---
description: Learn how Policyflow can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Policyflow.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Policyflow Reviews, Prices & Ratings | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Insurance Policy Software](/directory/1333/insurance-policy/software) > [Policyflow](/software/119363/policyflow)

# Policyflow

Canonical: https://www.getapp.co.uk/software/119363/policyflow

> Policyflow is a cloud broker management and policy administration platform for UK intermediaries. Connect client, risk, quote, policy, document and task data from intake and quote through bind, MTAs, renewals and cancellations, with reporting, permissions and audit trails.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Policyflow

Keep the lifecycle connected: client, risk, quote, policy, document and task data stay linked from intake through servicing and renewal.

Reduce duplicate work: reuse the same information across stages and keep quotes and terms from external insurer portals attached to the operational record.

Make ownership visible: tasks, status and next steps help teams see what is moving, what is waiting and who owns it.

Build governance into day-to-day work: role-based permissions, audit trails, document history, reporting and exports make evidence easier to find.

Start at the right level: Essentials gives teams an off-the-shelf foundation; Pro adds deeper configuration and specialist workflows; Max supports higher-connectivity requirements.

## About the vendor

- **Company**: PolicyFlow
- **Location**: Cirencester, UK
- **Founded**: 2013

## Commercial Context

- **Starting Price**: £70.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Essentials costs £70 + VAT per user per month with a minimum of 6 user licences. Pro costs £135 + VAT per user per month with a minimum of 4. Max is scoped after a consultation and has a minimum of 4 user licences. Pricing starts with users and adjusts for entities, products, integrations and migration. A free trial is available; no credit card is required.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Guernsey, Isle of Man, Jersey, United Kingdom

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Cancellation Tracking
- Claims Tracking
- Client Portal
- Commission Management
- Configurable Workflow
- Contact Management
- Customer Accounts
- Customisable Reports
- Customisable Templates
- Document Management
- Document Templates
- Email Management
- Forms Management

## Integrations (5 total)

- Feefo
- Mailchimp
- QuickBooks Online Advanced
- Trustpilot
- Xero

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Insurance Policy Software](https://www.getapp.co.uk/directory/1333/insurance-policy/software)

## Related Categories

- [Insurance Policy Software](https://www.getapp.co.uk/directory/1333/insurance-policy/software)
- [Document Management Software](https://www.getapp.co.uk/directory/284/document-management/software)
- [Policy Management Software](https://www.getapp.co.uk/directory/919/policy-management/software)

## Alternatives

1. [Jenesis Software](https://www.getapp.co.uk/software/120315/jenesis-software) — 4.7/5 (284 reviews)
2. [Expiration Reminder](https://www.getapp.co.uk/software/112343/expiration-reminder) — 4.5/5 (49 reviews)
3. [Sembley](https://www.getapp.co.uk/software/2078931/sembley) — 5.0/5 (40 reviews)
4. [NowCerts](https://www.getapp.co.uk/software/115387/nowcerts) — 4.8/5 (150 reviews)
5. [ParaCode](https://www.getapp.co.uk/software/2076623/paracode) — 4.8/5 (10 reviews)

## Links

- [View on GetApp](https://www.getapp.co.uk/software/119363/policyflow)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/industries-software/a/policyflow/> |
| en-AE | <https://www.getapp.ae/software/119363/policyflow> |
| en-AU | <https://www.getapp.com.au/software/119363/policyflow> |
| en-CA | <https://www.getapp.ca/software/119363/policyflow> |
| en-GB | <https://www.getapp.co.uk/software/119363/policyflow> |
| en-IE | <https://www.getapp.ie/software/119363/policyflow> |
| en-NZ | <https://www.getapp.co.nz/software/119363/policyflow> |
| en-SG | <https://www.getapp.sg/software/119363/policyflow> |
| en-ZA | <https://www.getapp.za.com/software/119363/policyflow> |

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