PolicyFlow Description
Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.
PolicyFlow Alternatives
OWLS
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.
Learn more
Jenesis Agency Management
Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.
Learn more
Go-Insur
GO-INSUR is a digital transformation of the policy administration system. It offers an innovative cloud-based, cloud-based insurance solution that is flexible, robust, and quickly scalable. One of the UK's most respected digital insurance specialists, GO-INSUR was built by Marsh, Legal & General and British Friendly, among others. GO-INSUR allows you to quickly distribute new products and increase policy sales.
Legacy systems and the high cost of new technology are limiting revenue growth in insurance. Go-Insur's cloud-based platform changes all that. It allows you to sell new products faster and expand distribution more economically.
Our agile delivery and customer-centric design provide Insurers, Brokers and MGAs with an intuitive cloud-based platform that allows them to be responsive, flexible, and speedy.
Go-Insur will help you get products to market quicker, exploit market gaps and expand your distribution. You'll also see a higher ROI on policies.
Learn more
Insly
Insly offers a complete suite of software solutions that are extensible and can be combined with your custom modules to simplify and automate all the tasks required to run a successful business. All the pieces you need: workflows, rating engine and document template editor. Also, an endorsement library and capacity management. The broker channel support is available right out of the box. APIs make it easy to create the best Direct-to-Consumer experience. Automate cookie cutter cases to automate new sales, mid-term policy modifications and automated renewals. All premium accounting taken care. All the management reports and bordereaux in one click. Create your own reports. To help your underwriters make better decision, pull in third-party data. Integrate with the rest your tech stack, modern or legacy.
Learn more
Pricing
Pricing Starts At:
$70 per user per month
Free Trial:
Yes
Integrations
Company Details
Company:
PolicyFlow
Year Founded:
2013
Headquarters:
United Kingdom
Website:
policyflow.co.uk
Media
Recommended Products
Extended Threat Intelligence | SOCRadar
Enterprises need full-spectrum cyber intelligence—beyond social media and the dark web. SOCRadar monitors cloud buckets, dark web leaks, and external threats in real time. Automate takedowns, detect brand impersonations, and stay ahead of evolving attacks. Strengthen your security with Extended Threat Intelligence.
Product Details
Platforms
SaaS
Type of Training
Live Online
In Person
Customer Support
Phone Support
PolicyFlow Features and Options
Insurance Agency Software
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Policy Software
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
PolicyFlow Lists
PolicyFlow User Reviews
Write a Review- Previous
- Next