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Comprehensive submissions
“The Policy Works submission addresses virtually every question an underwriter may have. And that means the exchange back and forth between underwriter and broker is reduced.”
Douglas J. Fast
Commercial Insurance Manager
MIG Insurance Group

Policy Works turns all of the underwriting information gathered by your staff into comprehensive submissions that solicit quotes – quickly. As you know, underwriters will often avoid or even ignore submissions that aren’t easy to quote. Your Policy Works submissions will answer all the questions and provide the detail underwriters are looking for. The attachment features allows you to insert pictures of your prospect’s locations directly into the submission.



Professionals proposals
"What I like about it best is making a presentation to a customer. The Policy Works proposal helps sell the business because it is so professionally done and is in a nice, easy-to-read format."
Mike Saunders
President
Saunders Insurance

They say you're not supposed to judge a book by its cover, buy you can bet potential clients are judging your agency by your proposal. No matter how much experience you have, if you documents don't convey expertise and professionalism, prospects will not trust you with their business. Policy Works helps you create polished, comprehensive proposals in minutes. Not only will you instill confidence in your prospect, but you'll also save time and effort. And win new business.