About
Articles by Amy
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What Makes the Southern California Employee Benefits Market Unique
What Makes the Southern California Employee Benefits Market Unique
By Amy Evans
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Is COVID-19 a Pre-Existing Condition for Health Insurance?
Is COVID-19 a Pre-Existing Condition for Health Insurance?
By Amy Evans
Activity
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Have you ever been in a room full of powerhouses sharing stories that make you go, "Wow, I had no idea!"? That was the vibe at this July's ProVisors…
Have you ever been in a room full of powerhouses sharing stories that make you go, "Wow, I had no idea!"? That was the vibe at this July's ProVisors…
Liked by Amy Evans
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Do Clothes Matter to Your Success at Work? Yes 👍 No 👎 Share in the comments below 👇 "Researchers found that when we feel good about how we…
Do Clothes Matter to Your Success at Work? Yes 👍 No 👎 Share in the comments below 👇 "Researchers found that when we feel good about how we…
Liked by Amy Evans
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We had an incredible time last night at the Leaders Lifting Leaders and A-Team event, hosted by Wendy Luttrell and C Suite Goals. Grateful for the…
We had an incredible time last night at the Leaders Lifting Leaders and A-Team event, hosted by Wendy Luttrell and C Suite Goals. Grateful for the…
Liked by Amy Evans
Experience & Education
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Acrisure
View Amy’s full experience
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Licenses & Certifications
Publications
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In it for the Long Haul? Or not? Taking an Alternative Path to Selling an Agency
California Broker Magazine
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Using Social Media to Build Your Professional Online Presence
AdviseHER - Women in Insurance & Financial Services (WIFS)
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5 Reasons All Advisers Should Pay Attention to the Single-Payer Debate
Employee Benefit Adviser
Bellwether states California and New York are considering measures that would have serious national implications for the employer-sponsored insurance system.
Other authors -
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Qualified Small Employer HRAs Face Steep Compliance Path
E is for ERISA
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5 New Year's Resolutions for a Growing Agency
Employee Benefit Adviser
See publicationThe success of a business plan depends largely on attitudes and habits, says adviser Amy Evans.
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4 Tips for Brokers When Responding to RFPs
Employee Benefit Adviser
See publicationResearch and preparation are paramount to winning new business, says adviser Amy Evans, who found herself on the inside of the process.
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6 Ways Brokers Can Increase Productivity
Employee Benefit Adviser
See publicationTechnology such as automatic notifications can be wonderful, but it can also send us more data than our brains can process, says adviser Amy Evans.
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5 Things to Know about Pediatric Dental Benefits
Employee Benefit Adviser
See publicationHighlighted by the ACA, adviser Amy Evans recommends learning carrier-specific details to use coverage effectively.
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5 Things that Helped a Rookie Agency Owner Succeed in Year One
Employee Benefit Adviser
See publicationKey decisions, such as starting with a business plan, had ‘a huge and positive impact’ on adviser Amy Evans’ growing brokerage.
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5 Ways to Boost LinkedIn Profiles
Employee Benefit Adviser
See publicationThe social media site is an invaluable marketing tool, says Amy Evans, but be sure potential clients know what you do and how to contact you.
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Turning Unexpected Opportunities Into Additional Revenue
Employee Benefit Adviser
See publicationAs an employee benefits consultant, I am constantly reminded that I need to diversify my revenue sources in order to survive and thrive in my industry. It’s no longer enough to be a broker; I need to be a trusted adviser and consultant.
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5 Benefits of Post-Renewal Meetings with Clients
Employee Benefit Adviser
See publicationWhy sitting down with employers to revisit the enrollment experience can provide valuable information.
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5 New Ways to Use Social Media to Build Your Brokerage
Employee Benefit Adviser
See publicationWhether you are just starting out, or you want to expand your existing marketing plan for 2016, social media can be a fun and cost-effective way to promote your agency.
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5 Tips for Using Social Media to Build Your Agency
Employee Benefit Adviser
See publicationHow do you start or build an employee benefit agency with no marketing budget? Use social media.
Projects
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Leading Strategic Innovation in Organizations
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See projectEight-week course completed online through the Owen Graduate School of Management at Vanderbilt University.
Honors & Awards
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Circle Of Excellence - Topaz
Women in Insurance & Financial Services (WIFS)
The Circle of Excellence recognizes WIFS members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. Also recognized in 2016.
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Leading Producers Roundtable
National Association of Health Underwriters (NAHU)
The Leading Producers Round Table formed in 1942 to recognize the successful underwriters of Accident & Health Insurance. Today, the LPRT committee is committed to making LPRT the premier program for top Health, Disability, Long-Term Care and Worksite Marketing Insurance producers, carrier reps, carrier management, and general agency/agency managers.
