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About Us
About Us
Life throws curveballs, ball icon
your insurance shouldn't.
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Person 1 Person 2
About us ??
We believe in clear communication. Let's break down
your plan and ensure you understand every step of
the way. Simplifying protection is what we do best.
We simplify protection, one step at a time.
Vision
Policy Planner's vision is to become the most trusted name in insurance, delivering personalized coverage for individuals and businesses. We aim to drive PosP towards financial stability and security.
Mission
At Policy Planner, our mission is to make insurance guidelines clear and easy to understand. With the help of our PoSP agents, the process of buying insurance is simplified, so everyone can confidently get the coverage they need.
Creation
And this is how, Policy Planner was born, to make a difference by helping more people and businesses navigate insurance with transparency and ease.
Envision a world where finding the right SME insurance is effortless. Our goal is to provide a seamless shopping experience without the confusion.

Why?

Why was there a need for Policy Planner?

PoSP agents could only sell insurance for the company they were working for, which meant fewer choices for customers.

Agents could only sell the products they had on hand, so if a customer's needs didn't match those products, their issues wouldn’t be resolved.

With the insurance market becoming more competitive, there is a growing need for experts who fully understand insurance and can offer valuable and cost-effective coverage.

Our Initiative To Change

How we identified the issue and made a change !!

Policy Planner has made it possible for PoSP agents to offer insurance from multiple companies, giving customers more options and flexibility.

Now, brokers can customize solutions according to customer needs by consulting with insurance companies and finding the best fit for each individual requirement.

This is why Policy Planner has PoSP; experts who understand insurance and are here to help you make the best choice.

Earth

Why?

PoSP agents could only sell insurance for the company they were working for, which meant fewer choices for customers.

Agents could only sell the products they had on hand, so if a customer's needs didn't match those products, their issues wouldn’t be resolved.

With the insurance market becoming more competitive, there is a growing need for experts who fully understand insurance and can offer valuable and cost-effective coverage.

Our Initiative To Change

Policy Planner has made it possible for PoSP agents to offer insurance from multiple companies, giving customers more options and flexibility.

Now, brokers can customize solutions according to customer needs by consulting with insurance companies and finding the best fit for each individual requirement.

This is why Policy Planner has PoSP; experts who understand insurance and are here to help you make the best choice.

The

Vivek Pawar
MD & Principal Officer

“ I've always believed everyone
deserves protection and security.
That's why I created Policy Planner.
There's a huge gap in who has easy
access to insurance, and it just
didn't sit right with me. We had to
make getting the right coverage
simple and affordable for all."
Brains

Hemant Pawar
Company Secretary

“The way insurance worked was
confusing - confusing add ons,
overwhelming choices. Policy
Planner was created to change all
this, and provide insurance at fair
price, not a pile of paperwork"
About Policy Planner Rocket Image

Policy Planner wasn't born out of problems, but from a vision. We saw a
future where getting insured was easy and accessible. Since 2017, we've built
a platform that connects you with top providers and experienced PoSP
agents, offering multiple choices and a hassle-free experience. We even
leverage YouTube, with over 25,000 subscribers, to spread insurance
knowledge and empower you to make informed decisions. Join our growing
community and let's transform insurance together.

Hear from Those Who Know Us Best

Curious what it's like to work with us?

Hear directly from those who’ve been with us every step of the way!

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Avdhesh Tiwari

Deputy Vice President

FG Life

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As a policy planner, you consistently demonstrate an impressive depth of knowledge in employer-employee products, which greatly benefits your clients. Your commitment to delivering outstanding service is truly commendable and does not go unnoticed.

Your ability to navigate complex insurance solutions with ease and provide insightful guidance ensures that your clients receive the best possible support. It is clear that you have a deep understanding of the industry and a genuine dedication to meeting the needs of those you serve.

Thank you for your continued excellence and for being such a valuable asset to our network. We look forward to continuing our successful partnership and supporting you in delivering top-notch service to your clients.

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Dr. Dileep Mane

Owner & Managing Director

Noble Hospital

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I wanted to take a moment to extend my heartfelt appreciation for the exceptional work you do in the realm of policy planning. Your extensive knowledge of Health Insurance policies and your dedication to providing top-notch claim assistance are truly impressive.

Your genuine approach and ethical practice in guiding clients through the complexities of medical insurance and claims are greatly valued. It is clear that you bring both expertise and compassion to your role, ensuring that your clients receive not only expert advice but also the support they need during crucial times.

Thank you for your unwavering. commitment to excellence and for. the remarkable service you provide. Your contributions make. a significant difference, and it is a pleasure to recognize the outstanding work you do.

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Vishal Pawar

Director

Maa Pranaam Buildcon

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Your genuine approach and ethical practice in guiding clients through the complexities of medical insurance and claims are greatly valued. It is clear that you bring both expertise and compassion to your role, ensuring that your clients receive not only expert advice but also the support they need during crucial times.

Their in-depth grasp of these policies ensures that our projects are always well-protected, and we can proceed with confidence knowing that every potential risk is accounted for. Moreover, their service quality is exemplary. The on-site support provided by Policy Planner is invaluable, ensuring that any issues or queries are addressed promptly and efficiently.

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Prashant Karande

Founder & Owner

Paytan Footwear Chain

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Finding the right insurance for our business has always been crucial. Policy Planner has been a fantastic partner in this journey. They really understood what we needed and provided us with insurance plans that fit perfectly.

From the start, the team at Policy Planner was great. They explained everything clearly, helping us choose the best coverage without any hassle. Their SME Insurance, is just what we needed. They made sure all the details were right, and when we had any issues, they were quick to help us sort them out.

One thing I really appreciate is their claim assistance. Dealing with insurance claims can be tough, but Policy Planner made it easy. Their team was always there to guide us, and our claims were handled quickly and fairly.

Come visit us



Policy Planner
Pune Office:
• Office No. B-03, KPCT Mall, Near Vishal Mega Mart,
Fatima Nagar, Wanawadi, Pune 411013

PCMC Office:
• Plot No. T-165/1/5, Priyadarshani Co-Operative Society
Limited, MIDC Rd, near Gujar Gas, Bhosari, Maharashtra
411026

Office Hours: Monday to Saturday, 9:30 AM - 7:00 PM
Contact: support@policyplanner.com


Policy Planner
Policy Planner Logo
Policy Planner provides insurance coverage for individuals and businesses, including health, term life, motor, and SME Insurance. Our team ensures high-quality service and professional support to meet your specific needs.
  • 18001200771
  • 7798612243
  • support@policyplanner.com

Policyplanner is registered as a Direct Broker | Registration No. 747, Valid till 24/06/2027, License category- Direct Broker
Policy Planner Office No. B-03, KPCT Mall, Near Vishal Mega Mart, Fatima Nagar, Wanawadi, Pune 411013.


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