Posts from Steve Pieroway

As Vice-President, Marketing & Client Services, Steve oversees the branding, lead generation, and customer service activities at Policy Works.

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Posted by Steve Pieroway on November 21, 2017

Codify your commercial lines knowledge with this one vital thing

Think back to the whisper game you probably played as a kid. You know the game: a group of you would sit in a circle and one person would start by whispering a sentence in the person’s ear next to them. Then one-by-one, each person would whisper the sentence they heard to the person next to them.

The most common result? The sentence that made it back to the person who started the game was nothing like original one.

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Posted by Steve Pieroway on November 16, 2017

This 1 thing keeps Lloyd’s coverholders from maximizing profit

Most Lloyd’s coverholders begin as brokers, and then become tribunalized. This is often the start of the issuing policies process for brokers. And though it might seem like a natural progression, the underlying workflows and responsibilities are different. 

Here’s why.

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Posted by Steve Pieroway on November 9, 2017

Hockey sticks, AEGIS London and Lloyd’s Canada Workflow

On the surface, ‘hockey stick’ and ‘AEGIS LONDON’ are not two phrases that would appear to have much in common. However, hockey stick is exa ctly h ow Nazir Haji, Senior Vice President, Business Development at AEGIS LONDON (“AEGIS”) describes the steady and growth that AEGIS has experienced in Canada over the last few years, and how AEGIS has been leading the market in implementing new and coverholder-friendly initiatives. Read More

Posted by Steve Pieroway on November 8, 2017

What makes digital possible in commercial-lines? Machinable data.

 

Think of information you type into a Word or Excel document. It's stuck there. This is why CSR's who are forced to use Word and Excel to produce commercial documents - submissions, proposals, certificates - are masters at the 'copy & paste' shuffle.

Data stored in Word, Excel and PDFs is static. Stuck. Trapped. It doesn't move. 

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Posted by Steve Pieroway on October 31, 2017

3 costs of using static data in commercial-lines

 

The cost of using static data in commercial-lines is high. Though to many brokerage principals, it can be hard to see. Why? Because when you're removed from the day-to-day operations of CSRs and Marketers, you can miss the impact of workflow inefficiencies. 

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Posted by Steve Pieroway on October 24, 2017

3 ideas to start thinking digital in commercial lines

We often speak with brokers about 'being digital' in commercial lines. What does this mean? Where do you start?

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Posted by Steve Pieroway on October 19, 2017

What about the Broker Experience?

I recently attended the Atlantic Broker convention in Halifax. A theme that is all too common came up: focus on the customer. Phrases like 'customer centricity', 'customer oriented', 'customer experience' and 'customer preference strategy' were spoken. Rightfully so. The heart of any business, really, is satisfied customers.

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Posted by Steve Pieroway on August 16, 2016

Fenn & Fenn Insurance and Policy Works: Month 1

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Fenn & Fenn Insurance Practice recently completed month 1 with Policy Works. Wendy May, Operations Manager at Fenn & Fenn, is responsible for the overall operations at Fenn & Fenn and ensuring the right workflows and processes are in place to help the commercial team do their best. In this post, the 2nd of 12 blog posts in a year-long series, Wendy talks about the experience to-date of implementing Policy Works.

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Posted by Steve Pieroway on August 9, 2016

3 things to improve your proposal (and help close more sales)

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The commercial insurance proposal. It represents your business offer to a prospective customer. One of the primary functions of the proposal is to help present the insurance recommendation in a way that is easily understood by a business owner, and hopefully, help close a sale.

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Posted by Steve Pieroway on July 28, 2016

Fenn & Fenn Insurance & Policy Works: The Decision

Fenn & Fenn Insurance Practice Inc. recently became a Policy Works customer. Danielle Fenn, President and co-founder, agreed to share her brokerage's first year using Policy Works. Every month, different team members from Fenn & Fenn will share their experiences, from the initial decision to purchase all the way to completing their first renewals in the system.

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