Posts from Kathleen Kotchon

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Posted by Kathleen Kotchon on May 17, 2018

Three ways to increase productivity and build morale at your brokerage

If you’re a brokerage principal or a commercial lines manager, you know that changing processes to improve productivity can lead to reduced morale. It’s a double-edged sword that we see repeatedly; improved workflows and processes means change management, and it’s often not easy.

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Posted by Kathleen Kotchon on May 10, 2018

Are inefficient processes the heart of poor customer experience?

We’ve all been one—a casualty of poor customer experience.

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Posted by Kathleen Kotchon on April 26, 2018

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. 

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Posted by Kathleen Kotchon on April 12, 2018

Following Through on Your Commercial Lines New Year’s Resolutions

It’s already the end of the first quarter of 2018, let’s take a moment to reflect on our insurance New Year’s Resolutions.

What? You don’t have any? No problem! Here’s a few you’ve probably considered, so here it goes... 

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Posted by Kathleen Kotchon on March 22, 2018

Does “Oscar the Grouch” Love Your Bordereau Data?

If you've watched Sesame Street, you’ve seen Oscar the Grouch. He's the puppet covered in mangy green fur that lives in a garbage can. He loves garbage and proudly keeps an assortment of useless junk in his garbage can.

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Posted by Kathleen Kotchon on March 15, 2018

Does getting “the pen” come with a knife in the back?

One of the most famous back-stabbing deaths in history occurred on March 15, 44 BC when Caesar was stabbed 23 times at the Senate. Trusted friend and compatriot Brutus, (Et tu, Brute?) delivered the fatal blow. Beware the Ides of March!

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Posted by Kathleen Kotchon on March 8, 2018

The Modern History of Bordereau (Abridged Version)

When Microsoft®Office was introduced at our brokerage in the 1990s it was a game-changer. We had people come out from HQ to train us; we even held training on weekends to avoid having too many staff away at once.

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Posted by Kathleen Kotchon on March 1, 2018

Commercial Lines and the Bordereau Assembly Line Method

I’m sure you’ve seen the I Love Lucy skit where Lucy and Ethel are working on an assembly line, wrapping candies at a chocolate factory. The goal is to have every chocolate on the conveyor belt wrapped before moving onto packaging.

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Posted by Kathleen Kotchon on December 14, 2017

4 Reasons Why Your Lloyd’s Auditor is Anxious About You Too

I recently posted a blog titled, “How to Manage Lloyd’s Audit Anxiety.” In it, I talk about four things coverholders fret over during their audit. Now, let’s turn the tables and find out what can make a Lloyd’s auditor anxious.

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Posted by Kathleen Kotchon on December 12, 2017

What type of training participant are you?

Software training is a critical piece of the new software implementation process. 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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