Posted by: jmwilsonmga | October 11, 2011

Taking Business Relationships Down the Aisle

Cathy Baldwin, Marketing Manager, Erin Herson, Underwriting and Agency Relations Manager, Thomas Adderhold, PIA National President-elect, and Fred Thomas, PIA National President.

Have you heard the news? After a nomination from the Michigan PIA, J.M. Wilson Corporation was chosen as the 2011 Managing General Agency of the Year by PIA National! Everyone in our organization was surprised, thrilled and honored to have been recognized not only regionally, but nationally!

Our Underwriting and Agency Relations Manager, Erin Herson, and I traveled to San Francisco in September to accept the award on behalf of our company.  During our trip, we were able to meet some great people in the insurance industry who we began to build relationships with.

At J.M. Wilson, we talk a lot about relationships.  That includes the relationships we have with our agents, with our company underwriters and even with each other internally.  This nomination and national recognition by the PIA just helps to reinforce that good relationships are key to success in this industry.

The process of beginning and growing a relationship in business is not unlike the dating scene:

Say you meet someone in-person or are trying an on-line dating service.  You do a little re-con to find out more about that person to see if they might be a good fit for you and your needs. Maybe then the door opens to some conversation by e-mail or by phone….some “getting to know you” conversation.

Next, you send in a couple of applications to quote, I mean, you go on a few dates.  Is there a connection? A spark for another submission/date?  A follow-up phone call (or text – depending on your age) might follow to show your interest in taking things a step further.  As you get to know each other better, you get more comfortable and the level of trust grows and …

You are in a relationship!!

Now, unlike the dating scenario where you are hopefully exclusive to one person, in business you are likely forming relationships with various business partners. The beauty of the business relationship is that you know what you can expect from your “significant others” and that there is value to both of you.

For us at J.M. Wilson, this recognition from our agents and the PIA National is like renewing our wedding vows.  We’ve been together for years working on our relationship and now we are celebrating that union!  We look forward to many more years of wedded bliss!

About the Author : Cathy Baldwin, Marketing Manager

Cathy has been a member of the J.M. Wilson Team for over twenty-one years and currently serves as the Marketing Manager.  She oversees the marketing team, which provides marketing support for our underwriting teams in commercial transportation, property/casualty, professional liability, personal lines, and surety.  Cathy loves the variety in her position as marketing manager.  She has the opportunity to work with everyone at J.M. Wilson, our agents, and the companies we represent.  In her free time, Cathy loves to run and ran the 2011 Kalamazoo Half Marathon.  She also enjoys reading and listening to music – her favorites range from Neil Diamond to Led Zeppelin.

Connect with Cathy on LinkedIn

Disclaimer :  This article is for informational purposes only.  There is no legal advice being suggested or proffered.  The author assumes no responsibility or liability for the actions taken or not taken by the readers based upon such information.  This article is the opinion of the author and is not supported or endorsed by J.M. Wilson.  It should not be relied upon and may contain inaccuracies or content may have changed over time, contact your underwriter for the most current and accurate information.  Any comments or responses are the opinions of their authors.  Content on this site is believed to be covered under Fair Use.

Copyright 2011 J.M. Wilson Corporation

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