--- title: "Policyflow Software Reviews, Demo & Pricing - 2026" description: "Review of Policyflow Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/insurance/policyflow-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Insurance Policy Software](https://www.softwareadvice.com/insurance/policy-comparison/) / Policyflow Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Policyflow Review From £70-£135/month Free trial 3 plans Wondering if Policyflow is right for your organization? Our Insurance Policy Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Policyflow No reviews yet Pricing Starting at £70.00 per user per month ### About Policyflow Policyflow is a cloud-based broker management and policy administration platform built for UK insurance brokers and intermediaries. It connects client, contact, risk, quote, policy, document and task data from intake and quote through bind, mid-term adjustments, renewals and cancellations. Teams can create and track quotes, keep emails and documents on the relevant record, see ownership and status, manage permissions, maintain audit trails, and use reports and exports for operational and compliance visibility. Where quoting happens in insurer portals or other systems, Policyflow remains the connected system of record. Essentials provides an off-the-shelf foundation. Pro adds configurable risk capture and workflows, advanced document generation, claims, client portals, migration and deeper reporting. Max supports higher-connectivity requirements including API integrations, underwriter workflows, EDI and dashboards. Policyflow supports broker, specialty, advised, appointed representative and delegated-authority operating models. It is designed for intermediaries, not direct-writing carrier underwriting operations, and has supported live UK insurance operations since 2015. Do you work for Policyflow? [Manage this product listing](https://www.g2.com/products/policyflow/claim_requests/new?auto=true) Wondering if Policyflow is right for your organization? Our Insurance Policy Software selection experts can help you in 15 minutes or less. ## Policyflow User Interface ## Popular Policyflow Alternatives Main Product Policyflow No reviews yet Ratings Breakdown - Ease of use - Value for money - Customer support - Functionality Pricing Starting at £70.00 per month Get Price Alternative Product [Daruma](https://www.softwareadvice.com/project-management/daruma-profile/) 4.6 [(137)](https://www.softwareadvice.com/project-management/daruma-profile/reviews/) Ratings Breakdown - 4.29Ease of use - 4.30Value for money - 4.48Customer support - 4.39Functionality Pricing Starting at $300.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(1008)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.99Ease of use - 4.17Value for money - 3.97Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [DocTract](https://www.softwareadvice.com/policy-management/doctract-profile/) 5.0 [(46)](https://www.softwareadvice.com/policy-management/doctract-profile/reviews/) Ratings Breakdown - 4.89Ease of use - 4.91Value for money - 4.98Customer support - 4.74Functionality Pricing Available upon request Get Price Alternative Product [Ideagen Procedure Management](https://www.softwareadvice.com/product/357173-Ideagen-OpCentral/) 4.7 [(15)](https://www.softwareadvice.com/product/357173-Ideagen-OpCentral/#reviews) Ratings Breakdown - 4.67Ease of use - 4.60Value for money - 4.93Customer support - 4.47Functionality Pricing Available upon request Get Price Alternative Product [Document Locator](https://www.softwareadvice.com/cms/columbiasoft-profile/) 4.6 [(42)](https://www.softwareadvice.com/cms/columbiasoft-profile/reviews/) Ratings Breakdown - 4.44Ease of use - 4.49Value for money - 4.79Customer support - 4.51Functionality Pricing Starting at $22.00 per month Get Price ## Policyflow Pricing and Plans Policyflow has three plans. Pro is £135.00/user/mo billed monthly. Essentials is £70.00/user/mo billed monthly. Max is custom-priced. Free trial Pro £135.00 per user, per month Everything in Essentials, plus configurable risk capture and workflows, advanced document generation, claims management, client portals, payments and balances, migration, bespoke fields and deeper reporting. Minimum 4 user licences.… Pro plan includes: - Deeper reporting - Configurable risk capture and workflows - Advanced document generation - Claims management - Client portals - Payments and balances - Data migration - Bespoke fields Max Consultation call required Everything in Pro, extended for the highest-connectivity requirements with scoped API integrations, underwriter workflows, EDI and dashboards. Minimum 4 user licences; consultation required.