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July/August 2012 Issue

PRESIDENTS MESSAGESteven Visco, Ph.D., AAI

IMPROVING YOUR BOTTOM LINEJames Bastian

SCHOLARSHIP WINNERPeter Phillips

PAC FREQUENTLY ASKED QUESTIONS

Installed June 23, 2012

at the Fox Hollow

TRILI

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PRESIDENT’S MESSAGE

Steven Visco, Ph. D, AAIPresident

I have always said a man is not an island, and I am no exception to that rule. I did not get here without the tremendous help of a lot of great people.

I would be remiss if I did not pause and take a moment to recognize those that have helped me get to where we are today.

I must stop and recognize my entire TriCounty Board of Directors both past and present, a better more dedicated group of men and women you will not find.

The executive staff, I said it last year and I will say it again, I would not be here with our there help guidance and continued support of some of my crazy ideas, Bobby, Frank, Peter and our past president Steve Folan, thank you.

Part of my evening planning Dream Team, Pat Calvert and Jeanne Abatelli, what can I say, other than you had better sit down for this one, thank you so much for your help. My second family, my office staff, we have had a rough start to this year, but I know we will pull together and make it though, you have been there when times were good and bad and I appreciate all of you each day.

Mom and Dad, it goes without saying your insight and guidance has brought me to this day, and I can't thank you enough for both of those things.

My children, Steven and Jacklyn, my reason for doing business every day, I know I don't get home early anymore, but know that I never stop thinking about you both no matter what time of day - no matter where I am.

Finally, my wife Denise, they say behind every great man is a woman, I would like to rewrite that and say that standing right next to this great man is an equally great woman. She is my business partner, life partner and my closest friend. Thank you for always allowing me to shine brighter while you stand next to me.

The theme of this years installation event was no accident. In the 1950's and 1960's Independent Agents came to events like these to share new ideas and exchange information. I started to think, how can agents use technology of today to help each other? Just like neighbors did back in the 50's and 60's when you needed a cup of sugar or an egg. You just knocked on your neighbors door, no strings, no obligation, just simply being neighborly. Now I know i can't turn back the hands of time, but what if there was a way to help your fellow agents. All while not inconvenience yourself and possibly even helping yourself write some new business. Would this be helpful and of interest to the Independent Agents of 2012?

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Now, if you would indulge me and open the wrapped tube placed in front of you marked 'Do not open until asked to'. This is a brand new concept that TriCounty will be beta testing in 2012. This revolutionary idea will once again put TriCounty in the forefront of every Independent Agent in the TriCounty region. Our new initiative will be called TriCounty 'Linked Up".

Allow me to explain how this program will work. Agents that are in need of marketing assistance can call out to other agents to no cost assistance by completing form available electronically on the tricountyagents.com web site. The form will then be electronically sent out to all of the TriCounty agents. Any agent that can or wants to make a suggestion on what companies will write the risk or what mga/wholesaler would write this type of risk would simply and conveniently reply to the original sender of this e-mail. In the process of helping a fellow agents and quite possibly helping themselves co-broker a new line of business. Life a neighbor sharing a cup of sugar.

The form will be a new tab on our web site shortly and we will be monitoring it's usage over the next year and will report back to you in my monthly President's Message with the progress. The instruction on how to use the enclosed 'Linked Up' form is enclosed as well as our web site, tricountyagents.com. Feel free to contact me anytime with your questions or concerns.

I am so very proud to serve as your President for another term. You can look forward to another exciting year of programs and events. So far we have a spectacular golf outing at the Woodmere Golf Club. Same great location, same great food, new lower price with a new date and time for this very popular event. We will be hosting our Jackson Taub Golf Outing on Thursday, October 4, 2012. I look forward to seeing you all there!

Our next event not to be missed will be the TriCounty Holiday Extravaganza. Yes, I said extravaganza! If you enjoyed last years event you will not want to miss this year's party. Save the date, Thursday, December 8th. We encourage you to bring your staff and make it your office holiday party. We will have everything we had at last years party, but just more of it! If I can leave you with just one more thought, one of this years events will be the "Wheel of Wine" and I mean wine not whine!

