DII June 2019

DII

JUNE 2019 ISSUE

SUMMER INTERNS, EMERGING LEADERS UPDATES, AND SO MUCH MORE!

DON'TÂ FORGET TO CHECK OUT OUR MEMBER SPOTLIGHT!

TWICE as NICE. FINANCIAL REWARDS and CUSTOM SAFETY RESOURCES.

Agent Ken Chew, CIC The Nitsche Group Policyholder Michael Morgan Morgan Petroleum Testers, Inc. MEMBER, TXOGA SAFETY GROUP

Good for you and your clients—our safety groups are doubly rewarding.

Whether they’re in oil and gas, construction or more than 20 other industries, your best clients can enjoy the rewards of membership in a Texas Mutual safety group. As members, they’ll receive a premium discount and the chance to earn additional dividends, while you continue to own the business and earn commissions. It’s an outstanding tool that helps you recruit and retain great clients. To learn more, go to texasmutual.com/safetygroups.

Dividends are based on performance and are not guaranteed. ©2019 Texas Mutual Insurance Company | Texas Mutual Insurance Company is rated ‘A’ by A.M. Best Company.

10

Golf Tournament

18

Intern Luncheon

23

Why Millenials?

25

Agency Workshop

27

Member Spotlight

31

Upcoming Events

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Clay Shoot 2019 JMIC

PROPERTY

All lines including catastrophe perils

PROFESSIONAL LINES

WHAT MAKES US

D&O, E&O, Cyber and Healthcare

DIFFERENT IS OUR

TRANSPORTATION

Short haul to long haul and Commercial Auto Liability.

Admitted MTC and Physical Damage products

COMMITMENT TO THE

SUCCESS

CASUALTY

All lines including Energy, Construction and Manufacturing

OF OUR CLIENTS AmWINS has a broad range of capabilities to meet the specific needs of Texas agents

ENERGY

Upstream & Downstream and Control of Well

WORKER INJURY

Workers’ Compensation and Non-Subscription (TX & OK), and Occupational Accident

CRAIG DUNN

214.561.6872 | craig.dunn@amwins.com 5910 N. Central Expressway | Suite 500 | Dallas, TX 75206 | 214.528.3999 Two Greenway Plaza | Suite 400 | Houston, TX 77046 | 713.481.1680 2204 Timberloch Place | Suite 185 | The Woodlands, TX 77380 | 800.922.7587

STEPHEN PINE

IIAD 2018-2019 PRESIDENT PATTERSON & ASSOCIATES

Writing policies.

Restoring homes.

Changing the game.

Who’s in?

We’re looking for independent agents who have the same values we do.

Such as getting neighbors the policies and information they need, and treating people like friends, not customers. If that’s you, let’s do some business together.

A.M. Best

insurestation

The Hearth underwrites policies through State National Insurance Company, Inc., an A.M. Best rated admitted insurance carrier.

An agency CRM where you can communicate with, convert and cross-sell to new and existing customers.

App

Wide Open

Lets customers make a payment, report or fast track a claim, even do their own home self-inspection.

Open in all Texas zips.

Cross-Sell Increase business with easy add-ons, from auto insurance to car refinance and service warranties.

Hearth Care A team of experts and contractors who keep houses from getting worse and get them back to normal.

1-833-484-3432

THEHEARTH.COM

Thank you to all who responded to our recent lunch survey. The results were tallied and confirm that we are creatures of habit. IIAD will continue to offer 8 member luncheons throughout the year with free CE before each.

However, please note that we are moving to Royal Oaks Country Club starting with our August luncheon. IIAD is also committed to bringing worthwhile speakers to the luncheons, to provide our members with information that is informative, educational or motivational. Suggestions for speakers or topics are always welcome.

A NAME COMMITTED TO TEXAS At Risk Placement Services (RPS), we are committed to building relationships in Texas one retail partner at a time. Our stewardship begins by providing you access to the finest markets and top producers in the industry. In addition, we provide customized solutions by designing, negotiating, and tailoring individual risks to help you meet your insureds needs. It’s a statewide partnership that shines bright!

