Posts from Kathleen Kotchon

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Posted by Kathleen Kotchon on October 19, 2017

How to Manage Lloyd’s Audit Anxiety

Many coverholders don’t look forward to their annual audit. Even though most audit procedures are straightforward, it is normal to become harried at the thought of having someone come into your office and assess your most valuable book of business.

Cast aside all doubts, the situation is under control. Read on to find out why many coverholders get audit anxiety and what you can do to overcome it.

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Posted by Kathleen Kotchon on October 5, 2016

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

Cari Gustavsen is the Branch Manager at Western Financial Group (South) in Medicine Hat, Alberta. We asked her to share her thoughts about the critical role management plays in the successful adoption of new software technology.

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Posted by Kathleen Kotchon on September 19, 2016

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

Janice Castell is a Commercial Account Manager at Orr Insurance Brokers Inc. in Stratford, Ontario. We asked her to share her thoughts about our software and what advice she has for brokers not using Policy Works to its full potential.

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Posted by Kathleen Kotchon on September 6, 2016

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

Ashley Breen is a Commercial Customer Care Specialist at Macdonald Chisholm Trask Insurance in Kentville, Nova Scotia. We asked her to share her thoughts about being a Policy Works user and the journey to becoming the winner of the 2014 Policy Works Ninja Award.

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Posted by Kathleen Kotchon on September 1, 2016

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

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We admit it – there are few brokers who really love to enter data into a system. Especially a new system. But what we’ve learned over the years is that the real root of anxiety over “having to enter data into a system” stems from the fear of having to re-enter the same data over and over. As Frankenstein might say, “Data entry, good. Re-entering same data, bad.”

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Posted by Kathleen Kotchon on August 2, 2016

Workplace inefficiencies - Are you the river or highway?

highway.jpg

The river—full of twists and turns that seem never ending. The highway—straight as an arrow with clear vistas and one destination in mind (at least in Western Canada). How much time and money do you think “rollin' on the river” is costing you? In an age where we grumble, “the system is slow” when we haven’t received an email sent two seconds ago, things like repetitive tasks and duplication of work squander precious time and resources.

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Posted by Kathleen Kotchon on March 22, 2016

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

david-goliath.jpgIn a day and age where independent brokers are being absorbed by larger firms, both national and international, it is time to reflect on the age-old question, “is bigger really better?”

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Posted by Kathleen Kotchon on February 25, 2016

Five words to never use in your proposal

Words

Is your proposal full of fluff that distracts from its objective? Other than to close the sale, is your objective perfectly clear? That is, is your proposal making random suggestions or offering concrete solutions? It’s all subliminal and choosing the right words are powerful.

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Posted by Kathleen Kotchon on May 21, 2014

What type of training participant are you?

Software training is a critical piece of the new software implementation process. And you would think that, as adults, training participants show up and fight for the seats at the front of the class, right? Maybe not. Training participants can usually be categorized into one of three profiles: the prisoner, the tourist and the explorer.

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Posted by Kathleen Kotchon on March 25, 2014

3 Reasons to Upgrade Your Software

There are a lot of reasons to like springtime. Okay, maybe you don’t like having to constantly wash your car or pick up that thawed dog poop in the backyard. But to be honest, there are a lot of fantastic things to look forward to, like:

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