PMIflo runs your referral-to-renewal pipeline automatically — then checks each insurer quote, line by line, against what you actually asked for. Wrong premiums, misspelled members, single-to-family flips: caught before a client ever sees them.
| Member | Cover | Excess | Monthly |
|---|---|---|---|
| Alice Blom | Family | £500 | £129.90 |
| Vitality · AXA Health · Aviva — checked clean | |||
Every referral email is read, validated against your required fields, and politely chased when something's missing. Complete referrals get a booking link, the GDPR consent form and Letter of Authority within a minute of arriving — no admin touch.
When you request quotes, PMIflo records the exact specification sent to each insurer. When their quotes come back, every line is compared against it — names fuzzy-matched to catch misspellings, cover basis, excess, hospital list, underwriting terms and premiums, all verified before the market review is assembled.
Renewal documents are read on arrival — insurer, policy number, premium, member list — and the reminder clock starts itself. Joiner and leaver emails are matched to the right policy and forwarded to the right contact without a human working out where they go.
Because in this industry, it is.
No fact-find becomes a quote request without a named adviser's sign-off. Approvals are recorded — who, and when.
Each email sent, quote parsed and reminder fired is written to a permanent activity log — in the dashboard and on every client's timeline.
Failed steps retry automatically with backoff. Anything that exhausts its retries is held for a one-click manual retry — never dropped.
The dashboard and every client record sit behind sign-in. Inbound webhooks require a shared secret on every request.
Operated from the UK, with data hosted on secure EU servers and encrypted in transit and at rest. Your clients, documents and mail live in your own tenant — never visible to another firm — every action on the audit trail. GDPR-aligned.
A working intake address, sending identity and booking flow from the moment you sign up — connect your own domain, Calendly and insurer panel at your own pace.
Every plan runs the full pipeline. Pay annually and get 2 months free.
For a single adviser, with a book up to 500 clients.
For teams of up to 5 advisers, with books up to 3,000 clients.
For established firms — unlimited advisers, books up to 10,000 clients.
Networks, consolidators, white-label — or over 10,000 clients — talk to us.
For comparison: a junior administrator costs around £2,600 a month. PMIflo starts at £349 — and answers referrals at 2am.
White-glove onboarding (£1,500): your CRM import, DNS, insurer panel
and form templates set up with you — waived for founding customers.
Founding-customer pricing — locked in for 12 months.
Tell us where to reach you and we'll walk you through the pipeline on a real referral — intake, fact-find, quote checking and renewal — using the insurers on your panel.
The operations dashboard shows every client, quote, check and renewal — live.
Create your brokerage account Sign in