Policy Planner

AI Business Insurance & Investment Analysis

Short calculator-style assessment. Fill only key details and generate an insurance-focused report with sector-wise coverages, policy recommendations, SIP and lumpsum investment planning.

Sample AI Insurance + Investment

Contact & Business Profile

Basic details required for the report header and score calculation.

Protection & Asset Risk

Select existing covers and asset exposure. This replaces multiple long fields.

Select business sector first to see relevant insurance options.

People & Legal Risk

Three short risk questions are enough for the initial score.