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Technology Experts

The experts.

ChaputBob.jpgBob Chaput is the founder and owner of Data Mountain LLC (Data Mountain), a data security, online data backup and recovery, disaster recovery and data protection services firm. Data Mountain’s flagship service, LiveVault® Server Online Backup Service is used by 100s of Independent Insurance Agents and Brokers across the world.

Mr. Chaput is an educator, executive consultant and entrepreneur with over 25 years experience in contingency planning, disaster recovery and data protection planning.

He founded Data Mountain in 2001.  From January 2006 to December 2008, Mr. Chaput completed a special assignment at Healthways, Inc. as Executive Vice President and Chief Information Officer.  While at Healthways, a publically-traded company, his responsibilities included regulatory compliance and specifically, data security, disaster recovery and business continuity planning.  During 2006-2008 timeframe, interim management operated Data Mountain for him.  In May 2009, he assumed leadership responsibility for the Data Mountain business again.

From 1997-1999, Mr. Chaput was Vice President in Johnson & Johnson Health Care Systems, Inc. with general management responsibility for building an information technology consulting and services practice in the health care sector.  In this capacity, he served as CIO for a number of healthcare clients and led the development of business continuity and disaster recovery plans for these firms.

From 1993 through 1997, Mr. Chaput served as Vice President – Johnson and Johnson Networking and Computing Services and CIO. He was a member of Johnson & Johnson’s Corporate Office of Information Management (COIM).  He ran a $120 million services company serving 200 Johnson & Johnson operating companies around the world.  During his four years in this turn-around assignment, he developed the worldwide I/T infrastructure vision, strategy and global organization and executed plans to improve quality, reliability and service while significantly lowering unit costs (35%) and realizing previously unachieved economies of scale.  His responsibilities included business continuity and disaster recovery planning.

Before joining Johnson & Johnson in 1993, Mr. Chaput was Vice President, Technology Operations at General Electric Information Services, a global leader in network-based services and electronic commerce.  Mr. Chaput shared P&L responsibility as a direct report to the CEO and led reengineering programs resulting in annual savings of $10 million while increasing business volume 15-20%.  He was also a member of a small executive team that started-up GE’s entry into the Business Continuity and Disaster Recovery business, after having built GE’s internal Disaster Recovery Facility.
Mr. Chaput holds Masters and Bachelors degrees in Mathematics from Clark University and Massachusetts College of Liberal Arts, respectively.  In 1999-2000, Mr. Chaput completed a six-month Advanced Engineering Certificate program at the Vanderbilt University School of Engineering.  He holds Microsoft Certified Professional + Internet (MCP+I), Microsoft Certified Systems Engineer (MCSE), A+, Network+ and I-Net+ technical certifications.

Mr. Chaput began his career in education.  He taught mathematics and computer science for five years (1973-1978) at the middle school, junior college and college level.  He has been an adjunct faculty member at the ITT Technical Institute and Belmont University where he helped design and deliver Belmont’s new Computer Network Technology (CNT) program.   He remains a member of the ITT Technical Institute Advisory Committee.

His company, Data Mountain, is a member of the Brentwood Chamber of Commerce and the Miami Beach Chamber of Commerce.  Mr. Chaput serves as a Member of the Executive Committee of the Nashville Technology Council, as well.
He is also a member of the Association of Contingency Planners (ACP).  Mr. Chaput is active in the community – he is a former Rotarian, completed Leadership Brentwood in 2004, and was a member of the board of the McNeilly Center for Children and Brentwood Chamber of Commerce.

Bob Chaput
Data Mountain LLC
9180 Brushboro Court
Brentwood, TN 37027
Phone: (615) 656-4299
Fax: (866) 734-1181
www.DataMountain.com
Read: http://www.datamountain.com/Blog/
Connect: http://www.linkedin.com/in/BobChaput
Follow: http://Twitter.com/BobChaput
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Ed-Higgins.jpgEd Higgins has been an active independent agent since 1974. He attained the CPCU designation in 1981.

He automated his agency with Redshaw in 1985 and in 1990 received Redshaw’s fifth national “Take It to The Limit” award for maximizing automation utilization in daily agency operations and achievement of business goals. Ed has had his agency’s automation achievement widely published in various insurance trade journals He currently serves as Immediate Past Chair of the Applied Client Network national User Group and is a user of Applied Systems’ EPIC on-line agency management system product and the Applied Mobile Producer for tablet PC’s and CSR 24.
 
Ed is a Past President of the Independent Insurance Agents Association of New York (IIABNY) 1995-1996. He has also served at the national level of the on Independent Insurance Agents and Brokers of America, Inc. as State National Director representing New York (1998-2002) and as chair of the Agents Council for Technology (A.C.T.) (1998-2003)
 
He does insurance agency automation consulting on practical applications of agency automation and other technologies to enhance agency workflow & maximize customer service.
 
