The Policy Works Blog

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Posted by Kathleen Kotchon on September 19, 2016

What I've Learned: Janice Castell, 2013 Policy Works Ninja

Janice Castell is a Commercial Account Manager at Orr Insurance Brokers Inc. in Stratford, Ontario. We asked her to share her thoughts about our software and what advice she has for brokers not using Policy Works to its full potential.

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Posted by Kathleen Kotchon on September 6, 2016

What I've Learned: Ashley Breen, 2014 Policy Works Ninja

Ashley Breen is a Commercial Customer Care Specialist at Macdonald Chisholm Trask Insurance in Kentville, Nova Scotia. We asked her to share her thoughts about being a Policy Works user and the journey to becoming the winner of the 2014 Policy Works Ninja Award.

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Posted by Kathleen Kotchon on September 1, 2016

3 reasons to start loving data entry (or at least not hate it)

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We admit it – there are few brokers who really love to enter data into a system. Especially a new system. But what we’ve learned over the years is that the real root of anxiety over “having to enter data into a system” stems from the fear of having to re-enter the same data over and over. As Frankenstein might say, “Data entry, good. Re-entering same data, bad.”

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Posted by Steve Pieroway on August 16, 2016

Fenn & Fenn Insurance and Policy Works: Month 1

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Fenn & Fenn Insurance Practice recently completed month 1 with Policy Works. Wendy May, Operations Manager at Fenn & Fenn, is responsible for the overall operations at Fenn & Fenn and ensuring the right workflows and processes are in place to help the commercial team do their best. In this post, the 2nd of 12 blog posts in a year-long series, Wendy talks about the experience to-date of implementing Policy Works.

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Posted by Steve Pieroway on August 9, 2016

3 things to improve your proposal (and help close more sales)

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The commercial insurance proposal. It represents your business offer to a prospective customer. One of the primary functions of the proposal is to help present the insurance recommendation in a way that is easily understood by a business owner, and hopefully, help close a sale.

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Posted by Kathleen Kotchon on August 2, 2016

Workplace inefficiencies - Are you the river or highway?

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The river—full of twists and turns that seem never ending. The highway—straight as an arrow with clear vistas and one destination in mind (at least in Western Canada). How much time and money do you think “rollin' on the river” is costing you? In an age where we grumble, “the system is slow” when we haven’t received an email sent two seconds ago, things like repetitive tasks and duplication of work squander precious time and resources.

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Posted by Steve Pieroway on July 28, 2016

Fenn & Fenn Insurance & Policy Works: The Decision

Fenn & Fenn Insurance Practice Inc. recently became a Policy Works customer. Danielle Fenn, President and co-founder, agreed to share her brokerage's first year using Policy Works. Every month, different team members from Fenn & Fenn will share their experiences, from the initial decision to purchase all the way to completing their first renewals in the system.

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Posted by Kevin Campbell, CEO on April 18, 2016

Being Digital in Commercial Lines

What Does 'Being Digital' Mean and How Do We Get There?

When I see “Being Digital” and “Commercial Lines” in the same sentence, I chuckle. It’s hard to imagine two universes further apart: one moving at light speed; the other seemingly stuck in a black hole. At the same time, I also feel invigorated because I see a world of opportunity.

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Posted by Kathleen Kotchon on March 22, 2016

Three reasons why it's better to be David than Goliath

david-goliath.jpgIn a day and age where independent brokers are being absorbed by larger firms, both national and international, it is time to reflect on the age-old question, “is bigger really better?”

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Posted by Kathleen Kotchon on February 25, 2016

Five words to never use in your proposal

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Is your proposal full of fluff that distracts from its objective? Other than to close the sale, is your objective perfectly clear? That is, is your proposal making random suggestions or offering concrete solutions? It’s all subliminal and choosing the right words are powerful.

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