Archive for February, 2008


At the 2008 PIMA Annual Meeting in Cancun, I also had the chance to connect with Jim Gallagher. Jim is one of the top guys with AIA, an Agency in Columbus (last year we heard from Jeff Roedel from the same Agency at the 07 Annual Meeting) focused on the Alumni insurance affinity market.

I find Jim’s comments interesting in that Alumni Associations seem to be a great affinity group, but I’m also seeing alumni groups forming in Facebook and MySpace, only more specific to graduation class years. I’m also seeing the rise of independent alumni sites like , as well as corporate alumni sites like So it’s interesting what’s happening.

Listen in to Jim’s comments about Social networks, trusted advisors, and user-generated content. The cool thing is that we can look back to this conversation in 24 months as Jim takes the helm of PIMA and see where some of these issues stand at that point. Thanks Jim.

Click here to hear a few insights from Jim Gallagher, SVP, AIA.


The 2008 PIMA Annual Meeting was outstanding. At the meeting, in the blur of activity, I found the time to do a podcast with Chris Burke. To give you a little background, Chris runs AMA Insurance Agency, the insurance brokerage for the AMA, American Medical Association. As a tech savvy guy, Chris stepped into a great opportunity a couple years ago – a solid brokerage that hadn’t aggressively gone after technology in its business processes and marketing.

Chris has done some amazing things since then. At the conference, Chris gave a presentation on Kaizen and process improvement (see picture). Based on side conversations, the content was very well-received. And Chris has some outstanding ideas for a digital strategy that might possibly serve as great case studies for other PIMA members looking to leverage technology to reach the new consumer.

Click here to hear a few insights from Chris Burke, President, AMA Insurance Agency.

Chris talking about how competitive pressures and the market drives pricing today.

So we need to manage costs – thus technology!

Action shot!
Photo: David Olsen

Poolside conversation about what’s happening in the market. Nice spot – click to enlarge.
Photo: Kelle Wise

Click here to see more Cancun pictures.

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