MARCH/APRIL 2008

April 16, 2008 Meeting Announcement

I am very excited to be able to announce that we will be having Virginia Bates as the guest speaker at our April 16th membership meeting.

VIRGINIA M. BATES
has over twenty years of experience consulting to agencies and carriers and managing insurance operations for both carriers and agencies. She has a background in P&C, has served as a director of a country-wide underwriting school and has direct involvement with the automation vendors that we utilize each day in our agencies.

Virginia will be providing two educational seminars to our members. The seminars will be:

AM Session: Strategic Scanning - The good, The Bad & The Ugly
PM Session: For the Agency Owner, Manager – A New and Intriguing
Compensation Model for the American Agency System

If you are joining us for these seminars then please do not pass up the opportunity to join us for our April Membership Luncheon being held the same day at 12:00 noon at the same location – Sheraton Smithtown. Virginia will be our guest speaker and it will be an Questions and Answer format – Anything Agency Operations – Bring your questions. – Hope to see you there.

Now a little more about Virginia’s background:
As co-founder of VMB Associates Inc., she has worked with many agencies on valuations and related issues, intelligent and successful use of technology, profitability, reducing E&O exposure, internal operations, marketing strategies and carrier relationships. She speaks often on the evolving exposures and preventive strategies related to automation and electronic processing and documentation. She has conducted E&O audits and rehabilitation projects for agencies at the request of E&O carriers. She developed and produces the Vendor Comparison Workshops that have helped thousands of agencies determine their automation needs and options.

Virginia is a certified E&O instructor and regularly creates and conducts educational programs for many state agents' associations, carriers and vendor groups. These programs encompass both technical (Coverage related) subjects and management subjects such as E&O prevention, business planning, disaster recovery, profitable use of automation and procedures manual creation and implementation.

Virginia is the founder and Technical Executive of www.VMBhits.com. This is a testing website with which agency and carrier administrators can test the specific coverage skills, system usage abilities, E&O safety understanding, bookkeeping acumen, and educational needs of current employees and candidates for hire. The site includes tests in just about every P&C coverage line and Benefits lines.

Virginia's educational background includes an honors degree from Swarthmore College and graduate work in management science. She is a licensed broker and licensed insurance adviser.

SOME SAMPLE REVIEW COMMENTS (from classes and consulting work):

"Her positive attitude is always inspirational. Her knowledge of material is always enlightening.

The industry should be proud to have her." "The Best!"

"Virginia explains everything and she is able to keep it interesting!"

"Excellent - Good sense of humor."

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