TriLines Mar/April 2013

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[1] March/April 2013 PRESIDENTS MESSAGE Steven Visco, Ph.D., AAI PLAN FOR THE FUTURE James Bastian SCHOLARSHIP WINNER Eileen Black LESSONS LEARNED FROM SANDY Ron Brunell Annual Installation Dinner June 5, 2013 Fox Hollow

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Information for the Independent Agents in Brooklyn, Queens, and Nassau County

Transcript of TriLines Mar/April 2013

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March/April 2013

PRESIDENTS MESSAGESteven Visco, Ph.D., AAI

PLAN FOR THE FUTUREJames Bastian

SCHOLARSHIP WINNEREileen Black

LESSONS LEARNED FROM SANDYRon Brunell

Annual Installation Dinner June 5, 2013

Fox Hollow

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PRESIDENT’S MESSAGE

Steven Visco, Ph. D, AAIPresident

  Spring  is  in  full  bloom  and  my  2me  as  President  of  Tri  County  is  rapidly  coming  to  a  close.    I  am  very  proud  of  the  mee2ngs  and  programs  we  have  been  able  to  present  to  you  in  the  past  two  years  and  I  am  certain  that  you  can  count  on  the  same  quality  mee2ngs  from  the  next  administra2on.

  Our  March  14th  joint  mee2ng  with  IIABSC  was  a  huge  success  based  on  member  feedback.    Dr.  Hartwig’s  presenta2on  was  both  informa2onal  and  entertaining.    Everyone  surely  leL  the  mee2ng  with  a  beMer  understanding  of  the  industry  post  Sandy.    Blackstone’s  provided  a  comfortable  mee2ng  place  and  an  outstanding  meal.

  As  one  of  my  last  official  acts,  I  am  hos2ng  the  April  30th  Elec2on  mee2ng.    This  mee2ng  is  FREE  to  all  members.    We  will  be  having  a  breakfast  mee2ng  at  the  Milleridge  Inn  located  in  Jericho.    It  is  said  “there  is  no  such  thing  as  a  free  lunch”,  but  at  Tri  County  there  is  a  free  breakfast!    Registra2on  begins  at  8  a.m.  and  the  mee2ng  begins  at  8:30  a.m.    Legal  Specialists,  Jim  Keidel  and  Chris  Weldon  of  Keidel,  Weldon  and  Cunningham  will  be  discussing  the  poten2al  pi]alls  to  avoid  E  &  O  losses  as  a  result  of  Hurricane  Sandy.    This  is  a  topic  I  can  personally  relate  to  in  these  li2gious  2mes.    As  usual,  I  will  provide  plenty  of  surprises  in  the  form  of  giLs  for  all  who  aMend.    Please  plan  to  join  us  for  this  educa2onal  and  informa2ve  business  mee2ng.    Be  part  of  the  process  of  elec2ng  our  new  officers.    I  look  forward  to  seeing  you  there!

  Currently,  we  have  assembled  a  team  of  volunteers  to  go  to  Washington,  D.C.  and  represent  our  associa2on  at  the  annual  Legisla2ve  Day  event.    The  members  reported  the  local  Legisla2ve  Day  was  an  extreme  success  and  we  are  coun2ng  on  the  same  in  Washington.    Look  forward  to  a  full  report  from  our  team.

  Save  the  Date!    Wednesday,    June  5,  2013  for  our  annual  Installa2on  Dinner  at  Fox  Hollow  in  Woodbury.

  Spring  had  goMen  off  to  a  great  start  at  Tri  County.    Let’s  join  together  to  end  this  year  as  strong  as  it  started.

  My  electronic  door  is  always  open.    Feel  free  to  e-­‐mail  me  at  [email protected].

            Steven  Visco,  Ph.D,  AAI             President

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New Empire GroupSuperior Service Spectacular Pricing

Exceptional Coverage

Emma MahnkenProperty Managers E&O

Directors & O!cers(516) 690-8129

emmam@ newempiregroup.com

Marisa VutranoCommercial Umbrella

Supervisor(516) 690-8124

marisav@ newempiregroup.com

Lina GallegoProfessional Liability

(516) 690-8132linag@

newempiregroup.com

Monica BustamanteCommercial Umbrella

(516) 690-8117monicab@

newempiregroup.com

Robert G. MackoulProperty & General

Liability for Real Estate(516) 690-8116

robm@ newempiregroup.com

Stephanie CorrCommercial Umbrella

(516) 690-8120stephaniec@

newempiregroup.com

Daniel BreenCommercial Umbrella

Property & GL for Real Estate(516) 690-8128

danielb@ newempiregroup.com

Jeanine ThompsonCommercial Umbrella

Site Environmental(516) 690-8119

jeaninet@ newempiregroup.com

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Cummin M. Clancy passed away at his home on February 15, 2013. Cummin was IIABNC president in 1996-97.  He also was the recipient of the Joe Bonica award in 1992 and the Bob Morris award in 1986.  Cummin called Garden City his home for 51 years.  A former Olympian for Ireland in 1948, he later founded Clancy & Clancy, LTD in 1956. The family operated, independent insurance agency has become a fixture on Seventh Street,

