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… Show more 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 VIEWClear visibility of client data with quick access to further detail. Ability to view multiple clients at a time.FULL BACK OFFICE SOLUTIONDocument processing and storage. Integrated workflow tasks, events and notes.FULL AUDIT TRAILA chronological order of system and user-generated activity.SAGE, XERO AND QUICKBOOKSPost financial transactions to web-based accountancy software such as QuickBooks, Sage and Xero.CONFIGURABLE RISK CAPTURERisk questionnaires are 100% configurable! You design, manage and publish questionnaires. Logic can be applied to determine when questions appear.INTEGRATE WITH UNDERWRITERSStop re-keying information. PolicyFlow can send and receive complex risk information making it possible to automate quote and renewal requests from underwriters.DASHBOARDS & MI REPORTSUse 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.Call 01245 790 207 for more informationVisit www.policyflow.co.uk Show less

A UK company investing in bespoke web based software.We focus on software with industry specific capabilities for managing back, middle and front office operations.www.suvoki.com