Policyflow 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.

Pricing

Pricing Starts At:
$70 per user per month
Free Trial:
Yes

Integrations

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Company Details

Company:
Policyflow
Year Founded:
2013
Headquarters:
United Kingdom
Website:
policyflow.co.uk
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Media

Configurable risk capture for broker workflows

Configurable risk capture for broker workflows

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Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
In Person
Customer Support
Business Hours

Policyflow Features and Options

Insurance Agency Management System

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 Processing
Quotes / Estimates
Rating Engine
Renewal Management

Policyflow User Reviews

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