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T H U R S D A Y , M A R C H 1 9 , 2 0 0 9 Industry News
Trusted Choice®
Maryland Agency Awarded Trusted Choice® Agency of the Month
Joseph W. McCartin Insurance has been named the Trusted Choice® Agency of the Month by Trusted Choice®.
“The family-owned and operated Joseph W. McCartin Insurance agency has provided excellent, personalized customer service in Maryland for more than 40 years,” says Robert Rusbuldt, president & CEO of the Big “I”. “Their excellent team exemplifies the Trusted Choice® Pledge of Performance and we are pleased to announce that they have been selected as the Trusted Choice® Agency of the Month.” The Joseph W. McCartin Insurance agency, headquartered in Beltsville, Md., has been serving local families and businesses since 1967. They are proud of their involvement in the community and their family tradition of excellent customer service. The agency provides its clients with a variety of auto, home, life, business and retirement insurance products. “Trusted Choice® is an opportunity for independent agents to brand ourselves in a cost effective and efficient way that touts the benefits we can provide to our clients,” says Michael McCartin, president of Joseph W. McCartin Insurance. The Trusted Choice® Agency of the Month program recognizes those Trusted Choice® agencies that are going above and beyond in living the tenets of the Trusted Choice® Pledge of Performance and in communicating the benefits of their services to consumers. Trusted Choice® agencies agree to adhere to a written pledge that states they will work with their customers to identify the insurance and financial services that are right for them, their families or their business and use their access to multiple companies to deliver those products. It also states that they will help guide consumers through the claims process and help them solve problems related to their coverage or account. For more information, visit www.TrustedChoice.com.
IIABA News
Jeff Yates Awarded Presidential Citation at Users Group Conference
Jeff Yates, executive director of the Agents Council for Technology (ACT) at the Big “I,” was honored with a Presidential Citation from Mike Gray, president of the AMS Users Group, during the 33rd National Conference in Washington, D.C. Yates was cited for his work with independent agents, companies, vendors, user groups and industry associations in promoting and facilitating the use of technology solutions and business processes within the agency system. Under Yates’s leadership, ACT has developed: recommended workflows, best practices, white papers, committees/ working groups and information and seminars to help agents take full advantage of technology opportunities. Yates began with ACT after 25 years of service in other divisions of the Big “I.” The AMS Users Group represents more than 15,000 independent insurance agencies that use Vertafore Agency Market management systems. The group’s main objective of “influencing the future of agency automation” is accomplished through various education, member service and advocacy programs.
InVEST
InVEST Creates New Student Marketing Piece
To help fill InVEST class seats with interested students, InVEST has created a new student brochure to generate interest in insurance as a class and career. The brochure depicts many exciting aspects of a career in insurance and also addresses the financial literacy aspect of InVEST classes. The millennial generation is attracted to numerous qualities when searching for a career and the brochure links common interests such as sports and music to insurance careers. A study group of 18 to 20 year olds was used to critique the piece and ensure its appeal to the intended audience. To see the new student brochure, click here.
You can also request free copies by contacting the InVEST staff at 1-800-221-7917 or info@investprogram.org.
Big “I” Markets
Download Info on the Habitational Market
Members have been asking lots of questions regarding the habitational market available on Big “I” Markets. So, the Big “I” created a tool to help members learn important details about the program, as well as an active checklist to ensure you don’t miss something when attempting to secure coverage. Click here to read and download the checklist. For detailed underwriting and coverage information or to submit a quote, log in to www.bigimarkets.com.
Big “I” Markets
Neighborhood Bar/Tavern and Sports Bar Program Available
Big “I” Markets has partnered with ProHost to bring you a package policy including liquor liability for risks with liquor receipts in excess of 40%. Submission requirements are the same as for the family-style restaurant and fine dining program. This is a non-admitted product and the following states are excluded: Alaska, California, Florida, Hawaii, Louisiana, Maine, Mississippi, New York, and Texas. To submit a quote, log onto www.bigimarkets.com, go to the commercial menu and click on “restaurants.” You can also view the target market and eligibility requirements there. Not yet registered for Big “I” Markets, the online market access program available exclusively to Big “I” members? Complete your fast, free registration at www.bigimarkets.com.
Big I AdvantageSM
FedEx Shipping Program Grows
In this economy, every dollar counts. Are you paying more than you have to for shipping? More than 1,500 Big “I” agencies have already signed up to save on shipping costs with FedEx. Call 1-800-636-2377 from 8 a.m. to 6 p.m. EST, Monday through Friday and identify yourself as a Big “I” member or visit www.1800members.com/new/iiaba to register for the discount program and start saving.
Big “I” Markets
Outdoors Program
Spring is just around the corner, which means it’s a great time of year to go canoeing, kayaking and camping. Nature and wildlife tours for photographers are also a thriving business in the spring. Prospecting for business among companies that provide guided canoe and kayak tours is something you may want to do, and with the Markel Outdoors program you can write outfitter and guide professionals. For a list of eligible classes, click here. For more details, log on to www.bigimarkets.com.
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