Thousand Islands Agency was among the first agencies in the country to deliver 24 hour claims service to their clients through a creative application of technology. In July, 2001, the agency went to a paperless environment using a digital scanning solution which also allows staff to complete almost every task in the agency without leaving their work-station.
Thousand islands Agency received the inaugural technology Achievement Award sponsored by National Underwriter Magazine in 2008. Ed is a frequent technology and agency management speaker at industry forums specializing in agency valued added concepts.
 
Ed internally perpetuated his agency to his son and daughter in 2012 and continues to be actively engaged both in the agency and industry forums.  He has promoted the independent agency value added concept in both speaking engagements and in practice, using technology to leverage unique client services. He is currently engaged with the Independent Insurance Agents of New York in building awareness of the value of the independent agent and has participated in webinars showing agents how to deliver value added performance and combat the sales techniques of on-line insurance companies.
 
Edgar J. Higgins, Jr., CPCU
Thousand Islands Agency
853 James Street
Clayton, NY 13624
315-686-5536
800-453-8917

2 2016

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FlannaganMadelyn.jpgMadelyn Flannagan joined IIABA after 15 years as a senior account manager for a large Northern Virginia independent insurance agency. As IIABA's Vice President of Education & Research, Madelyn uses her extensive knowledge of today's multimedia technology and the independent agency system to assist member agents, association staff, consultants, and insurance consumers in researching and utilizing the vast amount of insurance information available from a multitude of resources.

In addition to her agent advocacy role, Madelyn is responsible for all editorial content and overall direction of IIABA's many web sites. A self-professed "Internet Junkie" she frequently shares her web experiences with others in seminars across the U.S.

She works closely with IIABA's communications department to promote the virtues of the independent agency system and to translate insurance into "real life".

Madelyn serves as IIABA's liaison to Future One's Research Task Force and has been instrumental in the publication of several consumer and marketing studies that help insurance agents and companies better understand the insurance buyer.

Acting as a spokesperson for the association she has been featured in the Wall Street Journal, Nation's Business, Entrepreneur, Money, and Ladies Home Journal, and has appeared on the nationally syndicated Wall Street Report, CNN's First Business, ABC's World News Tonight, and Smart Money with the Dolans. She is a published insurance writer, with articles appearing in National Underwriter, Best Review, and IA magazine.

During IIABA's 104th Annual Convention in September 1999, Ms. Flannagan was presented with a Presidential Citation by IIABA's President Bill Greenwood for her work with the association.

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Ron-Berg.jpgRon Berg is the incoming Executive Director for ACT (the Agents Council for Technology), bringing together insurance carriers, software vendors, agents, and other industry associations to advance the use of the most effective business process and technology. 
Ron’s career covers a wide range of technology and management background in the financial and insurance industries, including computer operations, programming, technical support, software implementation, and agency support.  Within his previous employer MetLife Auto & Home, Ron worked to understand agency workflows and technology needs, advising his company on future technology strategies and advocating for effective Real Time agent workflows.  Ron has long been involved with industry workgroups and associations such as ACT, AUGIE, the Real Time/Download Campaign, and is an active presence at user group conferences. 
Executive Director
Agents Council for Technology / Independent Insurance Agents & Brokers of America, Inc.
651-433-5727 (Office)
 
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AndersonSteve.jpgSteve Anderson wears many hats these days. He has been a licensed independent agent for 30 years and is Executive Editor of The Anderson Agency Report (TAAR), a monthly newsletter dedicated to providing independent agents with the insurance technology information they need to more effectively manage and grow their agencies. He is also president of The Anderson Network, Inc. which was formed to help agents and brokers maximize productivity and profits using practical technology.
 
Working as a manager and producer in two different independent agencies (one belonging to his father-in-law!) has provided him with a practical understanding of agency internal operations, marketing and sales management, and how an agency can most effectively use technology. Over the years he has handled a full range of clients, specializing in the larger commercial accounts, and continues to maintain his license.
 
Steve received his Bachelor’s of Arts with a double major in business administration and economics from Taylor University and a Master’s Degree in Insurance Law from Antioch School of Law.
 
Steve was thrust into the insurance business when his father-in-law, a sole proprietor of an independent agency, became ill and needed help. He received his insurance training at a major insurance company as a commercial underwriter and after a short time joined his father-in-law’s agency. He carved his own niche by receiving post-graduate training in computers, sales training and the practical application of direct response marketing principles.
 
Steve is a prolific writer who is known for his knack for translating “geek speak” into easily understood concepts. He has written articles for virtually every industry publication. He is Dean of the School of Technology for the IIABA Virtual University and a member of the national faculty for the Society of Certified Insurance Counselors.
 
Because he fine-tunes his ideas in the real world agents are faced with, Steve is one of the industry’s top technology consultants and speakers. He provides keynote addresses, lectures, seminars, workshops, conference programs and individual agency and company consultations on how to maximize productivity and profits using practical technology.
 
You can view some current topics at www.SteveAnderson.com/work-with-steve.
 
Steve Anderson
The Anderson Network
P.O. Box 429
Franklin, TN  37065
Phone:  (615) 599-0085
 
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WoodcockTim.jpgTim Woodcock is the founder and CEO of Courtesy Computers, Incorporated. With a rich computer background since 1973, he holds several certifications and a degree in Computer Science.

