Travelers has been named Personal Lines Company Partner of the Year by The American Insurance Marketing & Sales (AIMS) Society. The award, presented during The AIMS Society’s Annual PRO-to-PRO Executive Retreat in Tampa last month, was based on extraordinary support the company provides agents to help them sell and market better.
Phil Bogle, CPIA, president of The Bogle Agency in Lyndhurst, N.J., nominated Travelers based on the support and tools the company and its people provide independent agents. “Travelers has made great strides in becoming a significant force in the personal lines arena,” Bogle says. “Their electronic tools allow agencies to easily quote, bind and submit new business electronically, without the need for paper submissions—saving time and money, and helping agents sell more and serve clients better.”
Bogle recognized Travelers Personal Insurance Sales Executive Martin Taylor, CPIA, who received the award on behalf of the company. “Martin goes out of his way to bring new ideas and suggestions to monthly meetings with me and my staff,” Bogle said. “By sharing ideas that help us increase production and improve retention, Martin truly represents the ideals fostered by The AIMS Society: professionalism and sales excellence.”
“Being named Personal Lines Company Partner of the Year was both a surprise and an honor,” Taylor said. “As a long-time AIMS Society member and as someone who holds the CPIA designation, I value the organization’s support of sales and marketing expertise within the industry. The Society is a source of ideas I use every day as I work with agents in the field.”
In addition to practical agency-company interface and good agency-company relationships, Bogle cited other factors that help agents and brokers. “Travelers’ innovative use of Facebook for local marketing and prospecting has provided quite a few leads to our agency,” he said. “Their Concierge Claim Service allows for high-tech, high-touch claims management, which reduces time spent by staff on claims handling and results in enhanced customer service.”
Taylor added, “I’m proud of the culture at Travelers, which really stresses teamwork among our various business units. By working together, we’re able to develop and deliver agent-focused sales and service solutions that help our agents grow their business and serve clients better.”
“Strong partnerships between companies and agencies definitely contribute to agency success,” says Jim Gosselink, CPIA, CIC, LUTCF, president of The AIMS Society and of Pella, Iowa-based Tulip City Agency, Ltd. “We’re pleased to recognize Travelers Personal Insurance for its local and national efforts to help our members and other agents thrive in today’s fiercely competitive market.”
About AIMS Society:
Founded in 1968 as The Firemark Society, The AIMS Society is a national, member-driven organization that provides practical training, information and networking services designed to increase the personal and agency sales production of property and casualty insurance agents. AIMS Society was the first organization to honor property and casualty agents for sales excellence and to establish the industry’s only sales-based insurance designation —the Certified Professional Insurance Agent (CPIA). Completion of the CPIA designation requirements is not necessary to qualify for AIMS Society membership.