iiad winter publication
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DII
Winter 2013Official Publication of the Independent Insurance Agents of Dallas
The All Industry Day Issue
All Industry Day Photos, Sponsors, Exhibitors, and Information
State Auto New Regional Claims ManagerTom Hughston Joins Assurex Global Board of Directors
House Bill 5 Overview and Its Effect on the Independent Insurance Industry
Dallas Insurance Insider
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IIAD Executive Staff
Tammy Land ExecutiveDirector
Elizabeth NelsonCommunications &
marketing [email protected]
noemi obenhausadministrative
Contents.......................
Published by the Independent Insurance Agents of DallasElizabeth Nelson: Content, Design and Editing
Jaimee GoehringIIAD Staffing [email protected]
Presidential Address Page 5Executive Address Page 7Young Agents’ Presidential Address Page 9
All Industry Day Survey Results Page 11All Industry Day All Stars Page 12All Industry Day VIP Reception Photos Page 13
Young Agents November Social Page 14All Industry Day Panelists and Moderators Page 15All Industry Day Photos Pages 17, 18, 19, 23, 25, 26, 31
State Auto New Claims Regional Manager Page 20Tom Hughston Joins Assurex Global Board of Directors Page 21All Industry Day Make a Wish Recap Page 24
All Industry Day Exhibitors Page 27National Alliance Conferment Ceremony Page 29All Industry Day Sponsors Pages 32, 25, 36
All Industry Day Spotlight: Lance Goff Page 33All Industry Day Committee Members Page 38Your Board at Work Page 41Coverica Christmas Party Page 42
Cedar Park, TXwww.taga1.com888-999-8242
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AI’ve now been “on �e job” as your President for a full qua�er and we have accomplished a lot and �ere is a lot of exci�ng oppo�uni�es �at our associa�on has. La� mon� Ta y and I went and visited �e IIATC at �eir membership lun�eon. We have formed an exploratory co i�ee between IIATC and our Associa�on to focus on promo�ng our indu�ry as a great career �oice to �udents in high s��ls and colleges. We have a great oppo�unity now wi� �e passage of House Bill 5 legisla�on �at requires �udents in high s��ls to graduate wi� an “Endorsement” in Business & Indu�ry.
This endorsement �ese �udents can earn are set of classes �at are in addi�on to �eir ma�, english and hi�ory classes. Our HUGE oppo�unity wi� �e �anges �e legislature have made exi�s wi� INVEST as we already have all �e curriculum a tea�er would need to tea� �e topic of insurance to �eir �udents.
We will intrigue a number of �udents �at will see a carreer in �e insurance indu�ry as a viable op�on �at may have never �ought of insurance before. Ba� at �e beginning of December, I drove down to Waco to present to �e Insurance Fraternity, Ga a Iota Sigma. The �udents �ere indicated �ey want to be accountants, a�orney’s and inve�ment bankers. No one men�oned �ey had �ought of insurance sales �en we began, but �ere were a lot of g�d que�ions during �e presenta�on and perhaps �ere will be one or two consider �is as a career.
The key point to �is is we cannot, as an associa�on, sit ba� and let �e talent �at is sear�ing for a career find us. We mu� get out and promote our indu�ry. We all know how great and rewarding �is business is for us individually and for our familiies, but we have to work toge�er to promote it to o�ers. We have a fanta�ic oppo�unity as an associa�on and l�k forward to working wi� you in promo�ng our indu�ry to �ese �udents!
Your President,
Ben Patterson
presidential address
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InVEST Student Spotlight: Claudia HernandezClaudia was a Woodrow Wilson High School summer intern that has decided to pursue a career in insurance! She has applied to UNT.
The InVEST Program will be in full swing starting in January.
Email [email protected] to find out how you can volunteer and help create more excitement and inspiration for the younger generations!
