Based out of Calgary, AB, Policy Works is dedicated to linking brokers and insurers; leveraging the strengths of each to better serve insureds. Policy Works is the result of a desire to improve the efficiency and communication between commercial insurance brokers and their insurers. In 2000, Policy Works Broker Edition was released as a commercial management tool designed specifically for brokers. Since that time, Policy Works has worked with over 400 Canadian brokerages to help them improve their commercial lines workflows. Policy Works is not designed to replace a broker management system. Instead, its commercial management solution complements a broker’s software by bringing a depth and breadth to their commercial lines through standardizing, automating, and streamlining workflows, producing professional documents, reducing E&O exposure and providing real-time business intelligence on key brokerage metrics.
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