--- title: "Policyflow Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Policyflow Software - reviews, pricing plans, popular comparisons to other Insurance Policy products and more." source_url: "https://www.capterra.com/p/185946/PolicyFlow/" page_type: "product" language: "en" --- # Policyflow Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 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) Policyflow ## What is Policyflow? Policyflow is policy administration software for UK insurance brokers and intermediaries. Create and track quotes, bind policies, process mid-term adjustments, manage renewals and cancellations, retain documents and emails against each record, and report from the same connected data. Configurable risk capture, claims, portals, integrations and advanced reporting are available by plan. ## What is Policyflow used for? [Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Policy Management](https://www.capterra.com/policy-management-software/)[Document Management](https://www.capterra.com/document-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £135 Per User, Per Month Free trial 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 Policyflow?[Manage this product listing](https://www.g2.com/products/policyflow/claim_requests/new?auto=true) ## 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. ### Policyflow 0.0 VS. [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price £135 Per User, Per Month Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (284) Value For Money 0.0 (0) Value For Money 4.7 (240) Customer Service 0.0 (0) Customer Service 4.9 (278) ## Policyflow alternatives [4.5 (49)](https://www.capterra.com/p/172196/Expiration-Reminder/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars [PINS](https://www.capterra.com/p/255305/PINS/) [4.3 (21)](https://www.capterra.com/p/255305/PINS/reviews/) Starting price $300.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/255305/PINS/) [JAVLN Platform](https://www.capterra.com/p/209349/JAVLN/) [4.4 (7)](https://www.capterra.com/p/209349/JAVLN/#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/209349/JAVLN/) ## FAQs about Policyflow Overview ### What company size and specific industries is Policyflow built for? Policyflow is designed for UK insurance brokers and intermediaries of all sizes, including specialty and advised brokers, appointed representatives, MGAs, coverholders, and delegated-authority teams. It is built for organizations operating in the insurance sector rather than general business use. Features and Usability ### What are the key features of Policyflow? Policyflow offers configurable workflow, policy management, policy issuance, renewal management, and claims management for insurance operations. It also includes access controls/permissions, audit trail, version control, customizable forms, document management, real-time reporting, alerts/notifications, and third-party integrations for tracking and reporting across client and policy records. Pricing ### How much does it cost and what fees or limitations are included? Policyflow starts at £70 per user per month for the Essentials plan, which includes broker operations, compliance checks, reporting, and exports. The Pro plan is £135 per user per month and adds claims management, client portals, payments, migration, bespoke fields, and deeper reporting. A free trial is available. Integrations ### Which third-party tools and platforms does Policyflow integrate with? Policyflow integrates with Feefo, Mailchimp, QuickBooks Online Advanced, Trustpilot, and Xero. These connections cover customer feedback, email marketing, accounting, and review management platforms, giving Policyflow a focused set of native third-party integrations for common business workflows. Getting Started and Support ### What training and onboarding options does Policyflow offer? Policyflow provides in person and live online training options for teams getting started. In person training can support direct instruction on site, while live online sessions allow guided training through a remote format. These are the training formats listed for Policyflow. Getting Started and Support ### What customer support options does Policyflow offer? Policyflow provides email/help desk and phone support for customer assistance. No reviewer feedback is available here to describe response times or service quality, so the support experience cannot be characterized further from the catalog data. ## Features AI summary Based on 121 Insurance Policy reviews Capterra data shows that buyers of insurance policy software rank the following features as their top priorities: - **Policy Management** (**58%** of reviewers rated this feature as critical) - **Document Management** (**67%**) - **Renewal Management** (**55%**) Policyflow supports all three of the features reviewers value most: **Policy Management**, **Document Management**, and **Renewal Management**. Together, these capabilities help businesses keep policy records organized, manage documents more efficiently, and stay on top of renewals, allowing teams to maintain accurate coverage information and reduce administrative delays. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Policyflow 38 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Customer Accounts: Record customer information, purchase history, and other notes - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Email Management: Manage, store and organize emails within the system or via third-party apps - Forms Management: Store, manage and track all forms in a centralized location - Policy Issuance: Process of creating insurance policies and assigning them to policyholders - Policy Management: Create, manage, and track policies and procedures within an organization - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Risk Assessment: Initiate collection and analysis of known risks - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - 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 Free Trial [View pricing plan details](https://www.capterra.com/p/185946/PolicyFlow/pricing/) Pro £135.00 Per User,Per Month It includes: - Configurable risk capture and workflows - Advanced document generation - Claims management - Client portals - Payments and balances - Data migration - Bespoke fields - Deeper reporting Max Consultation call required It includes: - Scoped API integrations - Underwriter workflows - EDI - Dashboards Essentials £70.00 Per User,Per Month It includes: - Connected contact and policy records - Email and document filing - Tasks - Permissions - Audit trails - Compliance checks - Reporting and exports ## Integrations [ Xero](https://www.capterra.com/p/120109/Xero/)[ Trustpilot](https://www.capterra.com/p/169618/Trustpilot/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Feefo](https://www.capterra.com/p/160258/Feefo/) 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.