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How To Add a Policyholder

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This video is explains the process of adding a policyholder to the PolicySpot. Once saved the policyholder will be able to access their documents from our free mobile insurance app. Agents can also create their own agency mobile app embossed with their agency logo.

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Always an entrepreneur I have been in business for myself since 8th grade when I sold candy out of my briefcase after school. During college I ran a successful website design company which focused on mobile and email delivery of entertainment. After releasing mobile and email street team projects with music icons such as U2 and Blues Traveler, I took my talents to the fast paced world of liquor advertising. After numerous successful high end campaigns for household brands like, Absolut, Crown Royal, and Jack Daniels, I was presented the opportunity to change paths and create a management system for a large MGA in California. True to my adventurous spirit, I moved to Orange County and dove head first into all the glitter and lights that is insurance!



Many years of creating insurance raters, management systems, and policy delivery platforms for large MGA's, finance companies, Risk Retention Groups, and Insurance Companies has given me a great look at the inner-workings of the insurance industry. Seeing the amount of software companies increase about 15,000% in the last few years I noticed how few actually understand what insurance people need. One EASY TO USE system to store and share docs and basic information about a policy. PolicySpot was born.


PolicySpot is my passion, and adding every usable feature for an insurance agent to bolster their customer service is my mission.

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Guest Thursday, 17 August 2017