Advisors Alliance Group clinches SBR National Business Awards in Financial Technology
It created Polipocket, an integrated wealth, project, and client relationship management solution.
Having an insurance policy helps secure a person over life’s uncertainties. However, many insurance holders would often forget what policies they purchased over the years, and those who bought several policies from different providers tend to misplace hardcopies of their insurance contracts.
Polipocket was created by Advisors Alliance Group to provide their financial consultants (FC) a summary of their client’s insurance policy. It gives FCs a holistic view of their clients’ coverage across all insurers, allowing them to better serve their needs and manage their portfolio.
With the COVID-19 pandemic surging worldwide, the app has also allowed advisors to connect and communicate effectively with their clients digitally, especially during the lockdown.
Polipocket also provides convenience for clients, allowing them to access, view, and upload their policies across all insurers into a consolidated financial portfolio.
The app has onboarded 300 advisors and more than 1000 clients within the first month of launch, and impacted more than 6,000 clients within a year.
Advisors Alliance Group believes that Polipocket is just the start of its foray in to insurtech solutions to serve its clients. The firm aims to create more solutions such as a goal-based advisory tool and advanced wealth management tools that can be integrated into the platform. It envisions Polipocket becoming an app that everyday users can utilize to better manage their overall financial portfolio.
Watch the interview below to know more about their winning project: