PolicyBook | 99 followers on LinkedIn. A platform helping wealth firms sell more insurance products and meet clients' evolving coverage needs. | The PolicyBook mission is to provide a platform that helps wealth firms sell more insurance products and makes it easier to deliver the wealth client’s evolving coverage needs. PolicyBook provides digital tools that improve client engagement and streamline operations as well as solves back-office inefficiencies and enhancing sales enablement. The platform is modular-based and customizable, evolving to meet the future insurance needs of wealth clients.