The Policy Works Blog

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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 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 Crystal O'Hara on August 25, 2017

What is a Best of Breed System?

Has technology gone to the dogs?

During the month of February, the most famous dog show in the world takes place at the Westminster Kennel Club. I’m sure you’ve seen it on TV or heard about it on the news. One of the judging criteria is called “Best of Breed,” where an animal is judged as the best in its breed category.

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Posted by Crystal O'Hara on May 12, 2017

Cat videos are good for you. Your network? Not so much.

The research is in. Scientists say watching cute animal videos reduces stress and allows you to become more relaxed. Less stress and more relaxation is always a good thing. Sadly, there’s bad news associated with the good.

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Posted by Pier Luc Laurin on May 9, 2017

Staying Ahead of the Curve—the Challenges of Teaching Adults

I’m the new guy here at Policy Works. As the new guy, I know first-hand what it’s like to be on a gargantuan learning curve. That means I can identify with brokers who’re taking Policy Works training or attending training in the future. Sometimes it feels like there’s too much to learn with too little time to learn it.

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Posted by Crystal O'Hara on May 2, 2017

Is your personal lines book on its deathbed?

Automation and the availability of obtaining quotes online in real-time has dramatically effected the way personal lines is sold in Canada.

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Posted by Susanna Fraser-Kuipers on April 28, 2017

Seven Tips to a Better Implementation

Investing in software to automate and standardize your commercial processes is a good way to grow your business. However, when your staff use that software really well, it’s a GREAT way to grow your business! A solid implementation is key between good and great.

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Posted by Debbie Summers on April 21, 2017

Should Independent Insurance Brokers have a Record Store Day?



Saturday, April 22, is Record Store Day. For you non-hipsters like me, allow me to explain. It is an annual event held each April to celebrate the longevity of the independent record store.

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Posted by Debbie Summers on April 12, 2017

Are you on the copy and paste merry-go-round?


Most insurance brokers I talk to use Microsoft Office®, namely Microsoft Word. It’s an excellent tool, it was used to write this blog. Did you know MS Word has been around for over 25 years? Even if your brokerage started using it in 1997, that means you have 20 years of data stored on assorted Word documents.

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Posted by Crystal O'Hara on March 31, 2017

Are your requests for change dying on the vine? Here’s why.


You got your spouse to say “I do.” You’ve even got your kids to eat their vegetables. It’s obvious you have some skills at the art of persuasion. So, when you want to hear "yes" from your commercial lines manager, whether it's permission to take more training or the go-ahead on ordering a new computer or software, here’s how to maximize your chances by following these four tips.

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