The Policy Works Blog

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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.
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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... 

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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.

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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.

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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.

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Posted by Kathleen Kotchon on March 15, 2018

Does getting “the pen” come with a knife in the back?

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!

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Posted by Kathleen Kotchon on March 8, 2018

The Modern History of Bordereau (Abridged Version)

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.

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Posted by Kathleen Kotchon on March 1, 2018

Commercial Lines and the Bordereau Assembly Line Method

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.

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Posted by Steve Pieroway on January 15, 2018

Going digital? Think back-office, too.

Digital back-office: Crystal from Policy Works shows how you can create 3 RFQ's in about 30 seconds using standardized, machinable data.


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Posted by Steve Pieroway on January 4, 2018

Commercial insurance: Search, experience or credence?

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. 

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