Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
M&E Online, a cloud-based Monitoring & Evaluation Software, is fully functional and comprehensive. M&E Online includes features such as Log Frames, Results Frameworks, Strategic Plans and Annual Plans, Activity Work Plans and Budgets, Periodic Reporting Tables, Indicator tracking tables, Outcome Reports, Output Reports, Mid-Term evaluation, and End-Term Evaluation.
M&E Online is a dynamic data entry template, real-time dashboards and custom report building tools. It is web-based, and can be used by laptops, tablets and mobile phones. It can be easily integrated with a wide range of third-party software, including KoBo Tools, ODK Sun Systems, Microsoft Navision Crystal Reports, Microsoft Navision, Crystal Reports, and many others. M&E Online supports the import of large amounts of data in Excel or CSV formats, and exports in Excel, Word and PDF formats.
It is fully secure, with role-based access, database encryption, two-factor authentication, and an administrator panel that is secure.
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
Screenshots View All
No images available
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
$ 99/user/month
Free Trial
No
Free Version
No
Pricing Details
$70 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
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
No
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
United Business Solutions
Founded
2009
Country
United Arab Emirates
Website
www.ubsgroup.me
Vendor Details
Company Name
Policyflow
Founded
2013
Country
United Kingdom
Website
policyflow.co.uk
Product Features
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