A new cutting-edge policy management solution for MGAs and Program Administrators


Features

Customer Management

Full customer management solution for your office. Lead management, contact lists and opportunity tracking.

Policy Management

Use your own policy forms or integrate ISO and Accord documents. Capture and securely store required signatures accross the policy lifecycle.

Billing Management

PolicyFolder is designed for the MGA in mind. Allow customers to pay by credit card or ACH for direct billing. The system also allows for pro-rated usage type insurance products.


Benefits What's in it for you!

Speed Up Processing

Easy application management, with custom fields, document and photo management.

Quote to Policy in one click.

Automatically generate policies, endorsements, and quotes through a simple to use interface.

Customer Satisfaction

Track all your email correspondence with customers and capture customer feedback from your website.

Realtime Success

With the built-in reports and dashboards, you will be able to keep track of your agency performance at the touch of a button.


Works with

ISO Forms Integrated    Acord Forms Integrated


Learn More

Interested in PolicyFolder?:

  • Go paperless
  • Collect Digital Signatures
  • Document Management
  • Commission Calculations
  • Policy Management
  • And much more...