HR

HR

How to handle grieving clients

Brokers are used to responding to clients’ questions about their insurance needs, but are they always able to effectively handle grieving customers? The million-dollar question is how to ensure brokers are building enduring and caring customer relationships, while also protecting the company’s interests, Megan Devine suggested in a blog published earlier this week in Harvard […]

By Jason Contant | September 5, 2018

3 min read

HR

How to motivate brokers on the front line

Brokerages looking to better motivate frontline workers should optimize play, purpose and potential, while reducing pressure, a recent experiment suggests. In a blog post for Harvard Business Review, authors Lindsay McGregor and Neel Doshi implemented an experiment to transform the operating model of four stores in a retail organization. To build a genuine sense of […]

By Jason Contant | August 30, 2018

3 min read

HR

Why IBAO decided to move CAIB exams online

The Insurance Brokers Association of Ontario (IBAO) is anticipating “significant” time and cost savings as the exams for the Canadian Accredited Insurance Brokers (CAIB) program move to a “fully digital experience” in the province by December. “We’ll no longer be shipping boxes back and forth across the province, and booking and paying for writing locations […]

By Jason Contant | August 16, 2018

3 min read

HR

How to sell cyber to small business owners

There is a very large untapped market for selling cyber insurance to small businesses. How can brokers best approach small business owners to offer them cyber coverage? A recent 2018 study of Canadian “smaller businesses” by Scalar Security* found that it costs each employee of a small business an average of more than $12,000 to […]

By David Gambrill | August 13, 2018

3 min read