Posts from Kathleen Kotchon

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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?

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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 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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Posted by Kathleen Kotchon on February 25, 2014

Standardize, Economize and Revitalize - The Trifecta of Templates

Templates have been used in the commercial insurance industry for years. When you think of it, the application form is the predecessor of templates; invented to bring cohesiveness to a collective group of questions. And insurance people like application forms (and questions) a lot.

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Posted by Kathleen Kotchon on February 11, 2014

Five Ways to Make a Remarkable Proposal

Not only is February Heart Awareness Month in Canada, it is also the month the most proposals take place. Marriage proposals, that is with St. Valentine fronting the romance on February 14.

The truth is, getting that prospect to say "I do" is a lot like a courtship. You meet for coffee and then if things go well, it's onto dinner and a few more dinners that evolve to meeting the family and taking the relationship to the next level.

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Posted by Kathleen Kotchon on February 4, 2014

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

Just like a conversation that you have with your spouse or significant other, a one word description may cause friction when discussing certain topics. It goes something like this:

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