The Policy Works Blog

Subscribe now for commercial lines tips, advice, and how-tos.

Posted by Kathleen Kotchon on November 20, 2018

Brokerage succession. The future is closer than you think.

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

Posted by Kathleen Kotchon on October 30, 2018

Moving towards a commercial management system? Here’s three things to consider.

If you’ve attended any broker conventions recently, it’s impossible not to notice one thing. More and more startups are coming onto the scene. Once upon a time, all the technology vendors could fit into one aisle. Now there’s:

  • Broker management systems
  • Commercial management systems
  • Digital platforms
  • All-in-one solutions that do it all (whether you need it or not)

and the list goes on.

Read More

Posted by Crystal O'Hara on August 25, 2017

What is a Best of Breed System?

Has technology gone to the dogs?

During the month of February, the most famous dog show in the world takes place at the Westminster Kennel Club. I’m sure you’ve seen it on TV or heard about it on the news. One of the judging criteria is called “Best of Breed,” where an animal is judged as the best in its breed category.

Read More