AnualReport
INDEPENDENT INSURANCE AGENTS OF DALLAS
2018-2019 WWW.IIADALLAS.ORG
FUNDING DYNAMICS 2018-2019 Dues
$127,416
Sporting Clay
$62,910
Golf
$148,369
JMIC
$233,125
Emerging Leaders
$21,137
Magazine Ads
$21,465
Luncheons
$32,080
IES Management Fee
$105,000
IES Management 14%
Dues 17%
Luncehons 4% Magazine Ads 3% Emerging Leaders 3%
Sporting Clay 8%
Golf 20% JMIC 31%
DID YOU KNOW? Our Agency Members current economic impact on the Metroplex is
1,250 JOBS
PERPETUATION
The Emerging Leaders were able to donate volunteer hours at CitySquare but they also were able to donate a $1,100 check. With their left over fundraising they were also able to donate a $5oo check to North Texas Make-a-Wish!
We gathered the proceeds from the two previous Clay Shooting Tournaments to donate $80,000 that will go towards two College Students Tuitions over four years as well as go towards helping the students of the RMI Program.
IES placed over 50 candidates throughout our members and generated around $297,494 in Revenue.
Volunteers worked in WWHS< Sunset HS< Grady Spruce HS, and Skyline Hs to share the love we have of our Industry with Students.
PROMOTION OF GOODWILL Every December the IIAD Host a Open house where we ask our members to donate to a toy Drive for Make-a-Wish. Every year our members blow us away with their generosity! Three car load worth of toys was donated to North Texas Make-a-Wish.
With the IIABA Trusted Choice Grant for $7,500 the IIAD was able to host a wish and throw a send off party for Claire Brown's wish to spend time with her family in DisneyWorld..
Every year with the help of our sponsors and volunteers, the IIAD host a Insurance Bootcamp for the students of Woodrow Wilson High School. Our latest bootcamp welcomed almost 4o students!
IIAD participated in North Texas Giving Day by giving $2,500 each to 5 chosen charities. These charities include Boys & Girls Club of Greater Dallas, EQuest, Community Partners of Dallas, The Warren Center, and Make-a-Wish North Texas for a total donation of $12,500.
With the help of all the past two Clay Shoot proceeds IIAD is able to donate $80,000 to UTD RMI Program. With this donation IIAD has become the largest sponsor of the program. More of the UTD graduates are entering the industry on the agent & broker side thanks to positive interactions and wonderful career opportunities. We are grateful to be able to support the future of our industry. The RMI program launched at UT Dallas four years ago, and because of strong support from the insurance industry and its associated individuals, has experienced impressive growth and success.
MEMBERSHIP During the 2018-2019 year the IIAD had 111 Agency Entities and 144 Associate Entities. We also gained 11 New Agency Members and 11 New Associate Members.
AGENTS 44.6% ASSOCIATES 55.4%
New Members Agents Associates 0
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@Risk Technologies, Inc Rigidbits Harbor Hill Solutions, Inc. Ewing Insurance Services, Inc Aleaf Insurance Agency Texas Insurance Training Academy North American Life Plans My Choice Insurance Daughters Insurance Agency United Insurance Crouse & Associates Servpro of Flower Mound Coverdesk, LLC Your World Insurance Diamond National Insurance Advisors Parsons Insurance Insgroup Dallas United Midwest Savings Bank Restoration Solutions Legacy Benefits, Inc. Leonards Insurance Training Monarch Insurance Group The Sterling Insurance Group..
EDUCATION CE Classes:
Cyber Security- 54 Attendees Eith Ins. Tredns or General Liability Coverage- 30 Attendees Ethics- 51 Attendees Flood: Navigate NFIP&Avoiding E&O Flood Claims45 Attendees Workers Comp- 51 Attendees Cyber- 50 Attendees Opioid Use -WC- 45 Attendees Lloyds of London Market Update55 Attendees
Our Emerging Leaders hosted a Luncheon where they welcome Keynote Speaker Ryan Hanley. Former Trusted Choice guru Hanley, shared his experiences as the new producer in his father-in-law's agency. The struggle to change the mindset from "the way it's always been done" to the new digital, technologically savvy ways was real for him. He also dived deeper in a workshop sharing his success and giving his tips to a group of our Emerging Leaders. He also welcome a group of leaders after the lunch to join him for a workshop directed to help Producers and their Principals.
