When Microsoft®Office was introduced at our brokerage in the 1990s it was a game-changer. We had people come out from HQ to train us; we even held training on weekends to avoid having too many staff away at once.Read More
I’m sure you’ve seen the I Love Lucy skit where Lucy and Ethel are working on an assembly line, wrapping candies at a chocolate factory. The goal is to have every chocolate on the conveyor belt wrapped before moving onto packaging.Read More
Pop-quiz: can you tell if your lawyer or doctor is doing their job as effectively as possible? Even after you hear them explain their opinion on something, are you left wondering if it's the right call?
I often am. In fact, I have the feeling of, "I want to trust you, to believe you, but I just can't tell if what you're saying to me makes sense." The problem? I don't have the knowledge or experience to evaluate the service, whether it's a legal opinion or medical advice.Read More
Every submission tells a story. From small floral shops to large manufacturers, the submissions your brokers create tell the stories that end up becoming policies.
Ask yourself: what story do your submissions tell? Are they vivid, detailed, and well-structured narratives that are easily understood. Or are they more like haikus: slightly mysterious and cryptic verses that leave the reader scratching their head?Read More
I recently posted a blog titled, “How to Manage Lloyd’s Audit Anxiety.” In it, I talk about four things coverholders fret over during their audit. Now, let’s turn the tables and find out what can make a Lloyd’s auditor anxious.Read More
Software training is a critical piece of the new software implementation process. You would think that, as adults, training participants show up and fight for the seats at the front of the class, right? Maybe not. Training participants can usually be categorized into one of three profiles: the prisoner, the tourist and the explorer.Read More
If you haven’t read the book, you’ve probably seen the film. A Christmas Carol is the story of Ebenezer Scrooge, a grouchy, old miser whose dreams are haunted by three different ghosts in and around the Christmas season.Read More
As a Lloyd’s Canada coverholder, you know Year of Account (YOA) forms part of your reporting criteria. While YOA is easily managed in year one of low-volume binding authority agreements, there are plenty of events that occur over the lifespan of multiple renewing contracts that make tracking YOA more difficult.Read More