Rick Morgan

As an independent consultant and adviser, I have worked on advancing the success of the Independent Agency System for over 25 years. I owned my own 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. Today, much of my focus is helping my clients create and implement a social web strategy.

I am currently serving as Chair of the IIABA Agents Council for Technology (ACT) Web 2.0 workgroup and Director At-Large for IIABNY

Life isn't all business.

* I'm an adventurer. I love to travel, hike, mountain bike, camp, go on backpacking trips, and travel across the United States with JoAnne in our RV.
* I'm an artist. That means I know what shade of green the lichen on the trees is.
* I'm a grandpa. I have 8 grandkids, several of whom enjoy beating me at Wii bowling and tennis.
* I'm a golfer. I can finally keep some of my drives in the fairway.
* I'm a technology geek. If it were up to me, I would have named my grandkids Eudora, Mozilla, and Dotcom.
* I'm a lucky man. I live in Broomfield, Colo. with my wife JoAnne. She was my high school sweetheart.

Rick Morgan’s Specialties:

Marketing/Social Web - Speaker, Author, Adviser, Strategist, Facilitator

Rick Morgan’s Experience

Interim CEO

ASCnet

(Insurance industry)

July 2009 — Present (6 months)
Director At Large

IIABNY

(Marketing and Advertising industry)

June 2009 — Present (7 months)
Senior Associate

Aartrijk

(Privately Held; Public Relations and Communications industry)

July 2008 — Present (1 year 6 months)

I am a Senior Associate and Social Media strategist with Aartrijk a boutique branding firm. Peter and this team of brand strategists, designers, marketing-communications experts and publishing professionals focus primarily in the insurance and financial services industries.
Principal
Rick Morgan Consulting (Sole Proprietorship)

(Sole Proprietorship; Management Consulting industry)

January 2008 — Present (2 years )

I have an ongoing involvement with ACT (Agents Council on Technology) and serve as the chair of the Web 2.0 work group and do independent speaking, meeting facilitation, and consulting work focusing on social media and marketing related issues.
Vice Chair

Broomfield GOP

(Marketing and Advertising industry)

2009 — 2009 (less than a year)
Director of Marketing

Colorado Academy of Art

(Fine Art industry)

December 2007 — July 2008 (8 months)

I work with the Academy on a part time basis in a PR, Business Development and Marketing capacity.
Sr. VP Marketing

Applied Systems

(Insurance industry)

2003 — 2007 (4 years )

Senior Vice President Marketing, Applied Systems, Inc. Applied Systems is the leading provider of insurance technology for insurance agents and is based in University Park, IL. At Applied Systems I managed a 9 person PR, corporate communications and marketing department. The department was responsible for all corporate communications both internal and external, the design and content of the company’s web presence, and all traditional marketing activities including press relations, design and content of our print and web based advertising and all product support materials and campaigns. In addition, I functioned as part of the senior management team responsible for developing product. sales and general corporate strategy.
Sr. VP

ConfirmNet

(Insurance industry)

1999 — 2003 (4 years )

Executive Vice President, ConfirmNet Corporation. Based in San Diego, ConfirmNet provides a suite of services designed to meet all the needs of those managing certificates of Insurance. ConfirmNet has developed three web-based applications: CertificatesNow, the primary online engine for delivering certificates of insurance. TrackCertsNow, ConfirmNet's newest addition allowing those who receive certificates of insurance the ability to request, validate, track, organize, store and provide in-depth reporting for all certificates. These services shape an expanded vision to make certificate management easier, more accurate and less expensive for everyone: insurance carriers, agents, brokers, insureds, and certificate-holders.
As second in command at ConfirmNet my role included everything from helping raise capitol to traditional business development and marketing roles. I also served as industry liaison and creator and evangelist for our corporate vision.
Owner

Automation Management Group

(Privately Held; 1-10 employees; Insurance industry)

1985 — 1999 (14 years )

Published The Automated Agency Report (TAAR).
Co-developed Silver Plume
Sponsored HIGH-TECC
Technology and Operations related consulting
Owner and President

Holtgrewe & Morgan

(Insurance industry)

1975 — 1985 (10 years )

Independent P&C Agency
Purchased Gemini System in 1980
Developed the concept of Transactional Filing