mid-year convention program book - iiact book/2013_program_book.pdfmid-year convention program book...
TRANSCRIPT
IIAC Mid-Year
Convention
Program Book
Aqua Turf Club
Plantsville, CT
November 14, 2013
2013 - 2014
Michael Gergler, CIC Chairman
Wilcox & Reynolds Insurance, LLC, Storrs
Jim Suzio, CIC Chairman-Elect
Suzio Insurance Center, Inc., Meriden
Kim McGillicuddy, CPCU Treasurer
Pierson & Smith, Inc., a division of First Niagara Risk Management, Norwalk
Jared Carillo, CIC Secretary
Charles S. Carillo Insurance, Windsor Locks
Jay Byrnes, CIC State Director
Byrnes Agency, Inc., Dayville
Tom Wilson Immediate Past Chairman
The Wilson Agency, Inc., Shelton
Mike Rivers, AAI Executive Committee
Tracy-Driscoll & Co., Inc., Bristol
Mary Pursell, CPCU Executive Committee
Abbate Insurance Agency, New Haven
William Pierz, CIC Executive Committee
Shoff Darby Companies, Inc., Norwalk
EXECUTIVE COMMITTEE OFFICERS
Welcome!
On behalf of the Independent Insurance Agents of Connecticut, I welcome you to the 2013 IIAC Mid-Year Convention. We appreciate your attendance at the convention this year and hope that you enjoy the program. The morning program is approved for 3 LRE CE credits. There is also ample time for you to visit our exhibitors before the morning program begins and during the break at noon. We urge you to visit all of our exhibitors as you will have the opportunity to learn about the numerous programs and services to assist you in your agency management. Member agents will also become eligible to win our grand door prize of $500 once they have visited all exhibit booths and have turned in their completed punch card. Thank you for attending the convention and enjoy your day.
Mike Gergler, CIC Chairman IIAC
NAME BADGES
Your name badge serves as your admission pass to the exhibit hall, the morning business program and lunch. Please be sure to wear it at all times.
DOOR PRIZES
Member agents who have checked in and are present in the exhibit hall will be eligible to win a $100 cash door prize to be drawn every 15 minutes between 8:00 AM and 9:00 AM. All member agents were given a $500 Main Door Prize ticket upon checking in at the registration desk. When visiting the exhibit booths, please be sure to have your ticket punched. Once you have visited all of the booths and have all of the booth numbers on your ticket punched, you can enter the $500 drawing. The ticket box is located on the registration desk. The door prize will be drawn at the close of lunch.
GENERAL INFORMATION
CE CREDITS
All participants wishing to receive continuing education credit must sign-in at the start of the morning program. Sign-in sheets will be located on the tables in the Morning Business Program and will be collected at the start of the session. If you do not sign the sign-in sheet on the day of the convention you will NOT receive the CE credit.
Participants are required to remain in the room for the entire program in order to receive credit. Continuing Education certificates will be e-mailed to all complying participants within 3 weeks after the convention.
CHECKING YOUR CE CREDITS
Transcripts can be obtained by accessing www.sircon.com. Once on the website, select “Look Up Education Courses / Credits” located under “Quick Start for Agents & Agencies.” This will bring you to an “Inquiries” page. Select “Continuing Education Transcript Inquiry.” Select “Connecticut” from the drop-down menu. Enter your license number and last name and click “submit.” You will now be able to view and print your transcript. Please note that transcripts are only accessible using producer license numbers.
GENERAL INFORMATION
8:00 AM – 9:15 AM Exhibit Hall Open
Coffee & Danish provided courtesy of
MiddleOak
$100 Door Prize – drawn every 15 minutes
9:15 AM – 11:50 AM Morning Business Session
Kay’s Pier South
Scheduled Speakers
Welcome and Chairman’s Report Michael Gergler, CIC
IIAC Chairman Wilcox & Reynolds Insurance, LLC
Storrs, CT
Insurance Department Report Thomas B. Leonardi
Connecticut Insurance Commissioner
IIABA – A View from our National Association Thomas J. Minkler, CIC
IIABA Chairman Clark-Mortenson Agency
Keene, NH
Access Health CT Phil Boyle
Business to Business Outreach Manager Connecticut Health Insurance Exchange
PROGRAM
(Continued)
Insurance Industry Panel Moderator
Michael Gergler, CIC IIAC Chairman
Robert Bordeaux, CPCU, ARM Northeast Branch Manager
QBE North America – Middle Market
Bill Purmort Chairman of the Board and President Central Mutual Insurance Company
Raymond J. Sprague, CPCU
Senior Vice President – Small Commercial The Hartford
12:00 PM – 1:00 PM Exhibit Hall Open
1:00 PM – 2:00 PM
Lunch
MAIN DOOR PRIZE - $500 CASH Sponsored by
InsurBanc
PROGRAM
Please refer to the floor plan provided in your registration packet for the exhibit booth numbers and locations. The floor plan may contain additional exhibitor booths.
