π‘
PolicyPro
Life Insurance CRM
Sign in to access your CRM. New users can create a login using Supabase authentication.
Sign In
Create Login
Email
Password
Sign In
Need access? Create a login.
Forgot password?
Make sure Email/Password sign-ins are enabled in Supabase under Authentication β Providers.
π‘
Policy
Pro
Life Insurance CRM
π
Incoming Calls
0
π
Call History
0
π₯
Prospects
0
π‘
Active Clients
0
π
Dashboard
β
Follow-Ups
0
β οΈ
Chargebacks
0
π€
Export JSON
π₯
Import JSON
πͺ
Sign Out
Prospects
β Grid
β° List
β Board
π
β Filter
οΌ Add Record
?
β¨οΈ
Keyboard Shortcuts
Speed up your workflow
β
Navigation
Esc
Close modal / dismiss
/
Focus search bar
?
Open this shortcuts panel
Sections
1
Prospects
2
Clients
3
Incoming Calls
4
Call History
5
Chargebacks
6
Follow-Ups
7
Dashboard
Records
N
Add new record
Ctrl
+
V
Paste in AI summary prompt
Tip:
Number keys 1β7 only trigger when no input field is focused.