The Policy Works Blog

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Posted by Crystal O'Hara on November 29, 2016

Here Come the Millennials

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According to millenialmarketing.com,  millennials are 2.5 times more likely to be an early adopter of technology than other generations. Being a millennial myself, allow me to speak on our behalf when I say, “that’s how we’ve always done things” is a business acumen we do not subscribe to. And here’s why.

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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 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 September 1, 2016

3 reasons to start loving data entry (or at least not hate it)

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We admit it – there are few brokers who really love to enter data into a system. Especially a new system. But what we’ve learned over the years is that the real root of anxiety over “having to enter data into a system” stems from the fear of having to re-enter the same data over and over. As Frankenstein might say, “Data entry, good. Re-entering same data, bad.”

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Posted by Kathleen Kotchon on August 2, 2016

Workplace inefficiencies - Are you the river or highway?

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The river—full of twists and turns that seem never ending. The highway—straight as an arrow with clear vistas and one destination in mind (at least in Western Canada). How much time and money do you think “rollin' on the river” is costing you? In an age where we grumble, “the system is slow” when we haven’t received an email sent two seconds ago, things like repetitive tasks and duplication of work squander precious time and resources.

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Posted by Steve Pieroway on April 29, 2015

The E&O scare: Three ways to reduce exposure at your brokerage

A mid-size brokerage had a longstanding commercial policy with an office maintenance and clean-up firm. The account was coming up for renewal just as the senior producer who handled the account was on a two-week vacation. The maintenance company informed a junior account manager, who was covering for the producer, that it was expanding its business into industrial cleaning, including some chemical and oil spill remediation.

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Posted by Steve Pieroway on February 25, 2015

Commercial staff turnover: 3 ideas to help reduce chaos when someone leaves

One of the most common reasons brokers turn to an automated solution for commercial lines is because a staff member, typically one with the most experience in commercial, is leaving. Many brokers don’t think about the state of their brokerage's commercial book until a key staff member gives notice, and at that point it's often too late.

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Posted by Crystal O'Hara on October 30, 2014

Death By a Thousand [Paper] Cuts

Paper cuts – the tiniest, most horrific injury that you don’t even get sympathy for.

I didn’t really appreciate the true pain of these little beasts until I found myself working at an insurance brokerage that used a drop filing system to store all client folders. From carbon paper to manila folders, these stationery assaults came fierce and frequent. There’d been a few intense filing days where I’d left the office sporting up to 3 band aids – I even started buying fun superhero ones to bring some entertainment to the situation.

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Posted by Kathleen Kotchon on March 25, 2014

3 Reasons to Upgrade Your Software

There are a lot of reasons to like springtime. Okay, maybe you don’t like having to constantly wash your car or pick up that thawed dog poop in the backyard. But to be honest, there are a lot of fantastic things to look forward to, like:

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Posted by Steve Pieroway on March 11, 2014

The 3 Things We Learned About Changing Our Own Workflows

Do you know the parable of the baked ham? It's a good introduction to the power of unquestioned practices. If you haven't heard it, it goes something like this:

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