Mid-Year Convention Program Book - IIACT Book... · Apogee Insurance Group Applied Systems, Inc....
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IIAC Mid-Year Convention Program Book Aqua Turf Club Plantsville, CT October 16, 2014
Transcript of Mid-Year Convention Program Book - IIACT Book... · Apogee Insurance Group Applied Systems, Inc....
IIAC Mid-Year
Convention
Program Book
Aqua Turf Club
Plantsville, CT
October 16, 2014
2014 - 2015
Jim Suzio, CIC Chairman
Suzio Insurance Center, Inc., Meriden
Kim McGillicuddy, CPCU Chairman-Elect
Pierson & Smith, Inc., a division of First Niagara Risk Management, Norwalk
Jared Carillo, CIC Treasurer
Charles S. Carillo Insurance, Windsor Locks
Mike Rivers, AAI Secretary
Tracy-Driscoll & Co., Inc., Bristol
Jay Byrnes, CIC State Director
Byrnes Agency, Inc., Dayville
Michael Gergler, CIC Immediate Past Chairman
Wilcox & Reynolds Insurance, LLC, Storrs
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 2014 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.
Jim Suzio, 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 2 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 Jim Suzio, CIC IIAC Chairman
Suzio Insurance Center, Inc. Meriden, CT
Meet the Candidates
Heather Somers
Republican Candidate for Lt. Governor
Dan Malloy Democratic Candidate for Governor
Make-A-Wish
The Implementation and Regulation
of the new Coastal Legislation George B. Bradner, Director Property & Casualty Division
Connecticut Insurance Department
PROGRAM
(Continued)
IIABA – A View from our National Association David A. Walker, AAI, CIC, LIC, ARM
IIABA Chairman Hartland Insurance Agency
Hartland, MI
Insurance Industry Panel Moderator
Jim Suzio, CIC IIAC Chairman
Michael R. Christiansen, CPCU, ARM
President, Northeast Region, Business Insurance Liberty Mutual Insurance
Richard P. Creedon
President and Chief Operating Officer Utica Mutual Insurance Company
James J. Kennedy, CPCU, LUTCF
President and Chief Executive Officer Ohio Mutual Insurance Group
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.
AmTrust North America
Apogee Insurance Group
Applied Systems, Inc.
Applied Underwriters
Auto Glass of New England, LLC
BH Burke & Co., Inc.
Capital Premium Financing
Coastal Agents Alliance, LLC
Connecticut Insurance & Fincial Services
State of Connecticut Insurance Department
Connecticut Underwriters, Inc.
Crystal Restoration Services of Connecticut
Crystal Restoration Services of Southington
The Entrepreneur Circle, LLC
Enviro-Clean, Inc.
EZLynx
EXHIBITORS
(Continued)
Great American Insurance Group
Group Benefit Options
HawkSoft, Inc.
Heartland Ovation Payroll
Independent Insurance Agents of CT Programs & Services
Infinite Technology Consulting, LLC
Insurance Agency Accounting & Bookkeeping
JN Phillips Auto Glass
JP Maguire
Lancer Insurance Company
Maritime Program Group
McNeil & Company Insurance & Risk Services
Meadowbrook TPA Associates
MEMIC
New England Excess Exchange
Payless Auto Glass
Philadelphia Insurance Company
Plymouth Glass & Mirror
Premium Assignment Corp.
EXHIBITORS
(Continued)
Robert Hensley & Associates, LLC
R-T Specialty, LLC
Russell Bond & Co., Inc.
Safeco Insurance
Safelite Auto Glass
ServiceMaster Restore
Standard Publishing Corporate
Steamatic of Connecticut & New York
Stillwater Insurance
The Thompson Agency, Inc.
Total Program Management
United Cleaning & Restoration
UPC Insurance
Utica National Insurance Group
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
SPONSORSHIP
Platinum Sponsors
Central Mutual Insurance
Connecticut Underwriters
Crystal Restoration Services of CT
Hanover Insurance
Independent Agents Services, Inc.
InsurBanc
MEMIC
Plymouth Rock Assurance Corp.
Quincy Mutual
RT Specialty
Safeco Insurance Company
Swiss Re Corporate Solutions
UPC Insurance
SPONSORSHIP
Gold Sponsors
Acadia Insurance
ACE Private Risk Services
Andover Companies
C.N.A.
Computer Rescue
Harleysville Insurance
Iroquois New England, Inc.
The Main Street America Group
MAPFRE Insurance
MetLife Auto & Home
NLC Insurance Companies
Plymouth Glass & Mirror, Inc.
Progressive Insurance Company
Renaissance Alliance
State Auto
Union Mutual of Vermont
Utica National Insurance Group
SPONSORSHIP
Silver Sponsors
Auto Glass of New England, LLC
Heartland Ovation Payroll
Pro-Klean Cleaning & Restoration
Steamatic of Connecticut & New York
XS Brokers Insurance Agency, Inc.
SPONSORSHIP
Proudly
Supporting
the
Independent
Insurance
Agents of
Connecticut
Please contact Hank Dominioni, CPCU
[email protected] 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] _________________________________________________________________________________
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.
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.
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]
For more information and about the
products and services we offer,
please contact our
Connecticut Marketing Representatives:
Matt Cronin
Frank Pearson
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
VISIT US ON OUR WEBSITE:
WWW.AUTOGLASSOFNEWENGLAND.COM
LOCATIONS IN: STRATFORD AND DANBURY
FAMILY OWNED AND OPERATED, 24/7 ON CALL
SERVICE,
MOBILE & IN-SHOP SERVICE PROVIDED
COVERING ALL OF CONNECTICUT
DISCOVER THE BENEFITS OF
ASSOCIATE MEMBERSHIP
WITH THE
INDEPENDENT INSURANCE AGENTS
OF CONNECTICUT, INC.
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 MEMBER BENEFITS
LISTING ON OUR WEBSITE WITH A HYPERLINK TO YOUR WEBSITE
EDUCATION / LUNCHEON SPONSORSHIP OPPORTUNITIES
BI-WEEKLY NEWSLETTER
LEGISLATIVE AND REGULATORY UPDATES
CONVENTION BOOTH DISCOUNT
MEMBER RATES FOR PROGRAMS & EVENTS
DIRECT MAIL TO AGENCIES
For complete details and an application, please visit our website at www.iiact.org, hover over the “Resources” tab and select “JOIN IIAC.”
Discover 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 TrustedChoice.com
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
Young Agents Spring Conference Date & Location
Will be posted on our website
IIAC Annual
Membership Meeting Wethersfield Country Club
June 9, 2015
IIAC Annual Golf Tournament
Sponsored by the Young Agents Committee
Blackledge Golf Course, Hebron
Thursday, August 6, 2015
IIAC Mid-Year Convention
Aqua Turf, Plantsville
Thursday, November 12, 2015 Thursday, November 10, 2016 Thursday, November 09, 2017
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
2015 IIAC EVENTS
Warren C. Ruppar President
Tracy Hearn Office Manager
Event Coordinator [email protected]
Laura Szatkowski E & O Administrator [email protected]
Barbara Spear
Education Director [email protected]
Rosemary Mullaly
Education Administrator Program Administrator for RLI and Lawyers’ Liability
IIAC Staff and
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) 257-9981
Web Site www.iiact.org
