The Policy Works Blog

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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

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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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Posted by Debbie Summers on January 3, 2017

The Challenges of Change

As a commercial lines manager or principal of a brokerage, you’re always on the look-out for the most efficient process. Repetitive tasks, duplication of work and inefficient workflows are a colossal waste of time and money—everyone knows that. So why do these problems keep occurring?

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Posted by Crystal O'Hara on December 13, 2016

The New Over-Under

OverUnder.jpgI am not a gambler but I do know how over-under works. In essence, it’s a wager where the bettor predicts a total points number in a game like football. It’s a popular way to bet if you can’t pick one team over the other.

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Posted by Kathleen Kotchon on September 19, 2016

What I've Learned: Janice Castell, 2013 Policy Works Ninja

Janice Castell is a Commercial Account Manager at Orr Insurance Brokers Inc. in Stratford, Ontario. We asked her to share her thoughts about our software and what advice she has for brokers not using Policy Works to its full potential.

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Posted by Kathleen Kotchon on September 1, 2016

3 reasons to start loving data entry (or at least not hate it)

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We admit it – there are few brokers who really love to enter data into a system. Especially a new system. But what we’ve learned over the years is that the real root of anxiety over “having to enter data into a system” stems from the fear of having to re-enter the same data over and over. As Frankenstein might say, “Data entry, good. Re-entering same data, bad.”

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Posted by Steve Pieroway on August 9, 2016

3 things to improve your proposal (and help close more sales)

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The commercial insurance proposal. It represents your business offer to a prospective customer. One of the primary functions of the proposal is to help present the insurance recommendation in a way that is easily understood by a business owner, and hopefully, help close a sale.

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Posted by Kathleen Kotchon on February 25, 2016

Five words to never use in your proposal

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Is your proposal full of fluff that distracts from its objective? Other than to close the sale, is your objective perfectly clear? That is, is your proposal making random suggestions or offering concrete solutions? It’s all subliminal and choosing the right words are powerful.

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Posted by Steve Pieroway on October 21, 2015

Your call is important to us: 3 keys to great customer service

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"Your call is important to us."

We've all heard this line from a customer service representative or automated recording. As customers, we are not only conditioned to NOT believe this statement, but to believe a terrible service experience is about to take place.

Which is why we had to share some unsolicited feedback we recently received from a customer and user of Policy Works. Here is what she had to say:

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Posted by Steve Pieroway on September 21, 2015

The talent gap: 3 ideas to help your underwriters help you

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The talent gap. Every brokerage principal is faced with the challenge of finding and developing talented producers, account managers and CSRs. But brokers also need to deal with another talent gap that directly impact their success: underwriters.

Many of the brokers we talk to face the challenge of dealing with new underwriters who often receive only basic training and are thrust onto the front-line of risk assessment.

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