# Policy Works Reviews
**Vendor:** Policy Works  
**Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 3
## About Policy Works
Commercial insurance management system designed for Canadian Insurance Brokers only.




## Policy Works Reviews
  ### 1. Great submission manager

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brittany  M. | Broker/Owner, Insurance, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 05, 2024

**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

**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

**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!

  ### 2. Helps brokers grow their commercial business 

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 27, 2019

**What do you like best about Policy Works?**

policy works has everything you need to manage and grow your commercial book of business 

**What do you dislike about Policy Works?**

difficult if you dont have a lot of experience as a broker

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

its helps brokers standardize and grow their commercial lines business 

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

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brittany  M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2018

**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. 

**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. 

**Recommendations to others considering Policy Works:**

It's a great product!

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

We are able to fill out our commercial submissions and send them off to marketing with ease.  The submissions are coming out nice and tidy :)


## Policy Works Discussions
  - [What is Policy Works used for?](https://www.g2.com/discussions/what-is-policy-works-used-for)

- [View Policy Works pricing details and edition comparison](https://www.g2.com/products/policy-works/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-24+09%3A41%3A12+-0500&secure%5Bsession_id%5D=5f4cadb5-c99c-4e5a-9dbe-6c4302f42190&secure%5Btoken%5D=a00f16ddadd5c34892d992b1cd4bc46f6ac47270bcc19126ff322ac9f70f20b0&format=llm_user)

## Policy Works Features
**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Dashboards
- Payment Processing
- Email Integration
- Task Management

**Insurance Documentation**
- Claims Management
- Policy Management
- Invoicing & Receipts
- Electronic Signatures

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