Audience
UK insurance brokers and intermediaries, including specialty, advised, appointed representative and delegated authority businesses
About Policyflow
Policyflow is a modern business system for UK insurance brokers and intermediaries. It connects client, contact, risk, policy, document and finance workflows across the brokerage lifecycle, from first contact through quote, bind, mid-term adjustments, servicing, renewals and reporting. Teams capture information once and reuse it across the record, reducing duplicate entry, spreadsheet work and avoidable admin. Visible status, clear ownership, role-based permissions and complete audit trails support day-to-day governance and FCA requirements. Built-in CRM, document management, reporting and exports keep operational data together, while APIs and integrations support future growth. Policyflow is designed for smaller, agile broker businesses that want to get live quickly with Essentials, with Pro available for deeper configuration and specialist workflows. Cloud-based and in production since 2015.
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Pricing
Starting Price:
$70 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
Policyflow
Founded: 2013
United Kingdom
policyflow.co.uk
Videos and Screen Captures
Configurable risk capture for broker workflows
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Product Details
Platforms Supported
Cloud
Training
Live Online
In Person
Support
Phone Support
Policyflow Frequently Asked Questions
Policyflow Product Features
Insurance Agency Management
Claims Management
Supported
Commission Management
Supported
Contact Management
Supported
Document Management
Supported
Insurance Rating
Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Quote Management
Supported
Insurance Policy
Cancellation Tracking
Supported
Claims Tracking
Supported
Policy Generation
Supported
Policy Processing
Supported
Quotes / Estimates
Supported
Rating Engine
Supported
Renewal Management
Supported
Policy Issuance
Not Supported
Reinstatement Tracking
Not Supported
Reinsurance Administration
Not Supported
Underwriting Management
Not Supported