Garden City where it’s been doing business for many years. Cummin leaves behind his beloved wife of 58 years, Maureen, and their five children.  Maura, one of their two daughters, worked with her mom and dad at Clancy & Clancy and is the current President of the Clancy & Clancy Insurance Agency. Maura followed in her dad’s footsteps and became President of IIAANC (1996-97) and followed him down the line receiving the Joe Bonica award in 2003 and the Bob Morris Award in 1999.  Cummin was respected by everyone that had the pleasure of knowing him. He was a dedicated family man, an astute businessman who was strongly motivated to achieve optimal results for his loyal policyholders. He was the consummate host who had the ability to light up a gathering with his broad infectious smile.

I would often run into Cummin on Seventh Street in Garden City and after greeting me with a big hand shake and asking how everyone was in my family, he would always end the conversation with “let’s get together for a sandwich and a glass of wine”! We finally did meet for that sandwich and yes we had that glass of wine…. or was that two glasses?  Don’t quite remember but I will raise one more glass of wine for my friend.  

It is with warmest memories that we toast the life of the gentle giant, Cummin M.

Clancy.by Kevin Crossley

The Loss of A Gentle GiantIn Memoriam Cummin Clancy

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It's time to reflect, learn and plan for the future!

What can we learn from Super Storm Sandy to help our business run better?

Managing E & O exposures is a important facet of effective agency management.

To that end, we will be hosting a breakfast meeting on April 30, 2013. Featured speakers will be Big "I" legal specialists Jim Keidel & Chris Weldon of Keidel, Weldon & Cunningham, LLP

•Get instruction and insight from the experts•Learn how to streamline your agency systems•Bring your producers, managers and CSR's •PLAN AHEAD!   The meeting is FREE for members, plan on joining us forthis educational and enlightening event!

Plan For The Futureby James Bastian

Note your calendar now to attend this big event.

**********************************

TriCounty IIAA Annual Jackson Traub Golf Outingwill take place on

Thursday, October 3, 2013

At the Beautiful Woodmere Club!Details to Follow Shortly.

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What You Don't Know Could Put You Out of Business!We learned a lot from Sandy. Now it’s time to protect your agency against E&O

claims after the next catastrophic event. • Is everyone in the agency following the same

procedures?• How do you document your files? • How can you streamline your systems without added

cost? • ARE YOU SURE YOU’RE FULLY PROTECTED?

(probably not)

TriCounty is bringing Big “I” E&O Specialists Jim Keidel & Chris Weldon to Milleridge Inn on April 30 to answer these questions and your concerns. Bring your producers, managers

and CSR’s to this crucial program. As an added benefit, we’re offering it free to all TriCounty members. Sign up today on www.tricountyagents.com

Place: Milleridge Inn - Main Building, 1st Floor 585 North Broadway, Jericho, NY www.milleridge.com

Time: 8:00 - Check In 8:30 - Program and breakfast buffet

Cost: TriCounty and NextGen Members: FREE All Other Guests: $30.00 per person

All ‘Walk-in’ guests, please add $5.00.

REGISTER ON-LINE AT WWW.TRICOUNTYAGENTS.COM

All are welcome. Reservations must be in by April 24

For reservation information contact Jeanne Abatelli at 516-681-6265- [email protected]

For program information, contact Pat Calvert at 516-621-2209 – [email protected]

MEETING NOTICETUESDAY APRIL 30, 2013

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PLEASE JOIN US FOR OUR ANNUAL INSTALLATION DINNER

WEDNESDAY - JUNE 5, 2013FOX HOLLOW 7725 JERICHO TURNPIKE, WOODBURY, NY

Cocktail Reception 6 pm OPEN BAR ALL EVENING

Dinner with a Choice of Entree 7 pmINSTALLATION OF OFFICERS & DIRECTORS

BRIEF AWARDS PRESENTATION

$75.00 per person * Please RSVP by May 27th RESERVATIONS ARE REQUIRED.

