Successful brokerages aren’t built on data entry. They are built on relationships. When your commercial lines team starts using Policy Works, the mindless copy and pasting stops. Your brokerage closes more sales, offers better service and generates quicker quotes.
If you do commercial business with Lloyd’s, you need to make sure your brokerage is doing everything right from start to finish – every time. That’s where we come in. Policy Works consulted with Lloyd’s to ensure every policy created with our software will meet their approval.
Declaration sheets also adhere to Lloyd’s stringent branding requirements for non-subscribed and subscribed policies. Give your team commercial management software they need to keep on top of the details and reporting.
Commercial lines is fast becoming a strategic priority for the entire independent distribution channel. Why? Because direct writers and banks are stealing more and more of the personal lines market share.
Policy Works' Commercial Management System (CMS) has everything you need to manage and grow your commercial book of business.
In 2001, Policy Works was created to bring a unique software solution to brokerages that would link them with insurers to save time and make business much simpler. Since then, Policy Works has become the leading commercial management software in the Canadian market for helping brokers standardize and grow their commercial lines business.