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
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
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
One of the most famous back-stabbing deaths in history occurred on March 15, 44 BC when Caesar was stabbed 23 times at the Senate. Trusted friend and compatriot Brutus, (Et tu, Brute?) delivered the fatal blow. Beware the Ides of March!Read More
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