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Executive AddressWe are catching a breath after All Industry Day. Did you realize our event on November 5th marked the 25th year that IIAD has hosted an annual conference? The first was in 1988 at the Sheraton Park Central Hotel, with around 250 attendees and 70 vendors. This year, there were nearly 1000 attendees at the Irving Convention Center in Las Colinas, and close to 100 vendors. The committee’s work over the last 12 months was evident in the near-flawless execution of the day. We can’t thank the committee enough for their commitment and dedication. And we express gratitude to Lance Goff, who skillfully has led the committee for countless years, and is turning over the reins to new leadership in 2014. Please see our public letter of appreciation to Lance in this edition, along with our thanks to the many sponsors,
exhibitors, panelists and volunteers. So many people to thank….so little time.
We heard so many positive comments about the Irving Convention Center that we have booked it again for the coming year. The date for IIAD’s All Industry Day 2014 is Wednesday, November 5th. We have a big election on Tuesday, November 4th, so we thought it best to move to Wednesday. People have already asked how we will top this most recent event. I think the best answer is, “Come and see.”
Please also save the date for our Big “I” Golf tournament. It will be held on June 2nd at Dallas Athletic Club. We look forward to returning to the recently renovated DAC, our home for the tournament in the 1990’s. If you are interested in joining the Golf Committee, please contact our office. More details in the coming months.
Don’t forget to register for our Past President’s January luncheon that will be held January 16th at Bent Tree Country Club. Our guest speaker is Judge Sandy Prindle, a former JP, who is a published author and historian. He will be sharing with us his research on President Abraham Lincoln. We will also be offering two hours of CE on EPLI, taught by Ed Wells of Liberty Mutual. Registration for both is available on our website.
The InVest Program at Woodrow Wilson High School will be in full swing again starting in January, and we will be again looking for volunteers for the classroom. We have also received word from the faculty that they need to place a minimum of 18 students in summer internships, up to 100! Please consider how you can help create a spot for one of these aspiring insurance professionals. One of the three WWHS interns that IIAD placed this past summer has decided to pursue insurance as a career, and has applied to U.N.T. Imagine the possibilities as that number grows. If we can inspire a passion for insurance in one school, and eventually export that to other schools, could we potentially solve one of our key problems, that being how do we attract new blood to our industry?
I have been invited by InVest to attend a State Champions Workshop the second week of January. The knowledge gleaned will help us to better position our InVest program so that we can reach more students. Florida has one of the strongest InVest programs in the U.S., and my hope is to hunt down the Florida rep and learn as much as I can from him or her. I look forward to sharing with you what I learn.
I wish you a healthy and prosperous 2014!
- Tammy Land, Executive Director of IIAD
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Thank you to our producers and employees for helping Philadelphia Insurance Companies earn an “A++” rating from the A.M. Best Company. Only about 3% of all U.S. insurance companies, have this rating. PHLY’s commitment to underwriting discipline and our partnership with the Tokio Marine Group, one of the strongest and most reputable global insurance groups, allows us to celebrate this achievement during our 50th anniversary.
Thank you to more than 13,000 agents and brokers who work with PHLY to insure responsible and profitable risks. Your partnership allows us to be there for our customers when they need us the most.
All of the 1,548 PHLY employees and everyone who’s worked at PHLY over the last four decades deserve a special thank you and congratulations. Your commitment and service is an invaluable part of our success and I’m proud to share this accomplishment with you.
James J. Maguire, Jr. Chairman & CEO, Philadelphia Insurance Companies
800.873.4552 | PHLY.com
Thank You. A++ (Superior) on our 50th Year!
Philadelphia Insurance Companies is the marketing name for the insurance company subsidiaries of the Philadelphia Consolidated Holding Corp., a Member of the Tokio Marine Group. | © 2012 Philadelphia Insurance Companies, All Rights Reserved.
