email your commercial manager

Check out Policy Works

Existing customer? Need support?

We offer comprehensive online support, or you can call 1-800-260-3676 ext. 3 to speak to a friendly Policy Works representative.

Please submit a support ticket.

Send an email to your commercial manager about Policy Works.

Find out if they think Policy Works is right for your brokerage

If you’re interested how Policy Works can increase your profits but want to know what the rest of your team will think, fill out the form on this page. It’ll automatically to send the email below to your commercial manager. It’s just what you need to start a discussion about the benefits of commercial management solution for your brokerage.

Here’s the email they will get:

Hi,

I’ve been doing some research into how to build our commercial book and I think Policy Works has a solution.

Policy Works is a commercial management system that integrates with our current BMS and top insurance brokers. It eliminates double and triple data entry. It also standardizes both marketing and policy lifecycles to make all tasks on both sides of the business more efficient and more professional.

Please take a quick look at Policy Works and let me know if you’d like me to schedule a demo or get them started on a custom estimate for our brokerage.

Thanks,

(Your name)