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George is a leading authority on insurance automation and technology. Helping insurance agencies create and implement best practice workflows to improve profits and customer service. Providing the knowledge to understand today's leading technology tools and how they can improve efficiency. A recognized speaker on mobile applications, cyber liability, agency automation, social media and emerging trends in the insurance industry. George serves on the IIABA ACT Executive Board and is a long time supporter of the IIABA.
Insurance Agency Trendsetters Podcast
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Co-FounderInsurance Agency Trendsetters Podcast Jan 2020 - PresentA Podcast devoted to the marketing and technology activities for insurance agency's. Discover how to get more from your agency technology and marketing activities, how to transform your agency into a smoothly running machine, and how to create stronger relationships with your customers so they become promoters of your agency. www.insuranceagencytrendsetters.com
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PresidentRobertson Consulting Jan 2013 - PresentTeaching independent insurance agents the marketing, technology, business and sales skills they need to compete in today's ever changing market place. Educating agents on the benefits of today's technology including social media, agency management systems, esignature, data security and mobile products. Assisting independent agents in developing a cyber-security plan.
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Business Development ConsultantInsurance Technologies Corporation Jun 2015 - Oct 2018
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Iianc - TechnologyIianc May 2011 - May 2015Cary, Nc, UsTraining agencies on the usage of their management system and reviewing workflows to help increase efficiency. Performed Agency Automation Audits, that presented management with an overview of the usage of their current automation systems and inform them on other systems that can produce value to the agency. Educate and evaluate social media practices, thus producing a comprehensive social media plan for the agency. Perform websites analysis that produces a document for the agency to use to improve their SEO, Google Ranking, Google+ implementation, and Google Analytics. Perform workflow analysis for both personal and commercial lines to improve efficiencies and increase profits.Developed a cyber-security course to help agencies understand the importance of protecting their data. -
SalesVertafore 2005 - May 2011Denver, Co, UsMid Market Field Sales Manager* Developed and executed on Vertafore sales strategy for enterprise accounts, leveraging Vertafore Customer Centric Selling methodology.* Led and managed the persuasion and close steps in the sale process, including qualifying key buyers with new products and services, developing the sale, negotiating contracts and closing the deal. * Demonstrated industry, technical and business acumen.* Developed strong relationships with key senior decision makers and C-level executives to ensure account intimacy. * Orchestrated internal Company resources to maximize Vertafore opportunity Field Sales Executive* Exceeded all sales quotas averaged 120% of quota.* Responsible for developing a strategic relationship with the SIAA.* Consistently in top 10 from 1999 to 2006.* Sold software and Software as a Service (SAAS) to insurance vertical.* Manage a consultative sales process involving multiple departments and professional service teams.* Responsible for developing a strategic relationship with the IIABA.InStar Sales Mgr.* Established a sales team that exceeded goal by 110% * Established a sales process that engaged the customer and solved the customer’s needs.* Exceeded team quote 110%* Managed 5 of 6 team members to quota or above.* Created a departmental sales promotion increasing sales in both divisions.* Trained sales team on the fundamentals of agency operations.* Created online training videos to help clients understand the impact of the solutions.* Train team on new products, key selling concepts and promotions.* Established quotas and territories for each sales representative. -
OwnerChannel Logic 1994 - 2003Consulting firm that designs and manages strategic channel partner, reseller, SI and OEM programs for high profile Internet and software & hardware application providers. Key customer projects and contract roles:* Optus Software - Developed a VAR program which included recruitment of key Microsoft Exchange resellers in strategic markets. Implemented a sales and technical training seminar across the country which reduced the on boarding time for new VARs.* PictureTel / Ploycom -- Signed Tech Data as a major Distributor of PictureTel products. Established an on boarding program which increased TechData sales month over month. * Brooktrout - Developed a VAR program which included recruitment of key Microsoft Exchange resellers in strategic markets. Worked with strategic partners to create a better channel relationship which resulted in increased sales.
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SalesFacsys 1992 - 1999
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National Distribution ManagerDavinci Systems 1989 - 1994* Signed new Distributors and implemented on-boarding programs to train and educate sales teams on product knowledge.* Designed multi-vendor marketing promotions such as “Race to the Audobon” and “Baseball Mania” increasing sales by 150% for DaVinci and partner vendors.* Managed National accounts including Fortune 500.* Authored and implemented a comprehensive channel strategy that increased sales by 150%* Completed Dale Carnegie Training
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Software EngineerData General 1984 - 1989Las Rozas, Madrid, EsSoftware Programmer Programmer for the CEO/WS email system. Third Party Software Project Leader for the Data General One. Languages: C, Pascal, Assembler, dBASE, and FORTRAN. -
Software EngineerData General 1984 - 1989Las Rozas, Madrid, Es
George R. Skills
George R. Education Details
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North Carolina State UniversityComputer Science
Frequently Asked Questions about George R.
What company does George R. work for?
George R. works for Insurance Agency Trendsetters Podcast
What is George R.'s role at the current company?
George R.'s current role is Business Development Consultant | Speaker | Authority on Insurance Technology | Podcaster and People Connector..
What is George R.'s email address?
George R.'s email address is gr****@****ces.com
What is George R.'s direct phone number?
George R.'s direct phone number is +170378*****
What schools did George R. attend?
George R. attended North Carolina State University.
What skills is George R. known for?
George R. has skills like Insurance, Saas, Sales, Management, Property And Casualty Insurance, Sales Process, Enterprise Software, Strategy, Leadership, Commercial Insurance, Strategic Partnerships, Business Development.
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