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CH3241120 - Sagitta Accounting: Open Forum

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  • Bill Henson

    Director-Customer Success Technical Manager, Vertafore

    Bill has been involved in insurance agency automation since 1985 when he began as a programmer/consultant with Creative Information Systems (CISCO). In 1989, he was an integral part of the development team that built Gemini II. In 1995, when CISGEM became part of AMS, he continued to direct portions of development for the product that is known today as Sagitta until 2010. From then on, he focused on integrations between all of Vertafore's products and is currently assisting numerous clients and Sales initiatives. He is a huge futbol and hockey fan but is also an active member of the Canton CT Lions Club and its past president. 

  • Frances Knight

    Business Systems Consultant, USI

  • Jennifer Salvini

    Sr. Product Owner, Vertafore

  • Bruce Westman

    Director of Product Management, Vertafore

    Bruce is currently a Director of Product Management at Vertafore. He works closely with development working on Sagitta feature work and is also currently the liason with the Sagitta PM&E committee. Bruce has worked in various capacities within the Sagitta development group over the years and also spent many years in customer support as the lead accounting person. He continues to present at various seminars, conferences and user group meetings.

  • Eric Wistrand

    Eric Wistrand is the Chief Information Officer for Couch Braunsdorf Insurance Group. His responsibilities include Process Improvement, Reporting, Analytics and Dashboarding, Infrastructure Maintenance and Support. He also leads an internal web development team focused on improving the performance, usability and functionality of custom-build new business submission and self-service portals.

    Eric recently created a Quality function within Couch Braunsdorf to manage and reduce E&O exposure by monitoring adherence to established procedures. The goal is to ensure quality in all transactions that add value to the customer experience. Key responsibilities include:

    • Creation and coordination of a cross functional QA Taskforce, consisting of representatives from every department
    • Maintaining a Knowledgebase of Standard Operating Procedures (SOPs)
    • Train Staff on SOPs
    • Audit the adherence to established SOPs
    • Document and address customer complaints

    Eric’s background is primarily in consulting where he ran Think Green Technologies, a Management and I.S. Consulting firm focused on helping clients realize performance improvement from ERP, CRM, and eCommerce implementations with a strong emphasis on process control. Eric was responsible for leading a highly skilled, hand-picked team to deliver value to clients.

    Eric holds a B.A. from University of Vermont School of Business.

November 19, 2020
Thu 12:00 PM CST

Duration 1H 0M

This live web event has ended.