2012 IIAD_ad.indd 1 3/28/2012 5:07:29 PM
Upcoming EventsJanuary 14th and 21st - AMCL Classroom Instruction
January 16th - CE & LuncheonMember Vote on By-Law Changes
February 20th- CE & Luncheon
March 1st - Associate Member Fees Due
March 20th - CE & Luncheon
April 12th - Woodrow Wilson High School Career Day
April 17th - CE & Luncheon
Save the Date!IIAD Golf Tournament 2014Monday, June 2ndDallas Athletic Club
All Industry Day 2014Wednesday, November 5thIrving Convention Center
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It is inevitable during the holiday season I see old faces and also some new ones. With a lot of certainty, I can say not all of these people will necessarily understand what I do for a living. In some circles, I have found that my colleagues either neglect to metion or consciously omit that they are a part of the insurance industry. Some do this for fear of receiving negative comments and others to avoid an explanation of what insurance is and why it is necessary. For example, one of my own colleagues was heckled in an auditorium of over 200 adults when the presenter asked what he did for a living. In some ways, I can see why it can be intimidating to tell others about our great industry. When asked: “So what do you do for a living?” how do you answer if you are part of the insurance industry?
The general population is introduced to insurance because of a compulsory federal, state, or local requirement or contractual stipulation. To this end, most see it as an added cost to
conduct their business or life, “a necessary evil.” I’m not entirely sure why people impute this negative connotation, but I would wager a guess that it is a lack of knowledge. The lumping together of all �nancial services sectors; carless �nancial behavior by some; lack of stability in the economy; and federal regulations like the A�ordable Care Act have not made this easier on us as an industry. So what can we do to educate those around us about the importance of insurance and the impact it has on the overall economy?
In the state of Texas, there is a curriculum that was created by the Texas Department of Insurance. The study material can be taught in a matter of 100 minutes and can be introduced as early as 8th grade. Unfortunately, I have never heard of any school taking advantage of this study material. I would opine that this is due to an emphasis on other subjects and increased scrutiny for public educators to produce results to increase scores in Math and Science . I don’t see the TDI program being adopted by many school districts, which leads me to post-high school education. Based on statistics from the National Center for Education, from 1975 to 2011 only 51% of graduating seniors entered into collegiate education. This automatically left 49% of seniors out of a pool that could possibly have taken a course in insurance. This is of course, unless they entered the industry, consciously pursued information in this regard, or were a�ected by it because of a life or business situation. Out of the 51% how many do you think pursued a business degree or attended a higher learning institution that had a course in insurance? Based on these stats, things are looking dismal and yet we wonder why we, as an industry, get a bad rap.
Critics question how the insurance industry bene�ts the economy. The number one contribution is that it allows people to transfer potentially crippling economic risk. Secondly, it creates a capital market similar to banks through its share holders’ investments and premiums.
To what magnitude is this e�ect? According to the US Department of Commerce at the end of 2012 the insurance industry accounted for 2.6% of the Gross Domestic Product of our great country. In dollars that is a little over 15 billion. The insurance industry as of 2012 employs 2.4 million people, that is more than the total population of Houston (est.2012 US Census). About 1.4 million of those people work for an insurance company and the rest are insurance agents, brokers or are in insurance-related services. They also pay approximately $16.7 billion in premium taxes from the $1.4 trillion in written premiums they have. Finally, they invest $1.4 trillion in stocks and $2.1 trillion in bonds, according to the Insurance Information Institute insurance industry recap of 2012. I would say we are kind of a big deal in our economy.So now let’s move to what hits home for us. The day we no longer need to borrow money to buy property, autos, and machinery; can pay out of pocket for medical care; stop suing each other; can stop mother-nature and catastrophic events; or simply stop worrying about losing valuable people and possessions; we might minimize the overall value of insurance. Even if these things were possible, we would never get rid of the risk that exists regardless of how carefully we plan and behave.
It is unfortunate that some of our close family, friends, and neighbors may have experienced di�culties with insurance in the past. That is truly why I enjoy what I do; because I want people to trust me as a resource when they are having di�culty understanding their insurance needs. I want to encourage all of you to get the word out and be proud of the great industry that a�ords us this living and sustains us and our families. We don’t do this for charity, we are heavily regulated, we pay our fare share, we contribute to the economy, and ultimately bene�t society in many ways.Let’s pave the way for the next wave of experts by continuing to learn our craft, educate others, and by providing good service within our means. Who knows, maybe in the next couple of decades there may be a shift in the way people regard us.-Jose Flores, Young Agents President
Young Agents’ Presidential Address
Relationships are important to us.That is why we are proud of our long term relationships with our quality “A” rated carriers. But most importantly, we’re grateful for the relationships we have with our clients.