… Max plan includes: - Dashboards - EDI - Underwriter workflows - Scoped API integrations Essentials £70.00 per user, per month Off-the-shelf broker operations from quote to renewal, with connected contact and policy records, email and document filing, tasks, permissions, audit trails, compliance checks, reporting and exports. Minimum 6 user licences.… Essentials plan includes: - Connected contact and policy records - Email and document filing - Tasks - Permissions - Audit trails - Compliance checks - Reporting and exports Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ### How does Policyflow pricing compare to alternatives? Policyflow's starting price is £70.00/user/month. Explore how its pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | PolicyflowNo reviews yet | £70.00 /user/mo | Available | Not available | N/A | | [Daruma](https://www.softwareadvice.com/project-management/daruma-profile/)4.6[(137)](https://www.softwareadvice.com/project-management/daruma-profile/reviews/) | $300.00 /mo | Available | Not available | 4.3 | | [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)4.2[(1,008)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) | $69.00 /mo | Available | Available | 4.2 | | [DocTract](https://www.softwareadvice.com/policy-management/doctract-profile/)5.0[(46)](https://www.softwareadvice.com/policy-management/doctract-profile/reviews/) | Pricing available upon request | Not available | Not available | 4.9 | | [Ideagen Procedure Management](https://www.softwareadvice.com/product/357173-Ideagen-OpCentral/)4.7[(15)](https://www.softwareadvice.com/product/357173-Ideagen-OpCentral/reviews/) | Pricing available upon request | Not available | Not available | 4.6 | PolicyflowNo reviews yet * * * Starting price £70.00 /user/mo Free trial Available Free version Not available Value For Money N/A - [Daruma](https://www.softwareadvice.com/project-management/daruma-profile/)4.6[(137)](https://www.softwareadvice.com/project-management/daruma-profile/reviews/) * * * Starting price $300.00 /mo Free trial Available Free version Not available Value For Money 4.3 - [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)4.2[(1,008)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) * * * Starting price $69.00 /mo Free trial Available Free version Available Value For Money 4.2 - [DocTract](https://www.softwareadvice.com/policy-management/doctract-profile/)5.0[(46)](https://www.softwareadvice.com/policy-management/doctract-profile/reviews/) * * * Starting price Pricing available upon request Free trial Not available Free version Not available Value For Money 4.9 - [Ideagen Procedure Management](https://www.softwareadvice.com/product/357173-Ideagen-OpCentral/)4.7[(15)](https://www.softwareadvice.com/product/357173-Ideagen-OpCentral/reviews/) * * * Starting price Pricing available upon request Free trial Not available Free version Not available Value For Money 4.6 ## Policyflow Features - Popular features found in Insurance Policy Billing & Invoicing Claims Tracking Policy Issuance Quotes/Estimates Rating Engine Renewal Management Underwriting Management - More features of Policyflow Access Controls/Permissions Activity Dashboard Activity Tracking Alerts/Notifications API Audit Trail Cancellation Tracking Client Portal Commission Management Configurable Workflow Contact Management Customer Accounts Customizable Reports Customizable Templates Document Management Document Templates Email Management Forms Management Policy Management Real-Time Analytics Real-Time Reporting Real-Time Updates Reminders Reporting & Statistics Risk Assessment Search/Filter Self Service Portal SSL Security Status Tracking Task Management Third-Party Integrations Version Control Workflow Management ## Policyflow Integrations Feefo Integration rated undefined from -1 review QuickBooks Online Advanced Integration rated undefined from -1 review Trustpilot Integration rated undefined from -1 review Xero Integration rated undefined from -1 review ## Policyflow User Reviews No Reviews Yet Be the first to review Policyflow ## Other Top Recommended Insurance Policy Software [WaterStreet](https://www.softwareadvice.com/product/68385-waterstreet/) **5.0** (1) Recently recommended **11** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **10** times [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) **4.7** (286) Recently recommended **9** times [NowCerts](https://www.softwareadvice.com/insurance/nowcerts-profile/) **4.8** (150) Recently recommended **0** times Stuck Between Options? Our experts can help you compare Policyflow with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice