IIAD Winter Publication by Independent Insurance Agents of Dallas

DII Dallas Insurance Insider

The All Industry Day Issue All Industry Day Photos, Sponsors, Exhibitors, and Information State Auto New Regional Claims Manager Tom Hughston Joins Assurex Global Board of Directors House Bill 5 Overview and Its Effect on the Independent Insurance Industry

Winter 2013

Official Publication of the Independent Insurance Agents of Dallas

Contents....................... Presidential Address Executive Address Young Agentsâ&#x20AC;&#x2122; Presidential Address

Page 5 Page 7 Page 9

All Industry Day Survey Results All Industry Day All Stars All Industry Day VIP Reception Photos

Page 11 Page 12 Page 13

Young Agents November Social All Industry Day Panelists and Moderators All Industry Day Photos

Page 14 Page 15 Pages 17, 18, 19, 23, 25, 26, 31

State Auto New Claims Regional Manager Tom Hughston Joins Assurex Global Board of Directors All Industry Day Make a Wish Recap

Page 20 Page 21 Page 24

All Industry Day Exhibitors National Alliance Conferment Ceremony All Industry Day Sponsors

Page 27 Page 29 Pages 32, 25, 36

All Industry Day Spotlight: Lance Goff All Industry Day Committee Members Your Board at Work Coverica Christmas Party

Page 33 Page 38 Page 41 Page 42

IIAD Executive Staff

Tammy Land Executive Director TLAND@IIADALLAS.ORG

noemi obenhaus administrative assistant noemi@iiadallas.org Jaimee Goehring IIAD Staffing Services JAIMEE@IIADALLAS.ORG

Elizabeth Nelson Communications & marketing Director COMM@IIADALLAS.ORG

Published by the Independent Insurance Agents of Dallas Elizabeth Nelson: Content, Design and Editing

CMY

Cedar Park, TX www.taga1.com 888-999-8242

presidential address

I’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

Your New Wholesale Family Brokerage. Underwriting. Programs. The new CRC family of companies delivers. Across our eight wholesalededicated brands, we have experts who can place risks of any size for nearly any industry.

Our 54 offices, 1,700 employees, and 300 brokers and underwriters wrote more than $4 billion in premium last year. We are ready to introduce you to our growing family and say, "Welcome home to the new CRC!" www.crcins.com/ourfamily

14001 North Dallas Parkway Suite M100 Dallas, TX 75240 972.371.7000 Phone 866.723.6510 Toll Free 972.371.7010 Fax

7557 Rambler Road, Suite 300, Dallas, TX 75231 214.363.7636 Phone 800.522.7867 Toll Free 214.691.5460 Fax

InVEST Student Spotlight: Claudia Hernandez

Claudia 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 info@iiadallas.org to find out how you can volunteer and help create more excitement and inspiration for the younger generations! 6

Executive Address We 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

Upcoming Events January 14th and 21st - AMCL Classroom Instruction January 16th - CE & Luncheon Member 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

A++ (Superior) on our 50th Year!

Thank You. 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.

April 17th - CE & Luncheon James J. Maguire, Jr. Chairman & CEO, Philadelphia Insurance Companies

Save the Date!

800.873.4552 | PHLY.com

IIAD Golf Tournament 2014 Monday, June 2nd Dallas Athletic Club

All Industry Day 2014

Wednesday, November 5th Irving Convention Center 88

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.

Young Agents’ Presidential Address 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 financial services sectors; carless financial behavior by some; lack of stability in the economy; and federal regulations like the Affordable 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 affected 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 benefits 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 effect? 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 difficulties 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 difficulty understanding their insurance needs. I want to encourage all of you to get the word out and be proud of the great industry that affords 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 benefit 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 9

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! For more information, please call your Hull Representative or email info-texas@hullco.com.

Dallas

www.hullandco-texas.com

Toll Free: 800-765-HULL Phone: 972-789-1962

Houston

Toll Free: 877-256-HULL Phone: 281-759-4855

10 HullTX_Ad_Dallas_Resize.indd 1

8/30/13 9:19 AM

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

All Industry Day All Stars 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 effortless. Thank you to the â&#x20AC;&#x153;DAIP Ladiesâ&#x20AC;? who continue to help with All Industry Day every year.

The All Industry Day Committee is a vital part of All Industry Day. Email info@iiadallas.org to learn how you can get involved.

All Industry Day VIP Sponsor Reception

(From Left to Right) Ryan Estis, Kathy VanEeten

(From Left to Right) Ben Patterson, Ryan Estis

(From Left to Right) Jack Ogden, Ryan Estis, Bill Jackson

(From Left to Right) Ryan Estis, Gaylan Brown

(From Left to Right) Brad Nehring, Ryan Estis, Jerry Kielman

We Are Your Specialty Insurance Management Company We deliver superior program management capabilities, underwriting expertise and service standards to both our program partners and the broker market. • Animal Mortality

• Garage Liability

• Personal Lines

• Artisan Contractors

• General Liability

• Pollution Liability

• Commercial Auto Program

• Hospitality Risks

• Primary Workers’ Compensation

• Earthquake

• Inland Marine/Physical Damage

• Professional Liability

• Excess Employer’s Liability

• Occupational Accident

• Property

• Excess Umbrella

• Ocean Marine

• Special Events

• Excess Workers’ Compensation

• Oil & Gas marketing@midman.com 800.800.4007 midlandsmgt.com

Interested in sponsoring a Young Agents event? Contact Elizabeth Nelson at Elizabeth@IIADallas.org 14

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 Haff

John Allen

Randal Mitchell

Ed Oleksiak 15

817-240-7185

www.blackmonmooring.com 16

lsnelson@bmsmanagement.com

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 finance and banking. She and her family will be relocating to the Austin area.

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.

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 benefits 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 finance. “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 firms.” About Assurex Global With more than $28 billion in annual premium volume and more than 600 Partner offices, Columbus, Ohio-based Assurex Global is the world’s largest privately held commercial insurance, risk management and employee benefits 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 & Barton Roach Howard Smith & Barton is a leading independent insurance brokerage firm 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 benefits brokerage group. RHSB has offices in Dallas and Fort Worth, Texas.

Stay Connected with IIAD! For information and news on upcoming luncheons, events, and more! We will post exclusive All Industry Day news on our company facebook page, as well as details and insider information!

www.faceb k.com/DallasIIAD

IIAD graciously donated $7,500 via a grant at Tru ed oice provides for local associa ons. IIAD worked wi e NoÂ?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.

All Industry Day Exhibitors Accident Insurance Services Inc. AFCO Credit Corp. AFS/IBEX Financial Services AIG AIG Allegra Allied Insurance American Institute for CPCU d/b/a The Institutes American Technologies Amerisafe, Inc. The Texas Construction Association Safety Group Applied Systems Benefit Mall Benefit Solutions by Design - "50 Plus Advisors" Blackmon Mooring Social Services Agencies of Texas (Care Providers) Charles Taylor Chubb Combined Group CompGroup AGC and TSA Comp Group CRC | CRC Crump Dalworth Restoration Delta General Agency Corp. Employers Enterprise Rent A Car Falcon Insurance Agency FIRST Insurance Funding FirstComp GAINSCO Auto Insurance Genesis Resources Great American Insurance Haff Consulting Services, LLC Herb's Paint & Body Houston International Insurance Group IIAD / Insurance Employment Services IMPERIAL PFS Insurance Journal Insurance Technologies Corporation Insurance Record InsureZone Direct INSURICA Jukebox Promotional Kemper Preferred

Lon Smith Roofing Lone Star Auto Dealers-Texas Auto Repair Maggiano's MarketScout McClelland & Hine, Inc. Midlands Mooring USA National Alliance One Star Insurance Solutions, LLC Pat Moore Insurance Services PayChoice Philadlephia Insurance Premium Assignment Corp Premium Funding Associates, Inc. QQ Solutions QualCorp, Inc. QuestPro Consultants/Q-TEMPS Risk Transfer Partners RSI International Select Insurance Markets, LP Service King Collision Repair Centers Service Lloyds Insurance Company Southwest Risk Special Insurance Services Strategic Comp Tejas American General Agency Texas Green Industry & Texas Home Builders Safety Groups Texas Medical Group/HOTComp Texas Mutual Texas Oil & Gas Assn/ Texas Assn of Manufacturers Texas Restaurant Association Texas Schools Group Texas Specialty Underwriters, Inc. The Brokerage, Inc. TriNet USG Insurance Services Vertafore Wellington Risk Insurance Agency, Inc. Western Security Surplus, Inc. Young Agents of IIAD Zenith

Thank you for exhibiting at All Industry Day. 27

“A lot of companies like getting

a dividend, but they really like having their people safe.

“

exas Mutual’s dividend program is a reward for the policyholder. It says that they “ T 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

Robert Nitsche

President Insurance Network of Texas GIDDINGS

To learn more about workers’ comp insurance from Texas Mutual Insurance Company, call (800) 859-5995 or visit www.texasmutual.com. 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.

investigation, customer relations, communication. The dividend is just the icing on the cake.”

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

Matthew J. Aripoli Melissa Laurel Michael Layman Rachyl Mead

Mark Huff

Sandra Runnels

The CSRM Conferee Present at All Industry Day was: Judyann Robinson The Four UACICâ&#x20AC;&#x2122;s Present at All Industry Day were: Amelia Bourassa Jason Brown Patrick Hiebert Eric Park

The Five CISR Conferees present at All Industry Day were: Ashley Bolin Carolyn Sams

Glinda Nelson

Craig Harrison

Vanessa Anzualda

The Three CRM conferees present at All Industry Day were: Joseph Durkee

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

Stuart Salter Morresa Shepherd

Towerstone, Inc. is a dynamic wholesale insurance broker and Managing General Agency providing diverse market access and industry expertise to insurance agents and brokers representing a wide variety of industries. We are employee-owned; which means you can rest assured that we have a stake in your success. Our professionals enjoy long-standing relationships with numerous brokerage markets, allowing us to best meet your needs, with nationwide service. Let us help you find effective solutions for your risk management needs.

