2011 IIAC Mid-Year Convention Program Book
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IIAC Mid-Year Convention Program Book Aqua Turf Club Plantsville, CT November 10, 2011
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Convention Program Book
Transcript of 2011 IIAC Mid-Year Convention Program Book
IIAC Mid-Year
Convention
Program Book
Aqua Turf Club
Plantsville, CT
November 10, 2011
2011 - 2012
Tom Wilson Chairman
The Wilson Agency, Inc., Shelton
Michael Gergler, CIC Chairman-Elect
Wilcox & Reynolds Insurance, LLC, Storrs
Jim Suzio, CIC Treasurer
Suzio Insurance Center, Inc., Meriden
Kim McGillicuddy, CPCU Secretary
Pierson & Smith, Inc., Norwalk
Jay Byrnes, CIC State Director
Byrnes Agency, Inc., Dayville
Jared Carillo Executive Committee
Charles S. Carillo Insurance, Windsor Locks
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 2011 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.
Tom Wilson 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 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
2011 $500 CASH DOOR PRIZE WINNER
Maria Wilson, Housing Authority Insurance Svcs
2011 $100 CASH DOOR PRIZE WINNERS
Rocco Camera, Shoff Darby Agencies Deborah Jones, Burns, Brooks & McNeil Bill Malloy, William F. Malloy Insurance
Janice Mauriello, Tracy-Driscoll Insurance Rachel Potter, Serra, Delvecchio & Elliott
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 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 Tom Wilson
IIAC Chairman The Wilson Agency, Inc.
Shelton, CT
Insurance Department Report Thomas B. Leonardi
Connecticut Insurance Commissioner
IIABA – A View from our National Committee Michael Donohoe IIABA Chairman
James R. Weir Insurance Agency Mankato, Minn.
Consumer Agent Portal (CAP)
Thomas Minkler CAP Committee Chairman Clark-Mortenson Agency
Keene, NH
PROGRAM
(Continued)
Insurance Industry Panel Moderator
Tom Wilson IIAC Chairman
Robert H. Courtemanche
President ACE Private Risk Services
Marita Zuraitis President
Property & Casualty Companies Hanover Insurance Group
Douglas G. Elliot President
Commercial Markets The Hartford
12:00 AM – 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 www.theinstitutes.org
American Society of Appraisers www.appraisers.org
AmTrust North America, Inc. www.amtrustgroup.com
Applied Systems, Inc. www.appliedsystems.com
Asterisk Financial, Inc. www.personalguarantee.com
Astonish Results www.astonishresults.com
Auto Glass of New England www.autoglassofnewengland.com
B.H. Burke & Co., Inc. www.bhbco.com
BankDIrect Capital Finance www.bankdirectcapital.com
Broadway Premium Funding Corporation www.broadwaypremium.com
Chroma Building Corp. www.chromabuilding.com
Coastal Agents Alliance www.coastalagentsalliance.com
EXHIBITORS
(Continued)
State of Connecticut Insurance Department www.ct.gov/cid
Connecticut Underwriters, Inc. www.ctunderwriters.com
Crystal Restoration Services of Connecticut www.crystal1.com
Crystal Restoration Services of Southington www.crystalrestorationct.com
Deep South www.deep-south.com
Empire State Brokerage Services www.empirebrokerage.com
Enviro-Clean, Inc. www.envirocleaninc.net
Fidelity National Indemnity Insurance Co. www.fidelityonline.com
FirstComp www.firstcomp.com
FSC www.fscrating.com
FutureComp www.tdbank.com
Housing Authority Insurance Group www.housingcenter.com
Independent Agents Services www.iiact.org
Independent Insurance Agents of CT www.iiact.org
Insurance Agency Accounting & Bookkeeping www.insuranceagencyaccountants.com
EXHIBITORS
(Continued)
Iroquois Group www.iroquoisgroup.com
Irwin Siegel Agency, Inc. www.siegelagency.com
JN Phillips Auto Glass www.jnphillips.com
JP Maguire www.fixmydamage.com
The Managing Agency Group / AmWINS www.mag-eb.com
Markel Corporation www.markelinsurance.com
The McGowan Companies www.mcgowancompanies.com
MEMIC www.memic.com
National Association of Insurance Women dba IAIP www.ctcouncilnaiw.org
New England Excess Exchange www.NEEE.com
Northeast Coverages, Inc. www.northeastcoverages.com
Payless Auto Glass www.paylessautoglass.com
PersonalUmbrella.com www.personalumbrella.com
Plymouth Glass & Mirror, Inc. www.plymouthglass.com
Premium Assignment Corp. www.premiumassignment.com
EXHIBITORS
(Continued)
Renaissance Insurance Group www.renaissanceins.com
Robert Hensley & Associates www.hensleyassociates.com
Russell Bond & Co., Inc. www.russellbond.com
Safelite Auto Glass www.safelite.com
ServiceMaster Clean www.servicemasterclean.com
S.H. Smith & Company, Inc. www.shsmith.com
