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About
Us
We
are leaders in IMSA assessments. Our IMSA Team of 18 insurance
professionals averages over 20 years in the business. We are
in New York, Philadelphia, Chicago, Denver, Orlando, San Diego,
Phoenix, Kansas City,  Portland,
Springfield, Minneapolis, Charlotte, and Gainesville, Florida.
We come with career experience in such companies as Prudential,
American General, Northwestern
Mutual, MassMutual, American Express, Great-West, the Principal,
KPMG, Tillinghast-Tower and Perrin and the Illinois and North
Carolina Insurance Departments. We are attorneys, accountants,
underwriters, marketing executives, regulators, process improvement
experts and compliance directors. We are CLU's, ChFC's, JD's,
CPA's, MBA's and FLMI's. We know your products, life, annuities
and long-term care. We know IMSA. We are veterans of scores
of assessments with scores of companies. We were there at
the creation of IMSA and through the 2000 revisions. We are
committed to IMSA 100%.
We
publish Excelsior, the industry's quarterly newsletter for
Company Presidents and Compliance Officers devoted exclusively
to IMSA concerns. We have written in Best's Review, National
Underwriter, Life-Insurance Selling, NAILBA, and LOMA Resource
on IMSA and ethical market conduct. We have synthesized all
of this experience and expertise for you. We plan, train,
facilitate and work with you to implement policies and procedures
that will help you exceed the IMSA standards. We have software
that helps you through the process and let's you scan all
of your documentation onto a single CD. We are working on
improving our already streamlined process so that you can
leverage the IMSA experience into an ongoing continuous improvement
that will make your company world-class. We present our clients
with the Excelsior Awards for industry best practices. Best
of all, we are customer-friendly and reasonably priced. Give
us a call at 386-462-1074 or email us at kenkalis@gmail.com. You'll be glad you did and so will we.
Ethical
Market Conduct
We
at the Kenneth J. Kalis Company believe that ethical market
conduct in the life, health and annuity industry is not only
the right thing to do but the best thing for business success.
Ethical
market conduct strengthens our customers’ trust in us leading
to long-lasting, permanent customer relationships that increase
renewals, referrals, repeat sales and persistency.
Ethical
market conduct also shields us from losses  associated
with dissatisfied customers or regulators including the kind
of catastrophic monetary settlements from class action law
suits and remediation agreements.
IMSA
exists to help you and other concerned companies to fulfill
your market potential and to increase your comfort level with
the policies and procedures you have in place to support ethical
market conduct.
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Why ethical market conduct assessments?
IMSA:
Some see it as a bunch of hoops to jump through to stay
competitive with the pack. Others see it as means of cleaning
up the image of life insurers, recently tarnished by scandals.
Still others see it as a golden opportunity to strengthen
the ethical and marketing culture of their company and solidify
customer relationships.
Of
course, there is truth in each one of these. Most of us
come to see IMSA in one light and then proceed to deeper
understandings. Ken Kalis came to IMSA after a 21-year career
with Prudential, then, the nation’s largest life insurer.
His career was spent entirely working in individual insurance
operations, and was capped by 5-year stint looking at process-improvement
as a way of building customer relationships.
It
was from this context that Ken first began focusing on ethical
market conduct issues. Involved from 1994 in the ACLI’s
ethical market conduct initiative, Ken was a part of the
field test of the questionnaire, the team putting together
both the original and revised Assessment Handbooks and the
teams creating the IMSA Assessors Training in 1997 and again
in 2000.
He
worked too on providing self-assessment training to companies
on-site as well as facilitating their self-assessments.
After working with more than 35 companies and personally
certifying over 20, Ken is more committed than ever to IMSA
and its mission. Currently serving on committees to revise
the Assessment Handbook and develop standards, he sees the
need for continuing improvement of the assessment process.
At the Kenneth J. Kalis Company, our desire is to help companies
achieve and maintain their IMSA membership and to deepen
their  commitment
to the Principles and the Code of ethical market conduct.
