Imagine what would be possible if your brokerage had more time and money.
Bordereaux are a necessary part of your business, but without the right system in place, they require countless hours of re-typing information—wasting both time and money.
With Policy Works, your bordereau reporting is automated. Your staff enter policy data once to create the policies. The same data is exported from Policy Works, eliminating hours of data entry and the mistakes that manual data entry can generate.
This means your team will have more time. To write more business. To become more profitable.