Steven Visco, Ph.D, AAI President 2011-2012

PRESIDENT’S MESSAGE

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On June 21, 2012, the TriCounty Independent Insurance Agents Association was proud to present St. John’s School of Risk Management students, Anna Heliotis and Greg Tucker, with a scholarship of $2,500 for their exceptional work ethic and outstanding academic performance.

The scholarships were sponsored by Tower Group and Safeco Insurance Companies. Attending the event were Terry Moore and Malianda Kibbons of Safeco Insurance Companies, Michele Russo of Tower Group

Companies,  and Rebekah Hanousek-Monge of St. John’s School of Risk Management.

Sponsored by

Tower & Safeco

SCHOLARSHIP WINNERS

Sponsored byTower Group CompaniesRay Lamitolarlamitola@twrgrp.comwww.twrgrp.com

Safeco InsuranceMalinda Kibbonsmalinda.kibbons@safeco.comwww.safeco.com

Scholarship Winners by Peter Phillips

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With lower premiums and commissions, we are all seeking ways to reduce expenses. Below are a few ideas that can improve your bottom line: 1) Invest in staff training to get the maximum benefit from your agency systems. 2) Take the time to review and streamline internal processes and procedures. 3) Reduce Information Technology costs by transitioning to Cloud technology.

4) Maximize Profit Sharing by reducing the number of carriers you work with by consolidating markets. 5) Review each and every expense item (advertising, rent, phones, office supplies, travel, etc.) to make sure the dollars spent are effective and efficient.

2012 OFFICERS & DIRECTORS

Improving your Bottom Lineby James Bastian

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Jackson Traub Golf Outing

Thursday October 4, 2012Located at the beautiful Woodmere Club, 2012 MGWA Club of the Year!

We’ve rolled back our prices!!

Golf & Dinner $275.00 or Cocktail & Dinner $95.00Register on-line at tricountyagents.com

11:00 am Brunch11:45 am Putting Contest1:00 pm Shotgun Tee-Off

5:30 pm Cocktails & DinnerYour golf fee includes use of the driving range, cart, greens fees, brunch, barbecues and refreshments on the

course, cocktails, dinner, and lots of prizes and giveaways.

Donna Doyle of Narragansett Bay Insurance Companywill receive the TriCounty Outstanding Company Executive Award

For more info: Call Lane Rubin or David Spiro at 516-568-0800 or email: lrubin@tegins.com or dspiro@tegins.com

Directions to the Woodmere Club: From South Shore: Southern State Pkwy to Peninsula Blvd. (exit 19S), Take Peninsula Blvd approx. 7 miles and turn left on Woodmere Blvd. Go to Broadway and turn right. Go approx. 1⁄4 mile and turn left at the traffic light on to Meadow Drive. Follow to the club. From North Shore: Northern State/Grand Central Pkwy to Cross Island Pkwy South. Bear Left on to Southern State Pkwy East. Take exit 13S, Central Ave. becomes Mill Rd. after Sunrise Hwy. Turn Right on Peninsula Blvd. and go approx. 1 mile. Turn left on Woodmere Blvd., follow directions above. 516-295-2500

You may register up to 4 people with 1 transaction on-line and pay by credit card. To pay by check please fill out the form below. Make check(s) payable to TriCounty IIAA and mail to:

Lane Rubin, The Excelsior Group71 S. Central Ave., Suite 305

Valley Stream, NY 11580

Name:!___________________________________! Address:_______________________________________

Company:_______________________________________! Phone:_____________________________

Email:!__________________________________________

Place in Foursome with:____________________________________________________________________

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Jackson Traub Golf OutingSponsorship Opportunities

Thursday October 4, 2012 ______GOLF HOLE SPONSOR! ! ! ! ! ! ! $200

_______! ! BRUNCH SPONSOR! ! ! ! ! ! ! ! $300

_______! ! COCKTAIL & DINNER SPONSOR! ! ! ! ! ! $350

_______! ! VALET PARKING SPONSOR (1 only)! ! ! ! ! ! $400

_______! ! DRIVING RANGE SPONSOR (1 only)! ! ! ! ! ! $400

_______! ! PUTTING GREEN SPONSOR (1 only)! ! ! ! ! ! $400

_______! ! TOM REARDON PUTTING CONTEST SPONSOR (1 only) ! ! ! $450

_______! ! BEVERAGE & BBQ STATION (limited to 2)! ! ! ! ! $350 each

_______! ! GRAND PRIZE SPONSOR (1 only) ! ! ! ! ! ! $500

______! !! CIGAR SPONSOR (1 only)! ! ! ! ! ! ! $400

_______! ! GOLF BALL SPONSOR (1 only)! ! ! ! ! ! $650

!

