Posts by Karyn Buckley
Customer Spotlight – David DeLano
Meet David DeLano of Kennedy Nemier Insurance in Plymouth, MI How long have you been with your firm and what’s your role there? I’ve been with Kennedy Nemier since September 2014 – so going on 7 years! I am a Commercial Account Executive there. If you have a niche market that you’re involved with, how…
Read MoreCustomer Spotlight – Tom Dolan
Meet Tom Dolan, Owner of the Dolan Agency, Inc in Lake Bluff, IL! How long have you been with your firm and what’s your role there? I am coming up on almost 1.5 years. I bought the agency from the previous agent/owner. I have 1 staff member who does servicing and processing and phones. I…
Read MoreReminder: Electronic Policy Delivery Requires Authorization
Understand The E-Sign Act The goal of “going paperless” has been a major initiative in insurance companies and agencies for decades. The E-Sign Act was signed into law back in 2000 and granted electronic signatures the same legal status as handwritten signatures. Also within this law are provisions regarding the use of electronic records and…
Read MoreEnabling the Insurance Business
In his webinar series, Uncaptured Agency: The Future of Insurance, Tony Caldwell talks with Marc Still, CEO of AVYST, about the many opportunities AVYST provides “that leverage technology to automate processes, increase efficiency, and enhance the customer’s experience.” Cocktail napkins, legal pads, and endless pieces of paper, often characterize the data collection strategies of insurance…
Read MoreGiving Thanks is Good for Business!
By Kitty Ambers, CIC, CPIA, CISR, CPIW, Chief Growth Officer at AVYST As insurance sales professionals, we have learned the impact of “The Loyalty Effect” on agency profitability. In his book, published by Harvard Business Review, author Fred Reichheld explains that generating new customers will cost your business five to 25 times the cost of…
Read MoreCustomer Spotlight – Jon Black
Meet Jon Black, Owner of Curtis Black Insurance Associates in Danbury, CT! How long have you been with your firm and what’s your role there? I established the firm in 1995 with partner Wayne Curtis. I am the sole owner today, Wayne retired in 2017. We stressed quality, not quantity. There are 2 of us and…
Read MoreCustomer Spotlight – Susan Coblin
Meet Susan Coblin, Agent/Owner of Chenault & Hoge in Frankfort, KY! How long have you been with your firm and what’s your role there? Unofficially 40 years. My dad owned the agency and I was here all the time (after school, snow days) answering the phones, filing and helping out. I worked here all through…
Read MoreIs Your Agency a Victim of Oversharing?
As insurance professionals, the protection of client data must be a critical consideration when selecting technology solutions. By Kitty Ambers in NU Property Casualty 360 Strategies, guidelines and protocols for reopening America post-coronavirus shutdowns are hitting headlines on both micro- and macro-levels. Every business and organization imaginable, from churches to salons, must rethink and retool how…
Read MoreCustomer Spotlight – Mike DeStasio
Let’s get to know Mike DeStasio of AssuredPartners Cranford, NJ location! How long have you been with your firm and what’s your role there? I have been with Assured Partners since 1985. I am the Vice President and manage our Transportation Insurance segment. What niche market are you involved with? I have been involved…
Read MoreOh Wow!
By Karyn Buckley, Marketing Specialist, AVYST Have you ever had one of those moments where you’ve been doing something in a particular way, that you think is the absolute best way, and then you see someone do it differently, and better? And you think, “Oh Wow”, I could’ve been doing that all along! And it…
Read More