PolicyFly
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Speak with an analyst
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Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
PolicyFly is a digital placement, underwriting and insurance automation platform designed to improve the growth and profitability of commercial insurance and specialty programs.
Key Features
- Digital application experience
- Email ingestion of application submissions
- Document parsing and automated data extraction
- Third-party data integrations
- Customizable digital workflows
- Automated rating
- Rating model management
- Digital quote controls and approval experience
- Automated document generation (application, quote, issuance, etc.)
- Document generation and issuance management
- Electronic signatures
- Digital communication experience
- Policy, endorsement and renewal history
- Automated email notifications
- Automated bordereaux reporting
- Automated business intelligence reports
- Built from the ground up to be interoperable with any API integration
Key Benefits
Accelerate Distribution
Email ingestion, data extraction and prepopulated applications automate submissions, which allow agents to save time building your brand as the easiest to do business with and driving distribution.
Improve Underwriting Efficiency & Profitability
Automated and data-driven underwriting drastically improves the efficiency to quote new business, endorsements and renewals, while simultaneously increasing the quality of each underwriting decision.
Increase Bind Ratios
Give agents the ability to automatically adust coverage limits, deductibles and more to hit target premium in record time - no more unnecessary back-and-forth to finalize and approve quotes.
Eliminate Duplicate Entry
Document generation makes quote and policy issuance a simple click so your team can spend more time focused on building new business and less on routine tasks.
Delivers A True Competitive Advantage
Customizable workflows, automated tools and boundless options for integrations will allow business owners to truly differentiate their programs from their competitors.
Real-Time & Visual Reporting
Track workflow queue times, retention, bind ratios and even map your aggregate book to see where your program stands to make more immediate and informed business decisions.
Product/Service details
SOLUTION OR SERVICE TYPE
Computer Vision/Optical Character Recognition (OCR), eSignatures Software, Insurance Agent / Broker Portal, Managing General Agent (MGA) Administration Systems, Policy Administration and Servicing (PAS) Systems - P&C / General Insurance, Underwriter Workstations - P&C / General Insurance, Workflow/BPM Systems