American Institute for CPCU
American Integrity Restoration
AmTrust Insurance
AmWINS Group
Applied Systems, Inc.
Applied Underwriters
Auto Glass of New England, LLC
B.H. Burke
Belfor Property Restoration
Berkshire Hathaway Guard Ins. Co.
Capital Premium Financing
Coastal Agents Alliance
State of Connecticut Insurance Department
Connecticut Underwriters, Inc.
EXHIBITORS
(Continued)
Crystal Restoration Services
Crystal Restoration Services of CT
Disaster Restoration Services
The Entrepreneur Circle, LLC
Enviro Clean Inc.
EZLynx
FIRST Insurance Funding
FutureComp
Independent Insurance Agents of CT Programs & Services
Insurance Agency Accounting & Bookkeeping
JN Phillips Auto Glass
Kapura General Contractors
Maritime Program Group
Mass Mutual
McNeil & Company, Inc.
Meadowbrook TPA Associates
PersonalUmbrella.com
Phoenix Cleaning & Restoration
Plymouth Glass & Mirror, Inc.
EXHIBITORS
(Continued)
MEMIC
New England Excess Exchange, Ltd.
Ovation Payroll
Payless Auto Glass
Premium Assignment Corp.
Rainbow International of Branford
Renaissance Alliance
Robert Hensley & Associates
RT Specialty
Russell Bond & Co., Inc.
Safeco Insurance
Safelite Auto Glass
ServiceMaster Restore
Standard Publishing Corporation
Steamatic of CT, LLC
TAPCO Underwriters
The Thompson Agency, Inc.
Total Program Management
EXHIBITORS
(Continued)
Travelers Bond & Financial Products
United Cleaning & Restoration
US Premium Finanace
Utica National Insurance Group
Vertafore
Work at Home Vintage Employees (WAHVE)
Workers' Compensation Trust
XS Brokers Insurance Agency, Inc.
EXHIBITORS
The Independent Insurance Agents of Connecticut would like to thank our sponsors of this year’s Mid-Year Convention. It is their sponsorship that makes it possible for us to bring the best to our membership at an affordable price.
Platinum Plus Sponsors
Chubb Group of Insurance Companies
The Hartford
Liberty Mutual Insurance
MiddleOak
Travelers
Platinum Sponsors
Central Mutual Insurance
Connecticut Underwriters
Crystal Restoration Services of CT
Hanover Insurance
Independent Agents Services, Inc.
InsurBanc
MEMIC
RT Specialty
Safeco Insurance Company
Swiss Re Corporate Solutions
SPONSORSHIP
Gold Sponsors
Acadia Insurance
ACE Private Risk Services
Andover Companies
C.N.A.
Computer Rescue
Crystal Restoration Services
Harleysville Insurance
Iroquois New England, Inc.
Kapura General Contractors
MetLife Auto & Life
NGM Insurance /
Main Street America Group
Plymouth Rock Assurance Corp.
Progressive Insurance Company
QBE
Quincy Mutual
Renaissance Alliance
State Auto Insurance Company
Steamatic of Connecticut
Union Mutual of Vermont
Utica National Insurance Group
SPONSORSHIP
Silver Sponsors
American Commerce Insurance Co.
American Integrity Restoration
JN Phillips Auto Glass
Kemper Preferred
NLC Insurance Companies
Ovation Payroll
Pro-Klean Cleaning & Restoration
Providence Mutual Insurance Co.
TAPCO
United Cleaning & Restoration
XS Brokers Insurance Agency, Inc.
SPONSORSHIP
Proudly
Supporting
the
Independent
Insurance
Agents of
Connecticut
Please contact Hank Dominioni, CPCU
860-547-6495
www.thehartford.com
CONNECTICUT
UNDERWRITERS, INC.
