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Posted by Debbie Summers on November 28, 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 Steve Pieroway on November 21, 2017

Codify your commercial lines knowledge with this one vital thing

Think back to the whisper game you probably played as a kid. You know the game: a group of you would sit in a circle and one person would start by whispering a sentence in the person’s ear next to them. Then one-by-one, each person would whisper the sentence they heard to the person next to them.

The most common result? The sentence that made it back to the person who started the game was nothing like original one.

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Posted by Kathleen Kotchon on November 2, 2017

5 Tips for Using the Lloyd’s Lineage Portal More Efficiently

Lloyd's Lineage is an online portal used for the reporting and settlement of Canadian binding authority business that also generates reports for regulatory reporting.

Even though the portal is used for many things like accounting and claims settlement, Policy Works focuses on uploading commercial insurance transaction data (batches) generated by brokers and MGAs to the portal. Policy Works has been uploading data to the Lloyd’s Lineage portal for over a decade. Lorin McCaffrey, Director of Product Development at Policy Works, shares a few tips and tricks that will help ensure your batches upload smoothly.

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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.

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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 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 Crystal O'Hara on February 2, 2017

Five Things Spock Taught Me About Commercial Lines

 

Leonard Nimoy, the actor who portrayed First Officer Spock in the series Star Trek passed away two years ago on February 27th. As a tribute, I ‘d like to share five famous quotes made by Spock, also known as “Spock-isms,” that influence my thoughts on commercial lines processes and workflows.

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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 Crystal O'Hara on January 10, 2017

Three Ways to Move Out of the CSR Slump

CSRSlump.jpg

You’ve fallen into that “CSR slump” and you’re not quite sure when it happened or how. Everyday it’s the same old thing: Answer the phone, type a pink card, issue a binder, request an endorsement, abeyance and repeat. Then repeat once more. The song, “The Thrill is Gone” has become an earworm.

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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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