Related Products
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About
Brokercore is uniquely designed to improve the experiences of commercial brokers, MGAs, and policyholders. Get support for your operations and manage your costs as you scale — while giving your customers a more convenient digital experience. Transact more policies and capture more client data automatically without hiring more people. Get one solution to manage your entire policy workflow and give customers an improved experience instead of a patchwork of subpar software. Avoid costly mistakes through transparent customer interactions and repeatable automated processes. Frustrated with the clunky technology that holds you hostage? Brokercore has a mighty goal: to create software you might actually enjoy using that can also adapt to the ever-changing insurance landscape. Handle all aspects of policy management including midterm endorsements, capturing correspondence, tracking claims, and remarketing, all from one system.
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About
Policyflow is a modern business system for UK insurance brokers and intermediaries. It connects client, contact, risk, policy, document and finance workflows across the brokerage lifecycle, from first contact through quote, bind, mid-term adjustments, servicing, renewals and reporting. Teams capture information once and reuse it across the record, reducing duplicate entry, spreadsheet work and avoidable admin. Visible status, clear ownership, role-based permissions and complete audit trails support day-to-day governance and FCA requirements. Built-in CRM, document management, reporting and exports keep operational data together, while APIs and integrations support future growth. Policyflow is designed for smaller, agile broker businesses that want to get live quickly with Essentials, with Pro available for deeper configuration and specialist workflows. Cloud-based and in production since 2015.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Commercial brokers, MGAs, and policyholders looking for a commercial insurance software
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Audience
UK insurance brokers and intermediaries, including specialty, advised, appointed representative and delegated authority businesses
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$70 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBrokercore
Founded: 2014
Canada
brokercore.com
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Company InformationPolicyflow
Founded: 2013
United Kingdom
policyflow.co.uk
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Policy Features
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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Integrations
Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero
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