Posts from Debbie Summers

Posted by Debbie Summers on April 21, 2017

Should Independent Insurance Brokers have a Record Store Day?



Saturday, April 22, is Record Store Day. For you non-hipsters like me, allow me to explain. It is an annual event held each April to celebrate the longevity of the independent record store.

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Posted by Debbie Summers on April 12, 2017

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


Most insurance brokers I talk to use Microsoft Office®, namely Microsoft Word. It’s an excellent tool, it was used to write this blog. Did you know MS Word has been around for over 25 years? Even if your brokerage started using it in 1997, that means you have 20 years of data stored on assorted Word documents.

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Posted by Debbie Summers on March 1, 2017

Twelve principles to help grow your commercial lines

 

Dr. Kazuo Inamori is a philanthropist, entrepreneur and the founder of Kyocera Corporation and KDDI Corporation. He’s also the Chairman of Japan Airlines and a bestselling author. His ideologies and management style is revered around the world. One of his key management philosophies is The Twelve Management Principles, that can be applied to any type of business, even commercial lines.

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Posted by Debbie Summers on January 25, 2017

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

Whether you’re using a commercial management system like Policy Works or a product like Microsoft Windows 10, performing regular upgrades is a necessity, especially if you want bug fixes and new features. But before you dive in, here’s five questions you need to ask yourself.

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Posted by Debbie Summers on January 3, 2017

The Challenges of Change

As a commercial lines manager or principal of a brokerage, you’re always on the look-out for the most efficient process. Repetitive tasks, duplication of work and inefficient workflows are a colossal waste of time and money—everyone knows that. So why do these problems keep occurring?

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Posted by Debbie Summers on December 6, 2016

The “Let’s Make a Deal” Workflow

LetsMakeADeal.jpg

One of my favourite TV shows growing up was the game show “Let’s Make a Deal.” On the game show, a contestant is given the choice of three doors. Behind one door is The Big Deal; a car, a boat, a trip, behind another is a good prize; appliances, furniture; electronics, the third…that’s the Zonk, something of little or no value, like a goat.

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Posted by Debbie Summers on November 5, 2014

Find the right fit

I remember with great clarity one of my very first sales experiences. I was 15 when I was hired by a shoe store as seasonal help. I was young, inexperienced and had a limited amount of life experiences to go by. I didn’t even know much about shoes.

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