Submission capture
PolicyFly Capture ingests submissions from any source and in any format, helping teams reduce manual rekeying and handle emailed or otherwise unstructured submissions.
PolicyFly
RevendiquerPolicyFly is a growth platform for specialty insurers that centralizes submissions, underwriting, policy servicing, automation, and reporting for MGAs, carriers, and syndicates.
Overview
PolicyFly is a growth platform for specialty insurers. The site positions it as a system for specialty insurance teams that need to handle submissions, underwriting, policy servicing, automation, and reporting in a single workflow.
Its public messaging focuses on reducing manual work created by emails, spreadsheets, and disconnected systems. The platform is presented as a way to capture submissions from any source, enrich them with data, collaborate during underwriting, and track performance with real-time reporting.
Core capabilities
Underwriting workbench
PolicyFly Underwrite enriches submissions with third-party data and supports collaboration with internal teams or partners while producing quote options quickly.
Reporting and analytics
PolicyFly Measure provides real-time reporting on submission flow, bind rates, and risk performance so teams can review portfolio activity and underwriting outcomes.
Policy servicing and automation
PolicyFly Manage and Automate support policy servicing and back-office workflow automation, including post-bind servicing and endorsements referenced on the site.
Workflow integrations
The integrations page says PolicyFly connects specialty insurance workflows with third-party data, compliance checks, accounting and payments, reporting, and sanctions screening tools.
Security controls
The site states that PolicyFly is designed with strong security controls, including SOC 2 Type II compliance, TLS-based encryption, and two-factor authentication.
Common use cases
Submission intake and normalization
Use PolicyFly to intake emailed or otherwise unstructured submissions, then route them into a standardized workflow instead of manually rekeying data.
Specialty underwriting
Use the underwriting workbench to enrich risk information, collaborate with teammates or partners, and generate quote options during review.
Performance tracking
Use the reporting tools to monitor submission flow, bind rates, and portfolio performance when evaluating pricing and underwriting results.
Policy servicing and back-office automation
Use the platform’s automation and servicing capabilities to manage post-bind activities such as endorsements and back-office processing.
Connected operations
Use the integration layer to connect specialty insurance workflows with data sources or systems used for enrichment, compliance, payments, or reporting.
Pros and Cons
Pros
- Covers the full specialty insurance workflow from submission intake through reporting.
- Supports submissions from any source and in any format, which can reduce manual rekeying.
- Combines underwriting, policy servicing, automation, and analytics in one platform.
- States support for security controls including SOC 2 Type II compliance, TLS encryption, and two-factor authentication.
- Shows a clear focus on specialty insurance teams such as MGAs, coverholders, carriers, and syndicates.
Cons
- The pricing page is missing, so the public site does not currently explain commercial terms.
- The site does not publish a detailed list of specific third-party integrations on the pages reviewed.
- Implementation details are described at a high level, but the public site does not provide a full technical deployment guide.
FAQ
Who is PolicyFly for?
PolicyFly is built for specialty insurers that want to manage submissions, underwriting, policy servicing, and reporting in one platform. The site specifically references MGAs, coverholders, carriers, syndicates, and underwriters.
What does PolicyFly help teams do?
The platform positions itself around a workflow from submission capture through underwriting, policy management, automation, and measurement. The home page highlights Capture, Underwrite, Manage, Automate, Measure, and Integrate as core product areas.
Can PolicyFly work with existing tools and data sources?
PolicyFly says it can capture submissions from any source and in any format, and its integrations page says it can connect with external data sources and back-office systems. The site does not provide a full public list of supported systems.
Does PolicyFly list pricing publicly?
The public site does not show pricing details. The pricing URL currently returns a page-not-found message, so pricing appears unavailable on the website at this time.
How quickly can PolicyFly be implemented?
The company says it designed the platform to be deployed quickly, with initial platform running in days and broader launch in weeks. This is presented as part of its insurance innovation process, but the exact implementation timeline will vary by program.
Quick Facts
- Category
- Insurance software
- Primary users
- Specialty insurers, MGAs, coverholders, carriers, and syndicates
- Core workflow
- Submission capture, underwriting, policy management, automation, and measurement
- Integration focus
- Connects with third-party data sources and back-office systems
- Security
- SOC 2 Type II, TLS encryption, two-factor authentication
- Pricing
- Not publicly listed; pricing page returns a page-not-found message