Consultations and Speaking Engagements

Lynn Thomas

Lynn M. Thomas’ past engagements have included:

Johnson Compounding & Wellness, Waltham, MA, Master Training Program Front Store, Presentation, Coaching, Training Sessions, June 2016 through December 2016.

Women in Business Council, Wellesley, MA, Wow Your Way to Profit! Presentation, November 11, 2016.

CorridorNine, Westborough, MA, Wow Your Way to Profit! Presentation, September 22, 2016.

Wellesley Bank, Wellesley, MA, Wow Your Way to Profit!, Executive Team Presentation, July 13, 2016.

Independent Insurance Agents of New Hampshire, Meredith, NH, The Naked Truth Why Customers Leave and How to Win Them Back, September 30, 2015.

Safety Insurance, Boston. MA, Master Training Program, Presentation, Coaching, Team Building & Sessions, Irresistible Business: Dazzling and Delighting Clients for Life, September 2013 through January 2015.

Safety Insurance, Boston. MA, Master Training Program, Presentation, Coaching, Team Building & Sessions, Irresistible Business: Dazzling and Delighting Clients for Life, June-December, 2013.

Tesini Pediatric & Orthodontic Dentistry & Associates, Sudbury, MA, Delighting Team and Clients Every Day!, November, 2013.

Tesini Pediatric & Orthodontic Dentistry & Associates, Sudbury, MA, Delighting Team and Clients Every Day!, October 2013.

Tesini Pediatric & Orthodontic Dentistry & Associates, Sudbury, MA, Delighting Team and Clients Every Day!, June 2013.

Tesini Pediatric & Orthodontic Dentistry & Associates, Sudbury, MA, Delighting Team and Clients Every Day!, May 2013.

Safety Insurance, Boston. MA, Master Training Program, Presentation, Irresistible Business: Dazzling and Delighting Clients for Life, May 1, 2013.

Tesini Pediatric & Orthodontic Dentistry & Associates, Sudbury, MA, Delighting Team and Clients Every Day!, April 2013.

Safety Insurance, Boston. MA, Master Training Program, Presentation, Irresistible Business: Dazzling and Delighting Clients for Life, March 20, 2013.

Safety Insurance, Boston. MA, Master Training Program Presentation, Irresistible Business: Dazzling and Delighting Clients for Life, March 5, 2013.

Association of Professional Insurance Women, New York City, Irresistible Business: Dazzling and Delighting Clients for Life, October 24, 2012.

JP Maguire, Waterbury, CT, Love Them of Lose Them: Client Retention and Growth in Action!, September 11th  & 18th , 2012.

Connecticut Insurance Marketing Association, Wethersfield, CT, Irresistible Business: Dazzling and Delighting Clients for Life, April 20, 2012.

Field Club Meeting, Concord, NH, Irresistible Business: Dazzling and Delighting Clients for Life January 20, 2012.

1752 Club, Framingham, MA, Irresistible Business: Dazzling and Delighting Clients for Life, October 7, 2011.

Society of Insurance Research, Long Beach, CA, Selling Your Value Internally, October 17, 2011.

Association of Jewish Aging Services, Dallas, TX, Irresistible Businesses, March 29, 2011.

Germania Insurance, Austin, TX, Dazzling and Delighting Clients for Life, January 19, 2011.

New York State Health Facilities Association, Grand Cayman Island, Dazzling and Delighting Clients for Life , January 14, 2011.

Uniter, Atlanta, GA, Love Them or Lost Them: Client Retention in Action!, December 4, 2010.

APPEX, (MarshBerry) Dallas, Texas, Dazzling and Delighting Clients for Life, October 28th & 29th, 2010.

Florida Association for Assisted Living, Ft. Lauderdale, FL, Dazzling and Delighting Clients For Life, August 10, 2010.

New York Central Mutual Insurance Company, Buffalo, NY, Masters of Service!, July 12th  2010.

New York Central Mutual Insurance Company, Edmenson, NY, Masters of Service!, June, 5th and 12th, 2010.