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10 Benefit Industry Trendsetters to Watch in 2016
Employee Benefit Adviser
Evans opened Colibri Insurance just this year and industry insiders say she is bucking all insurance trends by being an open, active and positive online participant. Evans is utilizing social channels to build connections and share her philosophies, victories and struggles with the world and enjoying great engagement back from people who know her—people in the industry and in her community of clients/potential clients.
Languages
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English
Native or bilingual proficiency
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French
Limited working proficiency
Organizations
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ProVisors
Member
- PresentProVisors® is a community of professionals who serve their clients as trusted advisors and share the highest standards of integrity, performance and accountability. ProVisors promotes and enables relationship building, information sharing and collaboration among its members for the benefit of their clients and one another. Member of the following groups: Westside B2B (Executive Committee) Family Business Affinity Group Valley Professional Services Affinity Group Innovation Affinity Group
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National Association of Benefits and Insurance Professionals (NABIP)
Member
- PresentThe National Association of Benefits and Insurance Professionals represents more than 100,000 licensed health insurance agents, brokers, consultants and benefit professionals through more than 200 chapters across America. NABIP members service the health insurance needs of large and small employers as well as people seeking individual health insurance coverage. Current Involvement: > I am an active member of the Los Angeles chapter and the Vanguard Council. Past Involvement: > Served on the…
The National Association of Benefits and Insurance Professionals represents more than 100,000 licensed health insurance agents, brokers, consultants and benefit professionals through more than 200 chapters across America. NABIP members service the health insurance needs of large and small employers as well as people seeking individual health insurance coverage. Current Involvement: > I am an active member of the Los Angeles chapter and the Vanguard Council. Past Involvement: > Served on the Planning Committee for the LAAHU Annual Symposium 2022. > Created the Sales Training module for the NAHU Leadership Academy. > Participated on two national committees for NAHU Vision 2025 - Mergers & Acquisitions and Employer Market Issues.
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Cal Poly Pomona College of Professional and Global Education
Advisory Board Member - Women in Leadership Program
-https://www.cppexec.education/women-in-leadership.html
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BenefitsPRO
Member of the Editorial Advisory Board
-BenefitsPRO is the No.1 provider of news, analysis & trends for benefits professionals. https://www.benefitspro.com
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Purse Strings
Purse Strings Approved Professional
-Purse Strings (www.pursestrings.co) bridges the gap between the financial professionals and women.
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Pass The Torch for Women Foundation
Mentor
-Pass the Torch for Women Foundation believes that all women should have access to professional growth. We are a community that passes the torch through mentoring, connecting, and investing in women at all stages of their career. www.passthetorchforwomen.org
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Women's Networking Group - Los Angeles & San Fernando Valley
Organizer
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Women in Insurance & Financial Services (WIFS)
Member
-As the preeminent professional organization for women in the insurance and financial services industry, Women in Insurance & Financial Services (WIFS) is dedicated to attracting capable women to the insurance and financial services sector, developing their talents and advancing them toward their fullest potential.
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Professionals in Human Resources Association (PIHRA)
Member, District 4 (Burbank/Glendale)
-The Professionals In Human Resources Association (PIHRA) is dedicated to the continuous enhancement of human resources through networking, learning, and advocacy. Co-taught "Advanced Benefit Strategies in the Health Care Reform Environment" course at the 2014 California HR Conference. Attendees received HRCI credit.
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When is it time to bring a CFO into your business? 1) When you're over a million dollars in revenue 2) When you're not clear on some of the key…
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Wow! This wouldn't be possible without the amazing creativity of the Peace Out team!! 👏 Thank you to the team and thank you BeautyMatter for the…
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This past spring Colorado enacted the Colorado Artificial Intelligence Act. It is the first comprehensive AI legislation in the US and takes effect…
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Excited to be sharing an event that I'll be participating in, which may be of interest to you or someone in your network. On July 18th and 19th…
Excited to be sharing an event that I'll be participating in, which may be of interest to you or someone in your network. On July 18th and 19th…
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We are hiring a talented Payroll Specialist to join our team! Do you know multi-state payroll laws and have experience using a variety of payroll…
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When was the last time you were so immersed in something that the rest of the world fell away? When was the last time you were in a space where the…
When was the last time you were so immersed in something that the rest of the world fell away? When was the last time you were in a space where the…
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I am truly honored to be selected as one of the best insurance professionals in the state by Forbes Top Financial Security Professionals for CA. This…
I am truly honored to be selected as one of the best insurance professionals in the state by Forbes Top Financial Security Professionals for CA. This…
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✅ Innovation Affinity Group of Provisors Annemarie Penny presenting terrific insight and tools she offers to target success for our business efforts…
✅ Innovation Affinity Group of Provisors Annemarie Penny presenting terrific insight and tools she offers to target success for our business efforts…
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Personal branding is more important than ever. It's not just for celebrities or large corporations; it's for everyone who wants to make an…
Personal branding is more important than ever. It's not just for celebrities or large corporations; it's for everyone who wants to make an…
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