Policy Works

Qui utilise Policy Works ?

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

Description de Policy Works

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

Informations sur Policy Works

Policy Works

http://www.policyworks.com/

Prix de Policy Works

Policy Works n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Policy Works est disponible à partir de 99,00 $US/mois.

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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

Policy Works - Fonctionnalités

Logiciels d'assurances
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 sur Policy Works

Afficher 3 avis sur 3

Note globale
5/5
Facilité d'utilisation
4/5
Service client
5/5
Fonctionnalités
5/5
Rapport qualité-prix
5/5
Brodie M.
Commercial Producer
Assurance, 51-200 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 27/02/2018

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

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.

  • Provenance de l'utilisateur 
  • Publié le 27/02/2018
Gillian V.
President
Assurance, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 09/12/2016

"Policy Works makes commercial lines so much more presentable!"

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!)

  • Provenance de l'utilisateur 
  • Publié le 09/12/2016
David C.
Commercial Broker
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Publié le 23/02/2018

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

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.

  • Provenance de l'utilisateur 
  • Publié le 23/02/2018