What is Policyflow?
Designed for growing UK brokerages and insurance intermediaries, Policyflow brings sales, placement, servicing and renewal activity into one modern business platform. It supports the journey from initial enquiry and quotation to binding, mid-term changes, document production, finance and management reporting. Shared records give teams a reliable view of clients, contacts, risks and policies, with permissions, ownership and audit trails built in. Organisations can begin with a straightforward Essentials setup and move to Pro when they need richer configuration, specialist workflows, APIs or integrations. Policyflow has operated in production since 2015.
Pricing
Price Starts At:
$70 per user per month
Free Trial Offered?:
Yes
Integrations
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Screenshots and Video
Configurable risk capture for broker workflows
Company Facts
Company Name:
Policyflow
Date Founded:
2013
Company Location:
United Kingdom
Company Website:
policyflow.co.uk
Product Details
Deployment
SaaS
Training Options
Online Training
On-Site Training
Support
Standard Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
Policyflow Categories and Features
Insurance Policy Software
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Insurance Agency Management System
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management