Audience

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

About Policyflow

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.

Pricing

Starting Price:
$70 per user per month
Free Trial:
Free Trial available.

Integrations

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Company Information

Policyflow
Founded: 2013
United Kingdom
policyflow.co.uk

Videos and Screen Captures

Configurable risk capture for broker workflows

Configurable risk capture for broker workflows

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Product Details

Platforms Supported
Cloud
Training
Live Online
In Person
Support
Phone Support

Policyflow Frequently Asked Questions

Q: What kinds of users and organization types does Policyflow work with?
Q: What languages does Policyflow support in their product?
Q: What kind of support options does Policyflow offer?
Q: What other applications or services does Policyflow integrate with?
Q: What type of training does Policyflow provide?
Q: Does Policyflow offer a free trial?
Q: How much does Policyflow cost?

Policyflow Product Features

Insurance Agency

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

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Processing
Quotes / Estimates
Rating Engine
Renewal Management
Policy Issuance
Reinstatement Tracking
Reinsurance Administration
Underwriting Management

Policyflow Additional Categories