We often speak with brokers about 'being digital' in commercial lines. What does this mean? Where do you start?Read More
Many coverholders don’t look forward to their annual audit. Even though most audit procedures are straightforward, it is normal to become harried at the thought of having someone come into your office and assess your most valuable book of business.
Cast aside all doubts, the situation is under control. Read on to find out why many coverholders get audit anxiety and what you can do to overcome it.Read More
I recently attended the Atlantic Broker convention in Halifax. A theme that is all too common came up: focus on the customer. Phrases like 'customer centricity', 'customer oriented', 'customer experience' and 'customer preference strategy' were spoken. Rightfully so. The heart of any business, really, is satisfied customers.Read More
Has technology gone to the dogs?
During the month of February, the most famous dog show in the world takes place at the Westminster Kennel Club. I’m sure you’ve seen it on TV or heard about it on the news. One of the judging criteria is called “Best of Breed,” where an animal is judged as the best in its breed category.Read More
The research is in. Scientists say watching cute animal videos reduces stress and allows you to become more relaxed. Less stress and more relaxation is always a good thing. Sadly, there’s bad news associated with the good.Read More
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.Read More
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.Read More
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.
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.
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:Read More