Eagle News - IRMS Insurance and Risk Management Services · 2016. 10. 7. · Lindsey Cooney (LI) -...

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1 Eagle News Be sure to check IRMS out on Facebook, Twitter, and LinkedIn! October/November 2015 Volume 1, Issue 9 October - Happy Birthday to: Alisa Smith (AS) - 10/03 Doris Laurence (DL) - 10/05 Kendall Mann (KE) - 10/07 Jill Longfellow (JL) - 10/09 Patricia Pierson (PP) - 10-19 November - Happy Birthday to: Lindsey Cooney (LI) - 11/06 Dawn Zettler (DZ) - 11/12 Kim Kish (KK) - 11/15 Diane Brooks (DO) - 11/17 Inside this issue: Page 1, 2 3 4 Anniversaries, Birthdays, Congratulations Events; Past and Upcoming NABOR Golf Tournament BMI Annual Tradeshow BSCC Golf Tournament 7 8 Public Relations 9-12 IRMS Thanksgiving Potluck NABOR Home Buyers Expo 13 5, 6 Tips & Reminders 17-19 IRMS Holiday Party 14-16

Transcript of Eagle News - IRMS Insurance and Risk Management Services · 2016. 10. 7. · Lindsey Cooney (LI) -...

Page 1: Eagle News - IRMS Insurance and Risk Management Services · 2016. 10. 7. · Lindsey Cooney (LI) - 11/06 Dawn Zettler (DZ) - 11/12 Kim Kish (KK) - 11/15 Diane Brooks (DO) - 11/17

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Eagle News

Be sure to check IRMS

out on Facebook,

Twitter, and LinkedIn!

October/November 2015Volume 1, Issue 9

October - Happy Birthday to:

Alisa Smith (AS) - 10/03

Doris Laurence(DL) - 10/05

Kendall Mann(KE) - 10/07

Jill Longfellow(JL) - 10/09

Patricia Pierson(PP) - 10-19

November - Happy Birthday to:

Lindsey Cooney(LI) - 11/06

Dawn Zettler(DZ) - 11/12

Kim Kish(KK) - 11/15

Diane Brooks(DO) - 11/17

Inside this issue:Page1, 2

3

4

Anniversaries, Birthdays, Congratulations

Events; Past and Upcoming

NABORGolf Tournament

BMI Annual Tradeshow

BSCC Golf Tournament

7

8

Public Relations

9-12IRMS Thanksgiving Potluck

NABOR Home Buyers Expo

13

5, 6

Tips & Reminders

17-19

IRMS Holiday Party

14-16

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OctoberHappy Anniversary to:

William Kuhlman(WK) - 10/1990

25 years

Shannon Gutierrez(SG) - 10/2009

6 years

Kristen Kozlow(KL) - 10/2013

2 years

Joan Menier(JM) - 10/2013

2 years

Kendall Mann(KE) - 10/2014

1 year

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Congratulations to:

Liz Lewis (LL) Liz passed an examination that

will lead to her AINS Designation!

Sara Hines (SH)Sara had her wedding

ceremony on 10/25/15!

Donna Engel (DE)Donna has now obtained her

AIM Designation!

Jill Longfellow (JL) Jill passed an examination that

will lead to her CPCU Designation!

Vicki Konieczko (VK) Vicki has now obtained her

AINS Designation!

Melissa Milito (MM) Melissa has now obtained her

AIS Designation!

Candice Stapleton (CD)Candice has passed an examination that will

lead to her CPCU Designation!

Kristen Kozlow (KL)Kristen has now obtained her

Florida Adjuster Law Certi�cate!

NovemberHappy Anniversary to:

Dave Sumner(DS) - 11/1995

20 years

Nancy Can�eld(NC) - 11/2006

9 years

Paula LaLande(PA) - 11/2014

1 year

Congratulations, Happy Anniversary

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Past:10/08/15Naples Area Board of Realtors (NABOR) Golf Tournament

10/22/2015Building Managers International (BMI) Annual Trade Show

10/24/15Naples Area Board of Realtors (NABOR) Home Buyers Expo

11/06/15Bonita Springs Chamber of Commerce (BSCC) Golf Tournament

11/17/15IRMS �anksgiving Potluck

Upcoming:12/11/15IRMS Holiday Party at O� the Hook Comedy Club

03/31/15Community Associations Institute (CAI) Annual Trade Show and Taste of the Expo

IRMS Events

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NABOR Golf Tournament

10/08/15Naples Area Board of Realtors

(NABOR) Golf Tournamentat The Club at The Strand

IRMS was a Hole Sponsor

Left to Right: Barry Boran, Dawn Zettler, Joann Whitney and Ryan Pina

Page 5: Eagle News - IRMS Insurance and Risk Management Services · 2016. 10. 7. · Lindsey Cooney (LI) - 11/06 Dawn Zettler (DZ) - 11/12 Kim Kish (KK) - 11/15 Diane Brooks (DO) - 11/17

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10/22/2015Building Managers

International (BMI) Annual Trade Show at Germain Arena

BMI Annual Trade Show

Le� to Right: Dawn Zettler, Joann Whitney,

Monica Laverdure and Lindsey Cooney

�anks to �e Hanover Insurance Group for their Generous Co-Op with us at this event!

