The Policy Works Blog

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Posted by Crystal O'Hara on May 2, 2017

Is your personal lines book on its deathbed?

Automation and the availability of obtaining quotes online in real-time has dramatically effected the way personal lines is sold in Canada.

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Posted by Debbie Summers on April 21, 2017

Should Independent Insurance Brokers have a Record Store Day?



Saturday, April 22, is Record Store Day. For you non-hipsters like me, allow me to explain. It is an annual event held each April to celebrate the longevity of the independent record store.

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Posted by Debbie Summers on April 12, 2017

Are you on the copy and paste merry-go-round?


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.

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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 Pier Luc Laurin on February 21, 2017

How assembling a barbeque is like purchasing software (with less drama)

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:

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Posted by Debbie Summers on December 6, 2016

The “Let’s Make a Deal” Workflow

LetsMakeADeal.jpg

One of my favourite TV shows growing up was the game show “Let’s Make a Deal.” On the game show, a contestant is given the choice of three doors. Behind one door is The Big Deal; a car, a boat, a trip, behind another is a good prize; appliances, furniture; electronics, the third…that’s the Zonk, something of little or no value, like a goat.

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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 March 22, 2016

Three reasons why it's better to be David than Goliath

david-goliath.jpgIn a day and age where independent brokers are being absorbed by larger firms, both national and international, it is time to reflect on the age-old question, “is bigger really better?”

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Posted by Kathleen Kotchon on February 25, 2016

Five words to never use in your proposal

Words

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 January 20, 2015

Better prospects? Reverse engineer your best sales.

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