PolicyFlow

Overview

Insurance broker management software designed by insurance brokers, built by software engineers.

PolicyFlow is a configurable, ready-made, web-based solution utilising cloud technology.

Our software integrates into your business ensuring retention of your competitive advantage.

Capture detailed client information, track quotes, administer policies, manage claims, post financial transactions and comply with FCA regulations. All PolicyFlow’s features are accessed directly from the browser.

SINGLE CLIENT VIEW
Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time.

FULL BACK OFFICE SOLUTION
Document processing and storage. Integrated workflow tasks, events and notes.

FULL AUDIT TRAIL
A chronological order of system and user-generated activity.

SAGE, XERO AND QUICKBOOKS
Post financial transactions to web-based accountancy software such as QuickBooks, Sage and Xero.

CONFIGURABLE RISK CAPTURE
Risk questionnaires are 100% configurable! You design, manage and publish questionnaires. Logic can be applied to determine when questions appear.

INTEGRATE WITH UNDERWRITERS
Stop re-keying information. PolicyFlow can send and receive complex risk information making it possible to automate quote and renewal requests from underwriters.

DASHBOARDS & MI REPORTS
Use Management Information (MI) to improve service levels and business performance. PolicyFlow will work with you to produce bespoke dashboards with metrics important to your business.

software development, insurance technology, agency management software, and brokerage management software