PolicySpot is a technology company that develops and offers a software-as-a-service (SaaS) platform designed specifically for the insurance advice industry in Australia. Founded by insurance advisers, the platform aims to solve common industry challenges by automating and simplifying the process of generating compliant and client-friendly advice documents, such as Statements of Advice (SOAs). Their mission is to improve efficiency, ensure compliance, and enhance the overall experience for both financial advisers and their clients within the life insurance sector.

Founded in

United States