PolicyFly Overview

PolicyFly is an innovative insurance rating software designed to streamline the quoting and underwriting processes for insurance agents and brokers. With its intuitive interface, users can quickly generate accurate insurance quotes tailored to specific client needs and risk profiles. The platform supports various insurance lines, allowing for customizable rating engines that enhance flexibility and responsiveness to market demands. PolicyFly’s robust analytics capabilities provide valuable insights into pricing strategies, helping users identify trends and make data-driven decisions. The software also ensures compliance with regulatory requirements, minimizing the risk of errors and enhancing operational efficiency. By adopting PolicyFly, insurance professionals can significantly reduce turnaround times for quotes, improve client satisfaction through faster service, and ultimately increase sales by offering competitive, tailored insurance solutions.

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Contact Details

  • Vendor Name Croscon
  • Founded 2018
  • Location United States

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Documentation Documentation

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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PolicyFly Features

  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon For Personal Insurance
  • Arrow Icon Multiple Line Rating
  • Arrow Icon Claims Management
  • Arrow Icon MGA Administration
  • Arrow Icon Commercial Lines
  • Arrow Icon Comparative Insurance Rating
  • Arrow Icon Customizable Reports
  • Arrow Icon Carrier Upload
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Multi-State
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Document Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customer Portal
  • Arrow Icon Underwriting Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Property & Casualty
  • Arrow Icon Reporting/Analytics

PolicyFly Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$5000 Per User

PolicyFly FAQs

PolicyFly is an innovative insurance rating software designed to streamline the quoting and underwriting processes for insurance agents and brokers. With its intuitive interface, users can quickly generate accurate insurance quotes tailored to specific client needs and risk profiles. The platform supports various insurance lines, allowing for customizable rating engines that enhance flexibility and responsiveness to market demands. PolicyFly’s robust analytics capabilities provide valuable insights into pricing strategies, helping users identify trends and make data-driven decisions. The software also ensures compliance with regulatory requirements, minimizing the risk of errors and enhancing operational efficiency. By adopting PolicyFly, insurance professionals can significantly reduce turnaround times for quotes, improve client satisfaction through faster service, and ultimately increase sales by offering competitive, tailored insurance solutions.

  • No, PolicyFly does not offer a free version.

  • Yes, PolicyFly offers a free trial.

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

  • PolicyFly offers the following pricing plans & packages:

    Basic

    $5000 Per User

  • PolicyFly supports the following payment frequencies:

    • Monthly Subscription

  • No, PolicyFly does not offer an API.

  • PolicyFly offers support with the following options:
    • Chat

  • PolicyFly offers training with the following options:
    • In-person , Live Online , Documentation

  • PolicyFly supports the following languages:
    • English

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

  • PolicyFly supports the following deployment:
    • Cloud Hosted

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