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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 LexisNexis Campaign Analyzer?

Understanding the impact of brand perception, marketing promotions, and customer involvement is essential for achieving success. The Campaign Analyzer tool plays a vital role in examining your current marketing strategies to improve results effectively. It evaluates the effectiveness of acquisition campaigns, offering crucial metrics that inform future marketing activities. Additionally, it helps you accurately identify target demographics and tailor acquisition strategies to align with their specific preferences and needs. By tracking campaign results, you acquire invaluable insights that can sharpen your approach. This tool also enhances your understanding of diverse population profiles, which aids in overcoming challenges related to assessing marketing campaign effectiveness. The Campaign Analyzer produces detailed reports based on extensive insurance-focused data, providing clear insights into the preferences, shopping habits, demographics, and lifestyles of potential customers. Ultimately, this thorough analysis enables you to identify opportunities for marketing improvement, ensuring that your strategies remain impactful and current. By utilizing these insights effectively, you can cultivate a more strategic and data-informed direction for your marketing efforts, ultimately driving better engagement and results. This ongoing refinement process is key to staying ahead in a competitive marketplace.

Media

Media

Integrations Supported

AlumniFinder
BattleFin Ensemble
Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Integrations Supported

AlumniFinder
BattleFin Ensemble
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

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

LexisNexis

Date Founded

1970

Company Location

United States

Company Website

risk.lexisnexis.com/products/campaign-analyzer

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

Insurance Agency

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

Marketing Attribution

Attribution Modeling
Audience Segmentation
Conversion Tracking
Cross-Channel Attribution
Customer Journey Mapping
Multi-Touch Attribution
Predictive Analytics
ROI Tracking

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