Rick Morgan
As an independent consultant, I have worked on advancing the success of the Independent Agency System for over 25 years. I owned my own insurance agency in Boulder, Colorado, was co-founder, and served as publisher and editor of the TAAR (The Automated Agency Report). I am the originator of “Transactional Filing”, co-developer of Silver Plume, served as Sr. Vice President of ConfirmNet and Sr. Vice President of Marketing for Applied Systems.
In addition to my own consulting, presenting, and meeting facilitation, I am Sr. Vice President at Aartrijk and work with Peter van Aartrijk and his team of brand strategists, designers, marketing-communications experts and publishing professionals as a Social Web and New Media strategist and adviser.
I am currently serving as Chair of the IIABA Agents Council for Technology (ACT) Social Web Workgroup. I am also a Director At-Large for IIABNY. I am a member of the Consumer Agent Portal Task Force for IIABA and serve on the Board of Directors for the Personal Lines Growth Alliance.
From July 2009 until June 2010 I served as the Interim CEO of ASCnet (Applied Systems Client Network).
I was recently honored by being named to Insurance Newscast’s 2009 list of the 100 Most Powerful People in the Insurance Industry – North America.
“I have had the pleasure of knowing and working with Rick for more than thirty years. Rick is a true icon in our industry who has done it all – company underwriter, agency owner, first national user group president, publisher, speaker, seminar leader, consultant, agency management system sales director and the list goes on! I consider Rick a dear friend who has taught me much and has had a major impact on my career and the success of my agency. He is a true futurist with the ability to brings to a practical and useable level. Even in 2011 we are still working together and Rick is still a major force in our agency planning. There is not enough time or space to list all of Rick’s attributes.” - Michael Weinberg, Managing Director Gateway Insurance Agency
