The Human Factor: The Trusted Advisor

Posted by Marc Deleonibus on Feb 17, 2017

Some people embody the 'go-above-and-beyond' gene.  Those people are always looking for ways to help others, build relationships, and do what's best in every situation.

But sometimes, they just need a little help and the right tools to make it easier.  That's where Bold Penguin, Hill & Hamilton Insurance and Larry Middaugh begin their story.

Larry spent over a decade in finance and after the market crashed, he knew it was time for a change.  He took a leap and joined the Hill & Hamilton team because the insurance industry still relies on the trusted advisor. 

Fast forward to a hot summer day at a nonprofit in Ohio.  The director, we'll call her Mrs. S., was lost on where to begin her insurance journey.  Bold Penguin, an agent ranking tool utilizing algorithms to connect the best agent with each client, connected Mrs. S. with a trusted advisor - Larry.

What the business operated by Mrs. S. does is powerful.  They help women in need and Larry took notice.

He refused to treat them as another application or just a risk to evaluate, but instead, he took the time to understand their needs.  Larry has been using Bold Penguin's suite of tools for more than six months so he was familiar with best practices within the portal which allowed him to focus on what he does best - helping his client.

Knowing that money was tight, Larry, with the support of Matt Simon of Hill & Hamilton, researched financing options to help the nonprofit afford this new policy.

Being the trusted advisor that he was, Larry offered the nonprofit seminars on maintaining healthy credit, opening a bank account, and balancing a checkbook.  And that 'go-above-and-beyond' factor didn't stop there.

Larry went on to leverage the power of social media in an effort to raise awareness, ultimately generating enough money to help this nonprofit upgrade its essentials.

This is an industry that still relies on solid relationships and ensuring clients feel secure.  It's about getting to know people and understanding their needs.  Larry and the Hill & Hamilton team are setting the bar high for an industry that thrives on personal relationships.  Bold Penguin is partnering with companies of this caliber to take out the guesswork and help focus on the human aspect.

About Larry Middaugh

Larry_Middaugh.jpgLarry comes to Hill & Hamilton with an extensive background in sales, bringing over 30 years of experience and commitment to taking care of his clients in the banking and mortgage industry. Larry's dedication to his clients aligned so well with the H&H tradition of relentlessly caring for, and protecting its clients, that he joined the team of Licensed Insurance Advisors in 2015. In his spare time, Larry is actively involved in multiple community groups, and his church.  He enjoys being a father to his three children, and a husband to his beautiful wife Cathy.

About Bold Penguin

BoldPenguin.pngBold Penguin is where technology meets the human touch in commercial insurance. With a heavy focus on the agents, Bold Penguin pushes the boundaries of user experience for businesses, an easy tool for agents, and a streamlined process of underwriting for carriers. Founded by a group of entrepreneurs who spent their early days working with Allstate, Nationwide, Progressive, regional carriers and established insurance agencies. For more information visit boldpenguin.com

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