Posts Tagged ‘technology’
Customer Spotlight – Jan Pell, ‘Insurance Mother!’
Meet Jan Pell, ‘INSURANCE MOTHER!’ of Keating Agency Insurance in West Hartford, CT How long have you been with your firm and what’s your role there? I have been at the Keating Agency officially since January 2016. I started my work in the ‘retail insurance side’ in 2001 at a different agency that was purchased…
Read MoreCustomer 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 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 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…
Read MorePartners or Pirates?
Consider your agency integrations before you accidentally walk the plank. By Kitty Ambers, CIC, CPIA, CISR, Chief Growth Officer at AVYST Strategies, guidelines, and protocols for Reopening America are hitting headlines on both micro- and macro-levels. Churches, schools, restaurants, offices, salons – every business and organization imaginable is having to rethink and retool how they…
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