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 More

Customer Spotlight – Cliff Golub

Cliff Golub intro slide with spotlights and finish line

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 More

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 More

Customer Spotlight – David DeLano

Dave DeLano intro image

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 More

Customer 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 More

Reminder:  Electronic Policy Delivery Requires Authorization

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…

Read More

Customer Spotlight – Jon Black

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…

Read More

What’s in a Wizard?

wizard holding crystal ball

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 More

Helping Agents Overcome Sales Challenges Created by COVID-19

Elbow bump instead of handshake

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 More