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ACT to Host Free Webinar on Electronic Policy Delivery

Webinar to address “best practices” for electronic policy delivery by both carriers and agencies.

act_logo.gifALEXANDRIA, Va., Jan. 6, 2014 — The Independent Insurance Agents & Brokers of America’s Agents Council for Technology (ACT) will host a free one hour webinar titled “’Best Practices’ Recommendations for Electronic Delivery of Insurance Policies to Agents & Insureds” on Tuesday, Jan. 14, 2014 at 2:00 p.m. EST.
This webinar will provide “best practice” recommendations developed by the ACT Policy Delivery Work Group and is geared for both an insurance carrier and agency audience. Insurance carrier and agency representatives from the work group will present the recommendations, and will also discuss how their individual organizations have begun to implement them.
The webinar will cover electronic policy delivery by carriers to agencies and delivery of different types of policies by carriers and agencies to insureds. The panelists will discuss effective delivery methods, whether it is delivery to the agency or delivery by the carrier or agency to the policyholder.
TITLE:  “’Best Practices’ Recommendations for Electronic Delivery of Insurance Policies to Agents & Insureds”
Carrier Representatives:
Susan LaBarre, Liberty Mutual Insurance, Commercial Insurance, director of agency automation and quoting
Cindy Hurless, Central Insurance vice president – customer services
Independent Insurance Agents:
Bonnie Two Bears, Interwest Insurance Services, Redding, Calif.
Angie Gross, The Harry A. Koch Co., Omaha, Neb.
Joyce Sigler, Jones & Wenner, Fairlawn, Ohio
Jeff Yates, ACT executive director, (host/moderator)
DATE:             Tuesday, Jan. 14, 2014
TIME:              2:00 – 3:00 p.m. Eastern
                        Click HERE or go to
COST:             Free
“ACT’s policy delivery work group has spent the better part of a year developing ‘best practices’ for electronic policy delivery, to assist agencies and carriers in implementing these new processes,” says Jeff Yates, ACT executive director. “This webinar will focus on these ‘best practices’, so that carriers and agents deliver a better experience when transitioning to electronic policy delivery, whether the delivery is to the insured or to the agent.”
Established in January 1999 by the Independent Insurance Agents and Brokers of America (the Big “I”), ACT provides a candid, action-oriented forum to address the critical workflow and technology issues facing the Independent Agency System. ACT helps participants understand the perspectives of the other stakeholders in the process and provides excellent networking opportunities with the participants who are shaping the future for the industry on these issues. For more information about ACT visit
Founded in 1896, the Big “I” is the nation’s oldest and largest national association of independent insurance agents and brokers, representing a network of approximately a quarter of a million agents, brokers and their employees nationally. Its members are businesses that offer customers a choice of policies from a variety of insurance companies. Independent agents and brokers offer all lines of insurance—property, casualty, life and health—as well as employee benefit plans and retirement products. Web address:
​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

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