About UnifyOS

People think in terms of things, not transactions. We build software that does too.

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Why we built UnifyOS

The idea came from a life that suddenly got complicated: a first mortgage, a new car, several insurance policies and two cats with vet bills. The tools on offer were calendars, task lists and Quicken, and none of them understood a household as a set of things that need protecting.

That idea went through many versions over the years, from a consumer app to a platform for high-net-worth families. Along the way came careers in consumer software, a startup acquisition, and years in real estate, private equity and insurance technology.

The insight that shaped UnifyOS is that knowing what someone owns, owes and is exposed to tells a story the numbers alone can't. The people best placed to act on that story are the insurance agents who already look after the household. So we built UnifyOS for them, starting with agencies on HawkSoft.

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Gerry Polucci

Founder & CEO

Gerry has been writing software since he was 12. He built consumer database software in the 1990s, founded SwiftTouch (acquired by Puma Technology), and has since worked across cable, automotive, commercial real estate, private equity and insurance technology, including at the insurtech Salty.

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How we build

The principles behind the product

Things, not transactions

Households are homes, cars, valuables and pets, not rows of categorized spending. We model the things.

Never ask what we can find

Nobody wants to spend hours on data entry. If UnifyOS can import it or discover it, it should.

Always show the next step

Nobody should be left wondering what to do next. The product should lead them forward.

Sharing matters, security is paramount

It takes a village to run a household. Everyone in it should see exactly what they need, and nothing more.

See your book the way your clients live

Book a demo and we'll walk you through UnifyOS alongside your HawkSoft workflow, on the web and on iPhone and iPad.

Book a demo