If you’re a brokerage principal, commercial lines manager or producer, I’m sure you’ve “done your time” when it comes to data entry. You started as a junior marketer, or as a one-person office. You’ve typed millions of words and numbers into emails, submissions, renewal letters, certificates and invoices. You are done. You also have other priorities now.Read More
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.Read More
Think back to the whisper game you probably played as a kid. You know the game: a group of you would sit in a circle and one person would start by whispering a sentence in the person’s ear next to them. Then one-by-one, each person would whisper the sentence they heard to the person next to them.
The most common result? The sentence that made it back to the person who started the game was nothing like original one.Read More
Lloyd's Lineage is an online portal used for the reporting and settlement of Canadian binding authority business that also generates reports for regulatory reporting.
Even though the portal is used for many things like accounting and claims settlement, Policy Works focuses on uploading commercial insurance transaction data (batches) generated by brokers and MGAs to the portal. Policy Works has been uploading data to the Lloyd’s Lineage portal for over a decade. Lorin McCaffrey, Director of Product Development at Policy Works, shares a few tips and tricks that will help ensure your batches upload smoothly.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
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