PolicyFlow

Specialist insurance broking management software
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Online Support Online Support
Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

£50,00/month
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Accounting Integration Accounting Integration
Activity Dashboard Activity Dashboard
Ad hoc Reporting Ad hoc Reporting
Claims Management Claims Management
Client Portal Client Portal
Commission Calculations Commission Calculations
Commission Management Commission Management
Contact Database Contact Database
Contact Management Contact Management
Customer Accounts Customer Accounts
Customizable Templates Customizable Templates
Data Capture and Transfer Data Capture and Transfer
Data Import/Export Data Import/Export
Data Recovery Data Recovery
Digital Signature Digital Signature
Disaster Recovery Disaster Recovery
Document Generation Document Generation
Document Management Document Management
Document Templates Document Templates
Email Integration Email Integration
Location Tracking Location Tracking
Policy Management Policy Management
Project Notes Project Notes
Quote Management Quote Management
Referral Tracking Referral Tracking
Reminders Reminders
Reporting & Statistics Reporting & Statistics
SMS Integration SMS Integration
SSL Security SSL Security
Sales Tracking Sales Tracking
Search Functionality Search Functionality
Self Service Portal Self Service Portal
Surveys & Feedback Surveys & Feedback
Task Management Task Management
Task Tracking Task Tracking
Third Party Integration Third Party Integration
Visitor Tracking Visitor Tracking
Workflow Management Workflow Management

Integrations

Integrations

Feefo Feefo
Mailchimp Mailchimp
QuickBooks Online Advanced QuickBooks Online Advanced
Trustpilot Trustpilot
Xero Xero

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