The PolicyBook mission is to provide a platform that helps wealth firms sell more insurance products and makes it easier to deliver the wealth client’s evolving coverage needs.
PolicyBook provides digital tools that improve client engagement and streamline operations as well as solves back-office inefficiencies and enhancing sales enablement.
The platform is modular-based and customizable, evolving to meet the future insurance needs of wealth clients.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 2200 Rue Stanley, Montreal,quebec H3a 1r6,canada
- Industry
- Technology, Information And Internet
- Website
- http://policybook.com
- Keywords
- HUB Customer Central (HCC).
- HQ
- Montreal, Quebec
Policybook Questions
Policybook's website is http://policybook.com
Policybook's LinkedIn profile is https://ca.linkedin.com/company/policybook
Policybook has
8 employees.
View email and phone details for 8
employees at Policybook.
Policybook's industry is
Technology, Information and Internet
Policybook's top competitors are
Alfred Technologies | Ai-Powered Food And Beverage,
Tokies,
Hub Customer Central (Hcc),
Viu By Hub,
Almi,
Twentyfirst Financial,
Evolv Numérique,
Nota Ai,
Bakofis,
Diagram.
Policybook's categories are Technology, Information and Internet
Policybook's founding year is 2024
