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SAHU September Member Meeting – Best Practices for Insurance Brokers
September 28, 2022 @ 12:00 pm - 1:15 pm$15.00 – $30.00
Join us for the virtual lunch & learn presentation on September 28th, 2022
**A Zoom link will be sent the day before the event.**
Course Name: Best Practices for Insurance Brokers
Best Practices for Insurance Brokers: Best practices can be defined as methods or regular actions that you as a business owner take on a regular basis that supports, grows, and nurtures your book of business.
Best practices can encompass technology used, routines that are implemented on a daily, monthly, quarterly or annual basis, specific call or referral scripts, customer service methods, lead generation, marketing, sales presentations and follow-up, product knowledge, and ongoing training and personal development.
Meet the Panelists
Christine Glaesman (Moderator)
Independent Health Insurance Agent
Storehouse Insurance Services
Chartered Benefits Consultant
Capitol Health Management Insurance Solutions
As a consultant with 35+ years of experience, Andrea is passionate about forming long lasting partnerships with clients by understanding their business and it’s needs – not only initially, but as the business evolves. Collaborating with clients, she guides analysis to develop a clear, proactive, and strategic vision that leverages benefits and risk management.
Farmers Insurance, Ryan Nuttall Insurance Services
I live in Amador and own an agency in Cameron Park serving the El Dorado, Amador, and Calaveras counties. I started a scratch agency in 2008 and built it into a large agency and sold in 2014 to sign a contract with Farmers to recruit, develop, and open agencies in Sacramento, PLacer, El Doraod, Nevada, Amador, and Calaveras county and left that to buy a 35 year old well established agency in 2022. We offer home, auto, umbrella, commercial, health, and we also are a Financial Service agency partners with Farmers Financial solution for retirement planning.
CEO and Trusted Benefits Partner
Siders Insurance Solutions
Sam’s purpose in life is to help others be the best version of themselves. At SIS, Sam is able to pursue this on a larger scale – helping employers better their overall company culture, benefits packages, and adding to their bottom line. After 10 years assisting insurance brokers by putting together benefits packages for their clients, Samantha made the shift to CEO and started her own insurance agency in 2021. With her extensive background working with small and large employers and having first hand knowledge working on the carrier and the wholesale side of insurance, she is now able to focus on the core values that SIS lives by while helping her clients and their companies reach their full potential.
Partner & Benefit Consultant
PWA Insurance Services LLC, an Alera Group Company
Michael Saab has been in the insurance industry since 1995 and joined PWA Insurance Services in 1998. In 2017, Michael became a partner in the firm. He received his Bachelor Degree in Communication from California State University, Chico, and has conducted several seminars and webinars on COBRA, Benefits Management, HIPAA and Health Care Reform for PWA and local SHRM chapters. He has received his NAHU Certification in Account Based Health Plans, Self-Funding and the Processional, and achieved his Academy of Healthcare Management designation in 2012 from AHIP. He is a past chair and member of UC Davis Health System’s Community Advisory Board, served on the Board of Directors for Crossroads Diversified Services from 2013 to 2020, SAHU Program Chair from 2020 to 2022, a member of Kiwanis for 14 years and on the Board of Directors for the Land Park Soccer Club from 2012 to 2022. He’s very passionate about the industry and challenges his clients to be more proactive in how they address healthcare costs for their employees.
Regional Sales Manager
The Word & Brown Companies
Teri Blake proudly serves the brokerage community in Sacramento and surrounding counties as Word & Browns Regional Sales Manager. With over 20 years in the industry, Teri continues to build meaningful relationships with brokers in her region providing Word & Browns sales support, presentations strategies, marketing strategies for growth and carrier product knowledge. Teri has served on the Sacramento Association of Health Underwriters in various positions for several years. She lives in Folsom with her husband Jeremy, enjoying the outdoors with their 3 dogs and 2 horses.