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.
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.Read More
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.Read More
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.Read More
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.Read More