2016 Marketing Methods Competition winners 

The Professional Insurance Marketing Association (PIMA) announced the winners of its annual Marketing Methods Competition at the PIMA MidYear Meeting and Trade Show. PIMA’s Marketing Methods awards are presented to member companies for direct marketing efforts that display outstanding marketing and creative strategies that deliver banner, measurable results. Prudential was awarded the “Best of PIMA.” The recognition was for the AICPA 2015 Level Premium Term Campaign. Prudential used consistent messaging across multiple channels to support direct mail efforts resulting in a great win for a product that is historically a proven tough sell to this target audience. Various other honors went to Mercer Consumer, Alliant Insurance Services, Aon Affinity, Value Group Direct, AIG Benefit Solutions, ARAG, Affinion Group, Securian Financial Group, North American Communications, and FARM.

Efma and Accenture Innovation in Insurance Awards

Efma, an association of 3,300 retail financial services companies in more than 130 countries, and Accenture announced last month the winners of their first annual Innovation in Insurance Awards. The joint-sponsored program recognizes the most innovative insurance initiatives and projects around the world. Winners were recognized at an award ceremony in Milan on June 9 during Efma’s Insurance Summit gala dinner. The companies honored included MS&AD Insurance Group Holdings, Pacifica, Desjardins, Allianz France, Bradesco Seguros, Zurich, USAA, Haven, First National Bank, Europ Assistance Group, and Tokio Marine & Nichido Fire Insurance Co. The Global Innovator of the Year award went to AXA Group. To learn more about the award-winning innovations, visit www.efma.com/innovationininsurance.

Jefferson National partners with Laser App Software

Laser App Software, a provider of forms automation and management software for the securities and insurance industries, has announced that Jefferson National, a leading distributor of tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve, has chosen to incorporate their application and other forms into Laser App Software’s Library. Jefferson National’s forms are scheduled to go live this month.

QuoteShark appoints new Vice President of SalesInsurance News Roundup: Week of July 25, 2016

QuoteShark, an online marketing company that caters to independent insurance agencies, has hired Ashleigh Rothhammer, seen here at right, to serve as the new Vice President of Sales. Rothhammer brings to QuoteShark more than 10 years of experience in both the marketing and insurance industries. She we previously Vice President of Sales for Insurance Forums as well as an independent consult.

AssetLock™ partners with Global Financial Private Capital

The portfolio monitoring asset-protection system, AssetLock™, recently announced its partnership with Global Financial Private Capital, an independently owned SEC Registered Investment Advisor (RIA) with $5.8 billion in assets under management (AUM) as of April 2016. The partnership allows advisors in the Global Financial Network to monitor performance and growth of investors’ portfolios, and provides enhanced technology to better help advisors predetermine the amount of risk their investor-clients are willing and able to tolerate.

 

Brightway, The Lambert Family Agency opens in Muskegon

Muskegon “locals” Kelly Ufnal and her brother, Bryan Lambert, have opened a new insurance agency in the town they grew up in. Brightway, The Lambert Family Agency is now located at 2638 Henry St. in Muskegon, Michigan. The agency is a national property/casualty insurance retailer selling through a network of franchised independent agencies throughout the country. Ufnal and Lambert grew up in Muskegon where they both attended Muskegon Catholic Central High School. Most recently, Ufnal was a Clinical Integration Manager in Chicago and Lambert served as a Supply Chain Coordinator in Muskegon. “We both really wanted to get back to our roots, and help our friends and neighbors in Muskegon,” Ufnal said. “What better way to help than to be the community’s insurance advocates, delivering peace of mind through total protection of everything that’s important?”

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