Designed for commercial-lines insurance producers working in the field, the Producer app enables you to prospect for new business like never before. The driving force behind our design is simple: make it as easy as possible for a commercial-lines producer to find and close new business opportunities.
POWERFUL, YET EASY TO USE
We made the user-interface intuitive and strikingly simple to use. Intelligent third-party data sourcing minimizes the amount of data you type. And with our patent-pending verification process, you can quickly validate, correct, or update each piece of information. All files, including photos, PDF attachments, and audio instructions are automatically included with each submission.
How you do something says as much as what you do. Your professionalism will be on-stage when you use Policy Works Producer to discuss the details of your prospect's insurance policy. Policy Works Producer positions you as the insurance broker of choice: the trusted advisor.
The Producer app is linked to your brokerage's Policy Works system using our cloud services. This means that you can instantly send your completed submission to your marketer, CSR, or account executive, and the entire file will be entered into their Policy Works desktop environment.
Policy Works Producer is a tethered application. What does this mean? It means that in order to use the app on your iPad, you must be a Policy Works customer with a working desktop installation.
Policy Works Producer enables you to:
• Search for prospects by business name or industry type
• Import pre-filled data (underwriting information) as provided by third party suppliers
• Search for locations and directions
• Significantly reduce typing thanks to our patent pending data verification process for pre-filled data
• Import contact information into your contact list
• Add multiple locations to a submission
• Attach documents such as photos, PDFs, spreadsheets and text documents
• Include voice/audio instructions with your submission
• Send the submission directly to your marketers’ Policy Works system for quote request
14873 - Add question: Has any insurer cancelled, declined or refused to renew or issue commercial insurance to the applicant within the past 5 years?
13317 - Typos and mismatches between Producer and desktop, in ENC and FRC
13762 - On the Folder cover labels, long Company, email, or Web site values will overlap the field name text
13764 - Date picker is always in English, even when device and policy settings are in French
14130 - When reordering photos, the thumbnail images go out of sync with the underlying images. This can also lead to some users seeing 'duplicate' thumbnail images.
14380 - Typo in the Producer App where it says 'Imcomplete'. It should read read 'Incomplete'
16857 - Producer generates error message 'Unable to create submission for "company"' when user selects a search result, and also removes the item from the results view
16889 - Need confirmation before delete or undo capability when deleting a location
Up to six family members will be able to use this app with Family Sharing enabled.