Providing you with the tools and talent you need to minimize your clients’ risk is what we’re all about. Give us an opportunity to work with you and show you how Hull does it better!
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HullTX_Ad_Dallas_Resize.indd 1 8/30/13 9:19 AM
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All Industry Day was a wild success with just under 100 vendors and 1,000 attendees. IIAD asked All Industry Day attendees, exhibitors, and sponsors to participate in an online survey. Below is a summary of the results:
Exhibitor Survey Results Sponsor Survey Results
Attendee Survey Results
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The All Industry Day Committee members helped to make All
Industry Day an amazing success. Thank you again to all of the
committee members.
The Dallas Association of Insurance Professionals volunteers helped make
attendee registration quick and e�ortless. Thank you to the “DAIP Ladies” who continue
to help with All Industry Day every year.
The All Industry Day Committee is a vital part of All Industry Day.
Email [email protected] to learn how you can get involved.
All Industry Day All Stars
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All Industry Day VIP Sponsor Reception
(From Left to Right) Ryan Estis, Kathy VanEeten
(From Left to Right) Jack Ogden, Ryan Estis, Bill Jackson
(From Left to Right) Ben Patterson, Ryan Estis (From Left to Right) Ryan Estis, Gaylan Brown
(From Left to Right) Brad Nehring, Ryan Estis, Jerry Kielman
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Interested in sponsoring a Young Agents event? Contact Elizabeth Nelson at
We Are Your Specialty Insurance Management Company
Wedeliversuperiorprogrammanagementcapabilities,underwritingexpertiseandservicestandardstobothourprogrampartnersandthebrokermarket.
• AnimalMortality
• ArtisanContractors
• CommercialAutoProgram
• Earthquake
• ExcessEmployer’sLiability
• ExcessUmbrella
• ExcessWorkers’Compensation
• GarageLiability
• GeneralLiability
• HospitalityRisks
• InlandMarine/PhysicalDamage
• OccupationalAccident
• OceanMarine
• Oil&Gas
• PersonalLines
• PollutionLiability
• PrimaryWorkers’Compensation
• ProfessionalLiability
• Property
• SpecialEvents
Morning Property & Casualty Panel
Moderator
Paul Martin
Panelists
Robert Smith Richard Gergasko Debra Richardson Gary DeLong
Afternoon Life & Health Panel
Moderator
Misty Baker
Panelists
Alicia Ha� John Allen Randal Mitchell Ed Oleksiak
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All State Auto Western Region Partners:
State Auto is pleased to announce that Michelle Raue has joined State Auto's Western Region as claims regional manager. In this role she will focus on insuring the critical delivery of claims services to one of State Auto's fastest growing regions.
Raue assumes responsibility and oversight for the local execution of our claims strategy, claims quality and customer service. Michelle brings 17 years of claims leadership experience with other national carriers.
Raue, who holds the AIC designation, graduated cum laude from the University of South Alabama with a bachelor's of science degree in business management in �nance and banking. She and her family will be relocating to the Austin area.
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2013 IIAD Volunteer of the Year
What makes a great volunteer at IIAD? It is someone that gives unselfishly of their time, with a genuine smile on their face. It is a person that not only takes on committee work, but also looks for new ways to benefit the organization as a whole. They show up and ask what they can do to help…..and then they do it.Christi White of State Auto is this year’s IIAD Volunteer of the Year. Christi spent countless hours making calls to solicit sponsors to raise money for All Industry Day and our Golf tournament, and then volunteered to work the registration tables for both of those events.
She also took on a very special project this past year with the purpose of growing our membership. Christi spent several days of her time interviewing members of our association and asking them what benefit they derived from being a member of IIAD. You can see the culmination of her work (and that of the other Membership committee members) in a video that we proudly display on our website.
Christi has actively recruited new members for IIAD since moving here from Houston several years ago, and is our “Welcoming Committee” at each luncheon, where she greets new members and makes sure that they feel welcome. We couldn’t do what we do without Christi White, and so today, we want her to know how much she means to this organization.
