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Policy Works

By Policy Works

Unclaimed Profile

4.2/5

(3)

Momentum AMP, formerly Nowcerts

Sponsored

Momentum AMP, formerly Nowcerts

3.8/5

(7)

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It's been two months since this profile received a new review

Policy Works Reviews & Product Details

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Policy Works Reviews (3)

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G2 reviews are authentic and verified.

BM

Brittany M.

Broker/Owner

Insurance

Mid-Market (51-1000 emp.)

6/5/2024

"Great submission manager"

4/5

What do you like best about Policy Works?

The instant quote feature is an absolute game changer. Any time I have questions, support is always there Review collected by and hosted on G2.com.

What do you dislike about Policy Works?

It doesn't integrate with Applied Rating Services, making alot of double entry when marketing for automobile quotes Review collected by and hosted on G2.com.

What problems is Policy Works solving and how is that benefiting you?

it offers the capability to make commercial submissions in a manner that every insurer can look at with ease. Previously, we has out own in office submission form which was just a word document. Policy works has additional questions depending on what industry we are seeking quotes for, that our generic submission form just didn't have. Often we would forget to ask key questions and have to go back to the client to gather info multiple times.

Another way Policy Works is benefiting us is their instant quote feature. It is great not to have to go on and full out multiple portal submissions for multiple companies. Can't wait until more companies sign on to the Instant Quote platform with policy works! Review collected by and hosted on G2.com.

UI

Verified User in Insurance

Mid-Market (51-1000 emp.)

11/27/2019

"Helps brokers grow their commercial business "

3.5/5

What do you like best about Policy Works?

policy works has everything you need to manage and grow your commercial book of business Review collected by and hosted on G2.com.

What do you dislike about Policy Works?

difficult if you dont have a lot of experience as a broker Review collected by and hosted on G2.com.

BM

Brittany M.

Small-Business (50 or fewer emp.)

7/25/2018

"Policy works makes it easy for my marketing department to try to make sense of my commercial subs"

5/5

What do you like best about Policy Works?

I like that there is a step by step process to fill out your commercial submissions. Once you get the hang of it you are able to bang out a submission and sent it off to marketing pretty quickly. Review collected by and hosted on G2.com.

What do you dislike about Policy Works?

There are too many steps required when it comes to the Power Broker / Policy works integration. I'm unsure of whose side the issue is on. Our training manual for Policy works is very large and the in class training took a few days. Can be time consuming... and steps can be easily missed. Review collected by and hosted on G2.com.

There are not enough reviews of Policy Works for G2 to provide buying insight. Below are some alternatives with more reviews:

Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.

AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.

QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools.

EZLynx® is the all-in-one platform independent insurance agencies trust to run smarter, faster, and more efficiently. With built-in tools for rating, policy management, automation, AI-powered insights, retention, and customer self-service, EZLynx brings everything agents need to manage the insurance lifecycle in one intuitive system. For over 20 years, agencies nationwide have relied on our innovation and support to grow their business with confidence.

Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.

Streamline operations and power up profitability in your large agency or brokerage.

Simplify your agency and take back your time. With built-in features like VoIP, eSign, and reporting, Bridge helps maximize your time input so you can spend less time working and more time living.

HawkSoft Client Management System (CMS) is an insurance agency's smart choice to enhance office productivity, profitability, and customer service.

iLife Technologies

iLife is the fastest and easiest way for life insurance businesses to build an interactive client experience online. Say goodbye to phone tag and cumbersome paperwork. Say hello to the world’s first and only hub for life insurance agents to brand a microsite, provide quotes in real time, and access CRM functionalities all in one place.

BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits.

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Insurance Agency Management Systems

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4.2/5

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