TABLES OF 9 = $630 * TABLES OF 10 = $700 * TABLES OF 11 = $770 IF REGISTERING ON OUR WEBSITE FOR TABLES, PLEASE EMAIL ALL THE NAMES TO

JEANNE ABATELLI: [email protected]

PLEASE USE THE RESERVATION FORM BELOW OR REGISTER ON-LINE AT WWW.TRICOUNTYAGENTS.COM

RESERVATION FOR TRICOUNTY IIAA INSTALLATION DINNER – JUNE 5, 2013

NAME(S) _______________________________________________________________________________COMPANY NAME _________________________________________________________________________ADDRESS _______________________________________________________________________________PHONE NO. _______________________________E-MAIL ________________________________________

PLEASE MAKE CHECK PAYABLE TO TRICOUNTY IIAA MAIL TO: JEANNE ABATELLI * 150 DARTMOUTH DR. * HICKSVILLE, NY 11801

IF YOU HAVE ANY QUESTION PLEASE CALL 516-681-6265 OR [email protected]

INDEPENDENT INSURANCE AGENTS ASSOCIATION

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On February 28th TriCounty held a joint meeting with CIB in Howard Beach. The meeting “Lessons Learned from Sandy”, should have been a sellout. The meeting topic came after a discussion at our board meeting was had regarding the topic of “FLOOD” insurance. It amazed the board to learn how little we all knew about the ins & outs of the federal flood insurance program. The discussion at the board meeting was, why as an agent would you chose to work with a servicing carrier as opposed to going to FEMA direct, why are there no independent adjusters FEMA approved located in the North East, & what can we do as agents to get claims settled quicker. These were just a few of the topic’s we wanted & did tackle at the February meeting.

Special thanks goes to the IIABNY team in Syracuse, headed by Kathy Lawler, who helped us get this meeting planned and arranged for our panel.  The meeting would not have had the success it did without Jeff Greenfield who was the moderator of our panel. The panel included Bob Haraksin who is the Flood manager at Selective Insurance Company, Christopher Nixon who is the VP of Property claims at Travelers & Crystal Tramunti from FEMA.

Jeff did an outstanding job firing questions at the panel, and the responses were very informative. You

know a meeting is successful when the audience is asked to fire questions, and the questions last  so long that we had to cut them because of time constraints.

As a person that has been involved in this association his entire career, I find it amazing how little member participation there is at a meeting of this type. The association could not have brought a more timely topic, better moderator or panel than they did and still so few agents participate. I ask WHY? Don’t sit on the sidelines get involved, I promise you will be better for it.

by Ron Brunell

Lessons Learned From Sandy

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On March 14, 2013, IIABNY-Suffolk County and Tri-County hosted a discussion with Dr. Robert Hartwig, CPCU. Dr. Hartwig is the President of the Insurance Information Institute.

Hurricane Sandy was the 3rd costliest hurricane in US insurance history with approximately $20 Billion in claims. Approximately $10 Billion were for New York State making it the second costliest event in the state after the 9/11 terrorist attack.

Of the 1.52 million insurance claims, 60-65% were commercial and 35-40% were personal lines with the following average claims payments:

Home: $ 6,558Auto: $10,894NFP-Flood $43,056Commercial: $44,563

It was noted that most of the uninsured claims were due to flood damage. Approximately 2/3 of homeowners that were affected by flooding did not have flood coverage.

Although the media and State government were critical of the insurance industry’s response to the storm, of the 500,000 claims in New York State, less than 1% of consumer complaints were reported.

Data is still being collected that will determine what is going to be the final outcome to this catastrophic event and how it will affect the market place in the future.

For more detail on this seminar, Dr. Hartwig’s presentation can be viewed at

www.iii.org/presentations

by Eric Keiffert

Hurricane Sandy: A Progress Report and Look Into the Future of the P/C Insurance Industry—Recap

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March 14th Joint Meeting with IIAB of Suffolk County

Steve Folan & Randi Roaen of Folan Agency Lori Felice & Risa Kluger of SERVPRO of Port Jefferson

Rob Rivera & Anthony Manna of NIF Group with Peter Dragone of Ocean Harbor/Complex Coverage

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Bob Hartwig addressing a rapt audience

Steve Visco, TriCounty president and Brandon Conway, IIABNY’s Marketing representative flank Dennis Lombardi of Total Restoration, winner of the basket of cheer.

Robert Mackoul & Steve Sternberg

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Tom Crowley, IIABNY Chair, and Dick Poppa, IIABNY President & CEO

Rich delaSota, Joanne Bentivegna, Bob Hartwig, Dick Poppa, Tom Crowley and Steve Visco

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Each year TriCounty presents two scholarships to college-bound high-school seniors.

