A Professional Gratitude List for 2017

Grateful for…

  • A 16% increase in agency revenue over 2016
  • The addition of 10 new employer group clients, an increase of more than 100% over 2016
  • The the loss of only one employer group client, only because they decided to stop offering employee benefits
  • Valuable referrals from my fellow trusted advisors in the ProVisors network, which resulted in two new employer group clients
  • Implementation of a hugely valuable agency management system that has greatly increased my organization and productivity
  • A continued strong relationship with my general agency, which provides me with resources and support to better serve my employer group clients
  • Opportunities to present my health insurance industry views at Lathrop & Gage LLP, the Los Angeles Area Health Underwriters Vanguard Council, and a ProVisors Signature Rainmaker event
  • Published articles in BenefitsPRO Magazine, E is for ERISA, the Women in Insurance and Financial Services inaugural issue of AdviseHER, and a featured post on LinkedIn Pulse
  • Opportunities to share my social media expertise on national webinars with Women in Insurance and Financial Services and BenefitsPRO Magazine
  • Features in CaliforniaChoice’s #InspiredInsurance series on LinkedIn and the “What’s the Good News, Ladies?” series in BenefitsPRO Magazine
  • Recognition as a first-year member of the National Association of Health Underwriters’ Leading Producers Round Table President’s Council
  • Recognition as a member of the Women in Insurance and Financial Services Topaz Circle of Excellence

ShiftShapers Podcast with David Saltzman – Corporate New Year’s Resolutions Focus On The Big Picture

Many of us make personal resolutions at the new year, but corporate resolutions can be an even more powerful way of keeping your eye on the big picture during the coming business year. Amy Evans,…

I’ll Be Presenting at the BenefitsPRO Broker Expo

My session is part of the Education Track and it’s called “Fast Tracking Social Media: Easy-to-Implement Strategies for Busy Brokers.” Check out the session summary below, and click here for the event website. Social media…

Using Social Media to Build Your Professional Online Presence

I was honored to write for the debut issue of Women in Insurance & Financial Services (WIFS)’ new publication, AdviseHER. Click here for the full issue.

I’ll Be Leading the WIFS National Education & Development Webinar on November 8 – Simplifying LinkedIn: Basic Strategies to Promote Yourself and Your Business

REGISTER Title: Simplifying LinkedIn – Basic Strategies to Promote Yourself and Your Business Date: Wednesday, November 8 Time: 2:00PM EDT Presenter: Amy Evans Are you interested in learning how to leverage LinkedIn to fuel your success, promote yourself and…

I’ll be a Panelist on the BenefitsPro Webinar on October 25 – How Innovative Brokers Set Themselves Apart

Date: Wednesday, October 25, 2017 Time: 2pm ET | 11am PT Cost: Free Sponsored by:   It’s a tough time to be a broker – compensation continues to shrink as regulation mounts and competition increases. To succeed, you…

What is the California Roadblock Removal Act, and How Does it Relate to SB562, the Healthy California Act (aka Single Payer Health Care)?

This article was originally posted on LinkedIn. In my last article in BenefitsPRO, I provided an update on the single payer movement in California and at the national level. I included a point on a recent ballot…

Stop Misleading People with the Wrong Terms – More Thoughts on Single Payer

This article was originally posted on LinkedIn and was featured on LinkedIn Pulse. I recently got the following question from my friend Tom DiLiegro on LinkedIn: “To me, there seem to be several definitions of single…

What’s The Good News, Ladies?

I’m honored to be featured in the September 2017 edition of “What’s the Good News, Ladies?” in BenefitsPRO Magazine. See the full article here. “This has been a stellar year for me! I have grown…