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From The Latest Issue

    MAINTAINING CULTURE IN A GROWING AGENCY

MAINTAINING CULTURE IN A GROWING AGENCY

Keeping a small town feel in a big city  We all remember those mentors who helped us decide on a direction in life—a teacher, a boss, a coworker, a spouse. Well, for Brook Mahoney, it was “a great professor at the University of Iowa who lured me into this business.” And so it was that Brook graduated with a BA in Insurance and Marketing and began a career in the

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    A PEACE OF MIND

A PEACE OF MIND

The 2016 LAAIA Insurance Man of the Year shares benefits of volunteering In the last issue, we started a short series on the benefits of giving back to organizations and the community. In our second installment, we take you down to the Sunshine State, where Alex Dopazo, CIC, partner, vice president, and commercial account manager at Miami-based Dopazo & Associates, bypassed a college education and joined his father’s agency in

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    FOCUS AND SAFETY

FOCUS AND SAFETY

Strong leaders must pay attention to—and protect—employees, themselves, and their organizations The day we got Jazz was a tough one. We still had Misty, who was aging fast, and we had just lost two-year-old Abby to a freak accident. We’d been to the pet store and shared our story with a shelter volunteer. “I have the perfect dog for you!” she said. “Please come back next Saturday and meet Jasmine.”

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    NEW DESIGNATION TAKES OFF

NEW DESIGNATION TAKES OFF

CPRIA certification addresses the changing high-net-worth segment When insurance professionals endeavor to attract young people to the industry, they usually point out that, as with the medical field, people will always need insurance. Thus, job security. Unfortunately, the young people often counter with, “But it’s a dull profession.” Again—like medicine, the insurance industry is ever-changing, as new exposures appear on the horizon. Think cyber security or drones—or high net worth.

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    CLAIMS DOWNLOAD MATURES

CLAIMS DOWNLOAD MATURES

Claims download—and other forms of download, for that matter—must continue to grow if the agency system is to respond efficiently to customer needs. When Lori Heemstra, CIC, joined Michigan-based Berends Hendricks Stuit Insurance as commercial lines division manager a number of years ago, the agency wasn’t using commercial lines real-time or download functionality. “We weren’t really active in that,” she recalls. But Heemstra, who chairs the Applied Client Network Member

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