Digital Document Delivery

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…

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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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Technology photo for decoration

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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Image of a hand covered with words of appreciation

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…

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Jon Black sign

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…

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Mike DeStasio spotlight

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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Photo of human hand shaking computer image hand

In the recent 2020 NUPC/PIA Independent Agent Survey, technology was a focal point.  There were several responses that caught our attention here at AVYST. One noted that the agency owner “has no time to look at new technologies.” But what happens to an agency when the owner doesn’t carve out time to deal with technology…

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Graphic of an arrow made up of words describing Change Management

Change does not have to be scary, you must embrace it. We can take a page from David Bowie, when we think about change, just ask Kitty Ambers. Kitty discusses the 5 D’s of Change Management: Decide Design Deploy Deal With Distraction Drive Listen in as Kitty and Chris Cline talk about Change Management and…

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Face it, doing a good job with front line underwriting requires agents and brokers to ask a ton of questions.  A significant amount of data is required by insurance carriers to accurately rate a risk.  Consumers, who aren’t really enamored with having to purchase insurance in the first place, get turned off when there is…

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Young woman at desk with computer

Our industry spends a lot of time discussing the customer experience, and rightfully so. But what about our own experiences as users? I’m convinced that if insurance professionals mindfully commit to improving their own user experience throughout the quoting-and-binding process, the industry itself would be transformed. But so often we push aside our long-term goals…

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