Insurance Agencies of the Future
“Pat helped our organization create standards and workflows to increase our efficiency with our new agency management system as well as consistency in our process across our organization.
After completing the project with our agency, we still go back to Pat since we consider her part of our organization.”
Daniels Insurance Agency, Inc.
Pat was a tremendous find for our agency. We spoke with other web designers only to find that they had creativity and vision, but knew very little if anything about the insurance business. Pat’s talents were a perfect fit for our agency’s needs. She continues to stay at the cutting edge of technology and how it is impacting our business. The value we received was excellent.
James Greene & Associates
I had a client come by this week who had received the names of several potential advisors to utilize. She said she got on all the web sites and really liked mine the best and that’s how she decided to come see me!
I wanted to share that with you! So thanks for doing such a great job on the site!
Martin Day, CPF, Financial Advisor
Box Financial Advisors
Pat brought a rare combination of abilities to our process redesign project. Pat is a great facilitator that understands all facets…insurance, automation, and most importantly, the human element. Her breadth of knowledge, years of experience, as well as her insight into the future all proved to be very valuable. Pat has given us a great roadmap to process redesign success.
Don Polcyzynski, CFO
Gilroy Kernan & Gilroy
While I was attending a CIC on Agency Management, the instructor struck a cord regarding agency management systems, standards and workflows. A couple of years before, we had changed to a new agency management system and were still struggling with getting our people to use the system properly. Along with the new system we also had to update our standards and workflows. A task we could not tackle alone.
I asked the instructor if he knew of someone that he could recommend that knew our agency management system and could assist our agency. I had several discussions with Pat Alexander and what sold me was the fact that she was willing to spend time with our management team as well as our staff at our office. There are several experts in agency systems and standards and workflows but they work with you offsite. We needed someone who could immerse themselves with our people and understand what needed to be done.
Pat Alexander acted as facilitator, devil’s advocate, cheerleader and our conscience while working with Seitlin to develop and implement standards and workflows. Her knowledge about insurance agency operations, our agency management system and information management were also important in our choosing her for this project.
The improvement in our office has been great.
Roxana F. Sora, CIC, AAI
Seitlin Insurance & Advisory Services
The information Pat provides during her presentations comes from years of experience in the trenches of the insurance industry. She is able to speak authoritatively about the changes agency staff goes through because she has helped many agencies successfully manage the process. She provides an information packed program that can help any agency succeed.
Steve Anderson, Executive Editor
The Anderson Agency Report
Thank you for attending the 2007 Assurex Global commercial Lines Meeting in Houston last month. Your presentation on Best Practices was very informative for our attendees.
I look forward to opportunities to work with you again in the future.
Meg Allwein, VP Partner Services
…your presentation on Best Practices was a hit with the attendees at the Nexsure User Group meeting. In addition to explaining exactly what are Best Practices, how you define them, how to go about implementing them, and the rewards to expect; you showed our group how to apply practical examples in the Nexsure system. Your session considered the human elements that enable successful processes. Thank you for your interest in our group and tailoring your presentation to our needs.
Ted Joyce, President
Nexsure User Group
Thank you for taking time out of your busy schedule to speak at our 2008 Rural Agents/Small Town Agency Conference. The reviews were great and we have heard nothing but excellent comments from everyone.
Bob Skow, CPCU, CAE
Independent Insurance Agents of Iowa
Pat brought a rare combination of abilities to our process redesign project. Pat is a great facilitator that understands all facets…insurance, automation, and most importantly, the human element.
Don Polcyzynski, CFO
Gilroy Kernan & Gilroy