Tim Woodcock is the founder and CEO of Courtesy Computers, Incorporated. With a rich computer background since 1973, he holds several certifications and a degree in Computer Science.

After successfully serving a 7 year tour in the U.S. Naval Submarine Service, with two years as instructor for the Polaris Nuclear Missile Guidance System, Tim worked for the insurance agency management software company AMS from 1982-86 as their IT field service engineer, supporting the IT needs of insurance agencies in Florida, and the Caribbean.

He founded Courtesy Computers in 1986, after recognizing the need for qualified IT specialists dedicated to the automation needs of small and medium sized businesses (SMBs). His company has been a Trusted Advisor to Insurance Agencies for many years, and works very close with the agency management software vendors, and their national and local member associations.

His company provides IT consulting, network management & support, help-desk services, cloud computing services, IT security, and off-site server & data backup services for agencies throughout the United States, with an intense focus on their security and disaster recovery needs.

With a rich background of over 30 years of IT and business experience, Tim has a keen understanding of the IT workforce and the issues that drive performance, strengthen business relationships, and retain and attract talented employees.

Tim is actively involved with the national IIABA’s Agent's Council for Technology committee, ACORD’s AUGIE committee, Florida Association of Insurance Agents, as well as other local, state and national users groups and associations. His company continues to promote ‘IT Best Practices’ within the insurance and the SMB commercial markets.

He is an active Private Pilot, who enjoys traveling, and meeting new challenges.

 

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BatesVirginia.jpgVirginia M. Bates is the president of VMB Associates, Inc., a consulting firm that specializes in education, agency management, and automation issues.

Virginia Bates has over twenty years of experience consulting to agencies and carriers and managing insurance operations for both a carrier and a large regional agency. She has a background in all property and casualty lines, experience as director of a country-wide underwriting school and direct involvement in many automated systems. As co-founder of VMB Associates Inc., she has worked with many agencies and brokerages on intelligent selection and use of technology, profitability, reducing E&O exposure, internal operations, marketing strategies, merger/acquisition planning and implementation, valuations of books of business and agencies in total, carrier relationships and successful automation.

 
She speaks often on the evolving exposures and preventive strategies related to automation, web-based sales & service, electronic processing and documentation. She has conducted E&O audits and rehabilitation projects for agencies at the request of E&O carriers such as Fireman's Fund. She developed and produces the Vendor Comparison Workshops that have helped thousands of agencies determine their automation needs and options.
 
She is a member of ACORD's People and Computers national faculty and Alumni Seminar Team. She 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 subjects (such as personal and commercial risk management, direct and indirect property coverages, advanced workers comp coverages and rating, and umbrella coverages) and management subjects (such as E&O prevention, business planning, disaster recovery, profitable use of automation, and procedures manual creation and implementation).
 
Rough Notes asked Virginia to coordinate and edit parts of its property and casualty continuing education materials. This series of intermediate and advanced subjects encompassed over thirty volumes of both personal and commercial subject areas.
 
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.
 
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."
"Real life examples and time went by so fast!"
"Relaxed yet comprehensive"
"She was fantastic!"
"I wish I had Virginia Bates for all my classes"
"I look forward to Virginia Bates teaching seminars"

"I love to have you in our office. Everything seems possible at the end of the day!"

 
Industry Educator:
 
Sponsors Include state and national trade associations (IIABA and PIA); national and local vendor groups; carriers, and agencies/brokerages.
 
Certified Best Practice Leader (IIABA National Program)
 
Programs for over 30 technical insurance topics (business income, commercial property, all personal lines, umbrella/excess coverage; commercial case studies, etc.)
 
Programs for Management and Agency Development (E&O loss control; Business Planning; Client Service Improvement; Agency Financial Management etc.)
 
Massachusetts Licensed Advisor Preparatory Educational program developer and deliverer. 
ACORD’s – Originating member of “People & Computers” National Faculty.
 
Expert Witness Cases:
 
Marilee Koval v. Communicare.  Attorney David Mellot, Benesch, Friedlander Coplan ARnoff (Chicago); workers comp process & coverage provisions. (case research, formal report).
 
 
Eliza Drews Case.   Attorney Tyler Kolle, Berman & Simmons;  Agent’s duty to secure coverage;  (case research, formal report deposition, pre-trial testimony).
 
 
Morse Brothers Incorporated v. Desmond & Payne, Inc. Attorney Ralph Dyer, Law Office of Ralph Dyer; alleged negligence of broker in the procurement of insurance coverage;  (case research,  formal report, deposition, trial)
 
 
Insurance24.Com, Inc. and Doucette Insurance, LLC.  Attorney Jeffrey T. Edwards, PretiFlaherty; alleged violation of binding authority; (case research, case in progress).

 

VU Expert Fact

Virginia Bates provides her time and expertise across the VU platform and serves as an Agency Management, Insurance and Technical Expert.

Virginia M. Bates
VMB Associates Inc.
115 Ashland Street
Melrose, Massachusetts 02176
(781) 665-0623
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