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.