PolicyFly GTM brain

category

market profile

• text: Specialty and excess and surplus insurers handle heterogeneous risks and submissions through fragmented email and spreadsheet workflows.
• text: Speed of response and broker relationships influence an insurer's ability to win and bind specialty business.

personas

• title: Head of underwriting
  pains:

  • Underwriters rekey incoming submissions instead of assessing risk.
  • Slow quotes and incomplete submission data can reduce bind rates.
• title: MGA operations leader
  pains:

  • Email and disconnected systems make endorsements and post-bind servicing labor intensive.
  • Program-specific workflows are difficult to launch and change quickly.
• title: Insurance technology leader
  pains:

  • Legacy systems fragment submission, underwriting and portfolio data.
  • Distribution partners resist another portal.

icp

• text: Specialty and E&S carriers, MGAs and underwriting organizations managing complex commercial insurance programs.
• text: Teams receiving significant broker submissions in diverse formats and needing program-specific underwriting workflows.

message pillars

• text: Capture submissions without requiring brokers to change their channel.
• text: Equip underwriters to collaborate and return options quickly.
• text: Improve decisions with portfolio and conversion visibility.
• text: Configure technology around each insurance program.

objections

• objection: Our specialty program is too unusual for packaged software.
  response: Discuss the program-specific design and configuration process and validate a representative product before committing.
• objection: Brokers will not adopt another portal.
  response: Capture is positioned to ingest submissions from existing channels and formats.
• objection: Migration and deployment will disrupt underwriting.
  response: Scope a single program and confirm integration and rollout requirements in a demo.

competitors

• name: Socotra
  why: Insurance core platform competing for policy administration modernization.
• name: EIS Group
  why: Insurance software provider competing for core system transformation.
• name: Kalepa
  why: AI underwriting and insurance operations platform with overlapping underwriting workflows.

influencers

• name: Cory Crosland
  url: https://www.policyfly.com/about
  why: PolicyFly founder and CEO identified on the company about page.

keywords

• specialty insurance software
• MGA policy administration software
• insurance submission intake automation
• E&S underwriting workbench
• insurance quote and bind software
• broker submission management

voice

• Insurance industry specific
• Pragmatic and efficiency focused
• Forward looking

signals

• text: An MGA is launching a new specialty program or expanding distribution.
• text: An underwriting team faces high volumes of emailed submissions or slow quote turnaround.

pricing

motion

channels

• SEO
• industry relationships
• demo requests

confidence

Founders

• name: Cory Crosland
  title: Founder
  role: Founder
  bio: CEO of PolicyFly Previously started a digital product studio, Croscon. After the 4th insurance company asked us to build the same custom platform, we realized we needed to create it as a product and thus PolicyFly was born…
• name: Marcel Esser
  title: Founder
  role: Founder
  bio: CTO @ PolicyFly. Judoka and jiujiteiro. Lover of coffee. Gearhead with gasoline in his veins. Soul saved by rock & roll.
• name: Michael Fiedel
  title: Founder
  role: Founder
  bio: Co-Founder of PolicyFly and COO. I also Co-Founded InsurTech Ohio and Scout InsurTech, which allows me to better understand the ongoing evolution of insurance and the people pushing innovation in an industry I've come to love.