Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

M&E Online, a cloud-based Monitoring & Evaluation Software, is fully functional and comprehensive. M&E Online includes features such as Log Frames, Results Frameworks, Strategic Plans and Annual Plans, Activity Work Plans and Budgets, Periodic Reporting Tables, Indicator tracking tables, Outcome Reports, Output Reports, Mid-Term evaluation, and End-Term Evaluation. M&E Online is a dynamic data entry template, real-time dashboards and custom report building tools. It is web-based, and can be used by laptops, tablets and mobile phones. It can be easily integrated with a wide range of third-party software, including KoBo Tools, ODK Sun Systems, Microsoft Navision Crystal Reports, Microsoft Navision, Crystal Reports, and many others. M&E Online supports the import of large amounts of data in Excel or CSV formats, and exports in Excel, Word and PDF formats. It is fully secure, with role-based access, database encryption, two-factor authentication, and an administrator panel that is secure.

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

Screenshots View All

No images available

Screenshots View All

Integrations

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Integrations

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Pricing Details

$ 99/user/month
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

United Business Solutions

Founded

2009

Country

United Arab Emirates

Website

www.ubsgroup.me

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

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Alternatives

Kinaki Reviews

Kinaki

Salanga

Alternatives

OWLS Reviews

OWLS

OWLS Software
Go-Insur Reviews

Go-Insur

Pancentric Digital
DELTA Monitoring Reviews

DELTA Monitoring

DeltaGIS Inc.
OPUS Reviews

OPUS

OMNIX Software Solutions