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Tom Hughston Joins Assurex Global Board of Directors
Dallas, Texas – Tom Hughston, CEO of Roach Howard Smith & Barton in Dallas, Texas, was recently named a member of the Assurex Global board of directors at the 2013 Global Conference and Shareholders’ Meeting in Dubai, United Arab Emirates. Assurex Global is the world’s largest privately held commercial insurance, risk management and employee bene�ts brokerage group.
“I am honored to join the board of directors during this exciting time as Assurex Global approaches its 60th anniversary and begins implementing a new strategic plan,” Hughston said. “As we take on new challenges and reformation, I look forward to seeing growth and improvement throughout the partnership.”
Roach Howard Smith & Barton’s current Chairman, Karen Farris and Founding Partner, Richard Roach have previously served on the Assurex Global board of directors.
Tom joined Roach Howard Smith & Barton in 1991, was appointed to its board of directors in 1995, and named CEO in 2011. He specializes in commercial insurance production. Tom is currently a board member of The Council of Insurance Agents & Brokers (CIAB), the premier trade association representing leading domestic and international commercial insurance agents. He is a graduate of the University of Texas at Austin, where he received a Bachelor of Business Administration degree in �nance.
“Tom is an active leader in the insurance industry and we are very pleased to now have him on our board,” Assurex Global President & CEO Jim Hackbarth said. “He showed excellent leadership as a team leader for our recent strategic planning process. He understands the potential for achieving greater success together as Partners than would be possible just as individual �rms.”
About Assurex Global With more than $28 billion in annual premium volume and more than 600 Partner o�ces, Columbus, Ohio-based Assurex Global is the world’s largest privately held commercial insurance, risk management and employee bene�ts brokerage group. An international insurance powerhouse, Assurex Global combines the local expertise and global reach of international brokers on six continents.
About Roach Howard Smith & BartonRoach Howard Smith & Barton is a leading independent insurance brokerage �rm providing business insurance and risk management solutions to companies of all sizes and personal insurance to individuals and families. A partner of Assurex Global, the world's largest privately held commercial insurance, risk management and employee bene�ts brokerage group. RHSB has o�ces in Dallas and Fort Worth, Texas.
Stay Connected with IIAD! For information and news
on upcoming luncheons, events, and more!We will po� exclusive All Indu�ry Day
news on our company facebook page, as well as
details and insider information!
www.faceb�k.com/DallasIIAD
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IIAD graciously donated $7,500 via a grant �at Tru�ed �oice provides for local associa�ons. IIAD worked wi� �e No�h Texas
Make-a-Wish group to process �e grant money. The average wish amount is $7,500, allowing IIAD to grand one wish. There was no
specific recipient named. IIAD will take advantage of �is grand every year �at is made available, so �at we can con�nue to grant
wishes.
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All Industry Day Exhibitors
Accident Insurance Services Inc.AFCO Credit Corp.AFS/IBEX Financial ServicesAIGAIGAllegraAllied InsuranceAmerican Institute for CPCU d/b/a The InstitutesAmerican TechnologiesAmerisafe, Inc.The Texas Construction Association Safety GroupApplied SystemsBene�t MallBene�t Solutions by Design - "50 Plus Advisors"Blackmon MooringSocial Services Agencies of Texas (Care Providers)Charles TaylorChubbCombined GroupCompGroup AGC and TSA Comp GroupCRC | CRC CrumpDalworth RestorationDelta General Agency Corp.EmployersEnterprise Rent A CarFalcon Insurance AgencyFIRST Insurance FundingFirstCompGAINSCO Auto InsuranceGenesis ResourcesGreat American InsuranceHa� Consulting Services, LLCHerb's Paint & BodyHouston International Insurance GroupIIAD / Insurance Employment ServicesIMPERIAL PFSInsurance JournalInsurance Technologies CorporationInsurance RecordInsureZone DirectINSURICAJukebox PromotionalKemper Preferred
Lon Smith Roo�ngLone Star Auto Dealers-Texas Auto Repair
Maggiano'sMarketScout
McClelland & Hine, Inc.Midlands
Mooring USANational Alliance
One Star Insurance Solutions, LLCPat Moore Insurance Services
PayChoicePhiladlephia Insurance
Premium Assignment CorpPremium Funding Associates, Inc.
