The Policy Works Blog

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Posted by Steve Pieroway on March 25, 2019

How we fell to the level of our system (and recovered)

“We don't rise to the level of our expectations, we fall to the level of our training.” ― Archilochus

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Posted by Steve Pieroway on March 6, 2019

The most important thing we learned building commercial lines API's with 12 insurers

There's been a renewed interest in commercial lines data exchange over the last year, and it has us excited. Since 2007, Policy Works has worked with 12 different insurers to build various commercial lines data exchange API's (integrations). We've learned a lot along the way and we want connectivity to succeed as much as anyone else. So we're sharing some of our experiences.

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Posted by John Eastly, President on February 26, 2019

Why analytics matter to me (and should matter to you too).

As a business owner with a technical background, I have an insider's perspective on analytics. I understand and love this technology, and I created many of our dashboards. I'm also an avid user of these dashboards, relying on insights from them to manage and guide Policy Works more effectively.

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Posted by Kathleen Kotchon on February 19, 2019

How will analytics influence the future of your commercial book?

Analytics is the new black. It’s the hot trend that forward-looking brokers have been talking about at industry events, on social media sites and in podcasts all over Canada.

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Posted by Kathleen Kotchon on February 12, 2019

Three ways prospecting commercial lines business is like dating

Most of us wouldn’t be here if it weren’t for dating. That time your Dad plucked up the courage to give your Mom a call and ask her out and she agreed to go. Lots of things may have happened before and after they agreed to go out with each other, but the endgame was successful because here you are.

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Posted by Kathleen Kotchon on February 5, 2019

Three ways to start a grassroots analytics movement at your brokerage

One of the reasons grassroots movements are popular is because it drives change from the bottom up. It starts small, like a meeting of like-minded individuals at a community hall and builds momentum that can change laws and peoples’ perception of things.

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Posted by Steve Pieroway on January 29, 2019

What is your data strategy? 3 ideas to get started

Your brokerage has a data strategy.

You've either intentionally crafted one that everyone follows. Or, you haven't and everyone does things their own way. Either way, your staff are collecting, saving, entering and using data every day.

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Posted by Steve Pieroway on January 22, 2019

Analytics: Strategy, meet operations

“It’s not enough to be busy, so are the ants. The question is, what are we busy about?”—Henry David Thoreau

One of the most challenging tasks for management, in any organization, is creating alignment between strategy and operations. Brokerages are no different. 

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Posted by Kathleen Kotchon on January 15, 2019

It’s garbage day! Take your bad commercial lines data to the back alley.

In previous blogs, you’ve heard us talk about GIGO, which stands for Garbage In, Garbage Out. Bad data input results in bad data output—plain and simple.

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Posted by Kathleen Kotchon on December 4, 2018

Want to grow your commercial lines book? Stop doing these three things now.

We all know the quote about the definition of insanity. “Insanity is doing the same thing repeatedly and expecting different results.” The truth is, we keep doing the same things repeatedly because it’s less complicated than change. It’s also easier to lay blame if someone or something just won’t bend, no matter how hard you try.

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