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| Unlike a broker management system (BMS), which is designed to handle your accounting and personal-lines insurance, a Commercial Management System (CMS) is a software tool specifically designed to manage the complexities of the entire commercial-lines lifecycle: market, propose, bind, endorse, renew, and issue. |
| Integrate with your BMS |
| Policy Works CMS is not designed to replace your BMS. Rather, our CMS integrates with your BMS to provide your staff with a complete, brokerage-wide workflow management system. Policy Works CMS integrates with TAM, TAM Online, Power Broker, and other BMS’s. |
| Benefits of Policy Works |
- efficient workflows resulting in an improved bottom-line
- consistent workflows providing increased protection against E&O exposure
- professional, complete submissions and proposals
- commercial expertise and knowledge recorded in one centralized file
- ease of re-marketing, renewals, and endorsements
- ability to build custom specialty insurance programs and packages
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