P&C Survey

Perform a complete assessment of your clients’ property and casualty exposures. Capture detailed underwriting, location, risk, and coverage information. Send detailed submissions to as many underwriters as you want. Track all policy transactions once a risk is placed. Endorse, renew, cancel or reinstate policies. Full marketing and policy history is maintained for solid E&O protection. Create and email 128-bit password protected PDFs. Build custom packages for all lines of business.

P&C Issue

For brokers with the authority to issue policies in their office. Produce legally binding policies you can place in the hands of a client in a matter of minutes. Instantly create company-issued documents such as policies, endorsements, cancellations and reinstatements. Handles pro-rata and short-rate premium refunds. Includes over 200 IBC industry-standard wordings and endorsements.

P&C Issue for Lloyd's

For Lloyd’s of London cover holders. Our team of insurance professionals worked with Lloyd’s for over a year to ensure every report policy created with this module met their approval. Declaration sheets adhere to Lloyd’s stringent requirements for non-subscribed and subscribed policies. All wordings and endorsements have been reviewed and approved by Lloyd’s legal counsel. If you do commercial business with Lloyd’s, the Policy Works P&C Issue for Lloyd’s module can now bring you to market more efficiently.

IBC Coding

Improve workflows by eliminating the need for customer service reps to spend countless hours of monotonous and error-prone calculations. Automatically generate IBC premium reports for all transactions on policies created by Policy Works. Produce reports for each subscriber on a policy. Summarize premiums by coverage code, deductible type and amount for each location.

Commercial Auto

Manage every aspect of your commercial auto fleet. Print individual or blanket liability pink cards (binder or permanent); issue Coules, Informco, Robil Form and CSIO Liability cards. With the Commercial Auto module you can create complete and accurate auto submissions for underwriters. Import and export data in and out of word processing programs in minutes. Create Drivers Abstract Release Forms for multiple employees, CSIO applications and commercial vehicle supplements.

TAM Integration

Integrate with The Agency Manager® (TAM). The TAM Integration streamlines your workflow to help eliminate double-entry and reduce errors. Issue cover notes in Policy Works and do the invoicing in TAM. Synchronize client and prospect details, quotation, policy and billing information.

Power Broker Integration

Integrate with Power Broker. The Power Broker Integration improves your workflow by eliminating data entry requirements for some of your most common administrative policy-related tasks.

PDF Toolkit

PDF Toolkit allows you to prepare secured, password-protected PDF documents that you can email to your underwriters and clients. All PDF’s are protected by a 128-bit password-enabled encryption feature.

Key features include: turn a submission, proposal or binder into a PDF with PDF Toolkit; password-protect PDF documents with 128-bit encryption; issue Certificates of Insurance; and issue and print a variety of custom declarations.