Steamatic of Connecticut www.steamaticct.com
TAPCO www.gotapco.com
The Thompson Agency, Inc. www.thompsonagency.net
Totally Dry . . . Totally Fast www.wedrifast.com
United Cleaning & Restoration www.unitedcr.com
US Premium Finance www.uspremiumfinance.com
Utica National Insurance Group www.uticanational.com
Work at Home Vintage Employees www.wahve.com
Workers' Compensation Trust www.wctrust.com
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 Sponsors
ACE Private Risk Services www.aceprivateriskservices.com
Connecticut Underwriters www.ctunderwriters.com
Crystal Restoration Services of Connecticut www.crystal1.com
Hanover Insurance www.hanover.com
The Hartford - SNERO www.thehartford.com
Independent Agents Services, Inc. www.iiact.org
InsurBanc www.insurbanc.com
MEMIC www.memic.com
MiddleOak www.middleoak.com
S.H. Smith & Co., Inc. www.shsmith.com
Swiss Re www.swissre.com
Travelers www.travelers.com
SPONSORSHIP
Gold Sponsors
Acadia Insurance www.acadiainsurance.com
AmTrust North America Inc. www.amtrustgroup.com
The Andover Companies www.andovercos.com
Central Insurance Companies www.central-insurance.com
Chubb Group of Insurance Companies www.chubb.com
Computer Rescue, Inc. www.rescueworld.com
Harleysville Insurance www.harleysvillegroup.com
Iroquois New England, Inc. www.iroquoisgroup.com
Kemper Preferred www.ekemper.com
LexisNexis www.lexisnexis.com/insuranceexchange
Main Street America Group / NGM Insurance www.msagroup.com
Peerless Insurance www.peerless-ins.com
Plymouth Rock Assurance Corp. www.plymouthrock.com
SPONSORSHIP
Gold Sponsors
Progressive Insurance Company www.progressiveagent.com
QBE www.qberegional.com
Quincy Mutual www.quincymutual.com
Safeco Insurance Company www.safeco.com
Steamatic of Connecticut www.steamaticct.com
Union Mutual of Vermont www.unionmutual.com
Utica National Insurance Group www.uticanational.com
SPONSORSHIP
Silver Sponsors
American Commerce Insurance Company www.acilink.com
AmTrust North America Inc. www.amtrustgroup.com
Auto Glass of New England, LLC www.autoglassofnewengland.com
C.N.A. www.cna.com
Crystal Restoration Services of Southington www.crystalrestorationct.com
JN Phillips Auto Glass www.jnphillips.com
NLC Insurance Companies www.nlcinsurance.com
The Providence Mutual Fire Insurance Co. www.providencemutual.com
Renaissance Insurance Group www.renaissanceins.com
State Auto Insurance Companies www.stateauto.com
United Cleaning & Restoration www.unitedcr.com
SPONSORSHIP
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]
CCRRYYSSTTAALL 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
Proudly
Supporting
the
Independent
Insurance
Agents of
Connecticut
www.thehartford.com
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: mailto:[email protected]
Think AmTrust for all your small business insurance needs
For more information,
please call 877.528.7878 or visit www.amtrustnorthamerica.com
CHUBB Group of Insurance Companies New Haven, CT
www.chubb.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
www.providencemutual.com
www.stateauto.com
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
Posting Decisions & Opinions Interpreting Technical Issues
Carrier Contract Review
Publications
Monthly Magazine Technical, Legislative, Education Bulletins
Agent Alerts Insurance Advocate Magazine Independent Agent Magazine
Management Tools
Trusted Choice – Consumer Branding Program Personality Assessment Tools
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)
VU On-line CE Programs Agency Shield Program
Best Practices Resources State Licensing Courses for P&C and L&H
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 WEBSITE LINK LISTING & WEBSITE LINK IN OUR MONTHLY
PUBLICATION, “THE CONNECTICUT INDEPENDENT AGENT” MAGAZINE
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.”
Young Agents Spring Conference
2012 Date, Location & Program To be announced
IIAC Annual
Membership Meeting Saint Clement’s Castle, Portland
Thursday, June 7, 2012
IIAC Annual Golf Tournament
Sponsored by the Young Agents Committee
Blackledge Golf Course, Hebron
Thursday, August 2, 2012
IIAC Mid-Year Convention
Aqua Turf, Plantsville
Thursday, November 8, 2012 Thursday, November 14, 2013 Thursday, October 16, 2014
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
2012 IIAC EVENTS
Warren C. Ruppar President
Tracy Hearn Office Manager
Event Coordinator [email protected]
Edward Meaney
Education Director [email protected]
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
Email [email protected]
Web Site www.iiact.org
