The Policy Works Blog

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How to Manage Lloyd’s Audit Anxiety

What about the Broker Experience?

What is a Best of Breed System?

Cat videos are good for you. Your network? Not so much.

Staying Ahead of the Curve—the Challenges of Teaching Adults

Is your personal lines book on its deathbed?

Seven Tips to a Better Implementation

Should Independent Insurance Brokers have a Record Store Day?

Are you on the copy and paste merry-go-round?

Are your requests for change dying on the vine? Here’s why.

Twelve principles to help grow your commercial lines

How assembling a barbeque is like purchasing software (with less drama)

Five Things Spock Taught Me About Commercial Lines

To upgrade or not to upgrade, that is the question.

Three Ways to Move Out of the CSR Slump

The Challenges of Change

The New Over-Under

The “Let’s Make a Deal” Workflow

Here Come the Millennials

What I’ve Learned: Cari Gustavsen, 2010 Policy Works Ninja

What I've Learned: Janice Castell, 2013 Policy Works Ninja

What I've Learned: Ashley Breen, 2014 Policy Works Ninja

3 reasons to start loving data entry (or at least not hate it)

Fenn & Fenn Insurance and Policy Works: Month 1

3 things to improve your proposal (and help close more sales)

Workplace inefficiencies - Are you the river or highway?

Fenn & Fenn Insurance & Policy Works: The Decision

Being Digital in Commercial Lines

Three reasons why it's better to be David than Goliath

Five words to never use in your proposal

Your call is important to us: 3 keys to great customer service

The talent gap: 3 ideas to help your underwriters help you

Codify your commercial knowledge with this one critical thing

Beating the chameleon curse: 3 steps to creating more consistent documents

Every proposal tells a story, too

What stories do your submissions tell?

Switching BMS systems? Keep these 3 points in mind

Being busy is not being valuable: 2 keys to increasing staff value in commercial lines

Are new commercial staff not 'getting it'? These 4 steps will help.

The E&O scare: Three ways to reduce exposure at your brokerage

Creating commercial lines success: Is there a better way?

Are you an office hero?

Hockey, AEGIS and the discipline of workflow

Commercial staff turnover: 3 ideas to help reduce chaos when someone leaves

What Epictetus Taught Me About Vision

Better prospects? Reverse engineer your best sales.

More than software: 5 things that set us apart

What I've Learned: Robert Kimball

Find the right fit

Death By a Thousand [Paper] Cuts

The Customer Satisfaction Trap

An interview with Policy Works' new president, John Eastly

What I've Learned: Tom Hickey

What type of training participant are you?

What I've Learned - John Eastly

What is trust?

Commercial-insurance: Search, experience or credence?

New Software? Find a Champion

What I've Learned - Kevin Campbell

3 Reasons to Upgrade Your Software

The 3 Things We Learned About Changing Our Own Workflows

Win your marketers' love

Standardize, Economize and Revitalize - The Trifecta of Templates

My one piece of advice for brokers

Five Ways to Make a Remarkable Proposal

The One Word Description (or How-to Drive Your Underwriter Crazy)

Use pictures to create submissions that underwriters love