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Policy Works

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Policy Works Overview

Policy Works is a comprehensive insurance policy software tailored to optimize the management of insurance policies for brokers and agents. This feature-rich platform provides essential tools for tracking policy details, managing claims, and maintaining client communications. With a user-friendly interface, Policy Works allows agents to efficiently access policy information, generate reports, and monitor renewals, ensuring smooth operations. The software’s automation features streamline workflows, reducing administrative tasks and enhancing productivity. Policy Works also integrates seamlessly with various insurance carriers, ensuring effective communication and transaction management, making it a valuable solution for insurance professionals striving to deliver exceptional service.

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Contact Details

  • Vendor Name Policy Works
  • Founded
  • Location Canada

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Insurance

Policy Works Features

  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates

Policy Works Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$99 Per Month

Policy Works FAQs

Policy Works is a comprehensive insurance policy software tailored to optimize the management of insurance policies for brokers and agents. This feature-rich platform provides essential tools for tracking policy details, managing claims, and maintaining client communications. With a user-friendly interface, Policy Works allows agents to efficiently access policy information, generate reports, and monitor renewals, ensuring smooth operations. The software’s automation features streamline workflows, reducing administrative tasks and enhancing productivity. Policy Works also integrates seamlessly with various insurance carriers, ensuring effective communication and transaction management, making it a valuable solution for insurance professionals striving to deliver exceptional service.

  • No, Policy Works does not offer a free version.

  • Yes, Policy Works offers a free trial.

  • No, Credit Card details are not required for the Policy Works trial.

  • Policy Works offers the following pricing plans & packages:

    Basic

    $99 Per Month

  • Policy Works supports the following payment frequencies:

    • Monthly Subscription

  • No, Policy Works does not offer an API.

  • Policy Works offers support with the following options:
    • Chat

  • Policy Works offers training with the following options:
    • In-person , Live Online

  • Policy Works supports the following languages:
    • English

  • Following are the typical users of the Policy Works:
    • Self-Employed , Small-Business , Midsize-Business