If you quote, make a note!
by James Bonnay, C.I.P., C.C.I.B.Do you give your clients verbal quotations? Have clients rejected all or parts of your proposals? If so, insurance consultant James Bonnay recommends you keep a detailed record.
Commercial management systems come of age
by Kevin Campbell, President, Policy WorksAlthough commercial management systems (CMS) have been around for over a decade, they are only now becoming a “must-have” solution for brokers. Why is this? Kevin explores the evolution of the CMS and its importance for the commercial lines broker.
Development of a commercial-lines XML standard
by Lorin McCaffrey, Senior Product Developer, Policy WorksInsurance standards are not new. However, the development of commercial lines standards is currently receiving increased attention. Join Senior Product Developer Lorin McCaffrey as he investigates the state of commercial lines XML standards in Canada.
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