ASSEMBLING THE BUILDING BLOCKS TO EFFICIENT WORKFLOWS

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Michael Trouillon Bio

I began my insurance career directly out of High School as a file clerk with a medium sized San Fernando Valley (CA) agency.

 Throughout my career, I have been an:

         Assistant Account Manager
         Account Manager
         Account Executive (producer)
         Marketing Manager
         Agency Operations Manager (twice)

I have also been a compliance manager for a large commercial property program and handled licensing and surplus lines filings for multiple states.

I am a past board member of the SoCal Valley NetVU Chapter, Past Chair of the NetVU Communications Committee (National Level), Member of NetVU Educators Guild and previously served on the Advisory Board of the Insurance Skills Center (insurance education arm of IBA West).

I have done live in person and remote presentations to NetVU Chapters across the country!
     

NetVU Conference Sessions:

       " eForms & Auditing Panel/Roundtable". 

​       "Crack the Code: Get Access to AMS360 Data Using Target Lists for

                                Reporting and Campaigns To Stay Top of Mind with Your Clients".

        "Auditing Workflows for Compliance to Procedures".


NetVU Chapter Presentations:

"Workflow & Compliance Auditing”.   
"Taking your Accounting Department Fileless".

"AMS360 Tips/Tricks for Efficency".

​"Creating a Training Program".

"Certificates - Copy Holder with Attachments".

"Import Acord 125 General Information".


Other webinars:

"Boosting Your Efficiency in AMS360 - Strategies for Working Smarter & Faster".

"How Workflow and User Audits in AMS360 Can Drive Your Agency's Performance".

"Streamline Your Renewals Process with AMS360's My Expiring Policies".



​National web presentation for the Insurance Journal Academy of Insurance on the topic of "Pitfalls of Your Agency Management System and E&O Avoidance"

I network with a large number of consultants who specialize in Human Resources, Recruiting, Coaching, Candidate Assessment, Accounting and a great many other areas of focus.

These experiences give me both the broad and specific view that helps me understand processes and how to match workflows to them.

I hold a California Insurance License (0714993).

On the personal side;

Lifelong member of Sea Scouting first as a youth member, then as an adult.

Awards Received:
          Quartermaster Award (Equal to Eagle)
          Youth Leadership Award – Local Level
          Venturing Adult Leadership Award – Regional Level (2008)
          Award of Merit (2) – Local Level

Positions Served:


          Skipper Sea Scout Ship Albatross, Ventura County Council BSA (1985-2004)

          Area IV Commodore (Southern California) & Area VI (AZ, NM, Southern NV) 2012-2014
          Southwestern Sea Scout Rendezvous
                    Member of Committee 1985 - 2018
                    Registration Team (3 years)
                    Waterfront Area Head Judge (7 years)
                    Field Area Head Judge (7 Years)
                    Chair 2003-2018

          Seabadge Training (Adult Leader Training)
                    Participant (1991)
                    Instructor (1999)
                    Co-Director (2010)
                    Instructor (2015)