QQ SolutionsQualCorp, Inc.
QuestPro Consultants/Q-TEMPSRisk Transfer Partners
RSI InternationalSelect Insurance Markets, LP
Service King Collision Repair CentersService Lloyds Insurance Company
Southwest RiskSpecial Insurance Services
Strategic CompTejas American General Agency
Texas Green Industry & Texas Home Builders Safety Groups
Texas Medical Group/HOTCompTexas Mutual
Texas Oil & Gas Assn/ Texas Assn of ManufacturersTexas Restaurant Association
Texas Schools GroupTexas Specialty Underwriters, Inc.
The Brokerage, Inc.TriNet
USG Insurance ServicesVertafore
Wellington Risk Insurance Agency, Inc.Western Security Surplus, Inc.
Young Agents of IIADZenith
Thank you for exhibiting at All Industry Day.
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Texas Mutual ’s dividend program is a reward for the policyholder. It says that they take safety seriously. Dividends are great, but they’re not why our clients go with
Texas Mutual. It’s because they do all the other things well — claims handling, fraud investigation, customer relations, communication. The dividend is just the icing on the cake.”
“
To learn more about workers’ comp insurance from Texas Mutual Insurance Company, call (800) 859-5995 or visit www.texasmutual.com.
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Texas Mutual Insurance Company is rated ‘A’ by A.M. Best Company. While we can’t guarantee dividends every year, Texas Mutual Insurance Company has returned nearly $1.4 billion to safety-conscious policyholders over the last 15 years.
Robert NitschePresident
Insurance Network of TexasGIDDINGS
A lot of companies like getting a dividend, but they really
like having their people safe.
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Texas Insurance Professionals Receive National Alliance Designations At the 43rd Annual Texas Conferment Ceremony held in conjunction with the IIA of Dallas All Industry Day at the Irving Convention Center in Irving, TX, on November 5, 2013, twenty-three Dallas area insurance professionals were conferred their designations by The National Alliance. The total conferees for Texas in 2013 numbered 240 individuals. Dr. William T. Hold, CIC, CPCU, CLU, conducted the ceremony presenting conferees with the distinctive gold insignia lapel pin.
According to Dr. Hold, those receiving their designations are to be commended on their dedication to professionalism as evidenced by their completion of their designation program and their commitment to continuing education.
The CIC Conferees present at All Industry Day were:Erin Van Gieson
Joshua Gilbert
Kenneth Thakur
Laura Plemons
Mark Huff
The Three CRM conferees present at All Industry Day were:
Joseph Durkee
Stuart Salter
Morresa Shepherd
Matthew J. Aripoli
Melissa Laurel
Michael Layman
Rachyl Mead
Sandra Runnels
The Five CISR Conferees present at All Industry Day were:
Ashley Bolin
Carolyn Sams
Craig Harrison
The CSRM Conferee Present at All Industry Day was:
Judyann Robinson
The Four UACIC’s Present at All Industry Day were:
Amelia Bourassa
Jason Brown
Patrick Hiebert
Eric Park
The UACIC Professor Present at All Industry Day was:
Debra Richardson
The Texas OCSR Present at All Industry Day was:Sonya Edwards
The Texas VIP Present at All Industry Day was:Craig W. Sparks
Glinda Nelson
Vanessa Anzualda
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Contact us for a fast, competitive quote!
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Sharon Stewart receiving the IIAD Property & Casualty Underwriter of the Year Award.
Heather Fagan receiving the IIAD Bene�ts Specialist of the Year Award
From Left to Right: Lance Go�, Ben Patterson, and Tammy Land at the VIP Sponsor
Reception
John Allen and Randal Mitchell at the Afternoon Life & Health Panel.
