Policy Pro Overview

Policy Pro is a comprehensive insurance agency software designed to streamline operations for insurance agents and brokers. This powerful platform offers a suite of tools for managing policies, tracking claims, and automating administrative tasks, all within a user-friendly interface. With Policy Pro, insurance agencies can efficiently manage client information, renewals, and communications, ensuring that clients receive timely updates and support. The software features robust reporting capabilities, allowing users to analyze key performance indicators, such as premium collections and loss ratios. Additionally, Policy Pro integrates with various third-party applications, enhancing workflow efficiency and collaboration among team members. The platform also supports compliance with industry regulations, ensuring that agencies maintain their operational integrity. By implementing Policy Pro, insurance agencies can enhance their operational efficiency, improve client relationships, and drive growth in a competitive marketplace.

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Contact Details

  • Vendor Name RMT Technology
  • Founded
  • Location United Kingdom

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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Policy Pro Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking

Policy Pro Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Basic

$7500 One-time

Policy Pro FAQs

Policy Pro is a comprehensive insurance agency software designed to streamline operations for insurance agents and brokers. This powerful platform offers a suite of tools for managing policies, tracking claims, and automating administrative tasks, all within a user-friendly interface. With Policy Pro, insurance agencies can efficiently manage client information, renewals, and communications, ensuring that clients receive timely updates and support. The software features robust reporting capabilities, allowing users to analyze key performance indicators, such as premium collections and loss ratios. Additionally, Policy Pro integrates with various third-party applications, enhancing workflow efficiency and collaboration among team members. The platform also supports compliance with industry regulations, ensuring that agencies maintain their operational integrity. By implementing Policy Pro, insurance agencies can enhance their operational efficiency, improve client relationships, and drive growth in a competitive marketplace.

  • No, Policy Pro does not offer a free version.

  • Yes, Policy Pro offers a free trial.

  • No, Credit Card details are not required for the Policy Pro trial.

  • Policy Pro offers the following pricing plans & packages:

    Basic

    $7500 One-time

  • Policy Pro supports the following payment frequencies:

    • One-Time Payment

  • No, Policy Pro does not offer an API.

  • Policy Pro offers support with the following options:
    • Chat

  • Policy Pro offers training with the following options:
    • In-person , Live Online , Webinar

  • Policy Pro supports the following languages:
    • English

  • Following are the typical users of the Policy Pro:
    • Self-Employed , Small-Business , Midsize-Business

  • Policy Pro supports the following deployment:
    • Cloud Hosted

  • Policy Pro supports the following devices and operating systems:
    • Web-Based