The first scholarship is THE STEPHEN T. DOOLEY – COMMUNITY SERVICE SCHOLARSHIP

This award was started after the passing of one of our outstanding president, Steve Dooley.

Steve was a natural leader and a major influence in the formation of the merger of the Nassau and Queens associations into TriCounty.

He was the president of TriCounty in 2001 – 2002 and continued to serve on the board in various roles until his death in February, 2005 from cancer. Steve was also very active with a number of charity and youth activities in his Garden City community.

In Steve’s memory, we formed the Stephen T. Dooley Community Service Scholarship for $2,500 which is to be presented to Steven Trezza a high school senior at West Hempstead High School. Steven is still deciding on Princeton University or Stevens Institute of Technology..

Our second scholarship is THE JOEL S. POLLACK – MEMORIAL SCHOLARSHIP

Joel Pollack was a rising star in the Queens Big “I” association when he was killed by a drunk driver over Memorial Day weekend in 1998 in Suffolk County. He was 35 years old and already a highly regarded member of our industry, with a promising future.

TriCounty established this educational scholarship in his honor to assist graduating high school seniors in furthering their education. Winners of this award are based on outstanding essays as well as grade point average.

This years essay was prepared by our Scholarship Committee, and read as follows: “Everyone knows an accident can increase your auto insurance rates. Write an essay explaining what else affects auto insurance rates. Consider things that can increase or decrease rates.”

This year the $2,500 award went to Joni Christel at Carle Place High School who plan on attending SUNY Geneseo in the fall.

High School Scholarship Winners

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Kevin R. Crossley (pictured left), vice president, AAA New York Insurance Services, Inc., in Garden City, Long Island, N.Y., says he lives in Long Beach, N.Y., and, like many people living on the barrier island, made the necessary preparations for wind and water, such as placing his furniture up as high as possible out of harm’s way.Unlike some of his neighbors, he decided not to ride-out the storm. He opted to stay in a hotel close to his Garden City office, which has a more central location in Long Island’s Nassau County.“It was a good thing we did that because once the airport was closed all the pilots and flight attendants filled the hotels; there

was not a room to be found,” says Crossley.Eighteen miles south of Garden City, his neighbors dealt with Sandy’s tidal surge coursing

through their homes; many lost their vehicles. Fortunately, as quickly as the water came in, it receded.

Right: A damaged car after Superstorm Sandy swept through Long Beach, N.Y. (Credit:FEMA photograph/Andrea Booher).

The AAA office building had a back-up generator, but the building never lost power. For some, the office became a safe haven while they waited for heat and electricity to return to their homes.

Crossley spent four days in the hotel before finding other accommodations. It would be a week before he and other residents could get back to their homes to assess the damage.

6 Months Later: Agents Tell Tales of Sandyby BY MARK E. RUQUET, PROPERTYCASUALTY360

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“My home, I was fortunate. I was elevated just enough,” says Crossley. He was out of his home for seven weeks. The storm knocked out his boiler, hot water heater, washer and dryer; the water stopped just before reaching the first floor.

For him, the experience was an inconvenience, primarily because there was little to do until the electricity came back. Hampering progress was the fear of an electrical fire after one home burned down from wet electrical wires under the house.

Five months later, most people are back in their homes, he says, and with spring here “you kind of put this behind you.” 

He says the insurers AAA deals with stepped in where needed and offered a lot of support. “We saw some very generous payments on claims,” he says. “It helps strengthen our

policyholder’s relationship. They remember the service you provide them and in the future, when an increase comes along, they will be willing to accept it.”

Left: Damage around Long Beach, N.Y. after Superstorm Sandy (Credit:FEMA photograph/Andrea Booher).One of the takeaway lessons from Sandy, Crossley says, is that individuals who thought they were prepared found out they were not. The major lesson: when there is a mandatory evacuation, get out. For carriers, he believes the volume of claims took them by

surprise and they will improve.  “We better be more prepared for events like this,” says Crossley. “We are seeing too many odd

events now. We are not going to be [shut] down again without the right preparations.” 

6 Months Later: Agents Tell Tales of Sandycon’t

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VANE Excess and Surplus, Inc.

