The Policy Works Blog

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Posted by Pier Luc Laurin on May 9, 2017

Staying Ahead of the Curve—the Challenges of Teaching Adults

I’m the new guy here at Policy Works. As the new guy, I know first-hand what it’s like to be on a gargantuan learning curve. That means I can identify with brokers who’re taking Policy Works training or attending training in the future. Sometimes it feels like there’s too much to learn with too little time to learn it.

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Posted by Susanna Fraser-Kuipers on April 28, 2017

Seven Tips to a Better Implementation

Investing in software to automate and standardize your commercial processes is a good way to grow your business. However, when your staff use that software really well, it’s a GREAT way to grow your business! A solid implementation is key between good and great.

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Posted by Crystal O'Hara on March 31, 2017

Are your requests for change dying on the vine? Here’s why.


You got your spouse to say “I do.” You’ve even got your kids to eat their vegetables. It’s obvious you have some skills at the art of persuasion. So, when you want to hear "yes" from your commercial lines manager, whether it's permission to take more training or the go-ahead on ordering a new computer or software, here’s how to maximize your chances by following these four tips.

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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

CSRSlump.jpg

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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