---
title: Policy Works Reviews
meta_title: 'Policy Works Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Policy Works works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 3
  scale: '5'
date_modified: '2026-06-14'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---


# 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 


## 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?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+22%3A31%3A41+-0500&secure%5Bsession_id%5D=e745c2af-b4d7-4067-ae6d-5258e900d7b6&secure%5Btoken%5D=3dddef59773efd2318d8b0d5c308169aef3c1fa4ea8f1af4bd4fdeaad61f03e4&format=llm_user)

## Policy Works Features
**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Statistics
- Payment Processing
- Email Integration
- Task Management
- Third-Party Integrations
- Accounting Integration
- Alerts/Notifications
- Calendar Management
- Pipeline Management
- Commission Management
- Email Management
- User Management
- Forms Management
- Invoice Management
- Workflow Management
- Document Management
- Contact Database

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

**Additional Functionality**
- Client Portal
- Access Controls/Permissions
- AI Copilot
- Audit Trail
- Search/Filter
- Commission Calculations
- Insurance Rating
- Activity Tracking
- API
- Customizable Templates
- Customizable Branding
- Document Storage
- Property & Casualty
- Configurable Workflow
- Life & Health
- Monitoring
- Status Tracking
- Customizable Forms
- Generative AI
- Document Templates
- Self Service Portal
- Reminders
- Customizable Reports
- SSL Security
- Customizable Fields
- Referral Tracking
- Quotes/Estimates
- Risk Assessment
- Email Marketing

## Top Policy Works Alternatives
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