GOLF PRIZES WILL BE GRATEFULLY ACCEPTED(Whether or not you choose to sponsor)

Please deliver gifts to: DAVID SPIRO or LANE RUBIN at The Excelsior Group, 71 South Central Avenue, Valley Stream. Be sure to tape your business card or name on your gift.

All sponsorships must be received by September 20, 2012!!If you have any question please call 516-681-6265 or email me at injeanious1@verizon.net

Golf questions? contact David Spiro at 516-568-0800 or dspiro@tegins.com.

PLEASE SELECT THE SPONSORSHIP OF YOUR CHOICE AND RETURN THE FOLLOWING FORM WITH YOUR CHECK PAYABLE TO: TRI-COUNTY IIAA

MAIL TO: Jeanne Abatelli * 150 Dartmouth Dr. * Hicksville, NY 11801

Sponsor Reply Form – TriCounty IIAA Golf Outing – October 4th 2012 Enclosed is a check for $___________for the ____________________________sponsorship. Your Name: ________________________________________________________________Company Name: _____________________________________________________________Address: __________________________________________________________________Phone No._____________________________Fax No.:______________________________Email Address: _____________________________________________________________________

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CONTRIBUTIONS

Q. Who can contribute to the PACs?InsurPac (Federal) – U.S. citizens who are

members of IIABA’s solicit able class of individuals may contribute to InsurPac. IIABA’s solicit able class of individuals consists of salaried member agents, their spouses and children, and salaried employees of the association (IIABA & IIABNY).

IAPAC (State) – Any person, corporation, limited liability company, sole proprietorship or partnership (subject to aggregate calendar limits)

Q. Are corporate contributions permitted?InsurPac (Federal) – InsurPac CANNOT accept

corporate checks, unless done via payroll deduction. Checks drawn on non-incorporated agency accounts are acceptable, depending on how the agency files with the IRS. For partnerships, a partnership allocation form is required (see sample forms).

IAPAC (State) – Personal and corporate checks ARE acceptable.

Q. Is there a limit on contributions?InsurPac (Federal) – The most an individual may

contribute in a calendar year is $5,000.IAPAC (State) – An individual may contribute up to

$150,000 in a calendar year. A corporation may contribute up to $5,000 in a calendar year. Each affiliated or wholly-owned subsidiary corporation, if a separate legal entity, has its own limit.

Q. Are credit cards accepted?InsurPac (Federal) – Yes. InsurPac accepts Visa,

American Express and Master Card (personal credit cards only)

IAPAC (State) – Yes. IAPAC accepts Visa, American Express and Master Card.

Q. Are monthly installments available?InsurPac (Federal) – Yes, by credit card withdrawal

on the 15th of the month. Contributions can be equally allocated over a number of months or indefinitely.

IAPAC (State) – Yes, if paid with IIABNY dues. Contributions may be spread equally over 10 monthly installments either by credit card or electronic funds transfer (EFT). Installments are not available for contributions paid independent of IIABNY dues..

Q. Are cash contributions allowed?InsurPac (Federal) – Yes. InsurPac can accept up

to $100 aggregate in a calendar year from any legal donor.

IAPAC (State) – Yes. IAPAC can accept up to $100 aggregate in a calendar year from any one person.

Q. Are contributions deductible on federal income tax returns?

InsurPac (Federal) – No.IAPAC (State) – No.

PAC Frequently Asked Questions

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Jerry Brunell Memorial Fishing Outing

Wednesday September 12, 2012

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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The IIABNY Next Generation Insurance Professionals (Next Gen) sponsors training, seminars, and conferences across the state. Our members also have the opportunity to participate in national Big “I” Young Agents events.