WWW.CTUNDERWRITERS.COM
Proud Sponsor of the Independent Insurance Agents of Connecticut
Connecticut Underwriters, Inc. is the Northeast's leading independent excess and surplus lines insurance broker. We pride ourselves on being able to provide broader market coverage and higher limits to independent insurance agencies. All our markets are rated A- or better.
Along with our Pennsylvania branch and our subsidiary agencies, CONEXCO Insurance Agency and New Hampshire Underwriters, we provide insurance underwriting for needs ranging from Adult Day Care and Alarm Installers to Terrorism Coverage and Vacant Properties.
In conjunction with CUINCO, our in-house premium financing company, we are pleased to offer our clients financing on the policies we write. CUINCO offers low down payments, competitive rates and flexible payment options.
CONNECTICUT UNDERWRITERS, INC. 421 Wadsworth Street
P.O. Box 2784 Middletown, CT 06457-9284
Phone 860-347-9600 • Fax 860-347-9611 Toll Free 800-982-3881 (inside CT)
800-243-3712 (outside CT) Email [email protected]
CC RR YY SS TT AA LL RESTORATION SERVICES
OF CONNECTICUT
More Than 40 Years Experience In Restoration
• Residential Homes • Office Buildings
• Industrial Facilities • Hospitals
• Schools • Houses of Worship
• Condo Complexes • Municipality Buildings
Experts in Restoring Property Damage From
• Fire • Water
• Furnace Puff backs • Sewage Backups
• Smoke • Mold
• Soot • Vandalism
CERTIFIED IN MOLD REMEDIATION
Complete Insurance Claim Restoration
One of Connecticut’s Largest and Oldest
Independent Catastrophe Cleaning &
Restoration Specialists
Minority Owned by Women
N o r w a l k O f f i c e
1 - 8 0 0 - 4 4 2 - 7 9 7 8
www.crystal1.com
24 Hour - 7 Day Emergency Service
THE BIG “I” PROFESSIONAL LIABILITY PROGRAM – ERRORS AND OMISSIONS FOR
YOUR AGENCY
Swiss Re / Westport Insurance Corporation – an exclusive policy form and
premium credits filed on a Risk Purchasing Group basis to give Big “I” members coverage tailored to their needs.
Fireman’s Fund - is an industry leader in providing liability coverage for agents and brokers against errors and omissions. Fireman’s Fund has 25+ years experience and is the second largest writer of Agents E&O coverage in the country.
For further details on both of these E&O markets, please contact Laura Szatkowski at IAS, Inc. Phone: (860) 563-6510 or (800) 255-9787 E-mail: [email protected] ___________________________________________________________________
LAWYERS PROFESSIONAL LIABILITY IIAC members have access to Lawyers’ Professional Liability Coverage to sell to their clients. This program, underwritten by Westport Insurance Corporation, has been a leading insurer of Connecticut law firms for over 15 years.
RLI’s STAND-ALONE PERSONAL UMBRELLA With our expanded underwriting guidelines, the RLI umbrella can respond to more of your customers. Plus now it’s easier to use! Agents can check on policy status, print renewals, run reports or convert on-line quotes to an application to email to customers for an electronic signature and payment with a credit card. Another improvement is RLI’s new easy to use website, www.rlipersonalumbrella.com. These changes have proven to be a huge convenience and time saver for both agents and customers.
For more information on the above programs, please contact Rose Mullaly at IAS, Inc. Phone: (860) 563-6510 or (800) 255-9787 E-mail: [email protected]
KKKAPURA Insurance Reconstruction Specialists
& General Contractors 860-747-2100
866-737-8966 Toll Free
Fire, Water, Wind, Smoke Damage New Construction
24 hour Board-Up & Emergency Services Serving all of CT & MA for over 36 years
As specialists in fire, smoke, vandalism, water and wind damages, we understand the emergency and severity of the situation. We are prepared to provide you with our services on a 24 – hour emergency basis. We have experience in managing your claim directly with your insurance company.
