Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our cloud-based insurance software provides greater accessibility to data, allowing you to react faster to client needs.
With over 8000 insurance software features designed to simplify, streamline, and automate administrative processes, you are guaranteed to thrive and grow in the changing insurance landscape.
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
Yes
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
$1000.00/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
No
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
No
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
OWLS Software
Country
South Africa
Website
owlssoftware.com
Vendor Details
Company Name
Policyflow
Founded
2013
Country
United Kingdom
Website
policyflow.co.uk
Product Features
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes
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