They lack a source of truth
When data lives in email threads, spreadsheets, and disconnected tools, every quote, MTA, and renewal means more copying, more checking, and more errors.
Client portal
Insurance software that's easy to start, built to grow
One platform for insurance brokers, keeping data connected across the entire brokerage lifecycle.
Policyflow is a business system for UK insurance brokers and intermediaries
Lifecycle
Capture once, reuse across the lifecycle
Client, contact, risk, policy, and document data live together.
Capture key details once. Reuse them through the lifecycle, from quote and bind through MTAs, servicing, and renewals.
Give clients a secure front door into Policyflow
The client portal works as a companion to the back-office system, giving clients a simple branded view of selected Policyflow information.
It is powered by secure API connections to live operational data, so clients can check key details, download documents, and take the next step without creating another data store for the team to maintain.
Why brokers switch
Status is invisible
When work is tracked in people's heads it's hard to see what's stuck, and what should happen next.
Ownership is opaque
If ownership isn't visible in the system, it doesn't really exist.
Renewals & audits
When your records are fragmented, renewal prep becomes a scramble for history, documentation, and decisions.
Essentials
Start with the workflows most brokers need on day one. A foundation that connects client, risk, policy, documents, and servicing, with reporting and audit trails built in.
Operational gains that show up in daily work, not just reports
Faster turnaround
Move faster in quoting and servicing without cutting corners.
More capacity
Handle more cases with less stress, especially through renewal season.
Clear ownership
Know what is happening, who owns it, and what is at risk.
Audit ready
Audit trails, permissions, and records are built into normal workflows.
Fewer interruptions
Cut "where are we on this?" chasing with visible status and ownership.
"Renewals stopped being a reconstruction project."
For UK brokers and intermediaries. In production since 2015.
Why buy five tools when one does it better?
Operations teams: a calmer workflow with fewer spreadsheets and clearer visibility into bottlenecks.
Broking teams and account handlers: less admin and context switching, with case history kept on the record.
Leadership and compliance: better operational visibility, stronger governance, and reporting you can trust.
Start with 'Essentials' workflows and extend with 'Pro' when you need more control.
