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Day 5

November 6, 2009

A few quick postcards from our first day in Florida.

After an 8 hour drive to Tampa the night before, Larry and I got motivated for our meeting the next morning with Calkins-Kramer Insurance. Our first meeting was with Kyle Calkins and Kathy Trivino. They were one of the early agencies to have iGO on their site. We went through some of the features of iGO and discussed ways in which we could get some of their younger agents more familiar with it. They love it’s capabilities and were very enthusiastic about the opportunity to setup some agent training sessions so they can get some more traction on iGO. Kyle also talked about providing iGO e-App to the assistants at some of the larger agencies that he works with.

Upon leaving Calkins-Kramer we made our way over to Life Brokerage Financial Group. We met with Jim Bessell CFO/COO and team to give them a demo of iGO and discuss the acquisition of AgencyWorks. Many of the people from his team had never seen iGO before so this was a completely new thing to them. Everyone was very receptive to the demo and we discussed setting up additional demos for their agents. The Case Managers were very excited when we mentioned the fact that iGO would integrate with AgencyWorks so that they wouldn’t have to input all of the information. They also really liked e-signature.

We also met with the team from Strategic Alliance who are not currently using iGO, but are now interested.

--Tyler Beeson

View Daily Updates

Part 2, Northeast -
Dec. 2009

Part 1, South to NAILBA - Nov. 2009

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