If you’re a baby-boomer like me, you are probably thinking about and preparing for retirement. Even if it’s 10-years away, it will be here in a flash! If you’re the principal at a family-owned brokerage, you have the added task of speculating what the future of the brokerage will look like before you hand it over to the next generation.Read More
The brokerage has been in your family since 1920. You’re the fourth generation to take the reigns and secretly, you’re terrified. You can’t look anxious in front of your staff and you can’t show fear in front of your spouse and children. You keep repeating the mantra, “this brokerage is not going down.” Well, not on your watch anyway. You hope.Read More
So, where’s the 7½ floor, you ask?
If you’ve seen the ground-breaking, classic film Being John Malkovich, that’s where the portal into John Malkovich’s mind was located. On the 7½ floor of an office building—with very low ceilings and hunched-over workers.Read More
I recently attended the Insurance Analytics Summit in Toronto. It was an interesting event, even if it was heavily skewed towards insurers. Here's what I learned.Read More
For years we've been working with commercially-focused brokers across Canada. And it always surprises me when I see brokers sending insurer-branded quotes directly to their prospects and customers. No brokerage branding. No personalization. Just the insurer-branded PDF.Read More
Earlier this month, CSIO announced an initiative to create a working group to advance the implementation of data standards in commercial lines (here's the press release). Why is this important?Read More