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.
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Pricing
Starting Price:
$70 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
Policyflow
Founded: 2013
United Kingdom
policyflow.co.uk
Videos and Screen Captures
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
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