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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 Chronicle?

User-friendly software designed for the efficient management of cemetery records is now available. This program not only provides a visual representation of the cemetery's layout and plots but also offers comprehensive data. Chronicle was developed to help cemetery administrators in constructing, monitoring, organizing, and disseminating their community's historical narrative through precise and interactive mapping. With its powerful yet intuitive interface, this software enhances community involvement while streamlining cemetery management tasks. You do not need any technical expertise to view and manage your cemetery database and plots effectively. The software features color-coded plots that reflect their status, utilizing overlays from satellite or drone images for clarity. Navigate seamlessly to your designated plot with straightforward navigation tools. Chronicle ensures that all essential documents are centralized, promoting accurate and secure record-keeping while maintaining extensive data for each plot. Creating or updating burial records is as simple as a quick tap, making the entire process efficient and user-friendly. This innovative solution significantly modernizes cemetery management and enhances accessibility for all users.

Media

Media

Integrations Supported

QuickBooks Online
Feefo
Google Cloud Platform
Mailchimp
Trustpilot
Xero

Integrations Supported

QuickBooks Online
Feefo
Google Cloud Platform
Mailchimp
Trustpilot
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$20 per month
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

Chronicle

Date Founded

2018

Company Location

Australia

Company Website

chronicle.rip/

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

Cemetery

Accounting Management
Document Management
Grave Search
Image Storage
Lot Mapping
Records Management
Work Order Management

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