Notes from a working practice
Writing about compliance, quoting and the ordinary mechanics of running an insurance practice in Canada — from someone who does it, rather than a marketing department describing it.
What "hosted in Canada" actually means — and what to ask a vendor
Data residency gets promised on a lot of websites. Here is what the phrase covers, what it usually leaves out, and the five questions that separate a real answer from a marketing line.
Read →CASL for insurance advisors: which emails count, and what to keep on file
Anti-spam law is not only about newsletters. A quote, a birthday greeting and a review reminder are all commercial messages. What that means for consent, unsubscribe links and the record you should be able to produce.
Read →The annual review clients actually respond to
Most review invitations go unanswered because they ask for the client's time and offer nothing back. A better structure, a better email, and what to record so next year is easier.
Read →What a compliance reviewer actually asks for
Most advisors prepare for the wrong review. The questions are narrower than you expect, and almost all of them come down to one thing: was it written down at the time?
Read →Running a practice with more spreadsheets than you would like?
Book a walkthrough and we will show you Clientaly against your own book.