Insurance Bartender - Coming Soon... IIAW Insights Report

I once heard someone say, “Change will lead to insight far more often than insight will lead to change”. Immediately upon hearing this, I paused and pondered the meaning of this phrase. To gain additional insight into this intriguing quote, I did a little research. I soon discovered that the gentlemen, Milton Erickson, who is credited with coming up with it was an American psychiatrist and psychologist who was recognized for his approach to the unconscious mind as creative and solution-generating. Fun fact: Milton Erickson attended the University of Wisconsin and achieved graduate degrees in both psychology and medicine. While Milton and his unique studies and perspective certainly are interesting, it’s not overly relevant to subject at hand, but the quote certainly is.

Covid brought about a lot of change for the industry not to mention the customers it serves. Never had we seen a pandemic of this proportion and such the profound impact it had in our lifetime. There is so much we can learn coming out of the pandemic and what better time to survey our company partners on their business practices and give agents insights into how they may have modified their business practices, insurance appetite or strategic areas of focus. The goal is to provide a high impactful snapshot of each company that supports the IIAW and its members with loads of information all in one useful place. Additionally, we plan to add other pertinent information to the industry insights report such as Wisconsin and national market share data, best practices information, agency universe study, E&O claims data and more.

This report will be distributed, free of charge, to independent agencies all over Wisconsin.

All too often we go to great lengths to gather insight and information and what we learn typically results in some type of action that leads to change. But, what about when a large-scale event occurs that brings about 5 years’ worth of change in as little as a year? We mobilize to bring you a comprehensive report to serve as your guide as you pivot and evaluate the evolving marketplace to better serve your clients. The report will be distributed later this summer. Change leads to new insights. New insights can lead to new opportunities. How will you use the Industry Insights Report to create your next opportunity?

CEO of IIAW

• 1/4 cup sugar • 1/4 cup water • 8 basil sprigs • zest of one lemon, peeled in 3-inch strips • zest of one orange, peeled in 3-inch strips • 2 bottles chilled Pinot Grigio • 3/4 cup brandy • 1/2 cup fresh orange juice, strained • ice • chilled club soda • 12 thin orange slices, for garnish 1. In a small saucepan, combine the sugar and water and bring to a boil, stirring to dissolve the sugar. Remove the saucepan from the heat. Add the basil sprigs and lemon and orange zests. Let the syrup stand, stirring often, until cooled to room temperature, about 20 minutes. Discard the basil sprigs and zest strips. 2. In a large pitcher, combine the basil syrup with the wine, brandy and orange juice. Pour the sangria into ice-filled glasses, top with club soda and garnish each drink with an orange slice.

In 1919, A group of Pennsylvania farmers founded Penn National Insurance to provide affordable workers’ compensation insurance.

Today, Penn National Insurance sells property-casualty insurance in 11 states by partnering with more than 1,200 independent agency operations. In 2012, we affiliated with Wisconsin-based, Partners Mutual Insurance Company. As one company, we bring the personal attention and local focus of a regional carrier, along with the quality of products and services of national carriers.

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Contact: Vicki Lentz 262-432-3420 vlentz@pnat.com Clayton Zogata 262.432-3422 czogata@pnat.com

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Policies issued for domiciled businesses and individuals in Wisconsin and Iowa are underwritten under our affiliate, Partners Mutual Insurance Company. • Strong financial performance and A.M. Best Financial Strength

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• Expanded Commercial Lines product and services with competitive pricing and comprehensive coverages to help our agents grow profitably.

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