---
description: Review of Policyflow Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Policyflow | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Insurance Policy Software](/directory/3320/policy/software) > [Policyflow](/software/290311/policyflow)

# Policyflow

Canonical: https://www.softwareadvice.co.nz/software/290311/policyflow

> Policyflow is a cloud-based broker management and policy administration platform built for UK insurance brokers and intermediaries. It connects client, contact, risk, quote, policy, document and task data from intake and quote through bind, mid-term adjustments, renewals and cancellations.

Teams can create and track quotes, keep emails and documents on the relevant record, see ownership and status, manage permissions, maintain audit trails, and use reports and exports for operational and compliance visibility. Where quoting happens in insurer portals or other systems, Policyflow remains the connected system of record.

Essentials provides an off-the-shelf foundation. Pro adds configurable risk capture and workflows, advanced document generation, claims, client portals, migration and deeper reporting. Max supports higher-connectivity requirements including API integrations, underwriter workflows, EDI and dashboards.

Policyflow supports broker, specialty, advised, appointed representative and delegated-authority operating models. It is designed for intermediaries, not direct-writing carrier underwriting operations, and has supported live UK insurance operations since 2015.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: PolicyFlow
- **Location**: Cirencester, UK
- **Founded**: 2013

## Commercial Context

- **Starting Price**: £70.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Essentials costs £70 + VAT per user per month with a minimum of 6 user licences. Pro costs £135 + VAT per user per month with a minimum of 4. Max is scoped after a consultation and has a minimum of 4 user licences. Pricing starts with users and adjusts for entities, products, integrations and migration. A free trial is available; no credit card is required.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Guernsey, Isle of Man, Jersey, United Kingdom

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Cancellation Tracking
- Claims Tracking
- Client Portal
- Commission Management
- Configurable Workflow
- Contact Management
- Customer Accounts
- Customisable Reports
- Customisable Templates
- Document Management
- Document Templates
- Email Management
- Forms Management

## Integrations (5 total)

- Feefo
- Mailchimp
- QuickBooks Online Advanced
- Trustpilot
- Xero

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Insurance Policy Software](https://www.softwareadvice.co.nz/directory/3320/policy/software)

## Related Categories

- [Insurance Policy Software](https://www.softwareadvice.co.nz/directory/3320/policy/software)
- [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software)
- [Policy Management Software](https://www.softwareadvice.co.nz/directory/4567/policy-management/software)

## Alternatives

1. [ePayPolicy](https://www.softwareadvice.co.nz/software/108153/epaypolicy) — 4.9/5 (258 reviews)
2. [Jenesis Software](https://www.softwareadvice.co.nz/software/62001/jenesis-agency-management) — 4.7/5 (284 reviews)
3. [Applied Epic](https://www.softwareadvice.co.nz/software/441710/applied-epic) — 4.2/5 (142 reviews)
4. [EZLynx](https://www.softwareadvice.co.nz/software/74031/ezlynx) — 3.7/5 (75 reviews)
5. [Agency Matrix](https://www.softwareadvice.co.nz/software/187168/agency-matrix) — 3.7/5 (103 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/290311/policyflow)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/insurance/policyflow-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/290311/policyflow> |
| en-GB | <https://www.softwareadvice.co.uk/software/290311/policyflow> |
| en-IE | <https://www.softwareadvice.ie/software/290311/policyflow> |
| en-NZ | <https://www.softwareadvice.co.nz/software/290311/policyflow> |

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