PolicyFlow Features

PolicyFlow

Specialist insurance broking management software

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PolicyFlow Feature Summary

  • Insurance Rating

Competitor Feature Comparison

API
Accounting Integration
Activity Dashboard
Ad hoc Reporting
Claims Management
Client Portal
Commission Calculations
Commission Management
Contact Database
Contact Management
Customer Accounts
Customizable Templates
Data Capture and Transfer
Data Import/Export
Data Recovery
Digital Signature
Disaster Recovery
Document Generation
Document Management
Document Templates
Email Integration
Location Tracking
Policy Management
Project Notes
Quote Management
Referral Tracking
Reminders
Reporting & Statistics
SMS Integration
SSL Security
Sales Tracking
Search Functionality
Self Service Portal
Surveys & Feedback
Task Management
Task Tracking
Third Party Integration
Visitor Tracking
Workflow Management
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API
Accounting Integration
Activity Dashboard
Ad hoc Reporting
Claims Management
Client Portal
Commission Calculations
Commission Management
Contact Database
Contact Management
Customer Accounts
Customizable Templates
Data Capture and Transfer
Data Import/Export
Data Recovery
Digital Signature
Disaster Recovery
Document Generation
Document Management
Document Templates
Email Integration
Location Tracking
Policy Management
Project Notes
Quote Management
Referral Tracking
Reminders
Reporting & Statistics
SMS Integration
SSL Security
Sales Tracking
Search Functionality
Self Service Portal
Surveys & Feedback
Task Management
Task Tracking
Third Party Integration
Visitor Tracking
Workflow Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Ad hoc Reporting
Claims Management
Client Portal
Commission Calculations
Commission Management
Contact Database
Contact Management
Customer Accounts
Customizable Templates
Data Capture and Transfer
Data Import/Export
Data Recovery
Digital Signature
Disaster Recovery
Document Generation
Document Management
Document Templates
Email Integration
Location Tracking
Policy Management
Project Notes
Quote Management
Referral Tracking
Reminders
Reporting & Statistics
SMS Integration
SSL Security
Sales Tracking
Search Functionality
Self Service Portal
Surveys & Feedback
Task Management
Task Tracking
Third Party Integration
Visitor Tracking
Workflow Management
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