Conversations at the Water Cooler with Emily Littlefield

Welcome to the Water Cooler—where you can get to know Vertafore employees. Emily Littlefield is a business analyst for customer support release management. She’s based in Bothell and has been with Vertafore for two years.Emily Littlefield is a business analyst for customer support release management. She’s based in Bothell and has been with Vertafore for two years. Can you describe what you do?                               Littlefield: I coordinate with business units arou...

Theodore and Associates choose systems that help them succeed

Theodore & Associates is a full-service agency, headquartered in Columbia, South Carolina, with a second location in Summerville, delivering personal lines and commercial lines insurance with a hint of Southern charm. The company is unique in that, in an industry with high turnover, more than 90 percent of its 18 employees have stayed with the agency for at least 10 years; some as long as 30 years. Its executives also recruit students for part-time positions while these students are in c...

Brightway Insurance uses AMS360 for innovative business

Brightway Insurance began in 2003 in Jacksonville, Florida, and since that time, has redefined how independent insurance agents grow and profit. Its innovative franchise business model enables owner-agents to spend 100 percent of their time on what they do best: selling and serving their customers. A centralized Brightway operations staff handles all back office processing, using the most advanced, integrated technology available.The concept has taken off—in a big way. In just nine years, Bright...

The two questions your clients will be asking about Health Care Reform

To make the most of health care reform—be there for your clients as they try to figure out what to do next with employee benefits.They will likely be asking these two questions:      1. Should I cover my employees or not?     2. How do I manage the cost? Here are some ideas for how to advise on these two questions:1. There are many costs associated with not covering your employees that must be factored into the decision process. Be sure to go over each of these with your client so they have the ...

Health Care Reform

What Can Health Care Reform Do For You? It can help you change your relationship with your benefits clients.Your clients have likely have long-standing relationships with their financial and legal advisors and service providers. Why then, is their insurance broker acting just as a product provider?Change the game by advising them on their health care options in this new era of reform. They may be lost or confused about the changes and you have the opportunity to become the advisor and e...

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