KJKC is dedicated to supporting companies in these efforts,
to providing them with the expertise, experience and services
they need to make ethical market conduct a strategic factor
in building their companies’ success. We hope these pages
will provide you with some help in moving towards building
a stronger ethical market conduct culture in your organization.
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The
Golden Rule
That's
the way we run our business. We think it's the way you should
run yours too. It's the basis of IMSA's Principle One of integrity
and fairness.
It underlies
the other 5 Principles too: - Customer-focused sales
and service
- Fair competition
- Clear and adequate customer
information
- Fair and timely resolving of complaints
- Ethical
supervision and monitoring of compliance
IMSA has
established a rigorous assessment process for helping companies
put in place the policies and procedures they need to build
a culture that supports the Golden Rule. Over 200 of the nations
top companies have traveled the arduous path to IMSA membership,
and, with our help, yours can too.
The Kenneth
J. Kalis Company's IMSA Team can leverage your IMSA Assessments
into an ongoing process of continuous improvement that will
point your business to world-class excellence. That's our
expertise. We translate the IMSA Principles, Questions and
Indicators into usable touchstones that will transform your
business, strengthen your relationship with your customers
and build renewal and new business income.
Of course
the process is rigorous. Like translating the text on the
right from the Greek, to Shakespearean English, to today's
International Version. Even more difficult, is putting the
Principle into practice. But with our help, you can do it.
Give us a call. The work will be long and arduous. But the
results can be everlasting.
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The
Kenneth J. Kalis Company, Inc.
With associates
in:
| Boston,
MA |
Charlotte,
NC |
Chicago,
IL |
Denver,
CO |
| Hartford,
CT |
Houston,
TX |
Kansas
City, MO |
Minneapolis,
MN |
| New
Orleans, LA |
New
York, NY |
Orlando,
FL |
Philadelphia,
PA |
| Portland,
ME |
San Diego,
CA |
Springfield,
IL |
Tampa,
FL |
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Our
Mission
Our
mission is to help companies with IMSA issues. We believe
in the strategic importance of ethical conduct in building
trust in the marketplace. We help you use the IMSA assessments
to build a business culture that encourages effective marketing,
greater customer satisfaction, and increased sales and revenue.
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Our Pledge to You
We
will always listen to you carefully, and act in your best
interest. We will give you 100% of our expertise and use it
to meet your needs, not our own. We will follow up every service
we provide you with a feedback mechanism. We will always do
our best to help your company build trust in the market place
and strengthen customer relationships by helping you exceed
IMSA's ethical marketing standards. We will treat you as the
most important person in our business, because you are.
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- Decide
Whether IMSA Is Right For Your Company
- Do
A Status Check of Your Operation to Identify Possible
Gaps
- Develop
Communications and Processes to Close Gaps
- Plan
Your IMSA Self-Assessment
- Train
Your People On Self-Assessment
- Organize
and Schedule Your Assessments
- Help
You Choose An Independent Assessor
- Facilitate
Your Self-Assessment
- Organize
Your Documentation
- Help
You Prepare Your Self-Assessment Report
- Conduct
Your Independent Assessment
- Present
Action Plans for Reassessment
- Manage
Your On-going IMSA Updates
- Annual
Reviews with Action Plan Updates
- Prepare
You For Re-assessment
Click
here to receive your FREE CD from the Kenneth J. Kalis Company
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Ken
can be reached at
386-462-1074 or at kenkalis@gmail.com
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The
IMSA Journey
IMSA,
like life, is what you make it. Some see it as a bunch of
hoops to jump through to stay competitive with the pack.
Others see it as means of cleaning up the image of life
insurers, recently tarnished by scandals. Still others see
it as a golden opportunity to
. . .continue
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KP4
IMSA
We
are pleased to have  developed
a simple software tool for managing the IMSA process and packaged
it as an easy to use CD called KP4IMSA. . . . continue
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Telephone:
386-462-1074
Fax: 386-462-1075
Email: kenkalis@gmail.com
17220
NW 78th Avenue,
Alachua, FL 32615.
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