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Posted by Steve Pieroway on May 6, 2014

What I've Learned - John Eastly

John Eastly, Vice-President and co-founder of Policy Works Inc., talks about what he's learned in over 20 years of developing commercial-lines software for the Canadian insurance industry.

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Posted by Steve Pieroway on April 30, 2014

What is trust?

In the last blog post, I discussed the nature of insurance in terms of how well consumers are able to evaluate the service provided by brokers.

Insurance, especially the more complex commercial environment, is not easy to evaluate. Unless a business owner has a background in commercial insurance, they have no way of telling how well their broker is doing their job. They have to go on good faith, or trust.

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Posted by Steve Pieroway on April 22, 2014

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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Posted by Steve Pieroway on April 16, 2014

New Software? Find a Champion

Or Go-To person. Lead. Hero. Person-who-will-see-it-through-to-the-end.

Whatever you want to call them, if you are bringing new software into your brokerage, you need to find this one person internally to spearhead the implementation. 

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Posted by Steve Pieroway on April 2, 2014

What I've Learned - Kevin Campbell

Kevin Campbell, President of Policy Works Inc., talks about what he's learned in over 20 years of leading a software company in the Canadian insurance industry. 

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Posted by Kathleen Kotchon on March 25, 2014

3 Reasons to Upgrade Your Software

There are a lot of reasons to like springtime. Okay, maybe you don’t like having to constantly wash your car or pick up that thawed dog poop in the backyard. But to be honest, there are a lot of fantastic things to look forward to, like:

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Posted by Steve Pieroway on March 11, 2014

The 3 Things We Learned About Changing Our Own Workflows

Do you know the parable of the baked ham? It's a good introduction to the power of unquestioned practices. If you haven't heard it, it goes something like this:

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Posted by Steve Pieroway on March 4, 2014

Win your marketers' love

Yes, Valentine's Day has passed. But does that really mean you have to lose that loving feeling? No, of course not. The question is, though, how do you win a marketers' love? Coffee? Lunch? Not even close. 

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Posted by Kathleen Kotchon on February 25, 2014

Standardize, Economize and Revitalize - The Trifecta of Templates

Templates have been used in the commercial insurance industry for years. When you think of it, the application form is the predecessor of templates; invented to bring cohesiveness to a collective group of questions. And insurance people like application forms (and questions) a lot.

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Posted by Steve Pieroway on February 18, 2014

My one piece of advice for brokers

I sat down with Darren D’Aguilar, CIP, CAIB, CRM, Regional Sales Manager at Policy Works, to discuss his experiences over the last 8 years. In his time with Policy Works, Darren has consulted with over 1,000 brokers across Canada. These brokers ranged from 100% commercial business focus, to doing no commercial at all.

A former Commercial Account Executive and Commercial Lines Underwriter, Darren has seen just about all there is to see in terms of brokers’ practices in how they manage their commercial lines business.

Here’s what he had to say.

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