Independent Contractor tax laws area changing this year. Are your clients ready? Click here to read more from Forbes.com.
Industry News: Independent Contractor Laws
February 27, 2019
Month: February 2019
Monday Motivation: February 25, 2019
February 25, 2019
“Self belief and hard work will always earn you success.”
-Virat Kohli
Social Media and Client Engagement
February 22, 2019
Are you following D&D on Facebook, Instagram, and LinkedIn?
Not only are these social media platforms a place for community members and potential clients to find us on the web, they’re also ideal for engaging existing customers and branding D&D as the experts.
On a daily basis, D&D shares company facts, fun internal activity photos, informational articles, and more to these platforms. These items are great to re-share to your personal social media pages, send to your clients, and to build trust and rapport with your base.
Click here to read up on the power of social media in our industry.
Industry News: How Etiquette Can Make or Break Your Business
February 22, 2019
From PropertyCasualty360:
Striking opportunities for client relationship-building are hiding in plain sight when good business etiquette reigns — whether in first-time prospect meetings or greeting longtime clients (no fist-bumps, hugging or kissing, generally speaking). So says Daniel Post Senning, great-great grandson of etiquette icon Emily Post, in an interview.
Indeed, the art of good etiquette (the French word means “prescribed behavior”) goes deeper than good manners, which typically evolve over time. Good etiquette is an expression of caring about others, which of course is helpful to gaining client trust, maintains Post Senning, 41, who, in the interview, discusses three scenarios in which good etiquette generates opportunities.
On behalf of the Emily Post Institute, based in Burlington, Vermont, Post Senning conducts business etiquette seminars for companies such as Barclays, Geico and UBS; teaches the train-the-trainer course; and hosts the “Awesome Etiquette” podcast with cousin Lizzie Post. Previously, he partnered with Bank of America as a spokesman promoting BofA’s new technology.
TBT: Builders Exchange Golf in Morro Bay
February 21, 2019
#TBT to clear skies and the D&D Team supporting the Builders Exchange at their golf tournament in Morro Bay.
Thank You for Supporting the Fresno Office Valentine’s Day Bake Sale!
February 15, 2019
A note from the D&D Project Committee
A very big THANK YOU to all those who participated in this event yesterday. We raised $358.00 to go towards the scholarship fund. I have included some photos from the event and some from a few people who received a signing Valentine from their Agent. That was Classic.
We look forward to another fun filled event in March for St. Patrick’s Day.
We will be working on a newsletter to be sent out that I know we have not seen for a while.
Thank you,
Your D&D Committee Members
Darlene Ayala, Katie Beyerle, Patty Reilly, Lori Tigson, Michelle Katoch & Richard Antenucci
Reminder: Email Transition
February 14, 2019
A note from Jon McNally
Hello everyone,
A reminder about this weekend.
This weekend will be a large transition for this agency.
We will be upgrading our e-mail system to Office 365.
It will take a lot of work from the IT Department and a massive amount of patience on your part.
Our e-mail will be down all this weekend while the transition happens, 99% of the e-mail will still come through to you on Tuesday, but things may happen.
Please make sure to leave your computer on when you leave on Friday.
For all our users, please be extremely patient on Tuesday morning the 19th.
All users’ passwords to log in to your computer will be changed over the weekend to: This is your new password.
You will be prompted to change it at that time.
There might be a lot of cleanup and organization for the IT Department to do in order to get you up and running 100%.
We have over 295 e-mail accounts across all our locations, nothing about this is easy.
If we could do it one at a time, I would have; unfortunately, it is an all or nothing scenario.
I will be coordinating the efforts to get everything running 100%, so please only call me next Tuesday the 19th with e-mail issues.
We will create a list and work our way down it 1 by 1.
Please do not call Reece or Chris directly during this time.
If you are a producer or manager and have e-mail on your smartphone or laptop, this will be down during this time.
We will need to change your settings after the weekend, please be patient with us as we will have a lot going on at once on Tuesday.
If you normally leave your laptop in the office, please leave it fully plugged in and turned on.
If you take it home, we will connect to it the next time you return to the office (please call me to schedule this) or you can call me on Sunday to schedule a time to have us connect to the laptop to change the settings this weekend.
Thank you for your consideration.
If you have any questions prior to this weekend, please let me know.
Jon McNally
Director of Information Technology
DiBuduo & DeFendis Insurance Brokers, LLC
6873 North West Avenue, Suite 101 | Fresno, CA 93711
Office: 559.432.0222 | Direct: 559.437.6660
Email: [email protected] | Fax: 559.437.6661
CA License #0E02096 | dibu.com
Upcoming Webinar
February 14, 2019
Next Tuesday there is an optional webinar on environmental and construction related professional liability coverage. This is presented by RT Specialty, who is one of the endorsed wholesalers of Assurex Global. What is unique in their offering are the policy assessments they will do for us; either a current policy or one for a new client.
When:
Tue, Feb 19, 2019 12:00 PM – 1:00 PM EST
How to Participate:
Click here to join the meeting from your computer, tablet or smartphone. https://global.gotomeeting.com/join/766850773
You can also dial in using your phone. United States: +1 (872) 240-3412
Access Code: 766-850-773
Joining from a video-conferencing room or system?
Dial: 67.217.95.2##766850773
Cisco devices: [email protected]
First GoToMeeting? Let’s do a quick system check:
https://link.gotomeeting.com/system-check
Email System Upgrade
February 11, 2019
A note from John McNally
This weekend will be a large transition for this agency.
We will be upgrading our e-mail system to Office 365.
It will take a lot of work from the IT Department and a massive amount of patience on your part.
Our e-mail will be down all this weekend while the transition happens, 99% of the e-mail will still come through to you on Tuesday, but things may happen.
For all our users, please be extremely patient on Tuesday morning the 19th.
All users’ passwords to log in to your computer will be changed over the weekend to: This is your new password.
You will be prompted to change it at that time.
There might be a lot of cleanup and organization for the IT Department to do in order to get you up and running 100%.
We have over 265 e-mail accounts across all our locations, nothing about this is easy.
If we could do it one at a time, I would have; unfortunately, it is an all or nothing scenario.
I will be coordinating the efforts to get everything running 100%, so please only call me next Tuesday the 19th with e-mail issues.
We will create a list and work our way down it 1 by 1.
Please do not call Reece or Chris directly during this time.
If you are a producer or manager and have e-mail on your smartphone, this will be down during this time.
We will need to change your settings after the weekend, please be patient with us as we will have a lot going on at once on Tuesday.
Thank you for your consideration.
If you have any questions prior to this weekend, please let me know.
Jon McNally
Director of Information Technology
Office: 559.432.0222 | Direct: 559.437.6660
Email: [email protected] | Fax: 559.437.6661
Monday Motivation: February 11, 2019
February 11, 2019
“In the end, it’s not the years in your life that count.
It’s the life in your years.”
-Abraham Lincoln