Policy Works

Policy Works

5 / 5 3 reviews


Average Ratings

3 Reviews
  • 5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $99.00/month/user
  • Pricing Details
    Four packages available.
  • Deployment
    Installed - Mac
    Mobile - iOS Native
  • Training
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Policy Works
  • www.policyworks.com/

About Policy Works

Commercial insurance management system designed for Canadian Insurance Brokers only.


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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!


Capterra-loader

Great System for creating submissions for insurance. This puts us ahead of the competition.

Feb 27, 2018
5/5
Overall
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
Likely
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Pros: Very detailed presentations. Able to put in a lot of information at one time. The free formatting capabilities are very useful as well.

Cons: older information within the system gets lost over time. This gets very annoying and causes a lot of time to re-enter information.

Overall: my presentations are seen by both my clients and professionals within the industry so it is very nice to have these presentations look the best compared to my competition.

Great product, don't know how I could work in commercial without it

Feb 23, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Widespread acceptance across industry, the way proposals look. Really like how customizable almost everything is from changing the way a proposal looks, free formatting coverage options, the underwriting assistant that gives a brief description of what each coverage is

Cons: Can be a bit difficult to figure out the custom side of things at times. It is a product that can take some time to get use to for new users but once you get use to it you can do virtually anything with it.

Policy Works makes commercial lines so much more presentable!

Dec 09, 2016
5/5
Overall
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
Likely
Extremely
Likely

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