# PolicyFlow Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about PolicyFlow Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/185946/PolicyFlow --- # PolicyFlow Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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? Insurance Software that focuses on managing contacts, quotes, policies and claims. PolicyFlow is a highly configurable solution designed to fit around your business requirements. Streamline your business processes by sharing and requesting information with other applications. Own your data! Effortlessly export clearly defined data blocks and run pre-configured reports. Drive productivity, manage your accounts and understand performance. ## What is PolicyFlow used for? [Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £50 Per Feature, Per Month Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://policyflow.co.uk/&name=PolicyFlow) ## 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. [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting Price £50 Per Feature, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.2 (22) Value For Money 0.0 (0) Value For Money 3.6 (15) Customer Service 0.0 (0) Customer Service 3.6 (14) ## 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 [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars Highest Rated [4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Starting price $200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [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 ## FAQs about PolicyFlow Overview ### What company size and specific industries is PolicyFlow built for? PolicyFlow is designed for specialist insurance brokers serving personal and commercial clients with non-standard or tailored policies. It is a fit for broker firms handling schemes and clients with multiple risks, particularly in the insurance sector where bespoke policy management is needed. Features and Usability ### What are the key features of PolicyFlow? PolicyFlow offers audit trail and client management as core features, plus policy management, insurance policy processing, and renewal management. It also includes claims tracking, billing and invoicing, commission calculations, document templates, client portal access, reporting and statistics, workflow management, and third-party integrations. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does PolicyFlow integrate with? PolicyFlow integrates with 5 third-party tools: Feefo and Trustpilot for reviews, Mailchimp for email marketing, and QuickBooks Online Advanced and Xero for accounting. These catalog integrations cover feedback collection, customer communications, and financial workflows. Getting Started and Support ### What training and onboarding options does PolicyFlow offer? PolicyFlow provides in person and live online training options to help teams get started. In person training supports direct, face-to-face instruction, while live online training allows guided sessions through a virtual format. Only these training formats are confirmed in the catalog data. Getting Started and Support ### What customer support options does PolicyFlow offer? PolicyFlow provides email/help desk and phone support. Users can contact the team through these channels for assistance with setup, account issues, and day-to-day questions. No reviewer feedback is available here, so support experience details such as response speed or helpfulness are not covered. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Integration Integrate with a third-party accounting system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities 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. PolicyFlow 36 features Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Track cancellations of policies, accounts, orders, appointments, etc. Process of submitting and following up on claims with insurance companies Process of tracking new and submitted claims and the status of submitted claims Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Calculate employees' commissions based on certain rules Tracking, calculating, and paying commissions and earnings to employees Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Record customer information, purchase history, and other notes Pre-designed layouts that can be customized to match preferences and requirements Store, manage, and track all electronic documents in a centralized location Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Manage, store and organize emails within the system or via third-party apps Create, administer and manage insurance policies for various customers and insurance lines Process new insurance policies or modifications to existing policies. Businesses operating within the life and health insurance sectors Create, manage, and track policies and procedures within an organization Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers The calculation of a price/premium based on specific variables. Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search and filter data across systems to locate required information by entering keywords or certain criteria Online portal through which end users can access the system, manage tasks, or obtain information Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes 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 Basic £50.00 Per Feature,Per Month ## Integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ 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.