Specializing in the following lines:

Directors and Officers Liability Employment Practices Liability Professional Liability Cyber Liability

Contact:Anthony Cacioppo

(631) [email protected]

VANE Excess and Surplus, Inc. 103 Fort Salonga Road, Suite 4

Northport, NY 11768

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On Average, the ‘Bottom Ten’ Banks Are Holding Back Nearly Half of the Sandy Insurance Funds They Have Received, Well Above Industry-wide Average of 17 Percent

‘Bottom Ten’ Banks Are Holding Back Millions in Sandy Insurance Aid for Affected Homeowners

Governor Andrew M. Cuomo today announced that the Department of Financial Services (DFS) has identified the ‘bottom ten’ banks with the worst statistics relating to the payout of insurance claims to Superstorm Sandy victims and has notified them to speed up the disbursement of those funds to affected homeowners.

“The State has worked hard to cut red tape for homeowners affected by Superstorm Sandy so they can get the relief they need to rebuild and recover as quickly as possible,” said Governor Cuomo. “While we won’t be satisfied until every single victim gets every single dollar to which they’re entitled, some banks have continued to lag especially far behind the rest and it’s well past time for them to pick up the pace.”

Benjamin M. Lawsky, Superintendent of Financial Services, said, “The poorest performing banks are lagging well behind the leaders and are holding back millions in badly needed Sandy aid. Homeowners deserve much better treatment from their banks and we will keep fighting to make sure these funds get released to speed the recovery.”

An investigation by the New York State Department of Financial Services (DFS) – which reviewed 33 of the nation’s largest banks and mortgage servicers – found that:

· On average, the ‘bottom ten’ banks are holding back nearly half (44 percent) of the Sandy insurance claims they have received – well above the industry-wide average of 17 percent.· Those ‘bottom ten’ banks are currently holding back 1,109 checks for Sandy insurance claims totaling nearly $41 million.· One member of the ‘bottom ten,’ Selene Finance, is still holding back nearly three-quarters (71 percent) of the Sandy insurance funds that it has received. No bank in the bottom ten is holding back less than 38 percent of the Sandy insurance funds it has received.

DFS’ review showed that three of the nation’s largest banks – CitiMortgage, JPMorgan Chase, and

GOVERNOR CUOMO ANNOUNCES DFS INVESTIGATION IDENTIFIES BANKS WITH WORST SANDY AID STATISTICS

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Bank of America – are now holding an average of only 11 percent of the insurance proceeds that they have received. In other words, those three banks have disbursed more than 89 cents of every dollar they’ve received. Six banks and servicers have now disbursed more than 90 cents of every dollar they received. In total, the banks that DFS reviewed have paid out more than $1.1 billion in Sandy insurance claims for homeowners.

Many Superstorm Sandy victims receiving insurance claim checks are facing a hurdle that they often hadn’t anticipated: the check is issued jointly to the homeowner and that homeowner’s bank or mortgage servicer, thus requiring the bank’s endorsement of the check before the homeowner may access the funds. This dual endorsement is a standard requirement of mortgage notes and insurance contracts.

In December 2012, the Department of Financial Services and major banks reached an agreement that improved the situation by speeding advance checks to homeowners. The Department also sent a letter to banks and mortgage servicersFebruary 2012 proposing a set of best practices to help get relief to homeowners more quickly.

Since the Department’s last letter to financial institutions about this issue in February, banks and servicers have said that they would immediately release an extra $112 million to storm victims, in addition to their regular disbursements. Moreover, representatives from five banks and servicers—JP Morgan Chase, Wells Fargo, CitiMortgage, Bank of America, and Ocwen—spent the first week of March at DFS Disaster Assistance Centers across the region and collectively assisted more than 600 New Yorkers with release of their insurance proceeds.

Superintendent Lawsky said, “At the urging of DFS, most major banks took unprecedented measures in these unprecedented circumstances to release money to their customers to help them recover. We appreciate those efforts and insist that their competitors follow their example.”

A list of the ‘bottom ten’ banks and the amount of insurance funds for Sandy victims they are holding is included below:

GOVERNOR CUOMO ANNOUNCES DFS INVESTIGATION IDENTIFIES BANKS WITH WORST SANDY AID STATISTICS con’t

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Total Amount of Insurance Proceeds

Still Being Held

Percent of Insurance Proceeds Still Being

HeldSelene Finance $1,872,333 71%

Select Portfolio $4,859,158 56%Astoria Federal $3,668,003 48%Capital One $3,700,158 45%Nationstar Mortgage $6,032,216 44%Flagstar $2,922,580 43%Specialized Loan $1,373,576 41%OneWest Bank $14,332,160 39%Sun Trust Mortgage $712,884 39%Mid-Island Mortgage $1,251,184 38%Total Dollars/Average %

$40,724,252 44%

Today, Superintendent Lawsky again urged banks and servicers to implement the best practices DFS put forward in its February 2012 letter. Those best practices include:

1. Publishing clear, easily accessible information on their websites describing the procedures required to release funds, providing copies of required forms, and listing direct contact information for consumer representatives.

