On Point with Peter van Aartrijk and Rick Morgan, Episode 26: ‘Uncomfortable Change’ Paves Road to Perpetuation
August 23, 2010 by admin · Leave a Comment
Too often agency principals find themselves facing a forced sale as a result of not having a proper perpetuation plan. In this podcast, MarshBerry president John Wepler discusses the many difficult and “uncomfortable” decisions required of an owner seeking to properly–and profitably–perpetuate the firm. Listen to this frank conversation as John offers some good news: It is never too late to start to implement a perpetuation strategy but it takes a “burn the ships” commitment. That is, once you start down the path there is no turning back. Get some good ideas for your firm from one of the industry’s best-known management consultant.
The podcast was published Monday, August 23, 2010. Run time is 25 minutes 43 seconds.
Guest Blogger Pat Alexander, InsuranceEcoSystem.com Founder: ‘Brand and Message Are Inseparable’
July 26, 2010 by admin · Leave a Comment
The Aartrijk team is pleased to welcome — for the first time — guest bloggers from in and around the insurance industry, starting this month.
To kick off this occasional series, we welcome Pat Alexander, founder of industry blog InsuranceEcosystem.com and a Brand Camp 2009 alumna.
About Pat: In 2009, she launched InsuranceEcosystem.com as a resource for the insurance industry and a way to spark more conversation about her areas of expertise in independent agencies, coaching and technology. She describes Insurance Ecosystem as a blog that “provide[s] you with communicators that don’t normally blog but have great views and information to share. Each of these individuals … [has] so much to contribute in their area of expertise.”
1. What has happened in the past year with your firm now in the area of branding? What changes or initiatives have you been working on?
After Aartrijk Brand Camp 2009, I developed a plan to redesign my primary Web site, PatAlexander.com, and give it a fresh look and to develop a blog where individuals of interest to insurance agents could blog regularly or at their whim. Developing this blog included developing a brand for it as well as an audience.
Real Lessons from Real Time
June 25, 2010 by Dave Willis · 2 Comments
Three years ago, when the Real Time/Download Campaign launched, Aartrijk staffers, in our Campaign communication leadership roles, fielded a range of Campaign Web site visitor queries, such as: “How much is this Real Time software you’re selling?” and “Where can I buy your Real Time product?” We’d explain that we weren’t selling anything and that Real Time was actually available in existing agency systems.
Today, we rarely get such questions. Most property and casualty insurance professionals understand that Real Time is a workflow—it’s the ability to click on a button from a client file in an agency management system or comparative rater and get immediate access to carrier info on that client. They recognize Eddie, the Campaign’s mascot, as a the friend of improved workflows and profitability. And they know how to access Real Time in their systems.
On Point with Peter van Aartrijk and Rick Morgan, Episode 21: The Definition of Retirement Has Changed
June 24, 2010 by admin · Leave a Comment
“On Point, with Peter van Aartrijk and Rick Morgan” is an audio conversation with insurance industry leaders who champion change and challenge all of us to think.
This podcast is an interview with Sharon Emek, President and CEO of WAHVE.
Listen to Sharon as she shares here vision for this new company with Rick and Peter.
“The definition of retirement has changed. Consider two trends:
1) People who are “retired” from the insurance industry in the traditional sense (no longer going to an agency or a carrier to work in a management or professional position) still want to work, but under different working arrangements.
2) Those who are hiring in our industry now consider “retirees” as a prime market to fulfill their demand for a quality workforce for their businesses.
Matching up vintage workers (those people who have left the traditional workforce but want to work from their homes) with hiring managers is what this innovative new company is all about. The acronym “WAHVE” reflects the focus in placing “Work-At-Home Vintage Employees” with insurance organizations such as independent agencies.
As an insurance producer, I came to learn how vital agency staff people are to selling and servicing insurance clients. As an agency principal, I came to appreciate how precious quality performers are to running an insurance agency. Now, as the founder and CEO of WAHVE, I’m pleased that we can offer employees and principals the only remote domestic staffing option for insurance agents and brokers.” – Sharon Emek
The podcast was published Friday, June 4, 2010. Run time is 22 minutes 6 seconds.
On Point with Peter van Aartrijk and Rick Morgan, Episode 19: Having Fun Growing Business
May 11, 2010 by admin · Leave a Comment
“On Point, with Peter van Aartrijk and Rick Morgan” is an audio conversation with insurance industry leaders who champion change and challenge all of us to think.
Linda Rey is a second-generation agent and owner of Rey Insurance in Sleepy Hollow, New York. Frank Rey founded the agency in 1978 to serve bilingual clients in the local community.
Linda discusses how she has incorporated the use of social media into the agency’s marketing strategy. For Linda, it was an “effective way to be present, visible, and increase awareness and exposure.”
Big Field Man on Campus
April 29, 2010 by Peter van Aartrijk · Leave a Comment
At a time when people are skittish on the economy, it’s great to hang out with folks who are bullish.
One of my favorites is Charlie McShane, and his company is State Auto, based out of Columbus, Ohio.
Recently Maureen Wall Bentley, our executive vice president of brand strategy, and I attended Charlie’s grand opening of State Auto’s new Hunt Valley, Maryland offices, just north of Baltimore. Charlie is the company’s eastern regional president—he actually founded the region for State Auto and was the only employee there a few years ago. (In case you don’t recognize Charlie, he’s the big man on campus in the center of the photo.) Read more
What I Learned at Brand Camp
October 7, 2009 by admin · 2 Comments
Last week was a great week. I spent three days in Chicago with some of the best people I’ve ever met.
Where was I??? At Brand Camp. What’s that you ask? It was a conference put on by Aartrijk to explore the world of social media and its impact on insurance branding.
Sure, I learned a lot about how social media can be utilized effectively, how to “Tweet” and how important blogging can be. But what really struck me was the energy of the group. The people who attended were really excited about the prospects, willing to learn and energized about their agencies. It’s probably the first time I didn’t get a sense of “quiet desperation” about the future of the independent agent and the power of the direct writers.
- I learned that independent agents have some huge opportunities because their business is based on building and maintaining relationships–a perfect match for social networking.
- I learned that there are some amazing young agents and their staff that have great new ideas to reach “Generation Y,” and that they should be listened to.
- I learned that the agents that adopt this new way of marketing and sales will be the ones to succeed.
- I learned that listening is as important as talking, whether it’s face-to-face or on the Web.
- I learned that being open to new ideas and new ways of doing business is critical to long-term growth.
Yes, we did discuss how to find “fans” on Facebook and “followers” on Twitter. We talked about effective Web site design. We talked about search engine optimization. But they were secondary to the new attitude that was circulating in the room. I wish we could capture that and sell it over the Internet!
– Laurie Donohue, vice president, I-Marketing Management (a partner firm of Aartrijk)
Visit I-Marketing Management: http://www.imarketingmanagement.com.
Follow Aartrijk on Twitter: @Aartrijk. Follow Brand Camp conversation on Twitter using hashtag #ABC09.







