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About

Insly provides a fully extensible suite of software solutions that can be combined with your own custom modules to both simplify and completely automate all tasks required to run a successful insurance business. All the parts you need: forms, workflows, rating engine, document template editor, endorsement library, capacity management and so much more. Broker channel support out of the box. APIs expose everything and allow you to create the perfect Direct-to-Consumer experience. Automate cookie cutter cases for new sales and mid-term policy changes and automated renewals. All the premium accounting taken care of. Bordereaux and management reports in one click. Build your own custom reports. Pull in 3rd party data to help your underwriters make better decisions. Integrate with the rest of your tech stack, legacy or modern.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance Policy solution for businesses

Audience

UK insurance brokers and intermediaries, including specialty, advised, appointed representative and delegated authority businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$35 per user per month
Free Version
Free Trial

Pricing

$70 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Insly
Founded: 2001
United Kingdom
www.insly.com

Company Information

Policyflow
Founded: 2013
United Kingdom
policyflow.co.uk

Alternatives

Alternatives

Go-Insur

Go-Insur

Pancentric Digital
Genasys

Genasys

Genasys Technologies UK Ltd
OWLS

OWLS

OWLS Software
Go-Insur

Go-Insur

Pancentric Digital
OPUS

OPUS

OMNIX Software Solutions
InsureEdge

InsureEdge

Damco Solutions
mPACS

mPACS

Mandon Software

Categories

Categories

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

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

Integrations

20Miles
Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Integrations

20Miles
Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero
Claim Insly and update features and information
Claim Insly and update features and information
Claim Policyflow and update features and information
Claim Policyflow and update features and information