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Women in Insurance & Financial Services Honors Qualifiers Into the 2016 Circle of Excellence

October 20, 2016April 10, 2019

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Published by Amy Evans

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Then this happened. At Point Lobos near Big Sur, CA. 💚

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At the LAAHU Monthly Meeting with @AlignWomen Mastermind member @Dawn McFarland. We're listening to a panel of small group carriers update us on their health insurance plans for small businesses. #alignwomen #networkingwithintention #alignwomeninthewild

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How much time did you spend at networking events this week? Which ones gave you the most value?⠀
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#alignwomen #networkingwithintention

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Have you had a great professional networking experience? What made it great? What kind of results did you get?⠀
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#alignwomen #networkingwithintention

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"Netwotking with Intention" is one of the foundations of the @AlignWomen Masterminds. We are actively involved in each other's businesses, and because we are in complimentary industries, we amplify our referral opportunities. This isn't "pitch and pray" networking. This is intentional networking that leads to quality referrals and new revenue. #alignwomen #networkingwithintention

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Yep. Go make things happen! 💙💙💙

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Yaaaaasss!!! Got a pic with one of the keynote speakers at the CAHU Annual Convention. @andyneary333 hit it out of the park! (Which is impressive for a 5'9" pitcher!)

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Finally got to meet Dennis Carlson of Agency Leverage at the CAHU Annual Convention. Got some great podcasting tips from him. Check out his Benefits Influencer podcast!

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Love these ladies and the energy they bring to the CAHU Annual Convention!

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Have you been losing sleep wondering about the latest trends related to HSAs? Get some rest and join me on Thursday for this webinar, hosted by @Benefits_PRO. October 3 at 11am PT/2pm ET. Register here! https://buff.ly/302sS1P

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I was honored to be interviewed last week by Paul Wilson, Editor in Chief of BenefitsPRO, for his Faces of Change Q&A column. Look for it soon!

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I love asking these open-ended questions to clients and prospective clients. I even keep them on a post-it above my desk so they are always top of mind. Do you have go-to questions like these?⠀
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1. What do you envision getting out of us working together?⠀
2. What is your biggest challenge right now?⠀
3. What else can I help you with?

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I was beyond thrilled to meet with my largest client today (350+ employees) and deliver the great news that they have a 7.36% DECREASE on their medical insurance renewal this year!

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Woot woot! We've arrived on Instagram! #alignwomen #networkingwithintention

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AlignWomen just arrived on Twitter! Find us tweeting @alignwomen!

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AlignWomen in the Wild! Sarah Reznick rocked her networking presentation at the LAAHU (Los Angeles Assn of Health Underwriters) membership meeting this morning, and Dawn McFarland and I were there to cheer her on! #alignwomen #networkingwithintention #thisisworking #alignwomeninthewild

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More AlignWomen in the wild! Spent the evening with Natasha Bonnelli and Dawn McFarland at an educational event about "The Myth of Stress" hosted by Merrill Lynch. #alignwomen #networkingwithintention #alignwomeninthewild

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The AlignWomen Mastermind is at it AGAIN! Linda Wells of Heartland Payment Systems got a signed agreement today from one of my employee benefits clients, the result of a marketing message we sent out in May. In addition to paperless payroll, Heartland is integrating their 401(k), providing pay-as-you-go workers' comp, integrating payroll with my online enrollment platform for benefits enrollment, and providing electronic employee onboarding, employee self-service, human resources consulting, an HRIS system and time and attendance reporting. And all of that with a significant multi-year rate guarantee. THIS IS WORKING!!! #alignwomen #networkingwithintention

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So good to see these lovely ladies at a Warner Pacific event this morning. Teresa Vizcaino and her team at Warner provide me with so many tools to run my employee benefits agency and take care of my clients!

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And just like that, two new employee benefit groups acquired today! Got the signed Broker of Record letter for one and can't wait to dig into their 12/1 renewal and bring them some new ideas for cost savings and employee education. Started the master application for the other and walked them through the process of offering health insurance to their employees for the first time. Let's do this!!! #employeebenefits #healthinsurance

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