Posted by: jmwilsonmga | December 13, 2011

Out with the Old and in with the New : From the Road with Debbie Martinez, Southern Region Branch Manager

It’s hard to believe that the end of 2011 is upon us. This year has been a challenging one across the board for all of us in the insurance industry, with anticipation for 2012 and what it will bring in the forefront of everyone’s minds. We are again facing the unknown – with hopefulness and a big dose of positive attitude.

Our company and agency partners are gearing up for the approaching new year with hopes of a market swing and better days to come. As I have been traveling and meeting with some of you, I’ve seen you working hard to finish the year on positive notes and trying to get that last bit of premium on the books for the end of the year push. As an MGA, we work hard to put ourselves in our customer’s shoes – remembering that you are also under the gun and facing more pressures than ever.

I’ve heard about your challenges from selling rate increases in a difficult economy to having to shop renewals like new business.  I know that this economy is tough – tough on everyone in the insurance industry.  But we are working hard every day to try to help you on each and every call and make it easier for you to do business, whether it’s through phone quotes, online rating, or just good old-fashioned customer service.

What challenges has your agency faced this year?  What solutions have you found to help you manage your challenges?

Over the past few years, we’ve had to respond to some challenges of our own. In the spirit of  “Out With the Old and In With the New”:

  • Old: Waiting for the phone to ring    New: Picking up the phone and reconnecting with customers
  • Old: Sending information through the mail    New: Keeping customers updated frequently and efficiently by e-mail
  • Old: Watching others network and grow in social media    New: Jump into the social media pool, or take our social media to the next level

How have you implemented “Out with the Old and In with the New” at your agency?

So, here’s to the end of 2011 and to the start of an approaching new year – Let’s make it the best ever!

About the Author : Debbie Martinez, Southern Region Branch Manager

Debbie Martinez joined J.M. Wilson in 2009 and currently serves as the Underwriting and Sales Manager for the Southern Region. She works to develop agency relationships with our existing Southern Region agents through all lines of business, as well as helps to establish newly appointed Southern Region agents. Debbie loves the day-to-day contact she has with our agency partners. In her free time, Debbie enjoys spending time with her son, working with the American Cancer Society, and photography.

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

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s


%d bloggers like this: