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.
Broker
Speciality
Advised
Appointed representative
Delegated authority
These examples show some of the insurance products we’ve worked with, but Policyflow can adapt to almost any specialist insurance workflow.
Cover centered on property ownership, reinstatement values, occupancy, claims history, documents, and changes across the policy lifecycle.
High-touch cover for homes, valuables, vehicles, travel, and personal liability, often requiring detailed schedules and relationship-led service.
Multi-cover business policies spanning premises, people, liability, cyber, and operational risks, often managed across multiple stakeholders.
Specialist cover for professional services, directors, officers, and advisory firms, with sensitive disclosures and detailed renewal evidence.
Vehicle-led cover involving multiple drivers, assets, usage patterns, claims records, renewals, and frequent mid-term adjustments.
Operational workflows for claims, documents, sanctions, approvals, status tracking, and audit-ready records across the client relationship.
For UK brokers and intermediaries. In production since 2015.
Teams get an easy-to-use web platform with API interoperability and open access to operational data, without a heavy implementation programme.
The product is shaped by real brokerage operations, so ownership, audit trails, renewals, MTAs, and reporting are treated as day-to-day realities.