Contact us on +44 7932 535616
Insurance Brokerage Management Software
MS FLEX. "One Platform. Every Client. Every Policy. Every Renewal. Every Process."
Contact us on +44 7932 535616
MS FLEX. "One Platform. Every Client. Every Policy. Every Renewal. Every Process."
"One Platform. Every Client. Every Policy. Every Renewal. Every Process."
MS Flex is a configurable cloud-based insurance brokerage management platform that combines CRM, policy administration, claims tracking, renewals, communications, reporting and workflow automation in one solution.
Built for insurance professionals who require more than just standard CRM software.
Manage clients, policies, claims, renewals, communications, and business processes seamlessly with our insurance brokerage software, all from one cloud-based platform.
MS FLEX is a configurable insurance broker management system specifically designed to help brokers minimise administration tasks, enhance customer service, and retain more business.
Whether you need policy management software for effective policy administration, claims tracking, or renewal management, MS FLEX has you covered. Enjoy features like email and SMS communications, workflow automation, custom forms and processes, and advanced reporting—all integrated into your insurance CRM software experience.
Whether you operate a small brokerage or a growing multi-office business, MS FLEX offers comprehensive insurance brokerage software designed to help you manage your book of business efficiently and professionally. Our insurance broker management system includes cutting-edge insurance CRM software and tools for effective insurance renewal management and policy management.
Most customer relationship systems, including typical Insurance CRM Software, stop at contact management.
MS FLEX goes beyond that by integrating customer management with policy administration, claims tracking, and communications—all within a single platform.
This comprehensive Insurance Broker Management System also features reporting and workflow automation, which enhances your Insurance Renewal Management processes.
With everything accessible from one place, your team can work faster while delivering a superior customer experience, all thanks to our Policy Management Software including:
Client Management
Utilise our Insurance Broker Management System to maintain comprehensive client records, providing access to policies, claims, communications, documents, notes, and activity history.
Policy Administration
With our Policy Management Software, manage both active and inactive policies across various insurance products, gaining full visibility of policy dates, payments, and renewals.
Claims Tracking
Track claims throughout their lifecycle, ensuring customer information and documentation remain organised.
Renewal Management
Enhance retention rates through our Insurance Renewal Management features, which include proactive renewal tracking, forecasting, and automated customer communications.
Email & SMS Communications
Send personalised email and SMS communications using built-in templates and automated merge fields, ensuring you keep a complete record of every customer interaction.
Document Management
Securely store correspondence, policy schedules, and supporting documentation within the client record, all integrated through our insurance brokerage software.
Business Reporting
Gain insights into upcoming renewals, portfolio performance, policy distribution, and operational activity through comprehensive reporting tools offered by our Insurance Broker Management System.
Workflow Automation
Standardise processes using configurable workflows, checklists, and tasks that help teams maintain consistency and compliance.
Custom Forms & Processes
Easily create and modify forms, fields, and workflows without the need for expensive redevelopment projects, allowing you to adapt the platform to fit your business.
Save Time
Utilise our Insurance Brokerage Software to reduce administrative effort through automation, bulk imports, and streamlined workflows.
Improve Retention
With our Insurance Renewal Management features, you’ll never miss a renewal opportunity or key date thanks to intelligent tracking and forecasting.
Increase Visibility
Our Insurance Broker Management System allows you to access the information you need through detailed reports and customer records.
Improve Customer Service
Experience enhanced support with our Insurance CRM Software, enabling you to view communications, policies, claims, and documents from a single screen.
Adapt to Your Business
Customise forms, processes, and workflows using our Policy Management Software to align with the way your organisation operates, using your business logos.
Merge and Send Emails
(c) Marlow Solutions Ltd. +44 7932 535616
Designed to Help Your Brokerage Grow
This website uses cookies to analyse traffic. By continuing to use this site, you accept our use of cookies.