Policy Works - Welcome to the future of Commercial Policy Management
What would it mean to your bottom line to save up to an hour or more on each commercial quote?
Reduced costs per quote? Increased overall profits? In this hard market, brokers need an edge to remain competitive. Policy Works — the premier commercial management system — gives you this edge by streamlining your commercial lines processes to create professional, comprehensive submissions and proposals in less time. This can mean better rates, improved turn-around times and a higher closing ratio, all factors contributing to a healthier bottom line.

Innovative solutions are no longer just an option
Policy Works has the right tools to manage any type of commercial account:

We can handle all of your policies from simple packages to complex subscriptions.
We can handle any type of client from small proprietorships to large corporations.
We can process specialty lines of all kinds.
Policy Works is packaged in modules and gives you the flexibility to broaden your product line as your business grows. Choose one or more of the modules that best suits your business — P&C Survey, P&C Issue, P&C Issue for Lloyds, IBC Coding, Commercial Auto, TAM Integration or Insure Works.

Professional documents that are bound to get noticed

Policy Works features a comprehensive library that lets you create any type of insurance document you need, from submission right through to issued policy. With Policy Works, you can create:

Professional, detailed submissions underwriters can quote on quickly.
Easy to read proposals clients can understand.
Cover notes.
Policy documents based on standard IBC wordings.
Customize the look of your documents

Add your logo or the client logo to any document.
Include a photo of the client’s location on the title page.
Attach images (.jpeg, .bmp, .tiff) to enhance the description of a location or specified risk.
Match your corporate colour scheme.