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ACORD and the Big ā€˜Iā€™ Announce Partnership for Forms Access

The Big “I” and ACORD, the global standards-setting body for the insurance industry, have announced a joint program to provide qualifying Big “I” members with a complimentary license to use ACORD Forms.

ACORD, a nonprofit industry organization, has provided forms to the insurance industry since 1972. ACORD currently maintains a library of over 850 forms in a variety of formats, widely used throughout the global industry. As part of its ongoing collaboration with ACORD, the Big “I” will now fund ACORD Form end user licenses for the majority of member agencies, enabling them to claim these licenses free of charge. 

“Industry-standard forms are a critical component of an independent agent’s business,” says Bob Rusbuldt, Big “I” president & CEO. “With this licensing program, the Big ‘I’ is helping our members improve their operational effectiveness. We are proud to play a key role in facilitating the delivery of these assets to our members and to further enhance the value of their Big ‘I’ membership."

All agents and brokers using ACORD Forms are required to obtain licenses from ACORD. Users who are not already members or subscribers of a qualifying ACORD program are able to purchase a standalone End User License from ACORD. Under this agreement, Big “I” members with a group gross revenue of under $50 million will be eligible for a license from ACORD due to their Big “I” membership, with no additional payment necessary. Agents will still access forms via their agency management system workflow as they have previously.

“The Big ‘I’ has been an invaluable partner to ACORD in standards development, industry outreach, and many other activities in service to the insurance industry at large,” says Bill Pieroni, ACORD president & CEO. “By ensuring access to ACORD Forms, the Big ‘I’ has once again affirmed its commitment to enabling success for the independent agent and broker community.”

This article was originally written by Katie Butler, IA editor in chief, and published on IAmagazine.com.

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OIA Hires Education and event coordinator

Ohio Insurance Agents Association (OIA) has hired Haley Broadway as the new Education & Events Coordinator. Haley is an alumna of Bowling Green State University, and has over 5 years of event planning experience. We are excited to have her on our team! 

Watch the video above to learn more about Haley! Haley can't wait to meet everyone at upcoming events and education courses! 

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Perk Reichley earns high honor from the YMCA of Greater Dayton

XENIA — Perk Reichley earned a high honor from the YMCA during its annual meeting.

The Xenia resident received the 2018 E.L. Kohnle award for his years of dedicated service and leadership to the YMCA and his tireless work on the new Xenia YMCA capital campaign. Reichley helped raise the funds necessary to build the $11 million facility on South Progress Drive.

The E.L. Kohnle award is the highest honor given to a volunteer of the YMCA of Greater Dayton. The recipient is an individual who personifies leadership and community service, according to a release from the YMCA. Reichley began volunteering for the YMCA of Greene County in 1995 and was the board chair from 1999-2001, serving Greene County for 10 years. He then began as a volunteer with the YMCA of Greater Dayton in 2008 after the YMCA of Greene County and the YMCA of Greater Dayton merged. He was voted in as the secretary of the board in 2010, became vice chair of the board in 2012, and then took over as chairman in 2014.

Three years later, Reichley took the helm of the Xenia Y capital campaign.

“It would be hard to find an area of our YMCA’s operation that Perk has not positively impacted,”said Dale Brunner, president and CEO of the YMCA of Greater Dayton. “Perk’s knowledge and understanding of the Y and Greene County is encyclopedic. It was our honor and privilege to work alongside Perk on this campaign. He was integral to the success of the Xenia Y and the continued development of Greene County.”

In addition to his enduring legacy at the YMCA, Reichley has volunteered for the last 11 years as a board member (and previously as a past board chair) for the Ohio Insurance Agents Association. He is a Rotarian, Mason, and board member of the Xenia Adult Recreation and Services Center, now located next door to the new Xenia Y. He also is a volunteer with Greene Memorial Hospital.

This article was originally published by the Xenia Daily Gazette.


Ohio Insurance Agents names Jody Geiger as Chief Marketing Officer

OIA has appointed tenured insurance leader, Jody Geiger, to the new position of Chief Marketing Officer, joining the association’s top leaders and strategy group.

Most recently, Jody served as the Brand and Cause Marketing leader at Nationwide, spearheading their Make Safe Happen program, which focused on bringing awareness that accidental injuries are the leading cause of death for children. During her time within this role, she interfaced with world-renowned Ogilvy Mathers to initiate the branding principles for the program and leveraged never-used before at Nationwide social mediums to connect with their target audience. Within the four years the program existed, the team delivered an impactful 23+ million safety actions that helped keep children safer from accidental injuries all over the world. This included over 24K swim lessons delivered to at-need neighborhoods, nearly 1.6M caregivers and children participated at local events, and 2.9M people watched the program’s safety videos.

Jody brings nearly 20 years of industry experience to the OIA. She joined Nationwide in 1999 and has lead cross-enterprise initiatives including overseeing multi-million-dollar initiatives, marketing operations and annual planning, and experienced refreshing the Nationwide brand, moving from the Frame back to the iconic N & Eagle. Jody has held leadership positions across sales, finance, and marketing including: Cause Marketing Leader, Marketing Operations, and Chief of Staff.

Jody holds her MBA and is an Ohio State University alumni and graduate from the Fisher College of Business in Economics. Residing in Grandview, Jody and her husband, David, enjoy being active in their community and spending time with their two children: Jackson (4) and Reagan (2). Jody enjoys running and has completed over a dozen marathons. She is also active volunteering her time with nonprofits, serving on boards, and a champion and leader for the Women’s Economic and Leadership Development program.

It is with great pleasure, we welcome Jody to the OIA team.

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