Cox Insurance Named a ‘Circle of Excellence Agency’ by Western National Insurance Group

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Western National Insurance Group today announced that Cox Insurance Associates has been named one of Western National’s Circle of Excellence Agencies for 2016.

The Western National Circle of Excellence recognition is announced annually to spotlight an elite group of partners who have excelled based on performance and growth over the past six years (2010 – 2015). An agency must also demonstrate that they meet high standards of professional excellence and integrity in order to be considered for this recognition. Cox Insurance Associates’s place among this list is a testament to the overall quality of the agency’s insurance professionals and their commitment to meeting the needs of their insurance clients.

This recognition places Cox Insurance Associates in the 90th percentile of all Western National partners for overall performance, growth, and partnership over the past six years.

Western National Insurance Group, headquartered in Edina, Minn., is a super-regional group of seven active property-and-casualty insurance companies.

Associate of the Year & Award of Excellence Winners

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Last week we recognized our Associate of the Year honoree, Catie Penning; and our Award of Excellence winner, Tracy Olson. These awards are peer-evaluated and Catie and Tracy are VERY deserving! Congratulations!

Wishing You Warmth: Holiday Giving

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This week at Cox Insurance we kicked off our holiday one-for-one campaign “Wishing You Warmth.” For every holiday gift we send our friends and clients this season we are donating a new blanket to The Salvation Army Harbor Light Center.

On Monday, members of the Cox Insurance team delivered more than 100 blankets to the shelter and served a meal. We will continue to volunteer throughout the holiday season and the Cox Insurance office is also a collection site for anyone who would like to donate a blanket to Harbor Light.

More about Harbor Light Center
The Harbor Light Center at 1010 Currie Ave., Minneapolis, is a safe place for people to stabilize their lives and begin the process of healing. They offer a wide range of basic needs and rehabilitation services to anyone in need, without discrimination. The shelter is Minnesota’s largest homeless adult outreach facility and includes a clinical treatment program for men working to beat chemical dependency.

Cox Insurance Advisor, Alex Kuettel, Receives Prestigious CAPI Designation

Cox Insurance Advisor, Alex Kuettel, has been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb Personal Insurance.

Alex is among a group of only 39 agents to receive the certification after completing a one-year intensive educational program on understanding the lifestyle and risk management and insurance needs of high-net-worth individuals. The program also helps agents to brand themselves as trusted high-net-worth advisors. Created by Wharton and Chubb in 2014, the CAPI program is the first of its kind to focus on a specific customer segment in the personal insurance marketplace.

“The agents who have completed the CAPI program have demonstrated that they have the high level of skill and expertise required to understand the total family balance sheet and advise high-net-worth individuals on their complex risk management and insurance needs,” said Stacey Silipo, director of strategic partnerships for Chubb Personal Insurance.

“We are extremely proud that Alex has received the prestigious CAPI designation,” said Taylor Cox of Cox Insurance “This shows his incredible dedication to the insurance industry as well as his commitment to serving our high-net-worth clients, who have a unique set of property and liability exposures created by their assets and lifestyle.”

The curriculum for the 12-month CAPI program included six modules related to the high-net-worth mindset, customizing insurance solutions, building client relationships, selling, excelling in the high-net-worth arena, and sustaining excellence. Courses, which are taught by Wharton faculty, Chubb subject matter experts and other professionals, include “Understanding the Total Family Balance Sheet,” “Collections,” (art, jewelry, antiques, wine, etc.), “Family Security,” “Relational Agility,” and “Building Your Personal Brand.” Classes are held on Wharton’s campus in Philadelphia, at Chubb Personal Insurance’s headquarters in Whitehouse Station, NJ, and online.

Courses were taught by Wharton faculty, Chubb employees and other experts who work with high net worth clients and their advisors. Agents received instruction on the Wharton campus at the University of Pennsylvania in Philadelphia, at the Chubb Personal Insurance headquarters in Whitehouse Station, NJ, and through virtual classes, webcasts, reading assignments and other online activities throughout 2014-2015.

Protecting the Wealthy New Kids on the Block

Taylor Cox, partner at Cox Insurance Associates, Inc., was recently interviewed for the ThinkAdvisor article “Protecting the Wealthy New Kids on the Block” and provided insight and recommendations for protecting young business leaders who have a high net worth.

http://www.thinkadvisor.com/2015/10/21/protecting-the-wealthy-new-kids-on-the-block?page_all=1

Back to the 50’s BBQ – June 20

Join us June 20 for our annual Back to the 50’s BBQ! New this year: bleacher seating for optimal car viewing, JonnyPops​, and more prizes for costumes and classic cars.

Click here to RSVP

Cox Insurance selected as “2015 Personal Lines Agency of the Year” by Western National Insurance

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On March 3, 2015, Western National Insurance awarded Minnesota-based Cox Insurance Associates as their “2015 Personal Lines Agency of the Year.” Over 400 agencies were eligible for the award and the criteria included growth rate, profitability, and partnership rating for the 2014 production year.

“We are honored to receive this award and be recognized for our ongoing efforts. Cox Insurance continually strives to provide an outstanding customer experience, and we value our partnership with Western National,” said Taylor Cox, Partner.


Cox Insurance provides Home, Auto, Liability and Commercial insurance that exceeds expectations. For a personalized quote, visit www.coxins.net

 

2014 Associate of the Year

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Congratulations to our Associate of the Year, Alex Kuettel, and our Award of Excellence winner, Heather Burmeister!

These peer-evaluated awards are given annually to individuals who provide a great experience for our clients through hard work and a positive attitude.

Soup it Up: Million Dollar Night!

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Over the past 11 years, all of us at Cox Insurance have been involved in some way in giving back to our community through our nonprofit foundation, Soup It Up for Kids. 

This year marks a very special year – we hope to hit the milestone of $1,000,000 raised, in which 100% of these funds have gone back directly to kids in our community. 

Please join us this Friday for our annual fundraising event!  (limited tickets remain)

Friday, November 7th, 2014

Doors open at 5:00 pm 
St. Anthony Main Event Center
219 SE Main St, Minneapolis, MN 55414

Great food, auction items, Rush River beer, and live entertainment Twin Cities own Hondo the Magician!

PURCHASE TICKETS!

Apple Fest: 2014 Agency Retreat

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We ventured to Aamodt’s Apple Farm for an afternoon of fun and good company (not to mention 80 degree weather)! Click here to see photos from our day out of the office.

One of our goals of the day was to pick enough apples to share with our clients!

Our hard work resulted in dozens of fresh Haralson apples ready and waiting for you. Just stop by our office and pick up a basketful!

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