Eagle News - IRMS Insurance and Risk Management Services · 2016. 10. 7. · Lindsey Cooney (LI) -...
Transcript of Eagle News - IRMS Insurance and Risk Management Services · 2016. 10. 7. · Lindsey Cooney (LI) -...
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Eagle News
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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
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Anniversaries, Birthdays, Congratulations
Events; Past and Upcoming
NABORGolf Tournament
BMI Annual Tradeshow
BSCC Golf Tournament
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Public Relations
9-12IRMS Thanksgiving Potluck
NABOR Home Buyers Expo
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5, 6
Tips & Reminders
17-19
IRMS Holiday Party
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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
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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
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 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
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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!
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: