From emerging technology to volunteer shortages, nonprofits face new exposures that present unique insurance needs.
The pandemic has been a challenging period for nonprofit organizations worldwide. Donations halted, …
Read MoreNovember 3, 2021
From emerging technology to volunteer shortages, nonprofits face new exposures that present unique insurance needs.
The pandemic has been a challenging period for nonprofit organizations worldwide. Donations halted, …
Read MoreOctober 27, 2021
Planning is a time to reflect on the past and plan for the future. It is important to be thinking about what works well, what doesn’t work so …
Read MoreOctober 20, 2021
Within 45 days of starting something new — an office protocol, a routine at home, a diet — you generally establish a habit. The “new” becomes a way of operating, …
Read MoreOctober 13, 2021
Agency executives can greatly increase the success of their organizations if they know how many customer they have. That sounds fundamental. However, I find that most agencies do …
Read MoreOctober 6, 2021
Times of crisis have a way of speeding up the pace of change in an industry, and COVID-19 has definitely done so for the insurance industry.
The past …
Read MoreSeptember 1, 2021
In most independent agencies, producers typically operate in one of two zones. They’re either in a Red Zone or a Green Zone.
As the name suggests, the Green …
Read MoreDecember 3, 2020
During the Age of Discovery, after Europeans made landfall in what would later be called the Americas, new trade routes brought new power, riches and wealth to the …
Read MoreOctober 29, 2020
Lately I’ve conducted quite a bit of research with agency owners, mainly to identify their biggest concerns, problems or frustrations. Based on this research and my decades of …
Read MoreOctober 22, 2020
What motivates people to take a risk in an industry dedicated to managing risk? New independent agencies are born of various circumstances. Sometimes it’s about seizing an opportunity …
Read MoreOctober 15, 2020
National Underwriter spoke with Peter van Aartrijk, principal of insurance branding and content-marketing firm www.Aartrijk.com and management consultancy www.chromium.group.
NU: Peter, you’ve worked with independent agents and brokers …
Read MoreMike Rice, Principal
Mike received his Bachelor of Arts from DePauw University and his Law Degree from Vanderbilt University. Mike has spent his entire life and almost his entire career in the insurance industry. Mike grew up in the insurance business around an independent agency founded by his grandfather and then run by his father. After graduating from and spending time with the Taft, Stettinius & Hollister law firm, Mike spent 12 years with American Financial Group, Inc., and its insurance affiliates, Great American Insurance Group and Great American Financial Resources. He founded The Insurance Connection in 2005. Mike resides in Cincinnati, OH with his family.
Bill Caesar, CIC, CPCU, Agency Development Field Specialist | Commercial Lines
Bill grew up in Appleton, Wisconsin and graduated from the University of Wisconsin in LaCrosse, Wisconsin. He has been in the property & casualty insurance industry his entire career. Bill Lives in Centerville, Ohio with his wife Karen. They enjoy spending time with their three Newfoundland dogs, golfing and playing bridge.
Sara Rogers, Personal Lines | Access Plus Manager
Sara has been a Property & Casualty Agent for over 17 years, specializing in personal lines. She started in the insurance industry as a telemarketer where she obtained her property and casualty license as well as her life and health insurance license. Sara has prior experience closing sales for Fortune 500 companies and as the office manager and lead underwriter for American Heritage Insurance Group’s Springfield office. Sara joined The Insurance Connection in 2014 and is the personal lines point of contact for newly signed ISMs until they receive their direct appointments with carriers. Sara resides in Medway, OH with her husband and has three children.
Jim Colyer, Personal Lines | Access Plus
Jim joined American Heritage in 2020 after moving to the Cincinnati area from Pennsylvania. He was born in Germany and grew up in many different places because his dad was in the Navy. He is married with one son and a dog and has lived most of his adult life in Pennsylvania. Jim has worked in the insurance industry for the past 18 years. In his free time he enjoys home brewing, hiking, golf and photography.
Shelly West, Commercial Lines | Access Plus
Shelly began working at American Heritage and The Insurance Connection in August of 2021. She has over 10 years of insurance experience. She was born and raised on the West Side of Cincinnati and still lives there with her modern day Brady Bunch family. She is a mentor and PTA Member with the Oak Hills School District. Christmas is her favorite holiday because she loves spending time with the family and goes all out decorating.
Holly Schick, Accountant | Compliance
Holly received her Bachelor of Science in Business Administration with a focus in Accounting from Xavier University. Holly’s accounting experience spans over 26 years in general accounting for small to mid-sized businesses and not-for-profit’s. Holly has worked for The Insurance Connection since 2011. She resides in West Chester, OH with her son, Joey.
Beth Fisher, Chief Operating Officer
Beth received her Bachelor of Science in Business Administration from Indiana University. Beth has prior experience working as the Project Coordinator for the Loveland Area Chamber of Commerce. Beth has been with The Insurance Connection since 2011 and is a licensed agent specializing in bonds. She is in charge of Access Plus Commission, Agency/Carrier Codes, SIAA Compliance and Quarterly Reporting through the SIAA Business Planner. Beth resides in Loveland, OH with her husband and three daughters.
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