The Policy Works Blog

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Posted by Steve Pieroway on April 14, 2015

Are you an office hero?

Have any of these situations happened to you recently:

  • an experienced CSR quits abruptly and leaves a large share of commercial clients temporarily “orphaned";
  • your account manager needs to process a renewal for a client but can't find the Word document on your server, or;
  • a producer loses a key account at renewal due to an aggressive price/coverage bid from a competitor.
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Posted by Steve Pieroway on February 25, 2015

Commercial staff turnover: 3 ideas to help reduce chaos when someone leaves

One of the most common reasons brokers turn to an automated solution for commercial lines is because a staff member, typically one with the most experience in commercial, is leaving. Many brokers don’t think about the state of their brokerage's commercial book until a key staff member gives notice, and at that point it's often too late.

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Posted by John Eastly, President on January 28, 2015

What Epictetus Taught Me About Vision

As president of Policy Works Inc., I spend a lot of energy on the vision of our company and our product. Vision is an important element of leadership and management, but it can sometimes be a difficult concept to pin down and apply, so I'm alert to viewpoints that can help clarify my thinking.

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Posted by Steve Pieroway on January 20, 2015

Better prospects? Reverse engineer your best sales.

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Posted by John Eastly, President on November 27, 2014

More than software: 5 things that set us apart

When we are selling to prospective customers, the conversation is typically focused at the software-level: the features and benefits of our product and how we help solve whatever challenges are being faced in commercial lines. And rightfully so, because to be of value, our software needs to perform. Read More

Posted by Steve Pieroway on November 24, 2014

What I've Learned: Robert Kimball

Robert Kimball of Pearson Insurance in Sussex, NB, sees his brokerage as more than an insurance provider. Their goal is to help build a better community. Robert shares what he's learned about culture, success, and being true to your roots.

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Posted by Debbie Summers on November 5, 2014

Find the right fit

I remember with great clarity one of my very first sales experiences. I was 15 when I was hired by a shoe store as seasonal help. I was young, inexperienced and had a limited amount of life experiences to go by. I didn’t even know much about shoes.

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Posted by Crystal O'Hara on October 30, 2014

Death By a Thousand [Paper] Cuts

Paper cuts – the tiniest, most horrific injury that you don’t even get sympathy for.

I didn’t really appreciate the true pain of these little beasts until I found myself working at an insurance brokerage that used a drop filing system to store all client folders. From carbon paper to manila folders, these stationery assaults came fierce and frequent. There’d been a few intense filing days where I’d left the office sporting up to 3 band aids – I even started buying fun superhero ones to bring some entertainment to the situation.

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Posted by Steve Pieroway on October 23, 2014

The Customer Satisfaction Trap

A recent study by Accenture reveals that, "upwards of 40% of otherwise 'satisfied' auto and home policyholders" were likely to switch insurers. Am I surprised? Not at all.


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Posted by Steve Pieroway on October 15, 2014

An interview with Policy Works' new president, John Eastly

Last June, Kevin Campbell, president and founder of Policy Works, passed the reins of management over to John Eastly. Kevin has been increasingly active in a number of other ventures, so he asked vice president and co-founder John Eastly to take on the role of president and the responsibility for the operations of the company. Kevin will remain involved in the company, as CEO, working toward their vision for the future of commercial lines in Canada. We caught up with John recently, to find out more about this transition.

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