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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Manage intricate tasks effortlessly with customizable options such as All Rating Plans, Large Deductibles, Retrospectively Rated, and Tailored Programs. CompVISION can operate “headless,” seamlessly integrating with multi-line systems, underwriting workstations, and external portals. If you're seeking the industry's leading ratings engine, look no further. Additionally, CompVISION's Web Rating Engine is capable of functioning on its own. This flexibility allows users to streamline their operations effectively.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Integrations

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$70 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PCIS

Founded

2001

Country

United States

Website

www.pcisvision.com

Vendor Details

Company Name

PolicyFlow

Founded

2013

Country

United Kingdom

Website

policyflow.co.uk

Product Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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 Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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