Posts Tagged ‘insurance’
Tips to Reboot your Organization
By Kitty Ambers, CIC, CPIA, CISR, Chief Operating Officer at AVYST January is a month for growth and renewal. While it can be challenging to regroup after the chaos of the holidays, there is no better time to stop, take a deep breath, and evaluate what’s working well and what may be creating challenges. To…
Read MoreApproach Integration With Caution
By Kitty Ambers, CIC, CPIA, CISR, Chief Operating Officer at AVYST Cybersecurity is a top concern of lawmakers, business owners, and consumers alike. As insurance professionals, data protection must be a critical consideration when selecting new applications and technology solutions. The term “API” has been a major topic of conversation when it comes to improving…
Read MoreGreat Consultative Selling Qualities…From my Contractor
Kitty Ambers, COO/AVYST I am a master of the ‘task’ list. Several years ago I read David Allen’s very helpful book – ‘Getting Things Done’. Practicing the concepts Allen outlines has reduced my stress level by keeping things organized electronically. One thing Mr. Allen recommends is keeping an ongoing long-term project list at hand. Finally,…
Read MoreSmall Changes Lead to Big Results
by Kitty Ambers, COO, AVYST I attended an industry meeting where the concept of the “21-day challenge” for embracing change was discussed. We all agreed on the idea that it takes 21 days of consistent action to begin to create a new habit and is a great place to start. Diet, exercise, and stop-smoking programs…
Read MoreBusiness Basics, Lest We Forget!
by Kitty Ambers, COO, AVYST Several years ago, I had a wonderful week working with a dynamic group of new producers. I facilitated the Certified Professional Insurance Agent (CPIA) designation program as part of an insurance company’s 3-week producer training curriculum, and this was the first week. I was extremely impressed with the caliber, background,…
Read MoreInsurance Technology and E & O Claims: What’s the Connection? (Part 4 of 4)
Part 4: Protecting Your Investment Kitty Ambers, CIC, CPIA, CISR Chief Operating Officer, AVYST Over the years, you have invested a significant amount of time, energy, blood, sweat and tears in your agency, your clients, your staff, and your technology. Statistically, one in 3 agents will face an E & O allegation in any given year. …
Read MoreInsurance Technology and E & O Claims: What’s the Connection? (Part 3 of 4)
Part 3: Digitization of Sales & Service Touchpoints Kitty Ambers, CIC, CPIA, CISR Chief Operating Officer, AVYST Insurance Activities that can benefit from Digitization In a recent article published in National Underwriter, the author explains his view of the balance between human input and digitization. He makes an excellent point: “There is a time…
Read MoreInsurance Technology and E & O Claims: What’s the Connection? (Part 2 of 4)
Part 2: InsurTech and the Impact on Agents’ E & O Kitty Ambers, CIC, CPIA, CISR Chief Operating Officer, AVYST In part one of this blog series, we review the concept of the digital ecosystem and the impact of consumer expectations on today’s insurance agencies. There is a correlation between consumer expectations today, the ever-expanding…
Read MoreInsurance Technology and E & O Claims: What’s the Connection? (Part 1 of 4)
Part 1: Understanding the Digital Ecosystem Kitty Ambers, CIC, CPIA, CISR Chief Operating Officer, AVYST Independent insurance agencies are striving to deploy technology that offers the promise of providing consumers with a convenient, engaging, and meaningful digital experience. As part of selecting and implementing new technology, it’s critical for agency leaders to consider the impact…
Read MoreGuest Blog: Why E&O Claims will Increase
Republished with permission from Chris Burand To read more articles by Chris, visit Burand & Associates E&O claims will increase because private equity is funding plaintiffs’ suits. It is really pretty simple. Many people and attorneys cannot afford to bring suits using only their own financial resources. Additional funding can greatly help them bring suits.…
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