Claims and policy management platform
for coverholders and MGAs
Find out more
PolicyX Features
Policy management
Claims management
Live notifications
Instant messaging
Invoice management
Cloud based access
Completely paperless
In-depth reporting
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Greater insights, better decisions, fewer mistakes.
Managing everything that matters in one place.
Our aim with Policy X is to make you more agile and efficient. The platform allows you to access your policies, claims and invoices all in one place, giving you time to concentrate on what matters to your company. You will also be far more agile than your competitors, getting new products to market in a matter of hours.

Providing a secure, digital-first platform, which reduces the number of mistakes made and automates many manual processes. It therefore speeds up the policy and claims handling process significantly.
Max Odlum
Artificial Labs
Product Manager
Policy X is a powerful, cloud-based tool that gives you full remote control over your company’s entire life cycle, allowing you to communicate and receive live notifications on the go. Policy X features an intuitive, elegant Dashboard that provides a full picture of performance at any point in time, while invoices and claims can be managed and settled quickly and efficiently. High quality data is made easy and accessible, from your desktop, tablet and mobile.
Policy X allows all members of the insurance chain (coverholders, brokers and underwriters) to manage policies efficiently within the same platform. Members receive live notifications on all updates, while policies can be bound and claims managed.
Transform the way you do business by letting Policy X manage your administration system for you—giving you more face-to-face time with clients. Leverage our technological leaps forward with Policy X, and you’ll be arming yourself with the most powerful insurance tools in existence.
Frequently Asked Questions
Are you expensive?
We have a number of pricing structures that we can fit around your requirements. We usually work to a small ongoing fee, rather than front loading costs to the start of a project, to ensure our business obejectives are aligned.
Are you really all based in London?
Yes, around 200m from Lloyds - we believe that being on hand is fundamental to providing the best customer service, and this is where the world class designers and developers want to work.
Will the platforms work on my mobile phone in a coffee house?
If you have a smartphone with internet connection, you will be able to access and interact with your data. We can demonstrate this to you in person.
Can you transfer data from our current system?
We can get the data out and analyse the current proceeses you have in place. This is part of our extensive analysis and set up process.
Do your platforms interact with other systems and websites?
Yes, we have extensive APIs and experiences with integrations in order to keep your data up to date, validated and automatically imported where possible.
Are all of your platforms compliant?
Yes, our regulatory advisors work with Lloyds to ensure all of systems and platforms are compliant with Solvency II - Pillar 3 and the Conduct Minimum Standards.

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Alternatively call us on +44 203 751 6074