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Policy Works doesn’t just help you grow your business, it supports your success. As a complete commercial-lines solution, your agency benefits at every step of the policy lifecycle.
Automate your commercial-lines workflow
Designed by agents like you, Policy Works automates the entire commercial lines workflow. From marketing to renewing, your CSRs, Marketers and Producers consistently follow the Policy Works workflow to capture standardized data. This means that nothing is missed, ensuring your staff are as efficient as possible.
Standardize with templates
The power of Policy Works is in its templates. Rather, your templates. Policy Works allows senior, experienced staff to create templates for any industry. This ensures your staff capture all of the necessary data in a standardized, consistent format.
Generate professional submissions and proposals
In a matter of seconds, Policy Works generates professional, complete submissions, proposals, and binders. Your carriers will love the pictures of your prospects’ locations, or PDF documents like third party risk assessments, that Policy Works pulls into your submissions. And our proposals will help you sell more new business. Guaranteed.
Reduce your E&O exposure
When everyone in your agency is doing things the same way, every time, there is less room for error. Data only has to be entered once in Policy Works, which ensures mistakes aren’t made while transferring information between applications.
Measure key commercial-lines performance metrics
The Policy Works Reporter gives you clear insight into the key performance indicators that impact your business. You’ll know which of your carriers provide the most competitive quotes and which producers are winning the most new business. If knowledge is power, then you need Policy Works.