Modernizing the HNW Client Experience through Technology

Modernizing the HNW Client Experience through Technology
Wondering what role technology can play in the HNW client experience?  Join this webinar to learn how one of our members has been using SmartForms to streamline processes that enhance the client experience.

Download the presentation here.

About Our Speaker:

Kurt Thoennessen

Kurt Thoennessen is vice president of Ericson Insurance Advisors and has over 13 years of experience as a Personal Risk Advisor.  Kurt is also the founder of, which offers insurance agents an innovative digital platform that helps drive efficiencies and improved client experiences throughout agency sales and service operations.  Kurt writes the personal risk management column for as well.

Kurt is a  founding member of the Private Risk Management Association and on the Executive Committee of the PRMA's NY Chapter.   He is also the founder of the High Net Worth Property and Casualty Insurance Advisors group on Linkedin that has over 1,300 members. 

Kurt has been quoted in or written/filmed content for national periodicals including Daily Fintech, Insurance Nerds, InsureTech Hartford, Risk & InsuranceMarketWatch, CNN Money, Best’s Review, Money magazine, and Car Collector magazine on insurance topics related to high-value homes, automobiles, and personal liability. He has also written several articles on various insurance topics for Worth magazine, and maintains a high net worth insurance focused blog on

He was named one of Risk & Insurance Magazine’s Power Brokers for 2016 in the Private Client category and was awarded the JoAnn Heltibridle Award for Professional Excellence in 2015 by the Private Risk Management Association at its annual summit.

Kurt has a bachelor’s degree in management and business from Boston University and earned the Certified Advisor of Personal Insurance (CAPI) designation from Wharton’s Aresty School of Executive Education. He is highly involved in his community, has coached soccer for his three daughters, sat on the Chamber of Commerce board, and volunteers his digital marketing expertise for local youth girls choir, SingOut! CT.