Leslie Quick receiving the AMCL Designation Certi�cate. Carrie Strahan was also honored
with the AMCL Designation Certi�cate.
Christie White, IIAD Volunteer of the Year, pictured with Don Barnett.
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Dear Lance Goff,
Thank you for your dedication and volunteer work on the All Industry Day Committee. Thank you for serving as a committee member and as the Committee Chair for the past few years. Your help has made All Industry Day one of the largest trade shows in Texas. All Industry Day only had 250 attendees 25 years ago and now we are reaching 1,000 attendees. All Industry Day continues to grow in success and this is in large part due to your hard work. We are grateful for your time, humor, effort, and dedication. Your high spirits and humor have helped everyone involved in All Industry Day immensely. We appreciate you!
Sincerely,
IIAD Staff and Board of Directors
All Industry Day Spotlight
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We provide our clients with the resources of a global
organization and the customer service of a small niche
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but to service it locally and effectively.
And with the AmWINS team working hard for you behind
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5910 N. Central Expressway, Suite 500Dallas, TX 75206 | 214.528.3999 | 800.528.5544
amwins.com
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IIAD would like to thank Margaret Stahl for instructing the AMS360 “Tips and Tricks” class at all Industry Day.
Angela Adams Consulting Services generously donated the class.
All Industry Day Committee Members
Amy Zimmerman, Tex-Cap ConcordAngela DeGroot, Frost InsuranceAnnabel Williams, Tex-Cap ConcordBeth Fulton, Texas MutualChristi White, State AutoCyndi Boehle, Arthur J. Gallagher & CoErin VanGieson, State AutoJe� Anthony, EFGI InsuranceJeri Payne, Sleeper Sewell Insurance ServicesLance Go�, Philadelphia InsuranceLori Snelson, Blackmon MooringMark Frederiksen, Frederiksen & Frederiksen InsurancePaul Fredette, Legacy TexasRick Pooler, ImperialPFSStephen Pine, Philadelphia InsuranceToni Campbell, Business Consultant
Insurance Employment ServicesIIAD Sta�ng Services
Dedicated to bringing people and companies together in a working relationship
Finding the person with the right skills and personality for your team is di�cult. Posting ads, sorting through applications and résumés, conducting interviews, checking
references, and testing skills takes time away from your regular duties. IES empowers you to focus on core job functions while we �nd you quali�ed workers.
Visit the Sta�ng Services tab at IIADallas.org for more information on job postings, job descriptions, resume and interview tips, and more.
Annual Salary12% 20%
Member SavingsPlacement Fee Placement Fee IIAD Member Rate
$30,000.00 $3,600.00 $6,000.00 $2,400.00 $35,000.00 $4,200.00 $7,000.00 $2,800.00 $40,000.00 $4,800.00 $8,000.00 $3,200.00 $45,000.00 $5,400.00 $9,000.00 $3,600.00 $50,000.00 $6,000.00 $10,000.00 $4,000.00 $55,000.00 $6,600.00 $11,000.00 $4,400.00 $60,000.00 $7,200.00 $12,000.00 $4,800.00
Jaimee Goehring, CIC, CISRIIAD STAFFING SERVICES - IES
(214) 360-0794 - o�ce(214) 360-9989 - [email protected]
39
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Index to AdvertisersAmWins Page 34http://www.amwins.com
Blackmon & Mooring Page 16http://www.blackmonmooring.com
Burns & Wilcox Page 44http://www.burnsandwilcox.com
CRC Crump Page 6https://www.crumpins.com/
Hull & Company Page 10http://www.hullco.com/
Insurance Employment Services Page 39http://www.IIADallas.org
Midlands Management Page 14http://www.midlandsmgt.com/ Myron Steves Page 2http://www.myronsteves.com/ NSM Insurance Page 47http://www.NSM.inccom
Philadelphia Insurance Page 8http://www.phly.com
Qualcorp Page 24http://www.qualcorp.com
Southwest Risk Page 37http://www.SWRisk.com
Swett and Crawford Page 48http://swett.com/
TAGA (Tejas American General Agency) Page 4http://www.taga1.com/
Texas Mutual Page 28http://www.texasmutual.com/
The Republic Group Page 24http://www.republicgroup.com
Towerstone Page 30http://www.towerstonecorp.com/
US Risk Insurance Group Page 40http://www.usrisk.com/
Western Security Surplus Page 22http://www.wssib.com/
House Bill 5 Overview
41
House Bill 5 in Regards to the Independent Insurance Industry
House Bill 5 was signed by Governor Perry on June 10, 2013. The bill is relevant and pertinent to the Independent Insurance Industry, in that is es-
sentially requires high school students to be “career ready” before they graduate. We can be strategic in helping the districts educate the students
for business, particularly insurance. House Bill 5 should be viewed as a gateway opportunity to help independent insurance get “into schools” and
bring the younger generation into our industry.
