Patty Andree is the Vice President - Operations at Johnson Insurance Services, LLC, a bank-affiliated agency in Wisconsin and Arizona. She oversees all non-client facing aspects of the business including reception, accounting, systems, processing and training. She lead the effort to move her agency from TAM to Epic and works to continue enhancing productivity by utilizing Epic as much as possible. In the industry since 1996, Patty has also worked as a Business Development Coordinator and Commercial Service Manager.
Patty serves as the President of the Wisconsin Chapter of the Applied Client Network, Secretary of the Large Agent Alliance, and she is a member of the Member Relations Committee. She is a regular presenter for her chapter on reports, management, systems and auditing.
1:30 PM–2:30 PM Oct 16, 2018 (US - Central)
Governor's Ballroom C
10:00 AM–11:00 AM Oct 18, 2018 (US - Central)