Fact-find
Capture client needs before the quote record drifts.
Keep suitability, rationale, quotes, and servicing connected in one defensible record.
Advice creates more evidence, and every handoff matters
Rationale
Keep recommendation evidence attached to the policy decision.
Suitability
Show what was considered and why it fitted.
Review trail
Make file checks inspection, not reconstruction.
Complaints ready
Keep the "why" close when months have passed.
See how Policyflow fits your advice workflow
See how Policyflow keeps evidence connected from fact-find to renewal.
One case record
Advice, quotes, documents, and servicing stay together in one case history
Client context
Store individual, company, and contact relationships clearly from the start
Demands needs
Record what the client needs before quotes are requested and compared
Options trail
Keep markets, terms, and decisions visible beside the recommendation
Renewal context
Carry advice evidence into future servicing, MTAs, and renewals
Team oversight
Make file reviews easier because the trail is already there
Audit ready
Show the record clearly without rebuilding it from inboxes
Less reconstruction
When the file is reviewed, the evidence is already there, in the order it happened
