PolicyFlow

PolicyFlow supports small insurance brokers with end-to-end workflows for quoting, binding, and policy servicing. It organizes customer data, risk information, and carrier quotations in an easy-to-use interface. Agents can quickly compare coverage options and send proposals to clients for eSign approval. A robust activity log tracks calls, emails, and tasks to ensure timely follow-up. PolicyFlow’s built-in diaries remind staff of upcoming renewals, endorsements, or claims checks. With flexible customization, the system adapts to personal or commercial lines, empowering smaller agencies to operate efficiently.