About PolicyFlow
PolicyFlow is a specialized insurance broker management platform designed to streamline the complex workflows involved in policy administration, claims management, and client relationship management.
PolicyFlow Details
Vendor
Marsh ClearSight
Year Launched
2013
Location
Office space 1-4 Lumley House 56 Elliot Road Cirencester GL7 1YS
Deployment
cloud
Training Options
live online
Countries Served
All Countries.
Languages
English
Users
Insurance Agents, Insurance Underwriters, Risk Managers, Compliance Officers, Claims Adjusters, Brokerage Firms, Agencies, Insured Individuals.
Industries Served
Insurance, Healthcare, Finance, Retail, Manufacturing, Technology, Government, Transportation, Energy, Construction, Hospitality.
Tags
Insurance Policy, Insurance, Policy Management, Policy Administration, Risk Management, Insurance industry, Insurance software, Marsh ClearSight
PolicyFlow's In-App Market Place
Does PolicyFlow have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CNY (¥), INR (₹), MXN ($)
Pros & Cons
- Highly configurable workflows and risk questionnaires allow brokers to adapt software processes to their specific operational requirements.
- Strong integration ecosystem with accounting software, cloud storage platforms, and marketing tools improves operational efficiency.
- Detailed dashboards, analytics, and reporting provide clear visibility into sales performance, financial activity, and business growth.
- Secure cloud infrastructure with audit trails and compliance-focused document controls supports regulated insurance environments.
- Limited language support may restrict adoption by non-English speaking international insurance firms.
- Lack of a dedicated in-app marketplace limits easy expansion through plug-and-play extensions.
- Heavy focus on insurance workflows means the software is not easily adaptable for other industries.
- Interface and feature complexity may require training for smaller broker teams unfamiliar with enterprise insurance systems.
PolicyFlow's Support Options
Email Address
help@policyflow.co.ukContact
01245 790 207