PolicyFlow 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.

Pricing

Pricing Starts At:
$70 per user per month
Free Trial:
Yes

Integrations

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Company Details

Company:
PolicyFlow
Year Founded:
2013
Headquarters:
United Kingdom
Website:
policyflow.co.uk
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Media

PolicyFlow Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
In Person
Customer Support
Business Hours

PolicyFlow Features and Options

Insurance Agency Software

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy Software

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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