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Technology Experts

The experts.

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.

Ron-Berg.jpgRon Berg is Executive Director of Big 'I' Agents Council for Technology (ACT) which brings together insurance carriers, software vendors, agents, and other industry associations to advance the use of the most effective business processes and technology. Every resource, tool, and educational insight created by ACT is available free to all Big 'I' member agents thanks to the cooperative efforts of our ACT supporting partners.
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, and the Real Time/Download Campaign and is an active presence at user group conferences.

When you're looking for technology solutions for your agency, turn to the Big 'I'
Agents Council for Technology.

Ron Berg
Executive Director
Agents Council for Technology / Independent Insurance Agents & Brokers of America, Inc.
Ron.Berg@iiaba.net
651-433-5727 (Office)

Last updated: November 2020
AndersonSteve.jpgSteve Anderson is a technology and risk expert and one of the original thought leaders/influencers for LinkedIn. He spent his career helping the insurance industry understand, integrate, and leverage current and emerging technologies. From business management systems to social media, Steve analyzes what is happening and explains its implications for the future.

Now, a Wall Street Journal, USA Today, and International bestselling author, Steve shares his knowledge with business owners, leaders, CEOs, employees, and managers in multiple industries worldwide. He helps them to grow their businesses to be more efficient, productive, and successful. Fast!

Steve's most recent research was the basis for his global sensation book, The Bezos Letters. For the first time, he analyzed and distilled these letters to reveal the fundamental 14 Anderson Growth Principles that unlock the lessons, mindset, and strategies Bezos used to make Amazon the massive success it is today.

Amazon is the fastest company ever to reach $100 billion in sales, and they didn't reach that landmark by staying in their comfort zone. Risk-taking is the key that unlocked the door to growth at Amazon, but those risks were (and are) intentional, calculated, and strategic.

Steve deconstructed the annual Shareowner letters written by Amazon CEO Jeff Bezos' that show why, when, and how he takes risks and how that makes them successful.

Steve Anderson is a globally sought after speaker, bestselling author, business consultant, and risk expert. 

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
 
Last updated: November 2020

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
image 
 
​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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