Founded in 1921 Rated A (Excellent) by the A.M. Best Company
www.stateauto.com
NEW LONDON COUNTY MUTUAL INSURANCE
COMPANY 101 HIGH STREET, NORWICH, CT 06360
PHONE 1-800-962-0800 / FAX 1-860-887-2898 HOMEOWNERS ♦ AUTOMOBILE ♦ DWELLING FIRE ♦
COMMERCIAL ♦ HIGH VALUE DWELLINGS WORKING WITH INDEPENDENT AGENTS IN
CONNECTICUT FOR OVER 150 YEARS
DISCOVER THE BENEFITS OF ASSOCIATE MEMBERSHIP
Businesses other than independent property and casualty agencies are offered Associate Membership with IIAC. Associate Membership is available to those persons and firms who are directly engaged in the insurance industry or who have some other professional or business relationship with one of our members doing business under the American Agency System. Associate Members receive many benefits, but are not allowed voting privileges or use of the Big "I" trademark logo. As an Associate Member of the Independent Insurance Agents of Connecticut you and your firm will be further recognized as an active member of the Connecticut insurance community and an active participant in working on solutions to our common problems.
ADDITIONAL BENEFITS LISTING ON OUR WEBSITE WITH A
HYPERLINK TO YOUR WEBSITE EDUCATION / LUNCHEON
SPONSORSHIP OPPORTUNITIES BULLETINS CONVENTION BOOTH DISCOUNT MEMBER RATES FOR PROGRAMS &
EVENTS DIRECT MAIL TO AGENCIES FRAMED CERTIFICATE
For complete details on the above benefits and an application to become an Associate Member, please visit our website at www.iiact.org and click on “JOIN.”
Discover all the benefits
IIAC membership has to offer . . .
Coverage for Your Agency
Errors & Omissions Insurance Employment Practices & Discrimination Liability
Retirement Services Group LTD & Term Life Insurance
Revenue Producing Coverage for Your Clients
Lawyers’ Professional Liability Personal Umbrella (stand-alone) In-Home Business Policy (BOP)
Selective Flood Insurance Program Big I Markets
Research / Technical Issues
Virtual University Frequently Asked Questions Interpreting Technical Issues
Carrier Contract Review
Publications
Weekly News Release Technical, Legislative, Education Bulletins
Agent Alerts Independent Agent Magazine
Management Tools
Trusted Choice – Consumer Branding Program Project CAP
Personality Assessment Tools Ovation Payroll
Wahve www.InsuranceCareerFinder.com
Networking Opportunities
Local Events & Meetings State & National Conferences
Young Agents Committee Events
Advocacy & Legislative
State & Federal Lobbyists Carrier Advocacy and Grass Roots Coalition
National Legislative Conference
Education Opportunities
Year-round Continuing Education E&O Loss Prevention Seminars
ACSR & AAI Designation Program Tailored Training (in-house)
On-line CE Programs Best Practices Resources
State Licensing Courses for P&C and L&H
2014 EDUCATION COURSES For a complete calendar, including course
location, description and fees, please visit the “Education” page of our website.
Date Course Credits
Nov. 19 2013
Commercial Insurance Secrets 4 PC
Nov. 21 2013
Personal Auto 8 PC
Dec. 4 2013
Specialty Markets in Connecticut 4 PC
Dec. 10 2013
Homeowners Insurance 8 PC
Jan. 15 ACSR #10 – Life Insurance 4 LH
Jan. 15 ACSR #11 – Retirement Planning 4 LH
Jan. 16 E&O Loss Control Techniques 6 PC
Jan. 22 Personal Lines Pre-Licensing Course Begins
Pre-Licensing
Jan. 22 Property & Casualty Pre-Licensing Course Begins
Pre-Licensing
Jan. 28 Laws, Regulations & Ethics in Ins. 4 LRE
Jan. 28 Laws, Regulations & Ethics in Ins. with ACSR #5 – Prof. Development & Account Management
4 LRE & 2 PC
Jan. 30 AAI 81C – Commercial Property 8 PC
Feb. 4 Managing Networks & Security 3 PC
Feb. 20 ACSR #12 – Disability & Health Ins. 4 LH
Feb. 27 AAI 82A – Commercial Liability, GL & Auto
7 PC & 1 LRE
Mar. 6 Workers’ Comp. Issues & Answers
4 PC
Mar. 11 ACSR #2 – Personal Auto Insurance
7 PC
Mar. 13 Disability Insurance 3 LH & 1 LRE
Mar. 20 ACSR #9 – CL Related Coverages 6 PC
Apr. 1 E&O Loss Control Techniques 8 PC
Apr. 3 Laws, Regulations & Ethics Seminar
3 LRE
Apr. 8 ACSR #1 – Homeowners Insurance 4 PC
Apr. 10 Annuity Basics 3 LH
Apr. 10 Long Term Care 3 LH
UPCOMING EDUCATION COURSES For a complete calendar, including course
location, description and fees, please visit the “Education” page of our website.
