Posts Tagged ‘workflow’
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 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 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 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…
Read MoreUsing Virtual Visits to Stay Connected
At AVYST, we feel fortunate. Our organizational model is that of a distributed workforce. Most of us already work remotely and we have tools in place that help us stay connected as a team. Because we have this firsthand knowledge and experience, it is our pleasure to provide some tips to help others adapt to…
Read MoreInsurTech Talk: Tips for Successful Technology Implementation
During this episode of InsurTech Talk, Kitty Ambers and George Robertson recap the fundamentals shared during our last episode, and outline 3 key ideas to ensure that your technology transformation goes smoothly. These include: Overcoming the tendency to resist change, Approaching your technology investment as Strategic, and Supporting Strategy with solid Tactics We hope you…
Read MoreKeep your agency’s eyes on three IA realities
As seen in PropertyCasualty360 – July 18, 2019 – Keep your agency’s eyes on three IA realities Related: 5 Fundamentals for Leveraging InsurTech
Read More3 Steps to Improve Your Own User Experience
Our industry spends a lot of time discussing the customer experience, and rightfully so. But what about our own experiences as users? I’m convinced that if insurance professionals mindfully commit to improving their own user experience throughout the quoting-and-binding process, the industry itself would be transformed. But so often we push aside our long-term goals…
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