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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 Ivans Download?

Ivans Download™ simplifies the exchange of individual information requests through a robust application that links you directly to your agency distribution network. This system guarantees that the most current information transitions smoothly from underwriting to servicing, seamlessly integrating into the management systems of your retail agency collaborators. By functioning within a cohesive, open exchange, it effectively removes the time and costs tied to handling multiple connectivity solutions. Not only does Ivans Download aid you and your retail agency partners in remaining organized, but it also delivers instantaneous updates regarding policy details and documents. This innovative solution significantly reduces the time allocated to processing individual requests from retail agents, while also minimizing expenses linked to printing and mailing out paperwork. With Ivans Download, you’re empowered to redirect your efforts from administrative duties towards activities that enhance profitability and nurture stronger relationships with your partners, ultimately improving your business's overall efficiency and performance. In doing so, it fosters a more streamlined operation that can adapt to the evolving needs of the insurance landscape.

Media

Media

Integrations Supported

Feefo
Mailchimp
Nexsure Insurance Platform
QuickBooks Online
Trustpilot
Xero

Integrations Supported

Feefo
Mailchimp
Nexsure Insurance Platform
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

Pricing not provided.
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

Ivans

Date Founded

1983

Company Location

United States

Company Website

www.ivans.com/for-mgas/products/ivans-download/

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

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