The Policy Works Blog

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Posted by Crystal O'Hara on August 25, 2017

What is a Best of Breed System?

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.

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Posted by Crystal O'Hara on May 12, 2017

Cat videos are good for you. Your network? Not so much.

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.

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Posted by Crystal O'Hara on May 2, 2017

Is your personal lines book on its deathbed?

Automation and the availability of obtaining quotes online in real-time has dramatically effected the way personal lines is sold in Canada.

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Posted by Debbie Summers on April 12, 2017

Are you on the copy and paste merry-go-round?


Most insurance brokers I talk to use Microsoft Office®, namely Microsoft Word. It’s an excellent tool, it was used to write this blog. Did you know MS Word has been around for over 25 years? Even if your brokerage started using it in 1997, that means you have 20 years of data stored on assorted Word documents.

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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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