IIAD offered a new member benefit in May in the form of a ½ day Agency Workshop facilitated by Tom Doran of Reagan Consulting. The Workshop was entitled, “Helping Independent Agents stay Independent”. It included three main topic sections: Industry Update, Perpetuation Best Practices and Producer Recruitment/Development. Over 50 agency principals attended the event at Texas Mutual’s Irving regional office. Attendees heard about the macro tends within merger and acquisition activities, received metrics for becoming a Best Practices agency, and discovered useful tools for compensation and retention of producer talent.
EVENT SUMMARY
2018 Clay Shoot
The 2018 Clay Shoot had the highest attendance yet with almost 230 total attendee! The day started with lunch from Hard 8's BBQ before the tournament started, during this time they were also able to participate in the raffle items! These items range form Dirk Nowitzki signed shoes to a Beretta Shot Gun. Attendees could also be apart of the silent auction for multiple different types of unique hunts. All proceeds from this event went towards the UTD Grant.
Sponsors
Shooters
Spectators 0
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100
150
200
2018 Jim Millerman Insurance Convention
Exhibitors
Sponsors
Attendees 0
200
400
600
800
Our 800 attendees had the chance to hear from so many different types of speakers at our "Roaring Twenties" Convention. The Morning Session included Senator Risk Santorum and Sean O'Brien speaking on cybercrime, as well as General Steve Roser speaking on how to have a successful and fun-filled career. Afterwords they were able to attend a 90 minute workshop hosted by our Keynote Speaker Sam Ritcher on sales intelligence. Attendees then proceeded to our Trade Show with 95 different exhibitors to network with, followed by a Keynote Lunch on digital reputation management by Sam Ritcher.
2019 Golf Tournament
Our relocation to Glenneagles Country Club proved to be a benefital. The tournament hosted over 400 total attendees! Sponsors were placed around the course to network with golfers and had the option to hand out snacks, drinks, and snacks through out the day. Afterwords everyone enjoyed dinner and margaritas during the awards ceremony.
Sponsors
Golfers
Total Attendees 0
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200
300
400
500
2018-2019 Monthly Luncheons
200
150
Our goal is to make each luncheon unique from the look of it as well as the speakers! Our 2018-2019 speakers range from motivation speakers, legislative updates, and inspirational stories from others. The average at each luncheon was around 120 attendees. Our CE classes before the lunch had an average of 40 attendees.
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AGENCY MEMBERS Aleaf Insurance Agency Allied Insurance Agency Alonso & Berrian Insurance Group Arthur Blake Insurance Arthur J Gallagher Risk Management Services Inc Ascend Insurance Brokerage Associations Insurance Agency AssuredPartners of Texas Baker & Affiliates Insurance Agency Inc Baldwin-Cox Agency Bell Insurance Group Ben Spurgin Insurance Agency Benefit Solutions By Design, LLC. Benton Luttrell Company Bibby, Brilling & Associates LLP Box Insurance Boyd, Shackelford, Barnett & Dixon, LLC BrookStone Insurance Group Business Insurance Consultants Inc Champion Commercial Insurance CiraConnect Insurance Services CLA Insurance Group CNC Insurance Brokerage Commercial Insurance Solutions Cook Insurance Group CoVerica Curley Insuance Group Inc. Daughters Insurance Agency Davidson Stewart Morelock Independent Insurance Group Davis-Dyer-Max, Inc. Dexter & Company Inc Diamond National Insurance Advisors Diversified Insurance Management, Inc. Dornell Reese Jr. Insurance EFGI Insurance & Bonds
2018-2019 MEMBER DIRECTORY
Equify Risk Services LLC Ewing Insurance Family Financial Group Inc Financial & Insurance Services of Texas First United Insurance Solutions Frederiksen & Frederiksen Frost Insurance Agency Greenhaw Insurance Agency Inc Harris F. Underwood III, Inc. Haskins Agency Inc Hibbs Hallmark & Company Higginbotham Holmes Murphy & Associates Hooper & Hines Insurance Hotchkiss Insurance Agency HUB Hub International Texas, Inc. I ES IBTX Risk Services IMA/Waldman Independent Insurance Group Inc Insgroup Dallas Insurance One Agency Insurica TX Insurance Services, Inc. JM Insurance Services LLC K & S Insurance Kaplinsky Insurance & Financial Services Keystone Southwest Insurance Agency Lee Insurance Services, Inc. Legacy Benefits, Inc Lipscomb & Associates Love Insurance Agency Madeley & Company Marsh & McLennan Agency McLaughlin Brunson Insurance Agency LLP MG Risk Advisers, Inc dba MGRA Midlothian Insurance Agency
