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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

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

Screenshots View All

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

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 

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