42
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Commercial | Personal | Professional | Brokerage | Binding | Risk Management Services
From skyscrapers to main street businesses, lessor’s risk to vacant property, Burns & Wilcox does it all. With unlimited access to the broadest range of markets, we can place coverages for every one of your commercial property clients. Whether their needs are traditional or complex, the expertise of Burns & Wilcox means you are always on the right road.
For all your commercial property needs, the path is clear.
Dallas/Fort Worth, Texas | 817.652.1277 | toll free 800.442.1496fax 817.385.4911 | dallas.burnsandwilcox.com
Houston, Texas | 713.268.7700 | toll free 800.400.4447fax 713.782.0445 | houston.burnsandwilcox.com
COMMERCIAL PROPERTY
34220_BW_ComProp_DallasIns_TX1TX2_APPROVED.indd 1 12/18/13 10:47 AM
44
The 2013-2014 IIAD Board of Directors
From Left to Right: Tammy Land, Bruce Sams,
Anne Sheahen, Rod Medlin, Bruce Klingman, Ben
Patterson, Adam Sammons, Matt Orlie, Paul Fredette,
Von Breaux, Brook Crawford, John Losurdo.
The Board Members missing from the photo are
Mike Haselden and Jim Hamby.
Your Board at Work
Pictured on the right is Lee Loftis, Government A�airs Director of IIAT,
presenting important information about IMPACT to the IIAD Board of Directors. He
detailed information on how IMPACT works, where the funds go, and real life examples of how it has helped the Independent Insurance
Industry.
Lee Loftis also discussed forming a Legislative Committee. Ben Patterson, current IIAD
President, is working to form a Legislative Committee within IIAD.
45
Despire the impending ice storm, Coverica successfully hosted their Christmas party in their new o�ce. The new o�ce includes a gym, locker room, game room, and state of the art kitchen. The Christmas party had an excellent turnout.One Coverica Place5999 Summerside DriveSuite 200Dallas, TX 75252
Pictured above from left to right is Tammy Land, Brian Klein, and Jim Bailey.
Pictured above is Mike Sterlacci, President and CEO of CoVerica
Insurance
If you would like coverage at your company event for the Dallas Insurance Insider, please contact Elizabeth Nelson at [email protected]
46
A Place Where Insurance Careers Thrive... What a Great Place To Work!
Underwriting Professionals
Join Our Team!
Explore a New Opportunity!
go to: www.nsminc.com/careers.aspx 47
Swett & Crawford is one of the world’s largest independent wholesale brokerage and reinsurance organizations. With 60 offi ces worldwide, we have the reach and resources to provide the coverage you need, wherever you need it. Which all translates to peace of mind for your clients—and more opportunity for you. Go to swett.com to learn more.
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Versicherung
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©2014 The Swett & Crawford Group, Inc.
Go to swett.com
™
A message for Dallas Retail Brokers:
Swett & Crawford14643 Dallas Parkway, Suite 400 • Dallas • TX 75254 • 214.747.1200
Client: Swett & Crawford Created by: GSS Communiqations, 323.939.1181Publication: Dallas Insurance Insider 1/14Dimensions: 7.75” x 10” non-bleedAgency contact: Andrea Graham [email protected] contact: Marc Shur [email protected] contact: Emily Kalmbach – [email protected]