Posts Tagged ‘independent agents’
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 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 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 MoreIs Your Agency a Victim of Oversharing?
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…
Read MoreACTION is How You Get Things Done!
Author Tim Fargo sums it up nicely, “Who you are tomorrow begins with what you do today.” To grow, expand, change, evolve, transform or whichever term you choose to describe your strategy, you must DO something. Doing is what leads to progress. To focus our doing, it’s wise to first define some milestones and action…
Read MoreInsurTech Talk: Three Common Misconceptions of Cybersecurity
Many insurance professionals are interested in cyber security not only for their own organizations but for their clients. During this InsurTech Talk, Kitty Ambers and George Robertson speak with special guest Dustin Mooney of RigidBits about the most common misconceptions surrounding cyber security including common terms that can be confusing and what compliance requirements are…
Read MoreAVYST, NetVU & Vertafore – In It Together
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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