Built for every insurance intermediary model

Broker Speciality Advised Appointed representative Delegated authority

Flexible enough for every specialist insurance workflow

Built around your products, not a fixed template

These examples show some of the insurance products we’ve worked with, but Policyflow can adapt to almost any specialist insurance workflow.

Property & buildings insurance

Cover centered on property ownership, reinstatement values, occupancy, claims history, documents, and changes across the policy lifecycle.

Private client insurance

High-touch cover for homes, valuables, vehicles, travel, and personal liability, often requiring detailed schedules and relationship-led service.

Commercial & SME insurance

Multi-cover business policies spanning premises, people, liability, cyber, and operational risks, often managed across multiple stakeholders.

Professional & management liability

Specialist cover for professional services, directors, officers, and advisory firms, with sensitive disclosures and detailed renewal evidence.

Fleet & specialist motor

Vehicle-led cover involving multiple drivers, assets, usage patterns, claims records, renewals, and frequent mid-term adjustments.

Claims & compliance workflows

Operational workflows for claims, documents, sanctions, approvals, status tracking, and audit-ready records across the client relationship.

Browse case studies

“Turn complex insurance journeys into clear digital workflows”

“Smoother specialist insurance administration”

“A clearer path from enquiry to renewal”

“Keep specialist cover moving with connected workflow”

“Specialist insurance journeys across every customer touchpoint”

Lloyds building and cranes in London

"Renewals stopped being a reconstruction project."

For UK brokers and intermediaries. In production since 2015.

Why customers choose Policyflow

Modern, lightweight, and quick to deploy

Teams get an easy-to-use web platform with API interoperability and open access to operational data, without a heavy implementation programme.

Built by people who understand insurance

The product is shaped by real brokerage operations, so ownership, audit trails, renewals, MTAs, and reporting are treated as day-to-day realities.

For UK brokers and intermediaries. In production since 2015.