Policy Works

Policy Works

par Policy Works

Pour qui ?

Web-based insurance policy solution designed for Canadian Insurance Brokers that helps with analytics and brokerage.

Notes moyennes

3 avis
  • Note globale 5/5
  • Facilité d'utilisation 4/5
  • Service client 5/5
  • Fonctionnalités 5/5
  • Rapport qualité-prix 5/5

Informations sur le produit

  • À partir de 99,00 $US/mois
  • Prix Four packages available.
  • Version gratuite Non
  • Essai gratuit Oui
  • Déploiement Installation (Mac)
    Mobile (iOS natif)
  • Formation Formation présentielle
    Formation en ligne en direct
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Policy Works
  • http://www.policyworks.com/

En savoir plus sur Policy Works

Commercial insurance management system designed for Canadian Insurance Brokers that helps with analytics and brokerage.

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Policy Works - Fonctionnalités

  • Administration de la réassurance
  • Devis
  • Gestion de la souscription
  • Gestion des renouvellements
  • Génération de stratégies
  • Moteur de notation
  • Suivi des annulations
  • Suivi des réclamations
  • Suivi des réintégrations
  • Traitement des stratégies
  • Émission de stratégie

Avis les plus utiles sur Policy Works

Great System for creating submissions for insurance. This puts us ahead of the competition.

Publié le 27/02/2018
Brodie M.
Commercial Producer
Assurance, 51-200 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
4/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: my presentations are seen by both my clients and professionals within the industry so it is very nice to have these presentations look the best compared to my competition.

Avantages: Very detailed presentations. Able to put in a lot of information at one time. The free formatting capabilities are very useful as well.

Inconvénients: older information within the system gets lost over time. This gets very annoying and causes a lot of time to re-enter information.

Policy Works makes commercial lines so much more presentable!

Publié le 09/12/2016
Gillian V.
President
Assurance, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
4/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: We have used Policy Works almost since its inception and have enjoyed the relationship thoroughly! It's a staple in our office for commercial submissions, proposals, and certificates. We do not use it nearly to its full potential but the features we do utilize we do so regularly and very happily. The staff is great and the support team is always consistently fabulous!

Avantages: how professional everything looks and how effective the software is for commercial policies (where our broker management system falls short)

Inconvénients: that I don't use nearly as many of the features available! (but that's on me, not on Policy Works!)

Great product, don't know how I could work in commercial without it

Publié le 23/02/2018
David C.
Commercial Broker
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
5/5
Note globale
4/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix

Avantages: Widespread acceptance across industry, the way proposals look. Really like how customizable almost everything is from changing the way a proposal looks, free formatting coverage options, the underwriting assistant that gives a brief description of what each coverage is

Inconvénients: Can be a bit difficult to figure out the custom side of things at times. It is a product that can take some time to get use to for new users but once you get use to it you can do virtually anything with it.

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