideas & improvements
Send your suggestion from inside the app. The next release is written around what you ask for.
Face ID sign-in
Your client data stays locked behind your iPhone's biometric authentication.
Notifications that matter
Alerts for appointments, open tasks and important changes, so you never have to go checking.
Team messaging
Talk to the office and your colleagues from inside the same app.
Widgets
Your office, on your home screen.
You do not even need to open the app. Unlock your phone and your day is already there.
- «Calendar» widget with tasks, appointments and birthdays
- «6-month production» widget to track your run rate
- «Scan document» widget on the Lock Screen
- Refreshed automatically in the background
The offer
We do not sell the app. We give it to our own people.
Poli Assistant is not sold on subscription. You get it free from day one of our partnership, together with every tool in the network.
Poli Assistant
€0Subscription
No monthly fee, no per-seat cost, no lock-in.
- Full access to the application
- Every future update included
- Synced with your own portfolio
- Support from our team
Access is activated once the partnership is completed.
Start today
Join our network and get your assistant.
Fill in the partnership application. Our team will get in touch about the next steps and activating the app.
