---
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 Agency Software](/directory/4506/insurance/software) > [PolicyFlow](/software/290311/policyflow)

# PolicyFlow

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

> PolicyFlow is a insurance solution that helps businesses streamline processes related to client management, quotes tracking, claims handling, auditing, and more from within a unified platform. It allows staff members to send automatic SMS alerts to clients about natural disasters, identify sales opportunities, and track marketing campaigns.

PolicyFlow enables team members to create standardized file templates, monitor document versions, and generate documents in multiple file formats, whilst ensuring compliance with FCA guidelines. The dynamic risk questionnaires lets employees capture client risk information and automate renewal requests from underwriters.
> 
> 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**: £50.00
- **Pricing model**: Per Feature (Free Trial)
- **Pricing Details**: Basic plan starts at £50. 

Contact PolicyFlow for full pricing details.
- **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, United States

## Features

- API
- Accounting Integration
- Activity Dashboard
- Audit Trail
- Billing & Invoicing
- Cancellation Tracking
- Claims Management
- Claims Tracking
- Client Management
- Client Portal
- Commission Calculations
- Commission Management
- Contact Database
- Contact Management
- Customer Accounts
- Customisable Templates
- Document Management
- Document Templates
- Email Management
- Insurance Policy Management

## Integrations (5 total)

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

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Insurance Agency Software](https://www.softwareadvice.co.nz/directory/4506/insurance/software)

## Related Categories

- [Insurance Agency Software](https://www.softwareadvice.co.nz/directory/4506/insurance/software)
- [Insurance Policy Software](https://www.softwareadvice.co.nz/directory/3320/policy/software)

## Alternatives

1. [ePayPolicy](https://www.softwareadvice.co.nz/software/108153/epaypolicy) — 4.9/5 (247 reviews)
2. [Jenesis Software](https://www.softwareadvice.co.nz/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews)
3. [Applied Epic](https://www.softwareadvice.co.nz/software/441710/applied-epic) — 4.2/5 (141 reviews)
4. [pVerify](https://www.softwareadvice.co.nz/software/331869/pverify) — 4.3/5 (41 reviews)
5. [EZLynx](https://www.softwareadvice.co.nz/software/74031/ezlynx) — 3.7/5 (74 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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