Poker is a great game. In the old west, the player next to deal was given a marker, which was often a buckhorn handle knife. After the player dealt, he “passed the buck.” Now “pass the buck” means shifting responsibility to someone else. In my business, I often see brokers pass the buck when dealing […]
Category Archives: Insights
With the deadline looming on the biggest opportunity you’ve had in years, your prospect emails multiple SOVs, loss runs, and a data room link. To record the lead, you format and fill in a New Prospect Spreadsheet which corporate requires you record in the company’s Master Prospects Spreadsheet. To figure out the deal, you open […]
Anyone else remember digging through bankers boxes in physical file rooms? Then as documents were digitized, we used discs, thumb drives and email. Now FTP data sites can transfer piles and piles of underwriting data. Hello file trees. Hello data dumps. Sorting and reconciling is wasted time. Have you tracked the time it takes to […]