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What is PolicyFlow?

A specialized software solution for managing insurance broking has been developed by software engineers, tailored for both policy administration and customer relationship management (CRM). This innovative platform facilitates the organization of personal and commercial clients, allowing for the management of diverse addresses and contact details. It enhances communication monitoring and marketing initiatives while enabling users to track and oversee various policies and quotes effectively. Additionally, users can document comprehensive risk information and automate requests for quotes from underwriters. The system also provides capabilities for recording, managing, and reporting on insurance claims, alongside the preparation of tailored financial reports. Compliance with FCA documentation standards is strictly maintained, ensuring transparency in client data with quick access to detailed information. Users benefit from the ability to simultaneously view multiple clients and visualize their locations, including geographical data related to risks such as flooding or subsidence. With easy access to client information, customer service operations are streamlined, and the platform includes functionalities for document storage and processing, as well as integrated workflow tasks, events, and notes to improve overall efficiency. This comprehensive approach to insurance management elevates the user's operational effectiveness significantly.

What is Cairo Web Design CRM?

The CRM software acts as a thorough solution for overseeing and tracking interactions with both current and potential clients, partners, agents, and other significant contacts. It creates a strong database for managing the history and communications associated with each individual. Users can effortlessly log new activities such as calls, messages, and meetings tied to a particular contact or organization, while future engagements can be systematically arranged through built-in task management features. Furthermore, the ability to apply a customized domain name for your social intranet enhances personalization, facilitating efficient management of meetings, briefings, and various events that frequently take place within your organization. Keeping track of working hours and the time users invest in specific tasks and projects is crucial for maintaining operational effectiveness. In the end, our CRM software represents a worthwhile investment designed to cater to the unique demands and operational needs of your business, ensuring it is in harmony with your overarching strategy and goals. This tailored level of customization not only improves organizational efficiency but also fosters stronger relationships by offering a more individualized experience for clients and stakeholders alike. Such enhancements ultimately contribute to a more engaged and productive workforce.

Media

Media

Integrations Supported

Emacs
Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Integrations Supported

Emacs
Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$70 per user per month
Free Trial Offered?
Free Version

Pricing Information

$99 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PolicyFlow

Date Founded

2013

Company Location

United Kingdom

Company Website

policyflow.co.uk

Company Facts

Organization Name

Cairo Web Design

Date Founded

2015

Company Location

Egypt

Company Website

www.cairowebdesign.com

Categories and 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 Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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