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Brevik Moderates PIANY Technology Panel

Nearly 100 insurance professionals participated in the Professional Insurance Agents of New York State Inc. and the New York Insurance Association's 2004 CEO/Agency Conference on...
November 9, 2004

Nearly 100 insurance professionals participated in the Professional Insurance Agents of New York State Inc. and the New York Insurance Association's 2004 CEO/Agency Conference on November 4 at the Best Western Albany Airport Inn, Albany, N.Y. Participants agreed that insurance agents and companies have much to gain from the integration of technology into the insurance industry's workflow, which ultimately leads to greater benefits for consumers. The key to success is for agents and companies to work together and keep up with the latest technologies available.

Moderated by PIA National's Executive Vice President and Chief Executive Officer Len Brevik, the panel featured: Donna Barr, assistant vice president and business analyst, Marsh; Bruce Fiori, second vice president, commercial lines operations, St. Paul Travelers; William Moses, director of information technology, Capital Bauer Insurance Agency Inc.; Scot Palzer, agency automation manager, The Main Street America Group; Keith Savino, chief operating officer of WRG and PIA ACORD representative; Richard Shlotzhauer, vice president and director of information systems, Utica First Insurance Co.; and Anthony Testani, agency interface supervisor, Preferred Mutual Insurance Co.

"These are the movers and the shakers in the industry," said Brevik. "We heard a lot of dynamic statements and presentations, but foremost in our minds was the 'take-away value.' We discussed how we can unlock profits for agencies and companies by using real-time transactions."

In looking ahead to the future of technology and the insurance industry, Savino stressed the importance of both insurance agents and insurance companies getting involved in ACORD; volunteering for working groups; staying involved at the local and state association level and sharing technological knowledge; and embracing the standards implemented by carriers and vendors. As a final word of caution, Savino advised agents: "Keep current on your systems. There's nothing more frustrating for a carrier who has made a huge investment in real-time technology and they want to roll it out to you, and you're not on a current system."

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