New York Central Mutual Insurance Company, Edmenson, NY, Managers to The Power of 6!, January 13th& 14th, 2010.

New York Central Mutual Insurance Company, Edmenson, NY, Managers to The Power of 6!, January 13th& 14th, 2010.

New York Central Mutual Insurance Company, Edmenson, NY, Managers to The Power of 6!, December 15 & 16, 2009.

New York Central Mutual Insurance Company, Edmenson, NY, Being the Best!, November 18 2009.

New York Central Mutual Insurance Company, Edmenson, NY,  Love Them or Lose Them: Client Retention in Action!, October 13 & 14, 2009.

1752 Club, Framingham, MA, Love Them or Lose Them: Client Retention in Action!, October 2, 2009.

NRRA, Washington, DC, Love Them or Lose Them: Client Retention in Action!, September 25, 2009.

Society for Insurance Research, Orlando, FL, Love Them or Lose Them: Client Retention in Action!,September 21, 2009.

Utah Health Care Association, St. George, Utah, Love Them or Lose Them: Employee Retention in Action!,April 22, 2009.

Gates-Cole & Associates, New Hartford, NY, Follow-up Session, Love Them or Lose Them: Client Retention in Action!, November 11, 2008.

Assure-America, Pittsburgh, NY, Client Retention, Love Them or Lose Them: Client Retention in Action!,November 5, 2008.

Markel Southwest, Phoenix, AZ, Quarterly Follow-up, Love Them or Lose Them: Client Retention in Action!, April 23, 2008.

Grinnell Mutual Reinsurance, IA, Keynote Speaker, Love Them or Lose Them: Client Retention in Action!,April 2, 2008.

Insurance Accountants’ Association, Anthony’s Pier 4, Presentation, Love Them or Lose Them: Client Retention in Action!, March 27, 2008.

W.T. Phelan Insurance Associates, Mini-Boot Camp Love Them or Lose Them: Client Retention in Action!, Winchester, MA, March 21, 2008.

Property Casualty Insurers Association of America, PCIAA Joint Marketing and Underwriting New Orleans, LA, Presentation, Love Them or Lose Them: Client Retention in Action!, March 18, 2008.

Gates-Cole & Associates, New Hartford, NY, Communication Workshop, Love Them or Lose Them: Client Retention in Action!, February 18, 2008.

Gates-Cole & Associates, New Hartford, NY, In-House Mini-Boot Camp, Love Them or Lose Them: Client Retention in Action!, January 21, 2008.

Associates of Professional Insurance Women (APIW), New York, NY, Love Them or Lose Them: Client Retention in Action!, December 11, 2007.

New Jersey Manufacturers, West Trenton, NJ, In-House Mini-Boot Camp, Love Them of Lose Them: Client Retention in Action!, November 28, 2007 .

Massachusetts Independent Insurance Association, Boston, MA, Presentation, Clients to The Power of 6!,November 9, 2007

Safety Insurance, Boston, MA, In House Mini- Boot Camp, Love Them of Lose Them: Client Retention in Action!, October 23 & 24, 2007

Pearl Carroll, Final Report Presentation at Agents Annual Meeting, Latham, NY, October 3, 2007

Marsh Berry Bank Agency Summit, Phoenix, AZ “Love Them or Lose Them: Customer Retention in Action,” September 13, 2007

Markel Corporation, Mini-Boot Camp on Client and Employee Loyalty and Retention, Phoenix, AZ, September 11, 12, 23 & 24, 2007

Society of Insurance Research, Dallas, TX “Love Them or Lose Them: Customer Retention in Action,” May 20th, 2007

Intersure Meeting, New Orleans, LA, “Love Them or Lose Them: Customer Retention in Action,” May 18th, 2007

Group Internotions, Montreal, Canada “Love Them or Lose Them: Customer Retention in Action,” May 15th, 2007

Bank Agency Summit, Marsh Berry, Love Them or Lose Them; Client Retention in Action!, Phoenix, AZ, May 13, 2007

Marsh Berry, APPEX Meeting, Chicago, IL, Presentation, Clients to The Power of 6!, April 12, 2007

Property Casualty Insurers Association of America, PCIAA Joint Marketing and Underwriting Seminar, San Antonio, TX “Love Them or Lose Them: Customer Retention in Action,” March 20, 2007

Society for Insurance Research, Dallas, TX, Clients to The Power of 6!, March 19, 2007.

