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