Proformex vs Policy Works

Starting Price

Not provided by vendor

$99.00/month/user

Best For

Insurance Agencies, Wirehouses, and Fiduciaries

Web-based insurance policy solution designed for Canadian Insurance Brokers that helps with analytics and brokerage.

Rating

(0)
5 / 5
(3)

Ideal number of Users

1 - 1000+

Not provided by vendor

Ease of Use


4 / 5

Customer Support


5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Product Features

  • check Cancellation Tracking
  • close Claims Tracking
  • close Policy Generation
  • close Policy Issuance
  • close Policy Processing
  • close Quotes / Estimates
  • close Rating Engine
  • close Reinstatement Tracking
  • close Reinsurance Administration
  • check Renewal Management
  • close Underwriting Management
  • close Cancellation Tracking
  • close Claims Tracking
  • check Policy Generation
  • check Policy Issuance
  • check Policy Processing
  • check Quotes / Estimates
  • close Rating Engine
  • check Reinstatement Tracking
  • check Reinsurance Administration
  • close Renewal Management
  • check Underwriting Management

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • close Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • close Webinars
  • close Documentation

share Share Your Comparison of Policy Works vs Proformex

Proformex vs Policy Works

Share

share Share Your Comparison of Policy Works vs Proformex