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.

• Capture detailed underwriting information, including Client, Contacts, Claims, Previous Policy, and Liability
  
  
• Easily enter Business Operations as IBC Codes are included
  
  
• Upload underwriting info automatically with BMS Integration