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PolicyFlow vs WeGift Comparison

Overview

PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers....

WeGift is a cloud-based platform, which helps businesses enhance employee engagement and customer acquisition through the...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
£50/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$1200
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

5.0

(2)

5

4

3

2

1

2

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Not enoughreviews yet

Pros

Not enoughreviews yet

Cons

Not enoughreviews yet

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features50
  • ACH Payment Processing
  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Benefits Management
  • Billing & Invoicing
  • Campaign Segmentation
  • Cancellation Tracking
  • Claims Management
  • Claims Tracking
  • Client Portal
  • Commission Calculations
  • Commission Management
  • Contact Database
  • Contact Management
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Surveys
  • Customizable Branding
  • Customizable Templates
  • Customization
  • Data Capture and Transfer
  • Data Import/Export
  • Data Recovery
  • Digital Signature
  • Disaster Recovery
  • Distribution Management
  • Document Generation
  • Document Management
  • Document Templates
  • Email Management
  • Email Templates
  • Employee Recognition
  • Employee Reward Programs
  • Financial Management
  • Gift Card Management
  • Historical Reporting
  • Insurance Policy Management
  • Insurance Rating
  • Invoice Management
  • Life & Health
  • Location Tracking
  • Loyalty Cards
  • Loyalty Program
  • Membership Management
  • Multi-Channel Distribution
  • Multi-Channel Marketing
  • Multimedia Support
  • Payments Disbursement
  • Peer-to-Peer Recognition
  • Policy Generation
  • Policy Management
  • Policy Processing
  • Process Control
  • Project Management
  • Promotions Management
  • Property & Casualty
  • Purchasing & Receiving
  • Quotes/Estimates
  • Rating Engine
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Reporting
  • Records Management
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Catalog
  • Rewards Management
  • Role-Based Permissions
  • SMS Messaging
  • SSL Security
  • Sales Reports
  • Search/Filter
  • Self Service Portal
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Transaction History
  • User Management
  • Visitor Tracking
  • Workflow Management
  • eCards
  • Total features45
  • ACH Payment Processing
  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Benefits Management
  • Billing & Invoicing
  • Campaign Segmentation
  • Cancellation Tracking
  • Claims Management
  • Claims Tracking
  • Client Portal
  • Commission Calculations
  • Commission Management
  • Contact Database
  • Contact Management
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Surveys
  • Customizable Branding
  • Customizable Templates
  • Customization
  • Data Capture and Transfer
  • Data Import/Export
  • Data Recovery
  • Digital Signature
  • Disaster Recovery
  • Distribution Management
  • Document Generation
  • Document Management
  • Document Templates
  • Email Management
  • Email Templates
  • Employee Recognition
  • Employee Reward Programs
  • Financial Management
  • Gift Card Management
  • Historical Reporting
  • Insurance Policy Management
  • Insurance Rating
  • Invoice Management
  • Life & Health
  • Location Tracking
  • Loyalty Cards
  • Loyalty Program
  • Membership Management
  • Multi-Channel Distribution
  • Multi-Channel Marketing
  • Multimedia Support
  • Payments Disbursement
  • Peer-to-Peer Recognition
  • Policy Generation
  • Policy Management
  • Policy Processing
  • Process Control
  • Project Management
  • Promotions Management
  • Property & Casualty
  • Purchasing & Receiving
  • Quotes/Estimates
  • Rating Engine
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Reporting
  • Records Management
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Catalog
  • Rewards Management
  • Role-Based Permissions
  • SMS Messaging
  • SSL Security
  • Sales Reports
  • Search/Filter
  • Self Service Portal
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Transaction History
  • User Management
  • Visitor Tracking
  • Workflow Management
  • eCards

Integrations

  • Total integrations5
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier
  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

PolicyFlow vs. WeGift

See how PolicyFlow and WeGift stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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