Crystal Ball Blog
VIDEO: Tips for Successful Technology Implementation
During the closing session of the 2020 IIANC Tech Symposium, Kitty Ambers and George Robertson provide 3 Key Ideas for Successful Technology Implementation. The goal of this 20-minute session was to provide attendees with actionable steps for turning what they learned into results. Topics addressed include: Overcoming the tendency to resist change Approaching technology decisions…
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 MoreCustomer Spotlight – Lauren Smith
Lauren is our very first Customer Spotlight honoree! Way to drop the hammer on the insurance industry, Lauren! How long have you been with your firm and what’s your role there? I have been with Pyron Group for a year and a half, I am an agent and our head of commercial business development –…
Read MoreWhat’s in a Wizard?
By Kitty Ambers, CIC, CPIA, CISR, Chief Growth Officer, AVYST When I think about the word “Wizard”, the image of a yellow brick road leading to the Emerald City comes to mind. I think about a little dog named Toto pulling back a curtain to expose a middle-aged man operating machinery and speaking into a…
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