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PolicyFlow

PolicyFlow

Software DevelopmentFlag of GBWarwick, England, United Kingdom1-10 Employees

Company overview

HeadquartersWarwick Town, Office Space 1, Warwick, Warwickshire CV34 4AP, GB
Phone number+448973375
Website
SIC737
Keywords
Software Development, Cloud Technology, Requirements Analysis, Insurance Broker Software, Flexible Reporting, Customer Portal, Increase Profitability, Management System, Broker Software, Streamline Processes, Advanced Insurance Solutions, Api Intergrations, Bespoke Broker System, Broker Management System, Dynamic Documentation, E-Mail Intergration, Modular Platform, Multi Currency Support, Text Intergration, Web-Based Solution
Founded2013
Employees1-10
Socials

Key Contact at PolicyFlow

Flag of GB

Mark Ballinger

Founder

PolicyFlow Email Formats

PolicyFlow uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@policyflow.co.uk), used 100% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@policyflow.co.uk
100%

About PolicyFlow

Insurance broker management software designed by insurance brokers, built by software engineers. PolicyFlow is a configurable, ready-made, web-based solution utilising cloud technology. Our software integrates into your business ensuring retention of your competitive advantage. Capture detailed client information, track quotes, administer policies, manage claims, post financial transactions and comply with FCA regulations. All PolicyFlow’s features are accessed directly from the browser. SINGLE CLIENT VIEW Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. FULL BACK OFFICE SOLUTION Document processing and storage. Integrated workflow tasks, events and notes. FULL AUDIT TRAIL A chronological order of system and user-generated activity. SAGE, XERO AND QUICKBOOKS Post financial transactions to web-based accountancy software such as QuickBooks, Sage and Xero. CONFIGURABLE RISK CAPTURE Risk questionnaires are 100% configurable! You design, manage and publish questionnaires. Logic can be applied to determine when questions appear. INTEGRATE WITH UNDERWRITERS Stop re-keying information. PolicyFlow can send and receive complex risk information making it possible to automate quote and renewal requests from underwriters. DASHBOARDS & MI REPORTS Use Management Information (MI) to improve service levels and business performance. PolicyFlow will work with you to produce bespoke dashboards with metrics important to your business. software development, insurance technology, agency management software, and brokerage management software

$

PolicyFlow revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

PolicyFlow has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

PolicyFlow has never raised funding before.

PolicyFlow Tech Stack

Discover the technologies and tools that power PolicyFlow's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Adobe Fonts

Font scripts

Apache HTTP Server

Apache HTTP Server

Web servers

Amazon Web Services

Amazon Web Services

PaaS

Google Hosted Libraries

Google Hosted Libraries

CDN

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

PWA

PWA

Miscellaneous

Bootstrap

Bootstrap

UI frameworks

jQuery UI

jQuery UI

JavaScript libraries

Google Analytics

Google Analytics

Analytics

AWS Certificate Manager

AWS Certificate Manager

SSL/TLS certificate authorities

Microsoft 365

Microsoft 365

Email

Frequently asked questions

PolicyFlow is located in Warwick, England, GB.
You can reach PolicyFlow at +448973375.
PolicyFlow was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.
PolicyFlow has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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