Unleashing Growth: The 🎨 Art 🖼️ of Conducting Year-End Reviews

A few weeks ago, we posted a year-end checklist that included employee performance assessments as an action item.  It is no secret that employee performance appraisals have an overwhelmingly negative reputation. Opinions vary greatly, but some of the most common feedback I hear is:  they are a waste of time, the feedback doesn’t go anywhere, … Read more

The Exodus of Expertise – A Strategy for Documenting and Safeguarding Your Company’s Specialized Knowledge

Pretty much every company has a Greta. Greta is a valued and experienced staff member who possesses a great deal of institutional knowledge. Unfortunately, that knowledge has not been documented. She is eager to be helpful and answer questions, but the one-on-one format is inefficient which makes it difficult to scale. And due to the … Read more

Profiles in Risk: E448 – From Conversation to Clarity; How RiskAdvisor Helps Personal Lines Insurance Agents With Guided Client Interviews To Create Seamless Single Entry Placement Processes

Tony chats with David Watson CEO and Founder at RiskAdvisor, a platform that is basically a “souped up intake form” helping personal lines agents take that conversation and simplifies it and guides it. It makes sure you collect clean, accurate data and distributes the data wherever you need it. David Watson: https://www.linkedin.com/in/agentdavi… RiskAdvisor: https://riskadvisor.insure/  

P&C Policy Admin Systems- Take Data In, Do Things, Spit Stuff Out (Part 3 of 3)

(editor’s note – this is the final of a series on P&C Policy Admin technology. You can read Part 1 here: https://insnerds.com/pc-policy-admin-systems-take-data-in-do-things-spit-stuff-out-part-1/ . You can read Part 2 here: https://insnerds.com/pc-policy-admin-systems-take-data-in-do-things-spit-stuff-out-part-2/ This was adapted from an e-book written by Luke Magnan of Combined Ratio Solutions)   PART 2 – SPIT THINGS OUT Policies The pol admin system needs … Read more

P&C Policy Admin Systems- Take Data In, Do Things, Spit Stuff Out (Part 2)

(editor’s note – this is part 2 of a series on P&C Policy Admin technology. You can read Part 1 here: https://insnerds.com/pc-policy-admin-systems-take-data-in-do-things-spit-stuff-out-part-1/ . This was adapted from an e-book written by Luke Magnan of Combined Ratio Solutions)   PART 2 – DO THINGS Can We Please Get to the Actual Functionality of a Policy Admin System? … Read more