PolicyFly logo

PolicyFly

by Croscon · Since 2018
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorCroscon
Year launched2018
StatusActive
LocationNew York, NY 10001, US
Countries servedGlobal
Languages6
Integrations9+
Free tierNO
Free trialNO
Contact salesYES

About PolicyFly

PolicyFly is a comprehensive software solution designed for insurance policy management, rating, and P&C insurance.

PolicyFly is a modern software platform built to power specialty insurance operations by replacing traditional, manual processes with automated, digital workflows that connect underwriters, agents, and distribution partners. At its core, PolicyFly helps specialty insurers, Managing General Agents, carriers and coverholders eliminate inefficiencies like email‑based submissions, disconnected systems and repetitive data entry by consolidating submission intake, underwriting, policy servicing and reporting into one unified system. The platform uses AI‑powered data capture to automatically extract and validate submission details from any source, freeing underwriters from manual intake tasks and allowing them to focus on risk assessment and decision‑making instead of admin work. Beyond intake, PolicyFly’s underwriting workbench supports dynamic rating, instant quoting and rule‑based decisioning while keeping compliance checks in place, and its policy management tools automate endorsements, cancellations, renewals and document generation so insurers can respond faster to market demands. Real‑time analytics and dashboards provide insights into submission flows, bind rates and portfolio performance, helping teams refine pricing and risk selection.

Pros & Cons

Pros
  • Streamlined and efficient insurance policy management
  • Automated insurance rating process for accuracy and consistency
  • Tailored specifically for Property & Casualty insurance needs
  • User-friendly interface for easy navigation and operation
  • Increased productivity and reduced manual workload for insurance professionals
Cons
  • Pricing and subscription plans are not publicly listed and may require contact for details.
  • Does not focus on quoting or carrier integrations for real‑time rates.
  • Some advanced features may need configuration support.
  • Task and workflow tools may be simpler than larger agency management systems.
  • Integration depth with external systems can vary by plan.

Features

Key features

Policy Management

Lets insurance agencies organise and manage policies and client records in a centralised system.

Document Storage & Sharing

Stores policy documents securely and allows users to share them with clients or team members.

Task & Workflow Tracking

Tracks daily tasks, reminders, renewals, and service activities so nothing gets overlooked.

Client Portal Access

Gives clients a portal where they can view their policies, download documents, and check service history.

Reporting & Dashboards

Offers insights into agency activity, policy counts, and performance through visual dashboards.

Additional features

Renewal Notifications

Alerts agents about upcoming policy renewals so they can follow up in time.

Secure Data Backups

Provides backups and disaster recovery to protect client and policy information.

User Permissions

Lets administrators set user roles and access rights for security and control.

Notes & Communication Logs

Records client interactions, notes, and communication history for reference.

Integration Options

Connects with email and other tools to streamline workflows.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
6
Interface languages
13
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇳🇿NZD🇯🇵JPY🇨🇭CHF🇭🇰HKD🇸🇬SGD🇨🇳CNY🇮🇳INR🇧🇷BRL

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