Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
EZ-Audit serves as a high-end audit application utilized by numerous auditors across many of the globe's largest insurance firms, while also being adopted by smaller fee companies. The software's adaptability allows it to meet the varying requirements of organizations of all sizes. Particularly beneficial for novice auditors, EZ-Audit organizes all essential audit data entry screens in a straightforward, sequential manner. Additionally, it possesses the robust capabilities required for conducting extensive audits involving multiple entities, states, locations, and auditors, offering immediate access to any relevant audit information. InsuraTek, LLC stands out as a premier developer of software tailored for the insurance sector, leveraging cutting-edge Microsoft technologies, including Visual Studio 2019, and ensuring support for SQL Server versions ranging from 2005 to 2019 to meet client needs. Since its inception in 1984, when it launched the first premium audit application designed for portable computers, the company has continuously delivered outstanding software solutions for the insurance industry. This commitment to innovation and quality has solidified InsuraTek's reputation as a trusted partner for insurance professionals.
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.
API Access
Has API
No
API Access
Has API
No
Integrations
Feefo
No
Mailchimp
No
QuickBooks Online
No
Trustpilot
No
Xero
No
Integrations
Feefo
Yes
Mailchimp
Yes
QuickBooks Online
Yes
Trustpilot
Yes
Xero
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$70 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
InsuraTek
Website
insuratek.com/ez-audit/
Vendor Details
Company Name
Policyflow
Founded
2013
Country
United Kingdom
Website
policyflow.co.uk
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
Yes
Policy Management
No
Property & Casualty
Yes
Quote Management
No
Insurance Policy
Cancellation Tracking
No
Claims Tracking
No
Policy Generation
No
Policy Issuance
No
Policy Processing
No
Quotes / Estimates
No
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
No
Underwriting Management
No
Insurance Underwriting and Rating
Broker / Agent Portal
No
Carrier Upload
No
Commercial Lines
No
Comparative Insurance Rating
No
Customer Portal
No
For Casualty Insurance
No
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
No
Multi-State
Yes
Multiple Line Rating
No
Product Features
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
Yes
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
Yes
Policy Generation
Yes
Policy Issuance
No
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
Yes
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
Yes
Underwriting Management
No