Customer Login
“All the information is right there in easy-to-use, pull down menus. If there is an account and there have been ten changes over the past year, we don’t have to go looking all over the place for documents or photos. It’s all right there in one place.”
Jeff Cooke
President
Cooke Insurance Agency Ltd.

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.

Once a step in the process has been completed, such as creating a submission, the file is locked down. This means your staff are protected when you need to prove certain steps were taken. Each finalized transaction is its own small piece of insurance.