0HPEHUVKLS�5HTXLUHPHQWVNext Gen is open to individuals under 40 years old or new to the insurance industry who are interested in becoming more innovative and e!ective salespeople, creating lasting business relationships, and joining the ranks of insurance industry leaders.

Membership is open to all individuals working in or supporting the Independent Agency System and actively developing a career in the insurance industry. It is not limited to agents only; it is open to any one involved in or supporting the insurance industry including all agency and company personnel.

A"liated with IIABA Young Agents

Membership is Free! Join today by #lling out the following form and returning it to:

Kathy Lawler Monica Rayderklawler@iiabny.org mrayder@iiabny.orgFax: 888-432-0510 Fax: 888-432-0510

Name: _____________________________________________________ Agency: _________________________________________

Address: _____________________________________________________________________________________________________

Position: ___________________________________________________ Year Born: ________________________________________

E-mail: _____________________________________ Phone: ____________________________ Fax: __________________________

�����:LGHZDWHUV�3DUNZD\���VW�)ORRU���'HZLWW��1<������������������������ZZZ�LLDEQ\�RUJ

Networking & social events with other professionals

Exciting & innovative sales and marketing training

Management skills that allow your career to grow

Valuable leadership development

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FUNDRAISING

Q. What are the rules for soliciting groups (such as a local association meeting)?

InsurPac (Federal) – By law, the Federal Election Commission (FEC) requires us to get prior written approval to solicit anyone who is employed by an incorporated agency. This is accomplished by the “Corporate Authorization” form (see sample forms). The FEC allows InsurPac to ask for approval five years in advance and that is reflected in the form. An agency principal can sign for five years forward. The Corporate Authorization form is required only for incorporated agencies. Sole proprietors and other unincorporated agencies are not required to sign this form before being solicited.

This can present a challenge for a local association meeting since there is no easy way to determine who may or may not have signed a corporate approval form. It is recommended that you only present a very generic message from the podium at a local meeting about the importance of PACs. A separate PAC table can be set up and people can be encouraged to visit the table for more information.

IAPAC (State) – There are no state requirements regarding authorization to solicit. Therefore, you are allowed to discuss and solicit IAPAC in a group setting such as a local association meeting. If you will be talking about both the state and federal PACs at the same meeting follow the suggestions above.

Q. Are raffles allowed?InsurPac (Federal) – Yes, if the fair market value of

the prize is not more than 1/3 of the total amount raised. (Example – If the prize was a $500 set of golf clubs, at least $1,500 must be raised in the raffle.)

IAPAC (State) – No. Funds are not allowed to be raised by raffles, 50/50 or any other type of gambling.

Q. Can we raise money by selling “mulligans” at a golf outing or some other thing with no real value?

InsurPac (Federal) – Yes.IAPAC (State) – Yes, with some restrictions. The no

gambling rule (see question on raffles) would prohibit a hole-in-one contest but a mulligan (second shot) would be permitted because it is not gambling or taking a chance.

Q. Can we raise money by charging admission to an event (such as a wine tasting, reception, or other social event)?

InsurPac (Federal) – Yes, if the cost of the event is not more than 1/3 of the total amount raised. (Example – if the event costs $500, at least $1,500 must be raised from the event.)

IAPAC (State) – Yes.

Q. Can our local association (or an individual, agency, other entity) donate the space (or food and beverage) for an event that raises money for the PAC?

InsurPac (Federal) – There are no restrictions on donating goods and services, however the fair market value of the goods and services must be reported as an in-kind contribution, subject to the individual calendar year limit. Because only individual contributions are allowed for InsurPac, a local association, agency or other entity may not donate goods or services for an event. It must be an individual. (Example – an individual donates meeting space, food and beverage for a fundraising event. The fair market value of the donation must be reported as an individual contribution and subject to the $5,000 calendar year limit.)

PAC Frequently Asked Questions con’t

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IAPAC (State) – There are no restrictions on donating goods and services, however the fair market value of the goods and services must be reported as an in-kind contribution, subject to the individual and corporate aggregate limits. (Example – a local association has already made an IAPAC contribution of $2,000 in the calendar year. The local association wants to donate meeting space, food and beverage valued at $4,000 for an event to raise PAC funds. Only $3,000 in goods and services can be donated because of the $5,000 calendar year limit .for the local association.)

