Policies
Check a policy
Upload a policy PDF and IndSure reads it for you.
Press Check a Policy to open this screen.Step by step
- Press Check a Policy at the top of the menu.
- Choose the type of policy: Health, Motor, Life, Term, Travel, Property, Fire, Marine or Contractor's All Risk.
- Drop the PDF onto the page, or press the box to choose a file. PDF files only, up to 25MB each.
- Add the customer's name, email, phone and policy number on the right if you like. It is optional, but it puts the policy under the right customer.
- Press Check. Nothing is read until you do.
- Wait while it says Uploading, then Analyzing. A health policy usually takes about a minute.
- Press View Results to open the report.
Health policies
A health policy gets a full check: a score out of 100 and a detailed report. You check one health policy at a time, and each one uses 1 policy check.
Does the person have other health cover, like a super top-up, a company policy from their employer, or Ayushman Bharat? Attach it under Other cover this person already has before you press Check. The report then reads everything together, so it judges their total protection, not one policy alone. It is still 1 policy check.
Other types of policy
Motor, life, term, travel and the other types are read into your book as data entry: the policy's key details are filled in for you. You can add several files at once. Data entry has its own allowance, separate from your policy checks.
Before you upload
- Password-protected PDF? It cannot be read. Remove the password first. The upload screen links to a free tool for this.
- Blurry scan? Use the insurer's original PDF if you can. A clear PDF gives a better report.
- Uploaded it before? IndSure warns you, and a second check uses another policy check.