Monarch Insurance Group Mondics Insurance Group Inc MY CHOICE INSURANCE Patterson & Associates Insurance Agency Pitts Birdsong Fennell & Assoc Porter Brandenburg Agency Ragland Strother & Lafitte Ramey King Insurance Rekerdres & Associates Ricart Insurance Agency, Inc. RiskPro Global Partners Roach Howard Smith & Barton Roberts & Crow Scarbrough Medlin & Associates Shield Insurance Brokerage LLC Sleeper Sewell Insurance SMA Insurance Services Street & Associates Summit Financial Group, Inc. Swingle Collins & Associates Texas Oil & Gas TexCap Insurance The Canady Group LLC The Grayhawk Companies The Sterling Insurance Group TriStar Insurance Professionals Inc Triumph Insurance Group United Insurance USI Southwest W. L. Rivers Wallace Specialty Insurance Ward & Moore Insurance Services Weatherby-Eisenrich Insurance Weber Group Advisors Wood-Wilson Co Your World Insurance
ASSOCIATE MEMBERS @RISK Technologies Accident Fund Insurance Co of America AccuRisk Solutions of Texas LLC Acuity, A Mutual Company Advanced E&S Group AFCO Credit Corporation AFR INSURANCE SERVICES AFS/IBEX a divison of MetaBank Agents Alliance Services AIG All Risks, Ltd. Allied World Assurance American Technologies AMERISAFE AmTrust AmWINS Group Applied Systems, Inc. Arch Insurance Group Aspenmark Roofing & Solar Bankers Insurance Group Berkshire Hathaway GUARD Insurance Companies Berkshire Hathaway Homestate Companies Blackboots Network Solutions Blackmon Mooring Brazos Specialty Risk Breckenridge Insurance Services LLC & BlueRiver Underwriters Brown & Riding Insurance Services, Inc. Burns & Wilcox Care Providers Insurance Services Central Insurance Companies Chubb Group CNA Insurance Columbia Insurance Group Columbia Lloyds Insurance Company Combined Group Coverdesk CPro/Accident Ins Services CRC Insurance Services Crouse & Associates Insurance Services Crum & Forster Delta General Agency Corp EMC Insurance Employers Insurance
Glass Doctor of North Texas goto Premium Finance Gray Casualty & Surety Company Great American Insurance Company Hallmark Financial Services Hanover Insurance Harbor Hill Solutions Herb's Paint & Body Shops Homeowners of America Insurance Company Hull & Company ICW Group IIAT Imperial Premium Financing Specialists IRMI Leavitt Group Leonards Insurance Training Liberty Mutual Insurance Lloyds America, Inc Lon Smith Roofing LP Risk LUBA Workers' Comp Markel Corp MarketScout McClelland & Hine Inc Mercury Insurance Group Midlands Management Of Texas Inc Myron Steves National Federation of Independent Business Networked Insurance Agents Nexsure-XDimensional Technologies North American Life Plans NSM Insurance Group Pan American Life Group Pan-American Benefits Solutions Patriot National Underwriters Philadelphia Insurance Companies Progressive Insurance Co Qeo Group Questpro Consultants LP Quirk & Company Republic Restoration Solutions Risk Placement Services Risk Transfer Partners
RSI International Inc RT Specialty Safeco Insurance Company Selective Insurance of America Serpro Northwest Dallas & Southeast Dallas County Service Lloyds Insurance Co Servpro Northwest Dallas & Southeast Dallas County Servpro of Flower Mound/Lewisville Southwest Risk LP Special Insurance Services Starr Companies State Auto Mutual Insurance Co Stone Falls Insurance STONEMARK, INC. "Premium Finance Group" Summit Holdings Suretec Tapco Tejas American General Agency Texas Green & TX Home Bldrs Texas Insurance Training Academy Texas Mutual Insurance Company Texas Specialty Underwriters The Brokerage, Inc. The Hartford The Insurance Exchange The Parks Group, Inc. The University of Texas at Dallas The Zenith Insurance Company Thompson Coe Cousins & Irons LLP Towerstone, Inc. Travelers U. S. Risk Union Standard Insurance Group United Fire Group United Heartland United Midwest Savings Bank UPC Insurance USG Insurance Services USLI Utica National Insurance Group Wellington Risk Ins. Agency Westchester Western Security Surplus Ins. Brokers LLC Windhaven Worldwide Facilities Wortham Insurance & Risk Managment
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10 SPONSORS
On behalf of the IIAD and Board of Directors, we want to extend a heart-felt thank you for your commitment to making this Association so successful.