Specialty Risk Services, New Orleans, LA, The Hartford, Final Presentation on Clients to The Power of 6!Project, January, 2007

Society for Insurance Research, Charleston, SC, Clients to The Power of 6!, October 24, 2006

Marsh Berry, APPEX Meeting, Cleveland, OH, Presentation, Clients to The Power of 6!, October 19, 2006

Specialty Risk Services, Washington, DC, Facilitation of Risk Managers, October 17, 2006

Roger Bouchard Insurance Agency, Clearwater, FL, Employee Retention and Training on Referrals, September 25-28, 2006

1752 Club, Clients to The Power of 6!, Framingham, MA, September 8, 2006.

IMMS/Group 500, Clients to The Power of 6!, Chicago, IL, May 17, 2006

Greenwich Group, Clients to The Power of 6!, New York, NY, May 9, 2006

Allstate Insurance Company, Presentation: “Love Them or Lose Them: Customer Retention in Action,”Texas, March, 2005

Harold G. Wells & Sons, Mini-Boot Camp “Love Them or Lose Them: Customer Retention in Action,”Wilmington, NC, February 2005

Clark Insurance Agency, Quarterly Follow-up, Portland, ME, December, 2004

Slawsby Insurance Agency, Quarterly Follow-up, Nashua, NH, December, 2004

Allstate Insurance Company, Presentation: “Love Them or Lose Them: Customer Retention in Action,”Minneapolis, MN, September, 2004

Allstate Insurance Company, Presentation: “Love Them or Lose Them: Customer Retention in Action,”Texas, August, 2004

Allstate Insurance Company, Presentation: “Love Them or Lose Them: Customer Retention in Action,”Chicago, IL, August, 2004

Jewelers Mutual, “Retention Study Results Presentation,” Neenah, WI, June, 2004

Allstate Insurance Company, Presentation: “Love Them or Lose Them: Customer Retention in Action,”Chicago, IL, June, 2004

Allstate Insurance Company, Presentation: “Love Them or Lose Them: Customer Retention in Action,”Edison, NJ, June, 2004

Allstate Insurance Company, Presented Two Day Boot Camp “Love Them or Lose Them: Customer Retention in Action,” Chicago, IL, May, 2004

Allstate Insurance Company, Presented “Love Them or Lose Them: Customer Retention in Action,” Orlando, FL, April, 2004

Clark Insurance Agency, Mini-Boot Camp “Love Them or Lose Them: Customer Retention in Action,”Portland, ME, April, 2004

Slawby Insurance Agency, Mini-Boot Camp “Love Them or Lose Them: Customer Retention in Action,”Nashua, NH, February, 2004

SECURA, “Love Them or Lose Them: Customer Retention in Action,” Ft. Myers, FL, January, 2004

State Auto, “Annual Agents’ Meeting,” Tuscan, AZ, October, 2003

Jewelers Mutual, “Retention Study Results Presentation,” Neenah, WI, September, 2003

The Concord Group, “Love Them or Lose Them: Customer Retention in Action,” Rockport, ME, September, 2003

Jewelers Mutual Insurance, “Current Customer Retention Project,” Neenah, WI, June, 2003

MAMIC, “Love Them or Lose Them: Customer Retention in Action!,” New Brunswick, Canada, April, 2003

NAII Joint Marketing and Underwriting Seminar, “Love Them or Lose Them: Customer Retention in Action!,” Tampa, FL, April, 2003

Jewelers Mutual Insurance, “Former Customer Retention Project,” Neenah, WI, March, 2003

Auburn Chamber of Commerce, “Love Them or Lose Them: Customer Retention in Action!,”  Auburn, MA, January, 2003

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