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Average Ratings 0 Ratings
Description
Brokercore is specifically crafted to enhance the experiences of commercial brokers, managing general agents (MGAs), and policyholders alike. It offers essential support for your operations while helping you control expenses as you grow, all the while providing your clients with a seamless digital experience. By enabling the transaction of more policies and the automatic collection of client information, it eliminates the need for additional hires. With Brokercore, you gain a comprehensive solution that streamlines your entire policy workflow, replacing substandard software with a more user-friendly interface for your customers. The platform helps prevent expensive errors through clear customer interactions and consistent automated processes. Tired of outdated technology that restricts your productivity? Brokercore aspires to develop software that is not only enjoyable to use but also versatile enough to keep pace with the dynamic insurance sector. Manage every facet of policy administration, including midterm endorsements, correspondence tracking, claims management, and remarketing, all within a single system, ensuring efficiency and ease of use for all stakeholders involved. This integrated approach ultimately leads to better performance and satisfaction for your team and clients alike.
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
No price information available.
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
Brokercore
Founded
2014
Country
Canada
Website
brokercore.com
Vendor Details
Company Name
Policyflow
Founded
2013
Country
United Kingdom
Website
policyflow.co.uk
Product Features
Commercial Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management
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