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
Company Details
- Employees
- 1
- Founded
- -
- Address
- Warwick Town, Office Space 1,united Kingdom
- Phone
- 01245 790 207
- sa****@****w.co.uk
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- policyflow.co.uk
- Keywords
- Insurance broker software, Software development, Requirements analysis, web-based solution, Cloud technology, broker software, broker management system, customer portal, api intergrations, advanced insurance solutions, management system, bespoke broker system, streamline processes, increase profitability, dynamic documentation, e-mail intergration, text intergration, modular platform, multi currency support, flexible reporting.
- HQ
- Warwick, Warwickshire
Policyflow Questions
Policyflow's helpline number is 01245 790 207
Policyflow's website is policyflow.co.uk
Policyflow's LinkedIn profile is https://uk.linkedin.com/company/policyflow
Policyflow has
1 employees.
View email and phone details for 1
employees at Policyflow.
Policyflow's industry is
Software Development
Policyflow's top competitors are
Globalgreen Innotech Gmbh,
Acton Gate Systems Ltd,
Asess, Llc,
Inhouse Type,
Assetgen Ltd,
Redopal,
Bitboxx,
Rendlelabs Ltd,
Stilo Technology Limited,
Globalgreen-Properties.
Policyflow's support email address is sales@policyflow.co.uk
Policyflow's categories are Software Development
Policyflow's founding year is 2013
