Operational outcome
Every new enquiry becomes a case with an owner and a clean record from the start.
Product
Keep data connected across the entire brokerage lifecycle
Capture once. Reuse.
Client, risk, policy, and document data stay connected across Intake, Quote, Bind, MTAs, and Renewals. Teams stop re-keying information, chasing status, and rebuilding history in spreadsheets.
How it works
Single case record
Capture client, contacts, risk details, and documents in one place.
Connected data
Client, risk, policy, and document data stay linked across all five stages.
Ownership + next-step tasks
Assign a case, keep status visible, and make the next action explicit.
Case trace
Owner, task list, and activity timeline on the case record.
Operational outcome
Quoting moves faster because the risk story and attachments stay in context.
Reusable risk details
Reuse client and risk data from Intake with no re-keying.
Tasks and ownership
Responsibility is visible and work keeps moving without inbox chasing.
Quote workspace
Track quote status with notes and documents attached to the quote.
Quote record
Quote record with status, notes, and supporting document trail.
Operational outcome
Binding stays controlled and repeatable with evidence of what was agreed and when.
Bind workflow
Explicit bind step with clear handoffs from quote to policy.
Document catalogue
Organize the policy pack and related files on the policy record.
Bind evidence
Bind event in timeline and the bound document set filed to policy.
Operational outcome
Mid-term changes stay tidy and traceable without losing the policy thread.
Servicing workflow
Handle MTAs and policy changes within the same operational thread.
Activity timeline
Changes, communications, and documents stay in sequence.
MTA trail
MTA history with timestamps and an updated document trail.
Audit history
Timelines preserve what changed, when, and why as work happens.
Operational outcome
Renewal season runs as a managed pipeline with history already in place.
Renewal pipeline
Organize upcoming renewals with ownership, status, and priorities.
Renewal history
Start from last-year terms and decisions before remarketing.
Renewal evidence
Renewal record with terms, activity history, and document trail.
One operating platform — multiple roles
Get a guided walkthrough of the product workflow. Share your email and we will send the walkthrough details for Intake through Renewals.
Operations
Operating model
Intake, MTAs, and Renewals become easier to run as a system. Work is visible, assignable, and auditable without adding a parallel tracking layer.
Bottleneck visibility
You can see what is stuck and why by looking at the task queue and case/policy timelines, not by chasing updates.
Clear handoffs
Ownership is explicit at each stage, so handoffs do not disappear into inboxes.
Audit trail
Audit-ready records are produced as work happens, with timeline and document trail tied to case and policy.
Account handling
Momentum driver
Quote and Bind stay momentum-driven because the risk story, supporting documents, and current status remain alongside the case.
Less re-keying
You spend less time re-keying and re-finding information because client, risk, policy, and documents live together through the lifecycle.
Faster servicing
You can service MTAs without rebuilding history because the policy timeline and document set are already there in the case history.
Shared progress
You share progress cleanly with the team because status and ownership are visible on the record.
Leadership & compliance
Governance outcome
Across the full lifecycle, governance is a product capability. You can inspect what happened without reconstructing it.
Access control
Role-based permissions control who can see and change what, with ownership fields making accountability clear.
Evidence trail
Audit trails and timelines show decisions, changes, and supporting evidence in one place.
Reporting integrity
Reporting and operational dashboards pull from the same connected data, reducing spreadsheet drift and version conflicts.
Compliance by design
Built for regulated UK broker operations
Visibility, ownership, and evidence are designed in, not bolted on
Connectivity
Integrations & data flows
Connected data, real flows
Policyflow sits at the centre of day-to-day brokerage operations.
Core client and policy data stays consistent, while enrichment, checks (including sanctions & PEP), and downstream systems connect around the case workflow.
Open APIs support integration. Pro extends connectivity further, including insurer and EDI workflows where relevant. Data movement you can verify, not an “integration story”.
Governance
Permissions & audit trail
Governance, built in
Governance is how the product works day to day.
Permissions and ownership are built into the record, so sensitive client and policy data is controlled by default and work does not go unowned.
Audit history is automatic: timelines and document trails show what changed, when, and why. You can point to the record — tasks, timeline, documents.
Implementation
Getting live is controlled and predictable
Step 1
Start with Essentials workflows for Intake through Renewals
Step 2
Define the initial Intake through Renewals scope and operating handoffs for the first release.
Step 3
Configure roles and permissions so governance is present from day one.
Step 4
Set ownership fields at each lifecycle stage so work does not go unowned.
Step 5
Bring over the minimum viable client, risk, and policy data needed to operate confidently.
Step 6
Connect enrichment and sanctions/PEP checks as needed for your workflow.
Step 7
Go live in a controlled rollout, extend capability over time, and move to Pro for deeper configuration and connectivity.
