Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FormsPlus is an advanced policy issuance administration system designed for local area networks (LAN), featuring a user-friendly graphical interface that seamlessly integrates with our iForms engine to facilitate the automation of your policy issuance processes. This system has earned a reputation as the definitive solution for policy issuance, significantly enhancing productivity in manual form processing tasks. Beyond the substantial productivity gains, users appreciate the remarkable adaptability that FormsPlus provides. Whether your enterprise is a startup or manages multiple business lines across all 50 states with various locations nationwide, FormsPlus is equipped to meet your needs. Its modular architecture and customizable interface allow for adjustments tailored specifically to your operational workflow. Furthermore, QualCorp's experienced Business Analysts and Project Managers are available to analyze your workflow and recommend the most effective configurations for your organization, ensuring optimal utilization of the system. In this way, FormsPlus not only supports your current operations but also scales alongside your evolving business requirements.
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
No
API Access
Has API
No
Integrations
Feefo
No
Mailchimp
No
QuickBooks Online
No
Trustpilot
No
Xero
No
Integrations
Feefo
Yes
Mailchimp
Yes
QuickBooks Online
Yes
Trustpilot
Yes
Xero
Yes
Pricing Details
$2000 per month
Free Trial
Yes
Free Version
No
Pricing Details
$70 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
QualCorp
Founded
1992
Country
United States
Website
www.qualcorp.com/fplus.aspx
Vendor Details
Company Name
Policyflow
Founded
2013
Country
United Kingdom
Website
policyflow.co.uk
Product Features
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
No
Policy Generation
Yes
Policy Issuance
Yes
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
Yes
Reinstatement Tracking
Yes
Reinsurance Administration
No
Renewal Management
No
Underwriting Management
Yes
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Product Features
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
Yes
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
Yes
Policy Generation
Yes
Policy Issuance
No
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
Yes
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
Yes
Underwriting Management
No