21st Century Management

Specialty Risk Services, The Hartford, Final Presentation on Clients to The Power of 6! Project, New Orleans, January, 2007.
Society for Insurance Research, Charleston, SC, Clients to The Power of 6!, October 24, 2006.
Marsh Berry, APPEX Meeting, Cleveland, OH, Presentation, Clients to The Power of 6!, October 19, 2006
Specialty Risk Services, Washington, DC, Facilitation of Risk Managers, October 17, 2006
Roger Bouchard Insurance Agency, Clearwater, FL, Employee Retention and Training on Referrals, September 25-28, 2006
1752 Club, Clients to The Power of 6!, Framingham, Massachusetts, September 8, 2006.
IMMS/Group 500, Clients to The Power of 6!, Chicago, IL, May 17, 2006
Greenwich Group, Clients to The Power of 6!, New York City, May 9, 2006
Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Texas, March 2005.
Harold G. Wells & Sons, Mini-Boot Camp "Love Them or Lose Them: Customer Retention in Action," Wilmington, NC, February 2005.
Clark Insurance Agency, Quarterly Follow-up, Portland, ME, December, 2004
Slawsby Insurance Agency, Quarterly Follow-up, Nashua, NH, December, 2004
Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Minneapolis, MN, September, 2004
Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Texas, August, 2004
Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Chicago, IL, August, 2004
Jewelers Mutual, "Retention Study Results Presentation," Neenah, WI, June, 2004
Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Chicago, IL, June, 2004
Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Edison, NJ, June, 2004
Allstate Insurance Company, Presented Two Day Boot Camp "Love Them or Lose Them: Customer Retention in Action," Chicago, IL, May 2004.
Allstate Insurance Company, Presented "Love Them or Lose Them: Customer Retention in Action," Orlando, FL, April, 2004
Clark Insurance Agency, Mini-Boot Camp "Love Them or Lose Them: Customer Retention in Action," Portland, ME, April, 2004
Slawsby Insurance Agency, Mini-Boot Camp "Love Them or Lose Them: Customer Retention in Action," Nashua, NH, February, 2004
SECURA, "Love Them or Lose Them: Customer Retention in Action," Ft. Myers, FL, January, 2004
State Auto, "Annual Agents' Meeting," Tucson, AZ, October, 2003
Jewelers Mutual, "Retention Study Results Presentation," Neenah, WI, September, 2003
The Concord Group, "Love Them or Lose Them: Customer Retention in Action," Rockport, ME, September, 2003
Jewelers Mutual Insurance, "Current Customer Retention Project," Neenah, WI, June, 2003.
MAMIC, "Love Them or Lose Them: Customer Retention in Action!," New Brunswick, Canada, April, 2003
NAII Joint Marketing and Underwriting Seminar, "Love Them or Lose Them: Customer Retention in Action!," Tampa, FL, April, 2003
Jewelers Mutual Insurance, "Former Customer Retention Project," Neenah, WI, March, 2003.
Auburn Chamber of Commerce, "Love Them or Lose Them: Customer Retention in Action!," Auburn, MA, January, 2003.
SECURA Insurance Companies, "BOP Retention Project," Appleton, WI, December 2002.
W. T. Phelan, "Love Them or Lose Them: Customer Retention in Action! Mini Boot Camp," Cambridge , MA, November 2002.
Jewelers Mutual, "Love Them or Lose Them," Employee Presentation, Neenah, WI, October 2002.
Jewelers Mutual, "Love Them or Lose Them: Customer Retention in Action!" Portland, OR, September 2002.
Swett and Crawford Insurance Company, "Love Them or Lose Them: Customer Retention in Action!" Dallas, TX, September 2002.
NAMIC Convention, "Love Them or Lose Them: Customer Retention in Action!," San Diego, CA, September 2002.
Holyoke Mutual, "Love Them or Lose Them: Customer Retention in Action! Mini Boot Camp," Waltham , MA, May 2002.
Frenkel and Company, "Employee Assessment Post 9/11- Follow-up Meeting," New York, NY, March 2002.
Pharmacists Mutual, "Customer Retention Market Research Project-Phase 3," March 2002.
Legge Insurance, "Follow-up Implementation Session," Cookeville, TN, March 2002.
Frenkel and Company, "Employee Assessment Post 9/11- Follow-up Meeting,"
New York, NY, February 2002.
IIA of Vermont, "Love Them or Lose Them: Customer Retention in Action!" Montpelier , VT, February, 2002.
Frenkel and Company, " Employee Assessment Post 9/11," New York, NY, January 2002.
Holyoke Mutual, "Love Them or Lose Them: Customer Retention in Action!" Danvers, MA, January, 2002.
Pharmacists Mutual, "Customer Retention Market Research Project-Phase 1," January 2002.
Holyoke Mutual, "Love Them or Lose Them: Customer Retention in Action!" Danvers, MA, November 2001.

