Hester, Heitel & Associates, an independent insurance agency in Phoenix, Ariz. was chosen to represent “the path to the future for all independent agencies,” announced Consumer Agent Portal LLC, also known as Project CAP, creator of the Agency 2020 program.
Through early 2014, industry service and product providers will work with Hester, Heitel to explore pathways to future growth, creating model processes for much of the independent agency channel, according to Project CAP.
“The new Agency 2020 initiative aims to show all Big ‘I’ member agencies the vision and tools to build and grow their agencies for long-term success,” said Charles Bacciocco, CEO of Consumer Agent Portal, the organization developing the IA channel’s consumer portal for multi-carrier quoting of personal lines insurance. “Agency 2020 builds on the strong foundations of the independent agency channel and highlights the characteristics and operational strengths agencies will likely need to develop for the next decade and beyond.”
Operated by its founding family’s second generation, Hester, Heitel is a 23-person agency with 55 percent of its business in commercial lines, 30 percent personal lines and 15 percent life/health and employee benefits coverage. Owners say their 60-year-old business has been successful but is ready for new technologies, updated processes and modern marketing to ensure long-term growth and viability.
“A number of the Agency 2020 services represent areas we have either begun to enhance or are planning to,” said Senior Vice President John C. Heitel.
More than 100 independent agencies submitted nominations to be considered for services awarded through the Agency 2020 program. Project CAP and its partner sponsors will award additional services to several agencies as the program progresses.
Providers of Agency 2020 products and services include: Reagan Consulting; InVEST; Caliper Corporation; Big “I” Young Agents Committee; Oak & Associates; Project CAP; WAHVE; MarshBerry; InsurBanc; and Aartrijk.
Project CAP was Created through an alliance of the Independent Insurance Agents & Brokers of America (IIABA), Trusted Choice®, state associations and several insurance carriers.
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