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What is QuoteBreeze?

QuoteBreeze streamlines the ability for individual insurance agents to offer their clients technology that competes with the services of large online insurance providers. Recognizing the significance of maintaining an online presence is crucial, making this tool indispensable for your operations! As you might have observed, both existing and prospective clients are overwhelmed with a multitude of online insurance quotes. If you don’t provide a means for these individuals to connect with you digitally, they might explore other options. With QuoteBreeze, you can quickly design an attractive and easy-to-navigate website just by filling out an online form! There’s no need for any expertise in HTML, programming, or concerns regarding web hosting or technical details. Moreover, you have the freedom to make updates to your website at any time, with modifications taking effect instantly, which allows you to maintain fresh and relevant content. This cutting-edge tool not only helps agents remain competitive but also enhances their ability to engage with clients in today’s digital landscape. By leveraging such technology, agents can significantly improve their visibility and service quality online.

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.

Media

Media

Integrations Supported

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Integrations Supported

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$19.95 per user per month
Free Trial Offered?
Free Version

Pricing Information

$70 per user 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

QuoteBreeze.com

Company Website

www.quotebreeze.com

Company Facts

Organization Name

PolicyFlow

Date Founded

2013

Company Location

United Kingdom

Company Website

policyflow.co.uk

Categories and Features

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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