To learn more contact Kathy Hettenbach 214.414.3849 Kathy_Hettenbach@RPSins.com

―

SUCCESS BREEDS SUCCESS

Volunteers: Lisa Steele- Higginbotham Errica Rivera- State Auto Anndi Hogan- Independent Insurance Group Lynnette Chastain- CoVerica Erin Van Gieson- State Auto Wendy Rhoden- Patterson & Associates Laurene Rosen- Volunteer Alex Land Committee: Bill Jackson- Texas Mutual Bruce Sams- Champion Commercial Insurance Denise Livingston- The Zenith Drew Brown- TexCap Insurance Kevin Vanden Heuvel- Bell Insurance Group Lauren Allen- BrookStone Insurance Group Lori Snelson- Blackmon Mooring Lynnette Chastain- CoVerica Raeshel Parker- ICW Group Robert Ferguson- Family Financial Group Tami Olson- Bankers Insurance Toni Campbell- Midlands Will Chambers- AmWINS

Thank you for all your hard work and dedication!

Top iiad Sponsors:

Hole Sponsors:

Beverage hole Sponsors:

food hole Sponsors:

Hospitality Sponsors:

Name badge Sponsors:

Door prize Sponsors:

Longest drive Sponsor:

Margarita Sponsor:

Grand prize Sponsor:

Pin flags Sponsor:

Lunch and beverage Sponsor:

Scorecard Sponsor:

Closest to pin Sponsors: Scoreboard Sponsor:

dinner Sponsors:

Jumbotron Sponsor:

Driving range Sponsor:

Golf cart Sponsor:

Poker chip ball markers Sponsor:

Advertising Sponsor:

Morning band Sponsor:

Registration Sponsor:

Putting contest Sponsor:

Bag drop Sponsor:

We can't thank each and every one of our Sponsors enough! Without them we would not be able to host the amazing Golf Tournament, on such a grand scale. We appreciate each one of these companies!

Check out a video of the day by clicking here

Check out a video of the Luncheon made by our intern Makayla Twigg!

Whoever said less is more hasn’t met the team at CRC and CRC Swett.

CRCGroupIns.com CRC Group | CRC | CRC Swett | SCU | JH Blades | TAPCO | CRC Programs © 2018 CRC Group, is a division of and operates under the licenses of CRC Insurance Services, Inc.

By: Makayla Twigg

Recruiting: Save money by using IIAD's in-house recruiter. John Spicer. Not only will you find your star employee, but you will do it for a fraction of a traditional recruiters fees.

What is Craftsmanship ?

SM

To be crafted is tois meet exacting standards. ?

What Craftsmanship SM

It’s the human touchisthat combines To be crafted to meet exactingart standards. and science to create something unique.

©2019 Chubb. Coverages underwritten by one or more subsidiary companies. Not all coverages available in all jurisdictions.

Chubb®, its logo, Not just coverage. Craftsmanship.SM and Chubb. Insured.SM are protected trademarks of Chubb.

It’s the human touch that combines art and science to create something unique.

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We tend to think about craftsmanship in We tend tothings: think about craftsmanship terms of physical fine wine, classic in terms of physical things: fine wine, classic cars, cars, custom furniture and iconic structures. custom furniture and iconic structures.

Networking: No need to search our carriers Co-Sponsored by: throughout the DFW metroplex; meet them at one of our networking events!

whatthe about the underwriting But whatBut about underwriting of of insurance to craft protection for your unique and insurance to craft protection your valuable things?

And the for service behind that unique and valuable the— like claims coverage whenthings? you needAnd it most and lossthat prevention? service behind coverage when you need it most — like claims and For your business. loss prevention?

Your employees.

For yourYour business. home.

The people you love.

Your employees.

Things that need a particular kind of protection

and service.

Your home.

The kind Chubb provides.

The people you love.

Not just coverage. Craftsmanship.SM

Things that a particular kind Notneed just insured. of protection and service.

Chubb. Insured.

The kind Chubb provides.

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www.chubb.com

Not just insured.

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Chubb. Insured.

chubb.com

5/28/19 2:16 PM

Education: Attend our lectures and seminars held throughout the year and learn more about topics that regularly effect your business. Plus, FREE CE for members!

Co-Sponsored by:

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.

The feedback was very positive, and you will see more future events of a similar nature as a member benefit. Thank you to Bill Jackson of Texas Mutual for sharing our commitment to the Independent Agent by sponsoring this event.

TOGETHER WE’RE BETTER

WATERCRAFT

HOSPITALITY TRANSPORTATION

GENERAL LIABILITY CONTRACTORS

COMMERCIAL AUTO TEXAS NON-SUB

Together we bring more to the table - greater access, greater expertise, greater opportunity.