PAC Frequently Asked Questions

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PAC GUIDELINES State vs. FederalJuly 2012

IAPACState PAC

InsurPacFederal PAC

Financial Year May 1 – April 30 January 1 – December 31

Current Goal $62,600 $48,240

Type of check accepted Personal or Corporate Personal only(Unless for a “Partnership” – see below)

Payable to: IAPAC InsurPac

Credit card YesAmerican Express, MasterCard or VISA

Yes American Express, MasterCard or VISA

Contribution form YesAvailable on IIABNY website

YesAvailable on IIABNY website

On-line contribution Yes – with IIABNY dues payment Yes – may access from IIABNY site www.iiabny.org (then click on Advocacy, then Political Action Committee) or national site www.iiaba.net (then click on Govt Affairs, then InsurPac) Must be logged in as a member to see on-line option

Monthly payment option

Yes(with IIABNY dues payment)

Yes(see contribution form)

Automatic Debit option Yes(with IIABNY dues payment)

Yes(see contribution form)

Partnership N/A Partnership may use a corporate check – must complete “Partnership contribution”

form

Corporate Approval form

N/A Try to get this form completed if possible

Raffles NOT permitted under NYS Campaign Finance Laws and NYS Wagering &

Racing Laws

Permitted if fair market value of the prize is not more than 1/3 of the total amount

raised

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Coming Soon!A ‘Must Attend’

Legislative Forum!Tuesday October 30, 2012

Sponsored by DOWNSTATE INSURANCE ASSOCIATIONS’ COUNCIL

Supported by Downstate member associations.CIBGNY; IIAB Suffolk; QCIP; TriCounty IIAA & WINLI

Hear the experts discuss topics and legislative strategies that will affect YOU and your business in 2013

Bring your staff and your questions……..

The Place: Chateau Briand 440 Old Country Road, Carle Place.

Get directions on www.chateaubriandcaterers.com or call 516-334-6125

Time: 4:00 pm

Full details to follow shortly!

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386 Park Avenue South, Suite 303 New York, NY 10016 O: 646-807-4372 F: 646-350-3028 www.wahve.com

HOW WAHVE WORKS Below is a brief description of how WAHVE works but also visit our website at ww.wahve.com. What is WAHVE? • WAHVE is a unique, cost-saving remote contract staffing solution that supplements your firm’s staffing needs by using the industries knowledgeable and technologically savvy retirees who would cost twice as much if you hired someone with expertise.

• WAHVE provides contract remote staff for back office process services or to fill a position on a dedicated full-time, part-time or project/consulting basis, helping you improve your profitability.

• Depending on the type and level of work you require, most full-time wahves cost between $41,825 and $50,190 annually and part-time between $25/hr and $30/hr. For expert project work, the hourly rate is negotiated based on the expertise needed and the project. There are no additional charges, no employee benefits or office overhead to pay.

• Wahves cost 50% less than regular experienced staff, which drives down the cost of process work and staff.

What Can Wahves Do? • Our wahves can do all types of process work to support an Acct. Mgr, CSR, Underwriter and/or Producer – such as preparation of applications and submissions, rating/quoting, binding, policy issuance, renewals, proposals, policy checking, certificate issuance, loss runs requests, loss runs analysis, auditing – or they can fill a CSR, AE, Underwriter, Claims, Marketer, Risk Manager, etc. position.

• Some wahves are experts in their field, providing needed institutional knowledge on a project, consulting and mentoring basis.

How We Qualify candidates: • We have a database of over 350 qualified insurance people who are in what we call “phased retirement.” They have retired from their firms but would like to work remotely from home full-or part-time or on a project/consulting basis.

• They have 25+ years insurance experience. Many have multiple designations, degrees and licenses.

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386 Park Avenue South, Suite 303 New York, NY 10016 O: 646-807-4372 F: 646-350-3028 www.wahve.com

• We have an extensive qualification process with on-line, timed insurance coverage, errors and omissions and management systems tests, reference and background checks.

What Is the Process for Hiring a Wahve? • Based on your needs, we match you with qualified wahves.

• You can interview them and decide which one(s) you like.

• We then outsource them to you on a dedicated basis.

