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PolicyFlow

Name: PolicyFlow
Rating: 4.5 (2 reviews)

By PolicyFlow

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Highlights : About PolicyFlow

Insurance Rating

About PolicyFlow

PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers. PolicyFlow provides users with features such as quote and claims management, policy administration, and risk capture forms. PolicyFlow offers insurance brokers the tools they need to manage both consumer and commercial contacts, review map layers in order to calculate risk, as well as communicate directly with clients via SMS messages. PolicyFlow also provides workflow tools such as task tracking, document management, and email integration. Users can link tasks to clients, create letters and documents from customizable templates, and automatically file and store all emails in the PolicyFlow system. With PolicyFlow, insurance brokers can manage and track quotes, administer policies, and audit claims. Users can automate insurance quote requests, manage claim appeals and payments, and create dynamic risk questionnaires. In addition, PolicyFlow provides users with self-service client portals that can be integrated into their company website. PolicyFlow also offers an open API, accounting integrations, and secure data storage.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Insurance Rating

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