Free migration from spreadsheets and legacy systems.

  • MS FLEX Insurance
  • What Is MS Flex
  • Why MS Flex
  • Who is MS Flex For
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    • MS FLEX Insurance
    • What Is MS Flex
    • Why MS Flex
    • Who is MS Flex For
    • Screen shots
    • Management Referrals
    • Prices
    • Blogs
    • Getting Started Guide
    • Privacy Policy
    • Contact
    • FAQ
  • MS FLEX Insurance
  • What Is MS Flex
  • Why MS Flex
  • Who is MS Flex For
  • Screen shots
  • Management Referrals
  • Prices
  • Blogs
  • Getting Started Guide
  • Privacy Policy
  • Contact
  • FAQ
It lets you express your own way of working and then supports that process from beginning to end.
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"MS Flex lets you express your own way of working and then supports that process from beginning to end."


See Screen-Shots

A configurable business management platform that adapts to the way your organisation works.

Every organisation has its own processes, terminology and way of working.

MS Flex is a configurable business management platform that enables you to model those processes using workflows, forms, documents and reporting—all within a single integrated system.

Rather than asking your business to fit around fixed software, MS Flex is designed to fit around your business.

Whether you're managing insurance clients, Occupational Health referrals, compliance activities or other case-based processes, MS Flex provides a consistent framework that helps teams work efficiently while maintaining a complete audit trail.

Designed Around Your Process

MS Flex combines customer information, workflows, documents, communications and reporting into a single workspace, giving users everything they need to manage each case from beginning to end.

Each workflow can be configured to reflect your organisation's own procedures, ensuring that every stage is completed consistently while providing complete visibility of progress.

More Than Client Management

MS Flex is far more than a CRM.

It is equally suited to managing:

  • Clients and policies 
  • Occupational Health referrals 
  • Claims 
  • Compliance activities 
  • Employee records 
  • Competency management 
  • Investigations 
  • Document-driven business processes 

Each solution is built on the same proven platform, allowing organisations to adapt MS Flex as their requirements evolve.

A Platform That Grows With You

Many customers begin with one business process before extending MS Flex into other areas of their organisation, creating a consistent way of working across multiple departments. For example see Management  Referrals

Cloud Hosted and Fully Supported

MS Flex is delivered as a secure cloud-hosted solution, including implementation, training, updates, backups and ongoing support.

As confidence grows, many customers choose to make further refinements themselves. 

Others continue to ask us to help. 

Both approaches are equally valid.

Beyond Insurance

The same configurable platform has also been successfully applied to Occupational Health workflows, demonstrating how MS Flex can adapt to different business processes while retaining the same proven architecture.

See Occupational Health Workflow Example

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