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Posted by Debbie Summers on March 1, 2017

Twelve principles to help grow your commercial lines

 

Dr. Kazuo Inamori is a philanthropist, entrepreneur and the founder of Kyocera Corporation and KDDI Corporation. He’s also the Chairman of Japan Airlines and a bestselling author. His ideologies and management style is revered around the world. One of his key management philosophies is The Twelve Management Principles, that can be applied to any type of business, even commercial lines.

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Posted by Pier Luc Laurin on February 21, 2017

How assembling a barbeque is like purchasing software (with less drama)

If you’ve assembled a barbeque with your partner, then you’ve probably quarreled over assembly instructions. A dispute over putting a barbeque together usually goes like this:

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Posted by Crystal O'Hara on February 2, 2017

Five Things Spock Taught Me About Commercial Lines

 

Leonard Nimoy, the actor who portrayed First Officer Spock in the series Star Trek passed away two years ago on February 27th. As a tribute, I ‘d like to share five famous quotes made by Spock, also known as “Spock-isms,” that influence my thoughts on commercial lines processes and workflows.

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Posted by Debbie Summers on January 25, 2017

To upgrade or not to upgrade, that is the question.

Whether you’re using a commercial management system like Policy Works or a product like Microsoft Windows 10, performing regular upgrades is a necessity, especially if you want bug fixes and new features. But before you dive in, here’s five questions you need to ask yourself.

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Posted by Crystal O'Hara on January 10, 2017

Three Ways to Move Out of the CSR Slump

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You’ve fallen into that “CSR slump” and you’re not quite sure when it happened or how. Everyday it’s the same old thing: Answer the phone, type a pink card, issue a binder, request an endorsement, abeyance and repeat. Then repeat once more. The song, “The Thrill is Gone” has become an earworm.

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Posted by Debbie Summers on January 3, 2017

The Challenges of Change

As a commercial lines manager or principal of a brokerage, you’re always on the look-out for the most efficient process. Repetitive tasks, duplication of work and inefficient workflows are a colossal waste of time and money—everyone knows that. So why do these problems keep occurring?

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Posted by Crystal O'Hara on December 13, 2016

The New Over-Under

OverUnder.jpgI am not a gambler but I do know how over-under works. In essence, it’s a wager where the bettor predicts a total points number in a game like football. It’s a popular way to bet if you can’t pick one team over the other.

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Posted by Debbie Summers on December 6, 2016

The “Let’s Make a Deal” Workflow

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One of my favourite TV shows growing up was the game show “Let’s Make a Deal.” On the game show, a contestant is given the choice of three doors. Behind one door is The Big Deal; a car, a boat, a trip, behind another is a good prize; appliances, furniture; electronics, the third…that’s the Zonk, something of little or no value, like a goat.

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Posted by Crystal O'Hara on November 29, 2016

Here Come the Millennials

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According to millenialmarketing.com,  millennials are 2.5 times more likely to be an early adopter of technology than other generations. Being a millennial myself, allow me to speak on our behalf when I say, “that’s how we’ve always done things” is a business acumen we do not subscribe to. And here’s why.

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Posted by Kathleen Kotchon on October 5, 2016

What I’ve Learned: Cari Gustavsen, 2010 Policy Works Ninja

Cari Gustavsen is the Branch Manager at Western Financial Group (South) in Medicine Hat, Alberta. We asked her to share her thoughts about the critical role management plays in the successful adoption of new software technology.

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