Audience
Insurance brokers
About PolicyFlow
Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.
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Pricing
Starting Price:
$70 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
PolicyFlow
Founded: 2013
United Kingdom
policyflow.co.uk
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Live Online
In Person
Support
Phone Support
PolicyFlow Frequently Asked Questions
PolicyFlow 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 Processing
Quotes / Estimates
Rating Engine
Renewal Management
Policy Issuance
Reinstatement Tracking
Reinsurance Administration
Underwriting Management