Posts Tagged ‘eForms Wizard’
Customer 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 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…
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 – 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 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…
Read MoreHelping Agents Overcome Sales Challenges Created by COVID-19
During recent webinars we’ve been hosting for our customers and partners, we’ve highlighted 5 Key Features of eForms Wizard that have become vital in helping agents during this time of physical distancing, working from home, virtual client visits and other challenges created by the COVID-19 pandemic response. These five key features are: Offline Capabilities Education…
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