PolicyHub — Dilip P.S · AARIV ASSOCIATES

PolicyHub

Dilip P.S · AARIV ASSOCIATES · Erode, TN

Password

Default password: policyhub123
Change it anytime in Settings.

Home

Renewals

Policies

Tasks

Contacts

Settings

Connecting to database…

Dilip P.S · AARIV ASSOCIATES

Insurance renewal tracker

0 renewed 0 pending

Today's Tasks

No pending tasks

THIS MONTH — Renewals Pending

policies still pending

Renewed so far0%

tap to see list

NEXT MONTH — Coming Up

policies due next month

Already renewed0%

tap to see list

Quick tasks

Client	Vehicle/Type	Division	Company	End date	Days	Premium	Status	2026 Policy no.	2027	Files	Actions

June 2026

Overdue ≤30 days Future

Contacts

Insurer reps · HR contacts for GHI · Brokers

Company Overview

All policies grouped by insurer

Manage Users

Change Password

Current password

New password

Confirm new password

Insurance Companies

Upload Policy Excel

Drop Excel file here

or click to browse · .xlsx · .xls · .csv

Download & Edit

Download current policies as Excel, edit, then re-upload to update the dashboard.

Required columns: INSURED NAME, VEHICLE NO/TYPE, DIVISION, END DATE, PHONE NUMBER, PREMIUM AMOUNT, PAYMENT STATUS

Optional: EMAIL, PAY LINK, MODEL, BATCH, COMPANY, PLAN, 2020–2027

Google Sheets Sync

Not connected

1 · Google Spreadsheet ID

From the URL: spreadsheets/d/SHEET_ID/edit

2 · Google API Key *

From Google Cloud Console → APIs & Services → Credentials

3 · OAuth 2.0 Client ID (for write access)

Required only for "Save to Sheets". Read-only sync works without it.

Sheet tab name

How to set up:
1. Create a Google Sheet with your policy data.
2. Go to Google Cloud Console → Enable "Sheets API"
3. Create an API Key (for read) and OAuth Client ID (for write).
4. Paste the Sheet ID, API Key, and Client ID above, then click "Save & Test Connection".

Google Drive — PDF Auto-Match

Error 401 "invalid_client" — What it means & how to fix

This error happens because the OAuth Client ID is not set up correctly in Google Cloud Console. OAuth is complex to configure. The easiest fix: use your Google API Key instead — it works for reading Drive files without any sign-in popup.

Quick fix steps:
1. Go to console.cloud.google.com
2. Enable Google Drive API (same project as your Sheets API)
3. Go to your existing API Key → Edit → under "API restrictions" add Drive API
4. Come back here, paste your Drive folder URL, click Scan — it will use your API Key automatically

Authentication

Checking…

Use a different OAuth Client ID for Drive (advanced)

Only needed if Drive is on a completely separate Google Cloud project

How it works (no sign-in needed if API Key covers Drive):
1. Sign in with the Gmail that has your policy PDFs in Drive — OR just use API Key
2. Paste your Drive folder URL below → click Scan for PDFs
3. System auto-matches PDFs to clients by policy number / name
4. Click Apply All Strong Matches — PDFs appear on every renewal card & WhatsApp station

Google Drive Folder URL

Backup & Restore

Auto-backup: Every 30 minutes

Restore from File

Local Snapshots

Date & Time	Label	Policies	Todos	Contacts	Type	Actions

Auto-Backup Settings

Frequency

Next backup in ~30 min

Hosting Server (optional)

Script URL

Secret token