Posts Tagged ‘ACORD forms’
Is Your Agency Ready for Summer Storms?
According to the extended forecast in the 2021 Farmers’ Almanac, summer should be stormy, with a greater-than-average frequency of thunderstorms for a large portion of the country. Many of these storms will be strong, particularly over the eastern third of the nation. These summer rainstorms may be severe and spawn widespread tornadoes over the middle part…
Read MoreCustomer Spotlight – Van Helton
MEET VAN HELTON OF HELTON INSURANCE GROUP IN CALHOUN, KY Van is the current Principal/Vice President at Helton Insurance Group where he has worked in this family business for 15 years! Check out this video where you’ll learn more about Van and insurance as well as how eForms Wizard has helped to improve his agency’s…
Read MoreCustomer Spotlight – Jan Pell, ‘Insurance Mother!’
Meet Jan Pell, ‘INSURANCE MOTHER!’ of Keating Agency Insurance in West Hartford, CT How long have you been with your firm and what’s your role there? I have been at the Keating Agency officially since January 2016. I started my work in the ‘retail insurance side’ in 2001 at a different agency that was purchased…
Read MoreCustomer Spotlight – Cliff Golub
Meet Cliff Golub of Clifford M Golub Associates in Hicksville, NY How long have you been with your firm and what’s your role there? I am the Principal and Owner of Clifford M. Golub Associates. I started the firm in 1977 when I bought it from my dad. Back then we were the Bernard B.…
Read MoreCustomer Spotlight – Josh Zylks
Meet Josh Zylks of First State Insurance of DeQueen in DeQueen, AR How long have you been with your firm and what’s your role there? I have been at First State Insurance of DeQueen for a year and a half, since July of 2019. I am a producer, I am new to insurance, and I have been learning a lot every…
Read MoreMomentum or Inertia: Which Did the Super Bowl Teams Each Have?
Was the Buccaneers-Chiefs Super Bowl LV a game of momentum or inertia? Inertia: “a property of matter by which it remains at rest or in motion in the same straight line unless acted upon by some external force” or “a tendency not to move or change”. Here’s an example of inertia used in a sentence…
Read MoreCustomer 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…
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