The brokerage has been in your family since 1920. You’re the fourth generation to take the reigns and secretly, you’re terrified. You can’t look anxious in front of your staff and you can’t show fear in front of your spouse and children. You keep repeating the mantra, “this brokerage is not going down.” Well, not on your watch anyway. You hope.Read More
If you’ve attended any broker conventions recently, it’s impossible not to notice one thing. More and more startups are coming onto the scene. Once upon a time, all the technology vendors could fit into one aisle. Now there’s:
- Broker management systems
- Commercial management systems
- Digital platforms
- All-in-one solutions that do it all (whether you need it or not)
and the list goes on.Read More
So, where’s the 7½ floor, you ask?
If you’ve seen the ground-breaking, classic film Being John Malkovich, that’s where the portal into John Malkovich’s mind was located. On the 7½ floor of an office building—with very low ceilings and hunched-over workers.Read More
The most lucrative brokerages in Canada are the ones that tend to have the best broker experience. If you’re not exactly sure what “the broker experience” encompasses it is,
“the experience, or sum of all experiences, that any one of your brokers has while working at your brokerage. It includes the role and responsibilities, the physical space, the tools, the processes, the relationships with other staff and with customers.”
Change. That scary skeleton that dances its way out of the closet every few years. It’s the skeleton your staff fear the most. Why is everyone so afraid?Read More
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.Read More
We’ve all been one—a casualty of poor customer experience.