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Policyflow
Connected broker management, from quote to renewal
Table of Contents
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Policyflow - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: August 2026
Policyflow overview
What is Policyflow?
Policyflow gives UK insurance brokers and intermediaries one connected place to manage client, contact, risk, quote, policy, document and task data. Teams can move from intake and quote through bind, mid-term adjustments, renewals and cancellations without rebuilding context across spreadsheets, inboxes and separate systems.
Create and track quotes; keep emails and documents against the right record; manage tasks, ownership and status; maintain permissions and audit trails; and use reports and exports for operational and compliance visibility. When quoting happens in insurer portals, Policyflow can remain the system of record for decisions, terms and servicing history.
Choose Essentials for an off-the-shelf quote-to-renewal foundation. Pro adds configurable risk capture and workflows, advanced document generation, claims, client portals, migration and deeper reporting. Max supports higher-connectivity requirements such as API integrations, underwriter workflows, EDI and dashboards.
Policyflow is designed for broker, specialty, advised, appointed representative and delegated-authority operating models, and has supported live UK insurance operations since 2015.
Starting price
per month
Alternatives
with better value for money
Policyflow’s user interface
Policyflow's key features
Most critical features, based on insights from Policyflow users:
All Policyflow features
Policyflow alternatives
Policyflow
Starting from
70
/user
Per month
DocTract
Starting from
No pricing info
Qualityze Suite
Starting from
No pricing info
Document Locator
Starting from
22
/user
Per month
Policyflow pricing
Pricing plans
Pricing details:
Max
No pricing info
Features included:
- Scoped API integrations
- Underwriter workflows
- EDI
- Dashboards
User opinions about Policyflow price and value
Value for money rating:
Policyflow integrations (4)
Top integrations
Policyflow support options
Typical customers
Platforms supported
Support options
Training options
Policyflow FAQs
Policyflow has the following typical customers:
Small Business, Mid-size Business
These products have better value for money
Q. What level of support does Policyflow offer?
Policyflow offers the following support options:
Phone Support, Email/Help Desk