Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A solid technological infrastructure is essential for your business to seamlessly manage daily operations for your entire staff. Applied Relay serves as a comprehensive management system that acts as an extension of your team, facilitating all policy and servicing workflows, as well as eTrading activities across personal lines while also streamlining the administration of commercial lines products within a unified application. This application offers a variety of partner integrations and enhanced customer self-service options, allowing for seamless data movement across your technology framework, which leads to improved employee efficiency and superior customer support. By leveraging increased automation and connectivity through Applied Relay, your brokerage can not only enhance its growth potential but also minimize operational costs while delivering top-notch coverage and uniquely tailored services to your clientele. Ultimately, embracing such a solution can position your business for long-term success and adaptability in a competitive market.
Description
Policyflow gives UK insurance broker teams a single cloud workspace for managing customers, risks, quotes, policies, documents, finance and renewals. Information entered once can be reused throughout the policy lifecycle, helping reduce repetitive administration and spreadsheet reliance. Brokers can control access by role, assign work clearly, track progress and retain a complete audit history for operational governance and FCA obligations. Built-in CRM, document tools, reporting, exports and integration options support both everyday servicing and longer-term growth. Essentials is aimed at smaller firms seeking a fast implementation, while Pro supports more specialist processes and deeper configuration.
API Access
Has API
API Access
Has API
Integrations
Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero
Pricing Details
$100.00/one-time/user
Free Trial
Free Version
Pricing Details
$70 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Applied Systems
Founded
1983
Country
United States
Website
www1.appliedsystems.com/en-ie/solutions/for-brokers/broker-management-system/applied-relay/
Vendor Details
Company Name
Policyflow
Founded
2013
Country
United Kingdom
Website
policyflow.co.uk
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management