Policy Works

Reliability ∙ Growth ∙ Innovation

 

We’re proud to partner with Policy Works to allow brokers to create payment options from within Policy Works utilizing their existing FIRST Canada exclusive pricing programs. 

 

 

Policy Works Integration

Policy Works brokers can provide innovative and convenient payment options at the time of proposal. This allows you to deliver an elevated client experience, close business faster, retain more clients, and reduces receivables.

 

Now you can customize the FIRST Canada payment plans for your commercial insurance clients, directly from Policy Works. You can also customize quotes by selecting pricing programs, inputting broker fees, and updating contacts.

 

 

 

 

 

View Demo

See how easy it is to provide payment options with every Policy Works proposal.

 

Benefits

Bypass Login

Leverage Pre-approved
Terms and rates

Eliminates keying errors
and discrepancies

Quickest way to
provide a quote

 

Reduces Rekeying
and Data Entry

Respects your
existing workflow

 

 

Automate your payments

By automating payments at the point of sale via Policy Works the average broker had:

 

24% increase
in net financing

 

37% increase
in contract count

 

80% increase
in efficiency

 

 

 

 

 

“We’re proud Policy Works chose FIRST Canada to provide Policy Works brokers with innovative and convenient payment options at the time of proposal. This assists Policy Works brokers in delivering an elevated client experience. It’s a win for everyone”. 

- Stuart Bruce
  Chief Executive Officer

 

 

 

Contact us if you would like to activate this integration in your office.

 

 

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