My Portal

Policy Manager

my portal screen

My Portal – Policy Manager is a secure and organized solution for managing life insurance policies and financial documents in one digital place. Built for policyholders and financial advisors, the
app simplifies tracking, renewal alerts, and document management.

Platform: iOS | Location: India | Industry: Finance / Productivity
Services Provided: UI/UX Design, iOS App Development, Backend Integration, Security & Data Sync

screens

Custom Templates
Drag-and-Drop Editor
QR Code Integration
Save & Export
Contactless Sharing

We delivered a high-performance policy management platform with a user-first approach. Our team focused on simplifying policy handling, boosting data security, and enabling smooth collaboration between clients and advisors—all through a modern, minimal UI.

my portal screen

Frontend: Swift (iOS Native)
Backend: Cloud Firestore, Firebase
API Integration: Notification, File Upload & Storage
Design Tools: Figma, Adobe XD

My portal app
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