The Policy Works Blog

Subscribe now for commercial lines tips, advice, and how-tos.

Posted by Kathleen Kotchon on June 26, 2018

What’s the difference between an Agent and a Broker? Allow me to explain…

Insurance advertisements seem to be everywhere these days. Television, radio, Internet banner ads, billboards and magazines, you name it—it’s covered (pun intended). Read More

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.

Read More

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.

Read More

Posted by Steve Pieroway on May 3, 2018

What is trust?

In a previous blog, I discussed the nature of insurance in terms of how well consumers are able to evaluate the service provided by brokers.

Insurance, especially the more complex commercial environment, is not easy to evaluate. Unless a business owner has a background in commercial insurance, they have no way of telling how well their broker is doing their job. They have to go on good faith, or trust.

Read More

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. 

Read More

Posted by Debbie Summers on April 19, 2018

Should Independent Insurance Brokers have a Record Store Day?

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.
Read More

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... 

Read More

Posted by Pier Luc Laurin on April 5, 2018

Three tips on growing your commercial lines book

There are many ways to grow your commercial book of business. Which strategies you choose can depend on the location of your brokerage, resources on-hand like as qualified staff and budgeting. Whether you have or don’t have a growth strategy in place, here are three ways to complement your list.

Read More

Posted by Steve Pieroway on March 29, 2018

Being busy is not being valuable: 2 keys to increasing staff value in commercial lines

I recently visited a brokerage client, one you would call small to mid-sized. One of the primary commercial account executives talked about the frustration of working on ‘waste of time’ activities like generating certificates or processing endorsements for small accounts that really didn’t generate a lot of revenue.

Read More

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.

Read More