---
description: Learn more about Policyflow pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Policyflow Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Insurance Policy Software](/directory/20036/insurance-policy/software) > [Policyflow](/software/185946/policyflow)

# Policyflow

Canonical: https://www.capterra.ca/software/185946/policyflow

> Broker management and policy administration software for UK insurance intermediaries, from quote and bind through MTAs and renewals.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Policyflow?

UK insurance brokers and intermediaries, including specialty and advised brokers, appointed representatives, MGAs, coverholders and delegated-authority teams.

## 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

- Access Controls/Permissions
- Billing & Invoicing
- Claims Tracking
- Customizable Templates
- Document Management Software
- Policy Issuance
- Quotes/Estimates
- Renewal Management
- Search/Filter
- Third-Party Integrations
- Version Control
- Workflow Management Software

## Integrations (5 total)

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

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Insurance Policy Software](https://www.capterra.ca/directory/20036/insurance-policy/software)

## Related Categories

- [Insurance Policy Software](https://www.capterra.ca/directory/20036/insurance-policy/software)
- [Document Management Software](https://www.capterra.ca/directory/30063/document-management/software)
- [Policy Management Software](https://www.capterra.ca/directory/30846/policy-management/software)

## Alternatives

1. [Applied Epic](https://www.capterra.ca/software/70671/applied-epic) — 4.2/5 (142 reviews)
2. [Macaw](https://www.capterra.ca/software/167497/macaw) — 3.6/5 (22 reviews)
3. [ePayPolicy](https://www.capterra.ca/software/198072/epaypolicy) — 4.9/5 (258 reviews)
4. [Jenesis Software](https://www.capterra.ca/software/119068/jenesis-software) — 4.7/5 (284 reviews)
5. [EZLynx](https://www.capterra.ca/software/102928/ezlynx) — 3.7/5 (75 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/185946/policyflow)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/185946/PolicyFlow/> |
| en-AE | <https://www.capterra.ae/software/185946/policyflow> |
| en-AU | <https://www.capterra.com.au/software/185946/policyflow> |
| en-CA | <https://www.capterra.ca/software/185946/policyflow> |
| en-GB | <https://www.capterra.co.uk/software/185946/policyflow> |
| en-IE | <https://www.capterra.ie/software/185946/policyflow> |
| en-IL | <https://www.capterra.co.il/software/185946/policyflow> |
| en-IN | <https://www.capterra.in/software/185946/policyflow> |
| en-NZ | <https://www.capterra.co.nz/software/185946/policyflow> |
| en-SG | <https://www.capterra.com.sg/software/185946/policyflow> |
| en-ZA | <https://www.capterra.co.za/software/185946/policyflow> |

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