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During the Annual Meeting on October 13th at Engage 2022, PIAW’s 2022-2023 officers and board members were elected. PIAW is delighted to announce the election of: President Steve Clements, CPIA of Clements Insurance Agency in Wausau, WI Steve Clements has been licensed in the insurance industry for 20 years and is the President of Clements…
Read MoreThe Professional Insurance Agents of Wisconsin’s (PIAW) Engage 2022 convention was held October 12th & 13th at the Osthoff Resort in Elkhart Lake, WI. The event hosted hundreds of agents and insurance representatives from across the state, where several statewide award recipients were announced and presented. Mike Endres of Endres Insurance Agency was awarded the…
Read MoreWith the seasons changing quickly and winter on the not-so-distant horizon, it is important for your policyholders to be getting their homes in the best shape possible before the first snow falls. From cleaning out the gutters to checking for signs of unwelcome rodent visitors, West Bend has a great checklist to share with property…
Read MoreMadison, WI – After being awarded the title of Wisconsin’s 2022 Outstanding CSR of the Year by the Professional Insurance Agents of Wisconsin (PIAW), Tiffanie Courtney, CIC, CISR, CRIS of M3 Insurance in De Pere, Wisconsin, has been selected as the National Outstanding CSR of the Year by The National Alliance for Insurance Education &…
Read MoreCross-sell, upsell, account rounding. These are popular insurance terms but by no means unfamiliar to most marketing professionals. From “super-sizing” your fast-food order to reviewing items “customers also bought,” reaching beyond your client’s primary purchase should be a key sales approach in every insurance agency’s office. New Clients The best opportunity to present a multi-line…
Read MoreBy: Judd Genda and Robert Procter | Axley Attorneys For as long as there have been independent insurance agencies, agencies have relied upon customer service representatives (CSRs) and other unlicensed employees to assist in their day-to-day operations. These unlicensed employees have become critical to the ongoing success of independent insurance agencies. Some unlicensed employees simply…
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