A modular solution supporting the front, middle and back office of your business
PolicyFlow integrates with your business and supports your existing processes. Our core insurance broker management software has many optional features which help to track, manage and automate policy administration.
PolicyFlow’s features are configurable and ready-made. Each feature integrates seamlessly with our core insurance broking components. Our application programming interfaces (APIs) make it possible to exchange information with insurers, financial services, data providers and other complementary applications. Our features are flexible, they have been designed to fit with your business to support growth and react to changes in the market and regulations.
Read on to discover how PolicyFlow links familiar functions and features into a single, accessible broker management system.
Drive productivity, manage your accounts and understand performance
Deliver exceptional personal service.
Manage clients with multiple addresses and contact details. Track communication, capture sales opportunity and drive future marketing. Integrate PolicyFlow with leading financial software such as Sage, Xero and QuickBooks. Export your data to understand exactly how your business is performing and why.
Single client view, integrated mapping, full audit trail. Quick access to client information supports efficient customer service.
Integrated workflow tasks, events and notes. Track your client's journey from prospect to client and use reminders to manage renewals.
Simple but effective approach to documentation. Configurable document templates, FCA compliant, edit documents in the browser.
Send client emails directly to PolicyFlow for automated filing against client records. Copy PolicyFlow into outbound emails to track what’s been sent.
Reconcile transactions against insurer statements. Integrate with web-based accountancy software. Record every financial transaction.
PolicyFlow will not hold your data to ransom. Download your data at any time. Our bespoke reports can power decision making and our dashboard summarises the detail.
Tools for managing risks, tracking quotes, administering policies and auditing claims
Automate quote requests to insurers. View and manage the status of each quote. Record detailed quote information received from the insurer.
Manage mid-term adjustments, renewals, lapse and cancellation. See a detailed audit history and any related financial transactions.
Add previous and new claims. Attach documentation, notes, record key dates, manage payments, update claim reserves and produce management reports.
Quick and easy setup of risk capture forms. Add new questions, copy entire forms and control what’s published to users.
Respond to quotes, deliver documentation and manage complaints
Utilise our APIs to send your website quotes directly to PolicyFlow. Provide website prospects with indicative premium quotes.
Integrate our client portal into your website or utilise our white label offering. Securely deliver documentation, manage claims and offer new insurance products.
Understand the true ROI of digital marketing. Make your client account handler aware of digital campaigns, track response and then measure performance.
Meets requirements set by the FCA. Handles any type of complaint. Captures details using our configurable complaints form.
Technical features for your developers and reassurance your data is safe and secure
PolicyFlow has no boundaries. Exchange information with other business. Connect with insurers, commercial markets and financial services.
Hosted by Amazon Web Services (AWS). You automatically connect to PolicyFlow via a secure connection making any data transferred impossible to read by hackers.