2. Designating a single point of contact for homeowners.

GOVERNOR CUOMO ANNOUNCES DFS INVESTIGATION IDENTIFIES BANKS WITH WORST SANDY AID STATISTICS con’t

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3. Immediately releasing all funds designated by the insurance company as “emergency” or “advance” funds.

4. Permitting submission of required documentation via fax and email. Storm Sandy-related faxes and emails should have a separate, designated fax number and email address to expedite processing.

5. Minimizing the amount of documentation required during each phase of repair.6. Holding all insurance proceeds in an interest bearing escrow account for the homeowner’s

benefit.7. Processing all mail on the day of receipt.8. Upon receipt of complete documentation, releasing proceeds the day of receipt.9. In the event that they receive incomplete documentation, notifying the homeowner immediately

with detailed instructions on additional requirements.10. For those with branches, accepting paperwork and endorse checks at all branch locations.11. Where proceeds cannot be released in person at a branch location, dispersing funds via

electronic transfer or overnight delivery.12. Requiring inspection only if specifically required by investor guidelines.13. Where inspection is required, deploying inspectors within two days of becoming aware of the

homeowner’s request for such inspection.14. Conducting all inspections at the servicer’s own expense.15. Upon receipt of proof that homeowner is seeking only reimbursement for money already

expended on home repairs, issuing check or electronic transfer directly and exclusively to the homeowner.

16. Maintaining sufficient staff to comply with all of the above practices.

###Additional news available at www.governor.ny.gov

New York State | Executive Chamber | [email protected] | 518.474.8418

GOVERNOR CUOMO ANNOUNCES DFS INVESTIGATION IDENTIFIES BANKS WITH WORST SANDY AID STATISTICS con’t

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February 28, 2013

Kingstone Insurance CompanyNew Empire Group, Ltd. Total Restoration, Inc.

March 14, 2013

Mackoul & Associates, Inc.NIF Group

Ocean Harbor/Complex CoveragePryor Personnel Agency Inc.

Quaker Special RiskServpro of Port JeffersonTower Group Companies/

Adirondack Insurance

Please remember these companies support our

association. Please support them whenever

possible.

Meeting Sponsors

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The following seminars will be held at Four Points Sheratonin Plainview(Pl) or LaQuinta Inn & Suites in Garden City (GC)

4/26/13 NYAIP Producer Procedures…….......................................................Pl (1/2 day-am) 5/16/13 Life Insurance…………………………………………...........................Pl (full day)6/04/13 NY Health Benefit Exchange…………………………..........................Pl (1/2 day-am)6/12/13 E&O Video..……………..………..............................NYIT, Old Westbury (half day-am)6/18/13 Agency Management (AAI-83 Seg A)………….................................Pl (1/2 day-am)

The following seminars will be held at Belfor Restoration in Ronkonkoma, NY unless noted otherwise.

5/21/13 E&O LIVE ………………………................................Hauppauge Hyatt (half day-am)6/12/13 E&O Video ……………………….…................................Location TBA (half day-am)

The following seminars will be held at Belfor Restoration, Maspeth, Queens.

4/16/13 Hacked? You Can’t Hide Now…………………….…............................ ..(half day-am)

The following seminar will be held at Swiss Re in NYC

5/22/13 E&O LIVE …………………………………………....................................(half day-am)6/12/13 E&O Video………………………......................................Location TBA (half day-am)

For a complete schedule and registration form, log on to www.iiaany.org. Go to the ‘Education’ link and click ‘Ed Calendar. For more information, call IIABNY’s Education Department at 1-800-962-7950.

IIABNY SEMINAR CALENDAR – First Half of 2013in Nassau and Suffolk Counties (also Queens & NYC)

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Limited Seating - Register Early!

Please send form with payment to Monica Rayder c/o IIABNY, 5784 Widewaters Pkwy, 1st Floor, Dewitt, NY 13214 or fax to 888-432-0510

Name: _____________________________________________________________________________

NYS License Number(s) _______________________________________________________________

Company: __________________________________________________________________________

Address: ___________________________________________________________________________

E-mail: _________________________ Phone: ______________________ Fax: __________________

Payment Method

� Check (made payable to IIABNY, Inc.) Amount of check: $________________________ � American Express � MasterCard � Visa Amount of charge: $ _______________________

Card #____________________________________________ Expiration Date: ___________________

Name on Card (please print) ___________________________________________________________

Authorized Signature ______ ___________________________________________________________

CANCELLATION POLICY: Full credit will be allowed for cancellation requests received at least 3 business days before the event. Any cancellation request received less than 3 business days prior to the event will receive a 50% credit. Cancellation requests received on or after the date of the event will NOT be eligible for credit. ALL CANCELLATION REQUESTS MUST BE IN WRITING~ NO EXCEPTIONS!

