Customer Spotlight – Van Helton

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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…

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VIDEO: Tips for Successful Technology Implementation

IIANC Tech Symposium Closing Session

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…

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Is Your Agency a Victim of Oversharing?

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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…

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What’s in a Wizard?

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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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Partners or Pirates?

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Consider your agency integrations before you accidentally walk the plank. By Kitty Ambers, CIC, CPIA, CISR, Chief Growth Officer at AVYST Strategies, guidelines, and protocols for Reopening America are hitting headlines on both micro- and macro-levels. Churches, schools, restaurants, offices, salons – every business and organization imaginable is having to rethink and retool how they…

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AVYST, NetVU & Vertafore – In It Together

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AVYST, as a member of Vertafore’s Orange Partner Program, is waiving fees for All Vertafore Customers on our eForms Wizard GOLD Subscription through July 31, 2020 as part of a special “In It Together” initiative.  To learn more, and to sign up, visit our Partnership page. AVYST remains dedicated to helping the insurance industry decrease redundant entry of…

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Engaging with All Players

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Is it possible for an InsurTech to take a page from Switzerland – able to engage with any technology platform, including legacy carrier systems and competing agency management systems? Yes, says Marc Still, an investor and CEO of AVYST. The firm is dedicated to cleaning up haphazard and slow policy submissions, benefiting agents, brokers, MGAs,…

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InsurTech Talk: Selecting a Management System

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In today’s high-tech society, it is a necessity to regularly update or refresh technology solutions in order to communicate, efficiently and effectively, do our jobs, and satisfy our customers. During this episode of InsurTech Talk, George Robertson and Kitty Ambers will share the 5 steps to selecting an agency management system for your agency.  You’ll…

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5 Fundamentals for Leveraging Insurtech

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To take advantage of insurtech solutions that will propel your agency’s growth and success, you must know where you are today so you can plan and prioritize how you will get to the next level. One of my very favorite quotes is from Michael Jordan. He says, “The minute you get away from fundamentals —…

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