In addition to the video support, I found your data on retention and customer relations extremely valuable. That material helped to document and expand upon key elements of the video, and provided a lasting reference piece for our agents. Incidentally, we've had several requests from our agents for extra copies to use in presentations they are making to industry groups.

Douglas J. Albohn
Grange Insurance

Selective HR Services, "Love Them or Lose Them: Customer Retention in Action!," Tampa, FL, October 2001.
Legge Insurance, "Follow-up Implementation Session," Cookeville, TN, October 2001.
IIA of New Hampshire, "Love Them or Lose Them: Customer Retention in Action!," Stowe, VT, September 2001.
FEMA, "Love Them or Lose Them: Customer Retention in Action!" Minneapolis, MN, May, 2001.
Legge Insurance, "Follow-up Implementation Session," Cookeville, TN, May 2001.
FEMA, "Love Them or Lose Them: Customer Retention in Action!" Minneapolis, MN, May, 2001.
AAIS Convention, "Love Them or Lose Them, Customer and Employee Loyalty and Retention in Action," Las Vegas, NV, April 2001.
Frenkel and Company, "In-House Customer & Employee Loyalty and Retention Mini Boot Camp," California, February 2001.
Frenkel and Company, "In-House Customer & Employee Loyalty and Retention Mini Boot Camp," New York, NY, February 2001.
PLI, "Customer and Employee Retention Program," January 2001.
Legge Insurance, "Follow-up Implementation Session," Cookeville, TN, January 2001.
GMAC, "Presentation," December 2000.
1752 Club, "Attracting and Keeping Top Customers and Employees ," Framingham, MA, November 2000.
IIAA Annual Conference, "Love Them or Lose Them: Customer Retention in Action ," Orlando, FL, October 2000.
ZC Sterling, "In-House Sales Seminar: Love Them or Lose Them: Customer Retention in Action," September 2000.
Legge Insurance, "Follow-up Implementation Session," Cookeville, TN, September 2000.
Alliance of American Insurance Annual Conference, "Love Them or Lose Them: Customer Retention in Action!" September 2000.
Allied American, "In-House Customer & Employee Loyalty and Retention Mini-Boot Camp," September 2000.
IMCA Annual Conference, "Love Them or Lose Them: Customer Retention in Action! ," Orlando, FL, June, 2000.
National Association of Independent Insurers, Annual Conference "Love Them or Lose Them: Customer Retention in Action," Phoenix, AZ, May 2000.
FEMA, "Love Them or Lose Them: Customer Retention in Action!" Austin, TX, May, 2000.
FEMA, "Love Them or Lose Them: Customer Retention in Action!" Chicago, IL, May, 2000.
CPIA Annual Conference, "Love Them or Lose Them: Customer Retention in Action! ," Baltimore, MD, February 2000.
Selective Insurance, "In-House Customer & Employee Loyalty and Retention Mini-Boot Camps For Employees," Branchville, NJ, April 2000.
Legge Insurance, "Customer Loyalty and Retention Mini-Boot For An Agency," Cookeville, TN, April 2000.
Westfield Companies, "Customer Loyalty and Retention Mini-Boot Camp For Agents," Columbus, OH, April 2000.
Plymouth Area Chamber of Commerce, "Love Them or Lose Them: Customer Retention in Action!" Plymouth, MA, April, 2000.
Westfield Companies, "Customer Loyalty and Retention Mini-Boot Camp For Agents," Columbus, OH, March 2000.
Westfield Companies, "Customer and Employee Loyalty and Retention," The Employee and Agent Annual Meetings, Westfield Center, OH, February 2000.
Westfield Companies, "Customer Loyalty and Retention Mini-Boot Camp For Agents," Columbus, OH, February 2000.
Selective Insurance, "In-House Customer & Employee Loyalty and Retention Mini-Boot Camps For Employees," Branchville, NJ, February 2000.
Gates-Cole, "Implementation Follow-up Session," Oneida, NY, February 2000.
Selective Insurance, "In-House Customer & Employee Loyalty and Retention Mini-Boot Camps For Employees," Branchville, NJ, January 2000.

Many thanks for the terrific presentation you made to our agents over the ten road shows in March and April. I noticed that the attention levels and body language of the 1,100 agents in attendance became very focused during your presentation. Clearly, they all benefited greatly from your remarks and comments.

James W. Entringer
Selective Insurance Group, Inc.