Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing.
Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters.
Software which integrates into your business
Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time.
Visualise your client's location and plot geographic data such as flood and subsidence.
Easy access to client information supports efficient customer service.
Document processing and storage. Integrated workflow tasks, events and notes.
A chronolgical order of system and user-generated activity.
Post financial transactions to web-based accountancy software such as QuickBooks, Sage and Xero.
Highly configurable risk questionnaires designed to capture detailed information about your client's assets
Risk questionnaires are 100% configurable! You design, manage and publish questionnaires. Logic can be applied to determine when questions appear.
Stop re-keying information. PolicyFlow can send and receive complex risk information making it possible to automate quote and renewal requests from underwriters.
Generate a copy of your client's risk information to share with underwriters or include in client correspondence.
Effortlessly export clearly defined data blocks and run pre-configured reports
Export to Microsoft Excel, Access or PDF. PolicyFlow can also connect with Microsoft SQL Management Studio, MYSQL Workbench or similar applications.
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.
Put your data to work. PolicyFlow makes ad hoc reporting easy by clearly defining how different data sets are joined.
Streamline your business processes by sharing and requesting information with other applications
Place and retrieve documents from cloud services such as DropBox, Google Drive or Microsoft's OneDrive.
Send urgent alerts to clients via SMS. Integrate call recording and identify incoming client calls.
Integrate 3rd party lookup services such as postcode address finders, sanctions, Companies House and council tax banding.
Trigger requests for feedback on your customer service from 3rd party agencies such as Feefo or Trustpilot.
PolicyFlow can integrate with e-trading platforms such as Polaris imarket.
Connect with DATA.GOV.UK for published data from Companies House, Land Registry, the Environmental Agency and Crime and Justice.
PolicyFlow has designed an API which can send and receive complex risk information from/to underwriters.
Quickly collect legally binding e-signatures. Outsource document fulfilment to 3rd party mailing houses.