--- 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 & Product Details Commercial insurance management system designed for Canadian Insurance Brokers only. * * * Seller [Policy Works](https://www.g2.com/sellers/policy-works) Discussions [Policy Works Community](https://www.g2.com/products/policy-works/discuss) Show More ## Top-Rated Alternatives [ ![Applied Epic](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Applied Epic") Applied Epic 4.4/5(1,800) ](https://www.g2.com/products/applied-epic/reviews) [ ![AMS360](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "AMS360") AMS360 4.3/5(968) ](https://www.g2.com/products/ams360/reviews) [ ![EZLynx](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "EZLynx") EZLynx 4.4/5(722) ](https://www.g2.com/products/ezlynx-ezlynx/reviews) [ View All Alternatives ](https://www.g2.com/products/policy-works/competitors/alternatives) 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. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") 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. What problems is Policy Works solving and how is that benefiting you? its helps brokers standardize and grow their commercial lines business Review collected by and hosted on G2.com. Show More 11/29/2019 Current UserValidated ReviewerIncentivizedSource: G2 invite 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. Recommendations to others considering Policy Works: It's a great product! Review collected by and hosted on G2.com. 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 :) Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of Policy Works for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![Applied Epic Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic Logo") Applied Epic 4.4 (1,800) Applied Epic enables agencies to manage their property and casualty and benefits business in a single application. ](https://www.g2.com/products/applied-epic/reviews "Applied Epic")[ 2 ![AMS360 Logo](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360 Logo") AMS360 4.3 (968) AMS360 is agency management software that enables you to focus on the heart of your business - your customers. 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By consolidating various communication tools into a single, user-friendly interface, Bridge Insure simplifies the management of client relationships and internal operations. Key Features and Functionality: - Unified Communications: Integrates phone, text, chat, video, and VoIP services into one cohesive platform, ensuring seamless interactions with clients and team members. - Advanced Phone System: Provides automation, insightful analytics, and flexibility, including features like CSR and call reports, screen pop-ups, and integration with CRM and AMS systems. - eSignature and Online Faxing: Facilitates fast and secure paperless agreements, allowing users to manage and track documentation conveniently from any location. - Compliance Management: Automates compliance processes, covering standards such as E&O, PCI, FCC, TCPA, CTIA, and TCR, thereby reducing the risk of non-compliance. - Seamless Integrations: Offers advanced integrations with various agency management systems (AMS) and customer relationship management (CRM) tools, enhancing operational efficiency. Primary Value and Solutions Provided: Bridge Insure addresses the common challenges faced by insurance agencies, such as managing multiple communication channels, ensuring compliance, and maintaining efficient workflows. By unifying these essential functions into a single platform, it reduces the complexity and costs associated with using disparate systems. This integration not only saves time but also enhances productivity, allowing agents and brokers to focus more on building client relationships and growing their business. Additionally, the platform's compliance features provide peace of mind by automating regulatory adherence, thereby mitigating potential risks. ](https://www.g2.com/products/bridge-insure/reviews "Bridge Insure")[ 10 ![iLife Technologies Logo](https://images.g2crowd.com/uploads/product/hd_favicon/cddebfc21cfbbadc73d81f22e50053ec/ilife-technologies.svg "iLife Technologies Logo") iLife Technologies 4.7 (78) 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. ](https://www.g2.com/products/ilife-technologies/reviews "iLife Technologies") [Show More](#) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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