Date Course Credits
Apr. 16 ACSR #4 – Agency Errors & Omissions
6 PC
Apr. 24 AAI 82C – Specialized Commercial Lines
7 PC & 1 LRE
Apr. 30 Personal Lines Pre-Licensing Course Begins
Pre-Licensing
Apr. 30 Property & Casualty Pre-Licensing Course Begins
Pre-Licensing
May 12 ACSR #6 – Commercial Property Insurance Online
6 PC
May 13 Young Agents Spring Conference 3 LRE & 1 PC
May 15 Life & Health Pre-Licensing Course Begins
Pre-Licensing
May 20 AAI 82B – Commercial Lines 7 PC & 1 LRE
June 12 ACSR #8 – Commercial Auto Ins. 5 PC
July 15 Laws, Regulations & Ethics in Ins. 4 LRE
July 15 Laws, Regulations & Ethics in Ins. with ACSR #5 – Professional Dev. & Account Management
4 LRE & 2 PC
July 31 Life Insurance Basics 4 LH
Aug. 6 ACSR #7 – Commercial Liability Insurance
5 PC
Aug. 12 E&O Loss Control Techniques 6 PC
Aug. 20 Personal Lines Pre-Licensing Course Begins
Pre-Licensing
Aug. 20 Property & Casualty Pre-Licensing Course Begins
Pre-Licensing
Sept. 4 Sept. 18 Oct. 2
3 and DONE!! Attend the 3 days specified and complete your CE credits whether you are P&C, L&H licensed or both
13 PC 6 LH 5 LRE
Sept. 4 Homeowners Insurance 8 PC
UPCOMING EDUCATION COURSES For a complete calendar, including course
location, description and fees, please visit the “Education” page of our website.
Date Course Credits
Sept. 11 Boiler & Machinery Seminar (Equipment Breakdown)
3 PC
Sept. 18 Basic Commercial Lines Related Coverages
5 PC & 3 LRE
Sept. 25 AAI 83A – Principles of Agency Management
8 PC
Oct. 2 Business Life & Retirement Planning
6 LH & 2 LRE
Oct. 16 IIAC MID-YEAR CONVENTION 3 LRE
Oct. 20 Life & Health Pre-Licensing Course Begins
Pre-Licensing
Oct. 21 AAI 83B Agency / Company Relations
8 PC
Oct. 23 Laws, Regulations & Ethics Seminar
3 LRE
Oct. 28 ACSR #3 – Personal Lines Related Coverages
5 PC
Nov. 4 ACSR #4 – Agency Errors & Omissions
6 PC
Nov. 6 Life & Health Ethics 3 LRE
Nov. 13 Personal Lines Pre-Licensing Course Begins
Pre-Licensing
Nov. 13 Property & Casualty Pre-Licensing Course Begins
Pre-Licensing
Nov. 14 AAI 83C – Agency Financial Management
8 PC
Additional Courses are continually being added to the calendar. Please be sure to check the on-line version by going to our “Education” page at www.iiact.org
Young Agents Spring Conference Wethersfield Country Club
Tuesday, May 13, 2014
IIAC Annual
Membership Meeting Wethersfield Country Club
June 3, 2014
IIAC Annual Golf Tournament
Sponsored by the Young Agents Committee
Blackledge Golf Course, Hebron
Thursday, August 7, 2014
IIAC Mid-Year Convention
Aqua Turf, Plantsville
Thursday, October 16, 2014 Thursday, November 12, 2015
Each year will provide 3 LRE CE credits
Event information and registration forms for all of the above can be obtained on the “Events and Conferences” page of our website at www.iiact.org.
2014 IIAC EVENTS
Warren C. Ruppar President
Tracy Hearn Office Manager
Event Coordinator [email protected]
Barbara Spear
IIAC Education Consultant Keidel, Weldon and Cunningham, LLP
Laura Szatkowski E & O Administrator [email protected]
Rosemary Mullaly
Lawyers’ Liability Program Administrator RLI Program Administrator
IIAC Staff
INDEPENDENT AGENTS SERVICES STAFF
INDEPENDENT INSURANCE AGENTS OF
CONNECTICUT, INC.
30 Jordan Lane Wethersfield, CT 06109
Phone (860) 563-1950 (800) 842-2208
Fax (860) 563-6730 (860) 257-9981
Web Site www.iiact.org