PolicyFlow 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
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Overview

PolicyFlow

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Pricing

Starting at £50.00 per month

About PolicyFlow

PolicyFlow is a insurance solution that helps businesses streamline processes related to client management, quotes tracking, claims handling, auditing, and more from within a unified platform. It allows staff members to send automatic SMS alerts to clients about natural disasters, identify sales opportunities, and track marketing campaigns.

PolicyFlow enables team members to create standardized file templates, monitor document versions, and generate documents in multiple file formats, whilst ensuring compliance with FCA guidelines. The dynamic risk questionnaires lets employees capture client risk information and automate renewal requests from underwriters.

PolicyFlow Screenshots

PolicyFlow Pricing and Plans

Starting price: £50.00 per month

Free Trial

Free Version

Basic

£50.00

per feature, per month

No plan information available

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PolicyFlow Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of PolicyFlow
Accounting Integration
Activity Dashboard
API
Billing & Invoicing
Cancellation Tracking
Claims Management
Claims Tracking
Client Management
Client Portal
Commission Calculations
Commission Management
Contact Database
Customer Accounts
Customizable Templates
Document Templates
Email Management
Insurance Policy Management
Insurance Policy Processing
Life & Health
Property & Casualty
Rating Engine
Referral Tracking
Reminders
Renewal Management
Reporting & Statistics
Search/Filter
SSL Security
Task Management
Third-Party Integrations