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INSURANCE ADVISORY & RISK CONSULTING

Insurance decisions.
Made clearer.

We help families and businesses understand their exposure, find what is missing, and build protection that makes sense before it is needed.

01SEE THE RISKAssets · people · liabilities
02FIX THE GAPSCover · limits · exclusions
03STAY READYServicing · claims · reviews
01 PORTFOLIO AUDIT Find gaps & overlaps
02 PRODUCT FIT Right cover · right limits
03 CLAIMS READY Support when it matters
PolicyIX
INSURANCE
ADVISORY
HEALTHLIFEMOTORPROPERTYLIABILITYMARINE
FROM RISK
TO PROTECTION
100% IRDAI-COMPLIANT PROCESSAdvisory · placement · servicing
01 / INSURANCE PORTFOLIO AUDIT

Don't just own
insurance. Know it.

We turn a stack of policies into a clear protection map — what is covered, what is exposed, what may be inefficient, and what deserves attention first.

POLICYIX RISK
MAP
COVERAGEGapsMissing protection
PRODUCTFitSuitability & structure
LIMITSValueSum insured adequacy
CLAIMSReadyDocumentation & process
CoverageKey exposures insured?
ExclusionsWhat can leave a claim uncovered?
EfficiencyAre you paying for the right protection?
THE OUTPUTA practical priority list — not another pile of insurance documents.
WHO IT'S FORIndividuals · Families · SMEs · Corporates · Complex risks
Explore solutions →
02 / Insurance Solutions
Protection for
life & business.

From everyday family protection to complex corporate risks, PolicyIX helps you choose, structure and review insurance around the exposure—not simply the product.

INDIVIDUALS & FAMILIESPersonal protection, built around your life.
01

Health
Insurance

Individual · Family Floater · Senior Citizen · Critical Illness

02

Term
Life

Income replacement · Family security · Long-term protection

03

Motor
Insurance

Car · Two-wheeler · Comprehensive · Own Damage · Third Party

04

Home &
Property

Structure · Contents · Fire · Burglary · Natural perils

05

Travel
Insurance

Medical emergencies · Baggage · Trip disruption · Assistance

06

Personal
Accident

Accidental death · Disability · Income protection

BUSINESSES & ENTERPRISESRisk transfer for assets, people & operations.
01

Property
& Fire

Buildings · Plant · Machinery · Stock · Business Interruption

02

Marine &
Transit

Marine Cargo · Inland Transit · Project Cargo · Stock Throughput

03

Liability &
Professional

Public · Product · Professional Indemnity · Employers Liability

04

Cyber
Risk

Data breach · Cyber crime · Business interruption · Incident response

05

Employee
Benefits

GMC · GPA · Group Term Life · Employee protection

06

Management
Liability

D&O · EPL · Crime · Fiduciary & governance exposures

03 / The PolicyIX Method
Understand.
Audit.
Optimize.

We translate insurance language into decisions you can understand—so protection is based on risk, value and long-term suitability.

01

UNDERSTAND

Map assets, liabilities, exposures and existing insurance.

02

AUDIT

Identify gaps, overlaps, exclusions, limits and inefficiencies.

03

OPTIMIZE

Develop a clearer, more efficient protection strategy.

04

SUPPORT

Stay informed through servicing and claims assistance.

WHY IT MATTERSA policy should be understandable before it is needed.
OUR OUTPUTA clearer insurance roadmap, priorities and action points.
04 / Claims Assistance
Insurance is
tested when
you claim.

When an insured event occurs, clarity matters. PolicyIX can help you navigate documentation, insurer coordination, follow-up and the claims process.

01DOCUMENTOrganize the information required for the claim.
02COORDINATESupport communication and follow-up with the insurer.
03FOLLOW THROUGHTrack progress and help keep the process moving.
100% IRDAI-COMPLIANT PROCESSAdvisory, placement & servicing subject to applicable regulations, insurer terms and policy wordings.
05 / Start a Conversation
Let's make
insurance
clearer.
Phone+91 88002 41344
Emailops@policyix.com
Websitepolicyix.com
100%IRDAI-compliant process
INDIVIDUAL + BUSINESSInsurance advisory across personal and commercial needs
PLACEMENT + SERVICINGThrough our tie-up with PolicyBazaar Insurance Brokers