PolicyFlow

Specialist insurance broking management software

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PolicyFlow Overview

What is PolicyFlow?

PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers. PolicyFlow provides users with features such as quote and claims management, policy administration, and risk capture forms.

PolicyFlow offers insurance brokers the tools they need to manage both consumer and commercial contacts, review map layers in order to calculate risk, as well as communicate directly with clients via SMS messages. PolicyFlow also provides workflow tools such as task tracking, document management, and email integration. Users can link tasks to clients, create letters and documents from customizable templates, and automatically file and store all emails in the PolicyFlow system.

With PolicyFlow, insurance brokers can manage and track quotes, administer policies, and audit claims. Users can automate insurance quote requests, manage claim appeals and payments, and create dynamic risk questionnaires. In addition, PolicyFlow provides users with self-service client portals that can be integrated into their company website. PolicyFlow also offers an open API, accounting integrations, and secure data storage.

PolicyFlow Overview

Pricing

Starting from
£50,00/month

Pricing options

Free Trial
Subscription

Basic plan starts at £50.

Contact PolicyFlow for full pricing details.


PolicyFlow Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

PolicyFlow dashboard
PolicyFlow contact manager
Customizable letter and document templates
PolicyFlow screenshot: PolicyFlow dashboard PolicyFlow screenshot: PolicyFlow contact manager PolicyFlow screenshot: Customizable letter and document templates
User recommendation
0/10
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PolicyFlow Pricing

PolicyFlow Pricing

Starting from
£50,00/month
Free Trial
Subscription

Basic plan starts at £50.

Contact PolicyFlow for full pricing details.

Basic plan starts at £50.

Contact PolicyFlow for full pricing details.

Value for Money
0/5
Based on 0 user ratings
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PolicyFlow Features

PolicyFlow Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
0/5
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Categories

Additional information for PolicyFlow

Additional information for PolicyFlow

Key features of PolicyFlow

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Policy Management
  • Quote Management

PolicyFlow FAQs

PolicyFlow FAQs

Below are some frequently asked questions for PolicyFlow.

Q. What type of pricing plans does PolicyFlow offer?

PolicyFlow offers the following pricing plans:

Starting from: £50,00/month

Pricing model: Subscription

Free Trial: Available

Basic plan starts at £50. Contact PolicyFlow for full pricing details.

Q. What are the main features of PolicyFlow?

PolicyFlow offers the following features:

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Policy Management
  • Quote Management

Q. Who are the typical users of PolicyFlow?

PolicyFlow has the following typical customers:

Small Business, Mid Size Business

Q. What languages does PolicyFlow support?

PolicyFlow supports the following languages:

English

Q. What type of pricing plans does PolicyFlow offer?

PolicyFlow has the following pricing plans:

Subscription

Q. Does PolicyFlow support mobile devices?

We do not have any information about what devices PolicyFlow supports

Q. What other apps does PolicyFlow integrate with?

PolicyFlow integrates with the following applications:

Feefo, Mailchimp, QuickBooks Online Advanced, Trustpilot, Xero

Q. What level of support does PolicyFlow offer?

PolicyFlow offers the following support options:

Phone Support, Online Support