The Original Social Network

Next Gens are your chance to grow your network in the insurance industry the “old fashioned” way.

Come out, connect with your peers, and build relationships while having a great time!

Q. Can You Have Fun and Earn CE Credit While You Do It?

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Jerry Brunell Memorial Fishing Outing

Wednesday August 21, 2013

Again this year, Downstate will hold its annual Fishing Excursion on the “Fishtale” boat departing Captree Boat Basin. Ticket price includes a full day of fishing, breakfast, lunch, beer, soda, prizes, bait &

tackle, fishbags.

Amount: $75.00/person

Place: Captree Boat Basin

Time: Departs 7:45 am. Return 3:30pm

Directions: Southern State Parkway to Exit 40,

Robert Moses Causeway, take south 5 miles to

Captree Boat Basin exit

Footware: Sneakers, dock-siders or equivalent

Note to donate fishing prizes and more information call Martin Rosenthal at 516-599-1100 ext 155

Please fill out and send with your check payable to Downstate CouncilReturn to Martin Rosenthal

c/o NGL Group 112 Merrick Road

Lynbrook, NY 11563Firm Name:___________________________________________________________________

Name:_______________________________________________________________________

Address:______________________________________________________________________

City: _______________________________________ State: _______ Zip: _________________

Tel No._____________________________________ Email: ___________________________No.Fishing _____ @ $75 each = $__________

Total Amount of Check enclosed ___________

Use back of form for additional fishermen.

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OFFICERS & DIRECTORS

OFFICERS

PresidentSteven Visco, PhD, [email protected]. Edwards, Inc.791 South Main StreetFarmingdale, NY 11735 516-249-5200fax: 516-249-5255

Vice PresidentRobert E. Mackoul, [email protected] & Associates25 Nassau LaneIsland Park, NY 11558 516-431-9100fax: 516-431-4641

TreasurerFrank J. [email protected] Agency1051 Franklin AvenueGarden City, NY 11530516-873-2387fax: 516-742-70711

SecretaryPeter [email protected] Phillips Brokerage, Inc.37-19 BroadwayAstoria, NY 11103718-545-4700 fax: 718-545-8531

Immediate Past PresidentStephen J. [email protected] Folan Agency Ltd.378 Port Washington Blvd.Port Washington, NY 11050 516-944-9400 x4fax: 516-944-9879

DIRECTORS

Dean S. [email protected] Aloia McKinnon Ins. Brokerage. 7801 Fifth Avenue Brooklyn, NY 11209718-836-8000 x 310

James G. [email protected] Partners, Inc.37-19 BroadwayAstoria, NY 11103347-721-9839

Ronald Brunell, [email protected] B&B Coverage, Ltd.1 East Lincoln AvenueValley Stream, NY 11582516-872-2300

Adam P. EricksonCarlstan North Hills [email protected] 261-20 Hillside AvenueFloral Park, NY 11004718-343-6450

Theodore [email protected] Insurance Agency, Inc.9201 Fourth Ave., 7th FloorBrooklyn, NY 11209718-745-1500

Alex [email protected] Agency1051 Franklin AvenueGarden City, NY 11530516-873-2443

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OTHER POSITIONS

TriCounty IIAA Executive DirectorPatricia Calvert 132 Peachtree LaneRoslyn Heights, NY 11577 [email protected]

Tri-Lines EditorJeanne Abatelli 150 Dartmouth DriveHicksville, NY [email protected]

TriCounty IIAA Director of SalesJeanne Abatelli 150 Dartmouth DriveHicksville, NY [email protected]

IIABNY Positions

Chair of the Board                                          Thomas J. Crowley, CPCU, CRM, CIC  [email protected]              Maran Corporate Rick Asso., Inc.                                 300 Hampton Road                                          Southampton, NY 11968                                               631-283-8000 x 392                                     516-228-9700                                                                       IIABNY President & CEORichard A. Poppa, CAE, [email protected] IIABNY5784 Widewaters PkwyDewitt, NY 13214800-962-7950516-568-0800

Secretary-TreasurerJames D. Sutton, CPCU, AAI, CIC    [email protected]                                      James F. Sutton Agency, Ltd.       143-149 Main Street         East Islip, NY 11730 631-446-3165

Regional Director  (L.I.)Kevin R. [email protected] of New York Insurance Services, Inc.1415 Kellum Place, Unit AGarden City, NY 11530516-873-2256

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Communications: Alex Giraldo (chair). Frank Elorza and Jeanne Abatelli.

