Real-time insurance brokerage control — before month-end surprises
The Trusted Backbone for Insurance Operations PolicyFlow is purpose-built to manage insurance work before accounting begins — policies, endorsements, renewals, claims, and settlements — all in one lifecycle. Powered by Claris FileMaker 2025, it streamlines operations, automates workflows, and strengthens financial oversight, giving brokers clarity and confidence before month-end surprises.
Why PolicyFlow?
Excel and generic accounting tools fail brokers because insurance isn’t “one-row-one-truth”. PolicyFlow enforces relationships across the entire lifecycle, preventing silent errors and late surprises.
Excel and generic accounting tools fail brokers because insurance isn’t “one-row-one-truth”. PolicyFlow enforces relationships across the entire lifecycle, preventing silent errors and late surprises.
Core Features
End-to-End Policy Lifecycle Management: Projects, policies, endorsements, billing, payments, and balances in one system
Automated Commission Rate Management: Commission rules by insurer and product, applied automatically without retroactive risk
Duplicate Policy & Credit Note Handling: Handles double-issued policies and offsets cleanly while preserving audit trails
Claims Management with Real-Time Aging: Centralised claim records with progress tracking and overdue alerts, giving management clear oversight
Financial Control & Accounting Integrity: Automatic vouchers and ledgers with strict controls to prevent duplication
Automated Alerts & Exception Monitoring: Automated reminders for renewals, overdue items, and exception alerts — protect revenue
What can you get from PolicyFlow?
A Platform, Not an Off‑the‑Shelf Product
PolicyFlow evolves with your brokerage. Every workflow is customisable, every screen can adapt to your team’s structure, and financial records remain audit-safe. The One-Stop Subscription includes:
Private Cloud Hosting
Dual-location Daily Backup
Reserved Customisation Units
Legacy Data Migration
Dedicated Project Manager
System Setup
User Training & Manuals
Human Phone & Email Support (office hours)
Request for Brochure / Book a Free 30-Minute Online Demo
Got questions about PolicyFlow? Book a no-obligation online session with our Project Manager — or simply request our brochure to explore more.
