...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

Approximately a year ago, while I was attending 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
Chief Commercial Operations Officer

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
TAAR Executive Editor

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
Vice President, Partner Services

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
Chief Executive Officer
Melissa Meiners
Membership Operations