About Trace My Policy

Trace My Policy is an intelligent insurance portfolio management platform designed to help individuals and families take full control of their insurance coverage. Whether you have two policies or twenty, Trace My Policy brings everything together in one secure, easy-to-use dashboard.

The platform automatically detects insurance policies from uploaded documents, email scans, and bank transactions — identifying carriers, coverage amounts, premium schedules, deductibles, and expiration dates. It then organizes this information into a searchable, filterable vault so you always know exactly what you're covered for, what's expiring, and where you may be under-insured.

Trace My Policy goes beyond simple policy storage. Its AI-powered analysis engine reviews hospital bills for overcharges and billing errors, scans insurance contracts for unfavorable terms and compliance gaps, redacts personally identifiable information from sensitive documents, and cross-references employee handbooks against your active policies to flag alignment issues. The platform also helps you file and track formal disputes with carriers, manage beneficiaries across multiple policies, and monitor your life insurance coverage against income-based protection goals.

Built for policyholders, financial advisors, benefits administrators, and anyone managing multiple insurance relationships, Trace My Policy is designed to save time, reduce costs, and provide peace of mind. The platform was built by a team of insurance technology specialists and software engineers committed to making insurance transparent, accessible, and easy to manage — without selling your data or pushing unnecessary products.

Every document and data point on Trace My Policy is encrypted at rest using AES-256 and transmitted over TLS 1.3. The platform maintains SOC 2-ready audit logging, and users retain full control over their data — including the ability to permanently delete everything at any time. Trace My Policy does not sell or share your information with insurance carriers or third parties.