The Policy Works Blog

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Posted by Pier Luc Laurin on May 9, 2017

Staying Ahead of the Curve—the Challenges of Teaching Adults

I’m the new guy here at Policy Works. As the new guy, I know first-hand what it’s like to be on a gargantuan learning curve. That means I can identify with brokers who’re taking Policy Works training or attending training in the future. Sometimes it feels like there’s too much to learn with too little time to learn it.

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Posted by Susanna Fraser-Kuipers on April 28, 2017

Seven Tips to a Better Implementation

Investing in software to automate and standardize your commercial processes is a good way to grow your business. However, when your staff use that software really well, it’s a GREAT way to grow your business! A solid implementation is key between good and great.

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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 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 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 Kathleen Kotchon on October 5, 2016

What I’ve Learned: Cari Gustavsen, 2010 Policy Works Ninja

Cari Gustavsen is the Branch Manager at Western Financial Group (South) in Medicine Hat, Alberta. We asked her to share her thoughts about the critical role management plays in the successful adoption of new software technology.

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Posted by Steve Pieroway on June 8, 2015

Switching BMS systems? Keep these 3 points in mind

We’ve been hearing from more and more brokerage principals that they are switching BMS systems for their personal lines. The common thread from all of the conversations is a focus on the benefits that will come from the improved features, or functionality, that the ‘new’ software will bring. 

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Posted by Steve Pieroway on April 16, 2014

New Software? Find a Champion

Or Go-To person. Lead. Hero. Person-who-will-see-it-through-to-the-end.

Whatever you want to call them, if you are bringing new software into your brokerage, you need to find this one person internally to spearhead the implementation. 

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