Policyflow 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.
Policyflow Alternatives
Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
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Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations.
Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals.
Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services.
The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making.
Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak.
Macaw AMS is expected reduce per policy costs by 30%.
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tigerlab
tigerlab isn't just any insurance software provider. We're a leading force in the global market, empowering customers worldwide to deploy and adapt applications with ease. With over a decade of experience, we're passionate about delivering breakthrough results and enhanced business value for our clients.
We offer a configurable, API-driven, and intuitive insurance software solution designed to help you deliver a superior end-to-end digital experience – no matter where your customers are.
Discover why our insurance platform is the perfect choice for a seamless digital insurance journey. Click the demo button and see it in action!
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NextAgency for Health & Life Insurance
NextAgency is insurance agency management software built specifically for agencies selling health insurance, employee benefits, Medicare, and life insurance. Unlike agency management systems built for property and casualty insurance agencies, NextAgency is designed for the CRM needs, workflows, compliance requirements, and day-to-day operations of life and health insurance agencies.
NextAgency combines a life and health insurance agency CRM with agency management, marketing, automation, reporting, compliance, and optional insurance commission tracking in a single system. Agencies selling health, benefits, senior, and life policies across the country use NextAgency to organize client information, automate routine work, and manage their entire book of business.
Key capabilities include:
• Life and health insurance agency CRM for leads, prospects, clients, policies, renewals, relationships, and customer service
• Marketing automation with email campaigns, drip marketing, text messaging, renewal reminders, and client communications
• Automated insurance agency workflows, task management, dashboards, business analytics, and operational reporting
• Compliance and disclosure management with document storage, e-signatures, and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, producer reporting, and sub-agent management
• Easy customization so the software adapts to your agency instead of forcing your agency to adapt to the software
• Transparent pricing, a 30-day free trial, no long-term contract required, free Android and iPhone apps, and top-rated customer support
• Integrates with Employee Navigator, BerniePortal, Intulse, GReminders, Zapier, and other software insurance agencies use
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Pricing
Pricing Starts At:
$70 per user per month
Free Trial:
Yes
Integrations
Company Details
Company:
Policyflow
Year Founded:
2013
Headquarters:
United Kingdom
Website:
policyflow.co.uk
Media
Configurable risk capture for broker workflows
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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 Management System
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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