discussing pricing options for their brokerage

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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.

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A custom solution for your brokerage.

With Policy Works we doubled our commercial book of business in less than 5 years.

JeffCooke2.jpgJeff Cooke, President, Cooke Insurance Agency 

Your monthly licensing fees are based on your needs.

A basic, single user P&C Survey named license is $99/month. But we understand that not everyone in your brokerage will need a named license. That’s why we work with you to understand your brokerage. Your workflows. Your priorities. And come up with a monthly licensing budget that fits your brokerage.

A one-time onboarding fee will set your brokerage up for success.

We take the same approach to onboarding. We don’t just have one set price for every brokerage. We tailor the cost of onboarding your brokerage to the needs of your team. Just know, that when you choose to implement Policy Works, your custom onboarding fee covers the costs of installation, set-up and training for your staff.