Posts Tagged ‘agent experience’
Customer 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 MoreVIDEO: 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 – 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…
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