
PolicyFlow
Curated by SignalInsurance broking management solution
Overview
PolicyFlow offers insurance broking management solutions. Offers a platform which enables customer relationship management, management & tracking of policies & quotes, claims management and creation of financial reports & FCA-compliant documentation. The platform is integrated with web-based accountancy software such as QuickBooks, Sage and Xero and enables data exports to Microsoft SQL Management Studio & MYSQL Workbench. Also offers cloud storage, e-signatures & API integration with underwriters.
Key facts
- Founded
- 2013
- Headquarters
- Cirencester, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Insurance Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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- Phone
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