Downstate: Steve Folan & Ron Brunell.

Scholarship: Peter Phillips & Evan Portnoy (co-chairs). Eileen Black.

IIABNY Liaison & Member Services: (includes ProjectCap & Trusted Choice) Ron Brunell

(chair). Dean Aloia and Pat Calvert.

Legislation: Peter Phillips & Steve Folan (co-chairs).

InsurPac & IAPAC: Bob Mackoul (chair). James Bastian & Evan Portnoy.

Meetings & Programs: Steve Visco & Ron Brunell (co-chairs). James Bastian, Jeanne

Abatelli & Pat Calvert.

‘Boroughs’ Sub-Committee: Steve Visco & Bob Mackoul (co-chairs) Dean Aloia, Adam

Erickson, Theo Garatziotis, Jeanne Abatelli & Pat Calvert.

Golf Outing: Steve Visco, Steve Folan, Bob Mackoul, Kevin Crossley, Lane Rubin, David

Spiro & Jeanne Abatelli.

Public Relations & Website: Alex Giraldo (chair), Frank Elorza & Jeanne Abatelli,

Sponsorship & Advertising: Jeanne Abatelli

Tri-Lines: Jeanne Abatelli (Editor)

Tri-Lines Liaison Task Force: James Bastian, Frank Elorza, Pat Calvert.

NextGen Task Force: Adam Erickson & Theo Garatziotis (co-chairs)

Tri-County members are invited to join a committee of their chice. Please contact a

committee member or Pat Calvert 516-621-2209 [email protected] for details.

Committees 2012- 2013

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Insurance Companies & Markets

Magna Carta CompaniesLou Masucci1 Park AvenueNew York, NY 10016Toll Free: 1-888-ONE PARK Phone: 212-591-9500Fax: 212-591-9621 www.mcarta.com

Morstan General Agency Inc. Al Eskanazy, Bob Birner600 Community DrivePO Box 4500Manhasset, NY 11030-4500 Phone: 516-488-4747Fax: 516-437-5050 www.morstan.com

New Empire Group214 W Park AvenueLong Beach, NY 11561 Phone: 866-431-8100Fax: 516-431-5351 www.newempiregroup.com

NIF GroupMichael OrlandoNancy Williams30 Park Avenue Manhasset, NY 11030 Phone: 516-365-7440 Fax: 516-496-7356 [email protected] www.nifgroup.com

Program Brokerage Corp. Gary Shapiro, Derek Donnelly 100 Sunnyside Blvd. Woodbury, NY 11797Phone: 516-496-1346Fax: 516-496-1359 www.programbrokerage.com

Quaker Special Risk Camille Windler226 5th Avenue, 4th Flr. New York, NY 10001 Phone: 516 428 0716. Fax: 732-223-9072Email: [email protected] Brian Botwinick Eatontown, NJToll Free: 800-447-4180 Email: bbotwinick@qsr- insurance.com www.qsr-insurance.com

VANE Excess & Surplus, Inc.Anthony Cacioppo103 Fort Salonga Rd, Ste 4Northport, NY 11768Phone: 631-366-5353Email: [email protected]

Insurance Services

Pryor Personnel AgencyPatricia Pryor Bonica147 Old Country Road Hicksville, NY 11801 Phone: 516-935-0100Fax: 516-931-7842Email: [email protected] www.ppryor.com

Restoration Services

BELFORGary J. Alexander60 Raynor Ave. Ronkonkoma, NY 11779 Phone: 631-471-3131 x121 Fax: 631-471-2905

BuddeFrench Cleaners, Inc. Bob Teichman, Ilan Yunger 107-11 Metropolitan Ave. Forest Hills, NY 11375 Phone: 718-263-7474Fax: 718-263-1545 Email: [email protected]

Total Restoration, Inc. Dennis Lombardi285 Post AvenueWestbury NY 11590Phone: 516-333-5333Fax: 516-333-5489Email: [email protected]

Advertisers

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VISIT US AT WWW.TRICOUNTYAGENTS.COM

Pryor Personnel Agency Inc.The Insurance Specialist since 1970

local, National and International Recruitment

Pryor Personnel Agency Inc.The Insurance Specialist since 1970

local, National and International Recruitment

[email protected]