• WAHVE bills you a contracted monthly full-time fee or a contracted part-time hourly rate.

• Each of our wahves has dual monitors and the latest systems and programs.

• Wahves work in a totally remote secure environment within your management system and are trained in your workflow. All their work is tracked in your management system.

Why WAHVE is a Good Alternative to Off-Shoring: • You save a considerable sum on start up costs, productivity and supervision and wahves can do higher level work and complete the full process.

• Wahves only need a few days of training and they are ready to work as part of your team.

• Wahves work the hours you chose and you can speak to them just as you would a regular employee.

• You don’t need to worry about language, cultural differences, double-checking the work or time difference.

By hiring wahves, you save on salary, benefits, overhead and turnover while increasing profitability. It is really an easy process from start to finish. It takes a few weeks to set everything up between the interviews, selection of the wahve(s), synching the technology between you and your wahve, and then training your wahve on your workflow. For more information, call or email Bill Hunt at 646-807-4372, ext. 506 / hunt.bill@wahve.com.

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Unless noted, the following seminars will be held at Four Points Sheraton, Plainview or LaQuinta Inn & Suites, Garden City. Four Points Sheraton is noted ‘Pl’ LaQuinta Inn is noted ‘GC’

09/13/12 There’s Insurance For That? GC– (half day – am)09/21/12 AAI 82-C - Specialized Insurance - Pl10/11/12 Homeowners Insurance (ACSR Mod #1) – Pl10/16/12 Workplace Worries (Anti Discrimination) – GC 10/23/12 ACE Insura Claims Detection – Personal Lines (half day – am - Pl10/23/12 ACE Insura Claims Detection – Comm. Lines (half day – pm) - Pl10/30/12 Best Practices - E&O Loss Prevention – Pl11/07/12 E&O Basics (ACSR Mod #4) – Pl11/08/12 AAI 82-B – Other Commercial Insurance – Pl11/16/12 NYAIP Certification Program - (Half day-am) -Pl11/27/12 AAI 82-A - Commercial Liability - Pl12/04/12 Commercial Lines Property Ins. (ACSR Mod #6) – Pl

The following seminar will be held at Belfor in Maspeth, Queens

09/29/12 NYAIP Certification Program - (Saturday-am)10/09/12 There’s Insurance For That? (half day-am)11/09/12 NYAIP Certification Program - (4-8:30pm)11/13/12 Workplace Worries (Anti Discrimination) 12/14/12 NYAIP Certification Program - (Half day-am)

Unless noted, the following Suffolk seminars will be held atBelfor Restoration In Ronkonkoma.

09/12/12 There’s Insurance For That? (half day-am)09/13/12 NYAIP Certification Program - (Half day-am)10/17/12 Workplace Worries (Anti Discrimination)

For a complete schedule, log on to www.iiabny.org Highlight the ‘Education’ link and select ‘Education Calendar’. Registration forms are also available on line, or call IIABNY’s Education Dept. at

1-800-962-7950.

IIABNY FALL SEMINAR CALENDAR – Remainder of 2012CE Classes in Nassau, Queens and Suffolk Counties.

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OFFICERS & DIRECTORS

OFFICERSPresidentSteven Visco, PhD, AAIsvisco@chedwards.netC.H. Edwards, Inc.791 South Main StreetFarmingdale, NY 11735 516-249-5200fax: 516-249-5255

Vice PresidentRobert E. Mackoul, CLUremackoul@mackoul.comMackoul & Associates25 Nassau LaneIsland Park, NY 11558 516-431-9100fax: 516-431-4641

TreasurerFrank J. Elorzafelorza@clubagency.comClub Agency1051 Franklin AvenueGarden City, NY 11530516-873-2387fax: 516-742-70711

SecretaryPeter Phillipspphillips@phillipsbrokerage.com Phillips Brokerage, Inc.37-19 BroadwayAstoria, NY 11103718-545-4700 fax: 718-545-8531

Immediate Past PresidentStephen J. Folanstephen@folanagency.comThe Folan Agency Ltd.378 Port Washington Blvd.Port Washington, NY 11050 516-944-9400 x4fax: 516-944-9879

DIRECTORSDean S. Aloiadaloia@aloiamckinnon.com Aloia McKinnon Ins. Brokerage. 7801 Fifth Avenue Brooklyn, NY 11209718-836-8000 x 310

