Policy Works ensures your CSR’s, Marketers and Producers begin each policy in a consistent manner. Our workflow allows your staff to capture detailed, standardized Underwriting, Location, and Risk information.

Using this information, create professional, concise and complete submissions that underwriters appreciate. Here is the workflow Policy Works follows to ensure each submission your brokerage sends to market is complete.

Best of all, this information is entered only once. No re-keying of information is required to produce any other document.

• Clearly laid-out, professional submissions
  
  
• Consistent format makes it easy for underwriters to provide quotes
  
  
• Deductibles, co-insurance and limits clearly presented
  
  
• Policy Works submissions accepted by national underwriters
  
  
• Email password-protected PDF submissions with 128-bit encryption