Average Ratings

1 Review
  • 5 / 5
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Pricing Details
    Four packages available.
  • Deployment
    Installed - Mac
    Mobile - iOS Native
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Policy Works
  • www.policyworks.com/

About Policy Works

Commercial insurance management system designed for Canadian Insurance Brokers only.


Policy Works Features

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

Policy Works Reviews Recently Reviewed!

Policy Works makes commercial lines so much more presentable!

Dec 09, 2016
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not

Pros: how professional everything looks and how effective the software is for commercial policies (where our broker management system falls short)

Cons: that I don't use nearly as many of the features available! (but that's on me, not on Policy Works!)

Overall: We have used Policy Works almost since its inception and have enjoyed the relationship thoroughly! It's a staple in our office for commercial submissions, proposals, and certificates. We do not use it nearly to its full potential but the features we do utilize we do so regularly and very happily. The staff is great and the support team is always consistently fabulous!

Recommendations to other buyers: if you want to take your commercial lines documentation to the next level this is the software for you