James G. Bastianjamesb@apiagents.comAdvantage Partners, Inc.37-19 Broadway

Astoria, NY 11103347-721-9839

Ronald Brunell, CICrbrunell@bbcoverage.com B&B Coverage, Ltd.1 East Lincoln AvenueValley Stream, NY 11582516-872-2300Adam P. EricksonCarlstan North Hills Agencyadam@carlstan.com 261-20 Hillside AvenueFloral Park, NY 11004718-343-6450Theodore Garatziotistg@narrowsins.comNarrows Insurance Agencu, Inc.9201 Fourth Ave., 7th FloorBrooklyn, NY 11209718-745-1500

Alex Giraldoagiraldo@clubagency.comClub Agency1051 Franklin AvenueGarden City, NY 11530516-873-2443

Giving Business to the National Payroll Companies Giving Business to the National Payroll Companies That Compete With You!That Compete With You!

IIABNY’s  endorsed  Payroll  Provider,  

Ovation Payroll, WILL NOT compete against you!

Ovation WILL Protect Your Book of Business!

Contact Cheryle Levine at 516.384.2467 clevine@ovationpayroll.com ovationpayroll.com

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OTHER POSITIONS

TriCounty IIAA Executive DirectorPatricia Calvert 132 Peachtree LaneRoslyn Heights, NY 11577 calvertpc@aol.com516-621-2209

Tri-Lines EditorJeanne Abatelli 150 Dartmouth DriveHicksville, NY injeanious1@optonline.net516-681-6265

TriCounty IIAA Director of SalesJeanne Abatelli 150 Dartmouth DriveHicksville, NY injeanious1@optonline.net516-681-6265

IIABNY Positions

Chair of the Board                                          Thomas J. Crowley, CPCU, CRM, CIC  tcrowley@mcrainsurance.com              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, AAIdpoppa@iiabny.org IIABNY5784 Widewaters PkwyDewitt, NY 13214800-962-7950516-568-0800

Secretary-TreasurerJames D. Sutton, CPCU, AAI, CIC    jsutton@suttonins.com                                      James F. Sutton Agency, Ltd.       143-149 Main Street         East Islip, NY 11730 631-446-3165

Regional Director  (L.I.)Kevin R. Crossleykcrossley@aaany.comAAA of New York Insurance Services, Inc.1415 Kellum Place, Unit AGarden City, NY 11530516-873-2256

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Insurance Companies & Markets

Adirondack InsuranceMichelle RussoPhone: 631-793-4909Email: mrusso2@twrgrp.com

Andover CompaniesScott A. Brekne, CPCU, CIC333 Route 25A, Suite 150Rocky Point NY 11778-8802Phone:631-421-6095Fax: 631-421-2679Email: Sbrekne@andovercos.com

Crump Insurance GroupMichael Yovino110 Marcus BlvdHauppauge, NY 11788Phone: 631-478-6023Email: michael.yovino@crumpins.com

GMAC InsuranceJim SchaffnerPO Box 3199Winston Salem, NC 27102Phone: 800-526-0332Fax: 336-435-0692Email: Jim.Schaffner@GMACInsurance.com

Interboro Mutual Indemnity Insurance Co.Peter Resnick155 Mineola BlvdMineola NY 11501Phone: 516-248-1100Fax: 516-741-7839Email:presnick@interboroinsurance.com

Kingstone Insurance Company John Reiersen, CPCU15 Joys Lane Kingston, NY 12401 Phone: 845-340-8366 Fax: 845-340-8393Email: jreiersen@kingstoneic.comwww.kingstoneinsurance.com

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

MAPFREGreg Duddy901 Franklin AveGarden City, NY 11530Email: GDuddy@mapfreusa.com

MetLife Auto & HomeDina BrunoMarketing Manager Phone: 516-221-2375Fax: 866-392-0114Email: DBruno@MetLife.com

Morstan General Agency, Inc.Al Eskanazy, Bob Birner 600 Community Drive PO Box 4500Manhasset, NY 11030-4500Phone: 516-488-4747Fax: 516-437-5050www.morstan.com

IIABNY FALL SEMINAR CALENDAR – Remainder of 2012CE Classes in Nassau, Queens and Suffolk Counties.