800.800.4007 | midlandsmgt.com | marketing@midman.com

A Safety National® Company

23 Years at RHSB

HAVE YOU REGISTERED?

8-21-19: CE & INSTALLATION LUNCHEON 8-22-19: EMERGING LEADERS

Lower Workers’ Comp Premiums for Your Construction Clients.

Earn a $100 * Bonus.

NETWORKING 9-10-19: IIAD ANNUAL SPORTING CLAYS SHOOT AT DALLAS GUN CLUB 9-18-19: CE & LEGISLATIVE UPDATE LUNCHEON 10-16-19: CE & CSR LUNCHEON 11-7-19: IIAD'S ANNUAL JIM MILLERMAN

Place your Texas Mututal insureds into the Texas

INSURANCE CONVENTION

Construction Safety Group, and receive $100! The

(REGISTRATION COMING MID JULY)

Texas Construction Safety Group saves your clients money and builds your loyal customer base – you keep all the commission and control of the account.

Ask your underwriter to quote your accounts in the Texas Construction Safety Group.

txconstructionwc.com

Gina O’Hara: info@txconstructionwc.com 888.275.2626, ext. 6324

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Registration is open now for: Sponsorships Teams of Four Players Individual Players All Day Spectators Raffle Tickets

IIAD's 2019 Jim Millerman Insurance Convention

The time has finally come!

The IIAD is proud to announce that we will be hosting the Jim Millerman Insurance Convention on November 7th, 2019 at The Irving Convention Center under the theme “Salute to the 40’s, Together we can”!

The timeline this year has been modified to better accommodate all of our members in the hope that everyone can attend at some point in the day! We are working hard to make this conference an event that everyone will enjoy and remember.

Management & Professional Liability Protection Every company needs “just in case” risk coverage. But there are other kinds of risk that can be avoided—with “know-how” support and training focused on prevention.

We offer you both: innovative coverage as well as a range of resources designed to help you learn how to avoid risk. From a Risk Management Hotline providing legal consultation to our eRisk Hub serving cyber liability policyholders. Our Accountants Professional Liability website also provides legal and technical information on risk management developments. Get the know-how to avoid risk, just in case.

Let’s talk. Call 800.873.4552. Learn more at PHLY.com/mpldivision

“JUST IN CASE”

COVERAGE. “KNOW-HOW” SUPPORT. • Rated (A++ XV) Superior by A.M. Best and (A+) by S&P • 2017 National Underwriter survey rates PHLY #1 Carrier for D&O and a Top 3 carrier for Cyber, Employment Practices, and E&O • 100+ underwriters and claims professionals in 13 regional offices

Philadelphia Insurance Companies is the marketing name for the property and casualty insurance operations of Philadelphia Consolidated Holding Corp., a member of Tokio Marine Group. All admitted coverages are written by Philadelphia Indemnity Insurance Company. Coverages are subject to actual policy language.

Y 2017 MPL-Just In Case Exec Ad-IABA.indd 1

10/26/17 1:25 PM

I N D EX T O A D V E RT I SE RS WWW.TEXASMUTUAL.COM WWW.AMWINS.COM WWW.THEHEARTH.COM WWW.RPSINS.COM WWW.BLACKMONMOORING.COM WWW.LUBAWC.COM WWW.CRCGROUPINS.COM WWW.CHUBB.COM WWW.TEXASINSURANCE TRAININGACADEMY.COM WWW.MIDLANDSMGT.COM WWW.TXCONSTRUCTIONWC.COM WWW.PHLY.COM WWW.SUMMITHOLDINGS.COM WWW.SERVICELLOYDS.COM

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[ EXPERIENCE. ] The Summit Advantage.®

www.summitholdings.com Policies are underwritten by Bridgefield Casualty Insurance Company and Bridgefield Employers Insurance Company, authorized insurers in AL, AR, FL, GA, IN, KY, LA, MS, NC, SC, TN and TX; Retailers Casualty Insurance Company, authorized in AL, AR, LA, MS and TX. ©2019 Summit Consulting LLC, PO Box 988, Lakeland, FL 33802

& Tammy Land Executive Director

Noemi Obenhaus Executive Administrative Assistant

John Spicer Insurance Employment Services Director

Courtney Erskine Communication and Marketing Director

Proud to call Texas Home We understand the workers compensation needs of Texas employers because we live and work here too.

Workers Compensation www.servicelloyds.com