Policybook
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.
7-day free trial · no credit card
Verified contacts
8
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 8 verified contacts at Policybook
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- SD
Sylvain Deschênes
Lead Software Developer · Information Technology
EmailPhone - JR
Jonathan Raymond
Business Analyst · General Business & Management
EmailPhone - LM
Leen Meyer
Co-founder & CEO · General Business & Management
EmailPhone
Showing 3 of 8 verified contacts
Top roles at Policybook
4 distinct titles indexed · top 4 shown.
- 1business analyst
- 1co-founder & ceo
- 1director, program management & operations
- 1lead software developer
Sign up to unlock all 8 contacts at Policybook
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Policybook
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.