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Narragansett Bay Insurance CompanyDonna DoylePhone: 516-352-2764Fax: 516-352-2793 Email:ddoyle@nbic.com

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

NIF GroupMichael Orlando, Nancy Williams30 Park AvenueManhasset, NY 11030Phone: 516-365-7440Fax: 516-496-7356nwilliams@nifgroup.comwww.nifgroup.com

PMC Insurance GroupRobert Jones50 Cabot Street PO Box 920179 Needham, MA 02492-0002 Phone: 1-877-PMC-COMP, (781)-449-7744 Fax: (781)-449-7889 Email: rjones@pmcinsurance.comwww.pmcinsurance.com

Program Brokerage Corp.Gary Shapiro, Derek Donnelly100 Sunnyside Blvd.Woodbury, NY 11797Phone: 516-496-1346Fax: 516-496-1359www.programbrokerage.com

Quaker Special Risk Camille Windler226 5th Avenue, 4th Flr.New York, NY 10001 Phone: 516 428 0716. Fax: 732-223-9072 Email: salesattkr@aol.comBrian Botwinick Eatontown, NJ Toll Free: 800-447-4180 Email: bbotwinick@qsr-insurance.comwww.qsr-insurance.com

Safeco InsuranceMalinda KibbonsPO Box 4858Syracuse NY 13221Phone: 845-561-3734Fax: 631-465-1325Email: malinda.kibbons@safeco.comwww.safeco.com

Tower Group CompaniesRay Lamitola225 Broadhollow Rd, 4th FlMelville NY 11747Phone: 631-465-1350Fax: 631-465-1325Email: rlamitola@twrgrp.comwww.twrgrp.com

Utica National Ins. GroupWilliam SkorzykOne Jericho Plaza, 2nd Fl.Jericho NY 11753Phone: 516-479-5168Fax: 516-479-5001Email: william.skorzyk@uticanational.com

IIABNY FALL SEMINAR CALENDAR – Remainder of 2012CE Classes in Nassau, Queens and Suffolk Counties.

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Insurance Services

Pryor Personnel AgencyPatricia Pryor Bonica 147 Old Country RoadHicksville, NY 11801Phone: 516-935-0100Fax: 516-931-7842Email: ppryor1578@aol.comwww.ppryor.com

Restoration Services

BELFOR Property RestorationGary J. Alexander 60 Raynor Ave.Ronkonkoma, NY 11779Phone: 631-471-3131 x121Fax: 631-471-2905

BuddeFrench Cleaners, Inc. Bob Teichman, Ilan Yunger 107-11 Metropolitan Ave. Forest Hills, NY 11375 Phone: 718-263-7474Fax: 718-263-1545Email: info@buddecleaners.com

Total Restoration, Inc. Dennis Lombardi285 Post AvenueWestbury NY 11590Phone: 516-333-5333Fax: 516-333-5489Email: dennis@totalrestorationinc.com

Restoration Specialists Nancy Finnegan2450 Westbury AvenueCarle Place NY 11514Phone: 516-333-0088Fax: 516-997-4519Email: nancy@restoration-specialists.com

Servpro of Port Jefferson/Stony Brook. Risa Kluger 501 Middle Country Rd. Coram, NY 11727 Phone: 631-476-5300Fax: 631-476-16695Email: Risa@servproofPortJefferson.comServpro of Hicksville/Plainview516-733-1800516-433-5511

IIABNY FALL SEMINAR CALENDAR – Remainder of 2012CE Classes in Nassau, Queens and Suffolk Counties.

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2012 St. John’s Scholarship SponsorsSafeco InsuranceTower Insurance Group

Cocktail SponsorsMetLife Auto & LifeNew Empire GroupQuaker Special RiskUtica National

Dinner SponsorsCrump Insurance GroupGMACInterboro InsuranceKingstone Insurance CompanyMorstan General AgencyNBICThe Andover CompaniesTower Group Companies/Adirondack Insurance

Table SponsorsMAPFRERestoration Specialists

INSTALLATION SPONSORS

VISIT US AT WWW.TRICOUNTYAGENTS.COM