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Thank you for your support & participation in making our 2015 BMI Community Association Leader Expo a success. We hope you will join us

again next year!

Kindest Regards,Your BMI Board of Directors & 2015 Tradeshow Committee

10/22/2015Building Managers

International (BMI) Annual Trade Show

at Germain Arena

Pictured Right: Chuck Schmelzle

BMI Annual Trade Show

Page 7: Eagle News - IRMS Insurance and Risk Management Services · 2016. 10. 7. · Lindsey Cooney (LI) - 11/06 Dawn Zettler (DZ) - 11/12 Kim Kish (KK) - 11/15 Diane Brooks (DO) - 11/17

NABOR Home Buyers Expo

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10/24/15Naples Area Board of Realtors

(NABOR) Home Buyers Expoat the Naples Conference Center

Le� to Right: Joann Whitney and Dawn Zettler

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BSCC Golf Tournament

11/06/15Bonita Springs Chamber of Commerce (BSCC) Golf Tournamentat Raptor Bay Golf Club

�ank you Dawn Zettler and Barry Boran for representing IRMS at the IRMS

Sponsored Hole

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IRMS Thanksgiving Potluck

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IRMS Thanksgiving PotluckPhotos taken by: Kristen Kozlow

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IRMS Thanksgiving PotluckPhotos taken by: Kristen Kozlow

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IRMS Thanksgiving PotluckPhotos taken by: Kristen Kozlow

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IRMS Holiday Party

alcoholic beverages and to use a credit card. �e dress code can be as dressy or casual as you would like (keeping in mind you are representing IRMS so please no holes in jeans). However, there are no tank tops or baseball caps permitted. Happy Holidays! We hope to see you there!

If you are planning to attend the Holiday party, please update the sign-up excel spreadsheet in the O� the Hook Comedy Club vendor �le, PL – Christmas Menu, with your dinner selection prior to December 1st, 2015. �e Comedy Club requires a photo ID (must be older than 18 years to attend) in order to purchase

television stints, including a coveted

Leno,” as well as co-starring roles

Informant” and David Spade in “Joe Dirt.” Zany appears weekly in the nationally syndicated radio

Show,” as well as hosting his own

JOIN US FORA HOLIDAYP A R T Y

F R I D A Y

H A P P Y H O L I D A Y S !

Comedy Club

2500 Vanderbilt Beach Road, #1100Naples, FL 34109

PLEASE RSVP BY 12/01/15

6-10pmBob Zany at 8pm

nominee Bob Zany has a resume bursting with close to 1000 national

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IRMS Public RelationsIRMS is now a member of The Trusted Choice Independent

Insurance Agents

Trusted Choice ® is a national brand that represents the 140,000 Licensed Independent Insurance Agents and Brokers of America. �ese agents are independent business owners who are bound by a common commitment to ser ving their customers.

www.TrustedChoice.com

Page 15: Eagle News - IRMS Insurance and Risk Management Services · 2016. 10. 7. · Lindsey Cooney (LI) - 11/06 Dawn Zettler (DZ) - 11/12 Kim Kish (KK) - 11/15 Diane Brooks (DO) - 11/17

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IRMS Public Relations

IRMS advertisement in the Community School of Naples Athletic Program

�anks to Tower Hill and IRMS for co-sponsoring theYouth Sports Sponsorship!

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Greater Naples Chamber of Commerce

Gulfshore Business Magazine

Business Currents MagazineNovember 2015

November 2015

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IRMS Public Relations

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�e Agency Managers (TAM)

➢ Name accounts carefully - consult the procedure!

➢ Two entity names should never exist under a single customer code.

➢ Use the corporate name rather than the DBA.

➢ Endorse policies when corporate name does not match our �le.

➢ Correct client codes via a Request Checklist to the Administration Department.

➢ Complete the Customer Detail Screen completely and correctly.

➢ Do not abbreviate unless approved or absolutely necessary.

Tips and Reminders

October Tips and Reminders:

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Kitchen Etiquette

➢ Clean up a�er yourself (including inside the microwaves). ➢ Do not let empty co�ee pots burn on the burners.

➢ Make new co�ee if you take the last cup.

➢ Do not eat other Associates food items. ➢ Mark your food with your initials.

➢ Dump drinks before disposing in the trash can.

Tips and Reminders

October Tips and Reminders:

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Tips and Reminders

Eagle Newsletter - Employee Contributions

➢ Employees are encouraged to submit any news they wish to be included in the monthly Eagle Newsletter.

➢ �is includes but is not limited to; Life events, personal milestones, recognitions, new clients, inspiring articles, photos, news, etc.

➢ To submit news: • Go into the TAM Vendor file, IRMS 250 Marketing, • Open the most recent ML - Eagle News Newsletter, • Insert the information you would like to be included in the next newsletter in the “Employee Contributions” section towards the bottom of the checklist.

November Tips and Reminders: