--- title: "Floapi Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Floapi Software - reviews, pricing plans, popular comparisons to other P&C Insurance products and more." source_url: "https://www.capterra.com/p/10034684/Floapi/" page_type: "product" language: "en" --- # Floapi Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Floapi ## What is Floapi? Cloud-based automation software designed for insurance brokers that helps streamline recurring tasks. The platform offers specialized solutions including Commercial Billing automation that handles transaction creation and client billing, Renewal Validator that retrieves current policy information and verifies accuracy with clients, Requoter that performs fresh policy quotes to identify better premium options, and Intelligent Note Taker that transcribes phone conversations and generates summary notes. Floapi engineers analyze workflow processes to identify repetitive, time-consuming tasks that can benefit from automation, then configure solutions that integrate with existing broker systems. ## What is Floapi used for? [P&C Insurance](https://www.capterra.com/p-c-insurance-software/)[Insurance](https://www.capterra.com/insurance-agency-software/)[Robotic Process Automation](https://www.capterra.com/robotic-process-automation-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$450 Usage Based, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Floapi?[Manage this product listing](https://www.g2.com/products/floapi/claim_requests/new?auto=true) ## Floapi Overview Updated September 2026 AI summary Floapi offers cloud-based tools for insurance organizations of all sizes, supporting policy administration, claims handling, commission tracking, and document management. It includes workflow management features and optional generative AI capabilities, aiming to automate and simplify core insurance processes. Floapi is suited for businesses seeking to improve efficiency through both insurance management and robotic process automation functionalities. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Floapi 0.0 VS. [### Microsoft Power Automate](https://www.capterra.com/p/227210/Microsoft-Power-Automate/) [4.4 (239)](https://www.capterra.com/p/227210/Microsoft-Power-Automate/reviews/) Starting Price CA$450 Usage Based, Per Month Starting Price $15 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (236) Value For Money 0.0 (0) Value For Money 4.3 (182) Customer Service 0.0 (0) Customer Service 3.8 (177) ## Floapi alternatives [UiPath](https://www.capterra.com/p/135186/UiPath-Robotic-Process-Automation/) [4.6 (723)](https://www.capterra.com/p/135186/UiPath-Robotic-Process-Automation/reviews/) Starting price $420.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135186/UiPath-Robotic-Process-Automation/) [Automation Anywhere](https://www.capterra.com/p/124575/Web-Data-Extraction/) [4.4 (195)](https://www.capterra.com/p/124575/Web-Data-Extraction/reviews/) Starting price $9000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/124575/Web-Data-Extraction/) [BizteX robop](https://www.capterra.com/p/10016485/BizteX-robop/) [4.3 (12)](https://www.capterra.com/p/10016485/BizteX-robop/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10016485/BizteX-robop/) Highest Rated [EzRobot](https://www.capterra.com/p/247504/EzRobot/) [4.7 (7)](https://www.capterra.com/p/247504/EzRobot/#reviews) Starting price $50000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/247504/EzRobot/) ## FAQs about Floapi Overview ### What company size and specific industries is Floapi built for? Floapi is designed for insurance brokerages and agencies in Canada and the United States, serving small independent brokers as well as mid-sized and large brokerage firms. Features and Usability ### What are the key features of Floapi? Floapi includes AI/Machine Learning, Generative AI, and Data Extraction for processing information, plus Document Automation and Document Management for handling files. It offers Business Process Automation, Configurable Workflow, Rules-Based Workflow, and Workflow Management, along with Claims Management, Commission Management, Insurance Policy Management, Third-Party Integrations, and Real-Time Updates. Integrations ### Which third-party tools and platforms does Floapi integrate with? Floapi integrates with 4 third-party platforms: 3CX, Applied CSR24, Applied Epic, and GoTo Connect. These catalog integrations cover communication and insurance agency systems, giving Floapi connections across calling and client management workflows. Getting Started and Support ### What training and onboarding options does Floapi offer? Floapi provides in-person training and live online sessions to help teams get started. In-person training supports direct, face-to-face instruction, while live online sessions allow guided setup and feature walkthroughs through virtual meetings. Getting Started and Support ### What customer support options does Floapi offer? Floapi provides Email/Help Desk support for customer questions and issue handling. No reviewer feedback about support quality is available, so user experience details such as response speed or helpfulness cannot be assessed from the catalog data. ## Features AI summary Based on 470 P&C Insurance reviews Capterra reviewers highlight these as the features buyers focus on most when choosing insurance software: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) Floapi includes **Insurance Policy Management**, which gives insurance teams a way to handle policy details and keep coverage records organized. However, it does not offer **Payment Processing** or **Policy Management**. Instead, it provides **Document Management** (**53%**), a feature reviewers also rate as important. This can help businesses keep policy files, customer records, and related paperwork in one place, allowing teams to manage information more efficiently and maintain clearer documentation across insurance operations. AI/Machine Learning Software program that continuously adjusts its behavior based on observed data API Application programming interface that allows for integration with other systems/databases Attended Automation Bots that work alongside humans on tasks that cannot be fully automated Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Claims Management Process of submitting and following up on claims with insurance companies Commission Management Tracking, calculating, and paying commissions and earnings to employees Floapi 19 features ### All Features - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - API: Application programming interface that allows for integration with other systems/databases - Attended Automation: Bots that work alongside humans on tasks that cannot be fully automated - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Claims Management: Process of submitting and following up on claims with insurance companies - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Configurable Workflow: Configure existing workflows to meet your organization's needs - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Integration into Third Party Applications: Embed/link applications into third party software so it can be accessed within a third party system - Real-Time Data: Receive data and information in real time - Real-Time Updates: Receive system updates as soon as any changes are made - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Scheduling: Plan availability and assign specific time slots for tasks and resources - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Basic Plan CA$450.00 Usage Based,Per Month Plus Plan CA$600.00 Usage Based,Per Month Premium Plan CA$750.00 Usage Based,Per Month ## Integrations [ GoTo Connect](https://www.capterra.com/p/163604/GoTo-Connect/)[ 3CX](https://www.capterra.com/p/158704/3CX/)[ Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[ Applied CSR24](https://www.capterra.com/p/212628/Applied-CSR24/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.