Towerstone provides: • Expertise in energy and construction • Custom designed insurance programs • Industry-specific risk management • In-house binding authorities • Hands-on approach to claims settlement A proud member of: • Association of Energy Service Companies (AESC) • Independent Insurance Agents of Texas (IIAT) • National Association of Professional Surplus Lines Offices, Ltd. (NAPSLO) • Texas Surplus Lines Assn., Inc. (TSLA) • American Association of Managing General Agents (AAMGA)

Dallas Centura Tower 14185 Dallas Parkway, Suite 1000 Dallas, TX 75254 972.725.2100

San Antonio PO Box 700624 San Antonio, Texas 78270-0624 210.587.1380

www.towerstonecorp.com info@towerstonecorp.com

CA: dba Towerstone Insurance Services (Lic#0F60676)

From Left to Right: Lance Goff, Ben Patterson, and Tammy Land at the VIP Sponsor Reception

Heather Fagan receiving the IIAD Benefits Specialist of the Year Award

Leslie Quick receiving the AMCL Designation Certificate. Carrie Strahan was also honored with the AMCL Designation Certificate.

Sharon Stewart receiving the IIAD Property & Casualty Underwriter of the Year Award.

Christie White, IIAD Volunteer of the Year, pictured with Don Barnett.

John Allen and Randal Mitchell at the Afternoon Life & Health Panel.

All Industry Day Spotlight

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

WheN IT comeS To Tough INSurANce rISkS, you Need A TeAm ThAT cAN do All The heAvy lIfTINg. When you work with AmWINS Brokerage of Texas, you’re working with the largest full-service wholesale broker in Texas and the largest property and casualty wholesaler in the country. We provide our clients with the resources of a global organization and the customer service of a small niche firm – a combination that enables us to not only find the most competitive market for your challenging accounts, but to service it locally and effectively. And with the AmWINS team working hard for you behind the scenes, your clients will think you’re simply brilliant.

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IIAD would like to thank Margaret Stahl for instructing the AMS360 â&#x20AC;&#x153;Tips and Tricksâ&#x20AC;? class at all Industry Day. Angela Adams Consulting Services generously donated the class.

All Industry Day Committee Members Amy Zimmerman, Tex-Cap Concord Angela DeGroot, Frost Insurance Annabel Williams, Tex-Cap Concord Beth Fulton, Texas Mutual Christi White, State Auto Cyndi Boehle, Arthur J. Gallagher & Co Erin VanGieson, State Auto Jeff Anthony, EFGI Insurance Jeri Payne, Sleeper Sewell Insurance Services Lance Goff, Philadelphia Insurance Lori Snelson, Blackmon Mooring Mark Frederiksen, Frederiksen & Frederiksen Insurance Paul Fredette, Legacy Texas Rick Pooler, ImperialPFS Stephen Pine, Philadelphia Insurance Toni Campbell, Business Consultant 38

Insurance Employment Services IIAD Staffing 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 difficult. Posting ads, sorting through applications and rĂŠsumĂŠs, 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 find you qualified workers. Visit the Staffing Services tab at IIADallas.org for more information on job postings, job descriptions, resume and interview tips, and more. Annual Salary

12% Placement Fee IIAD Member Rate

20% Placement Fee

Member Savings

$30,000.00 $35,000.00 $40,000.00 $45,000.00 $50,000.00 $55,000.00 $60,000.00

$3,600.00 $4,200.00 $4,800.00 $5,400.00 $6,000.00 $6,600.00 $7,200.00

$6,000.00 $7,000.00 $8,000.00 $9,000.00 $10,000.00 $11,000.00 $12,000.00

$2,400.00 $2,800.00 $3,200.00 $3,600.00 $4,000.00 $4,400.00 $4,800.00

Jaimee Goehring, CIC, CISR IIAD STAFFING SERVICES - IES (214) 360-0794 - office (214) 360-9989 - fax jaimee@iiadallas.org

Index to Advertisers

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AmWins http://www.amwins.com

Page 34

Blackmon & Mooring http://www.blackmonmooring.com

Page 16

Burns & Wilcox http://www.burnsandwilcox.com

Page 44

CRC Crump https://www.crumpins.com/

Page 6

Hull & Company http://www.hullco.com/

Page 10

Insurance Employment Services http://www.IIADallas.org

Page 39

Midlands Management http://www.midlandsmgt.com/

Page 14

Myron Steves http://www.myronsteves.com/

Page 2

NSM Insurance http://www.NSM.inccom

Page 47

Philadelphia Insurance http://www.phly.com

Page 8

Qualcorp http://www.qualcorp.com

Page 24

Southwest Risk http://www.SWRisk.com

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Swett and Crawford http://swett.com/

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TAGA (Tejas American General Agency) http://www.taga1.com/

Page 4

Texas Mutual http://www.texasmutual.com/

Page 28

The Republic Group http://www.republicgroup.com

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Towerstone http://www.towerstonecorp.com/

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US Risk Insurance Group http://www.usrisk.com/

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Western Security Surplus http://www.wssib.com/

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House Bill 5 Overview

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 essentially 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.

For all your commercial property needs, the path is clear. COMMERCIAL PROPERTY

From skyscrapers to main street businesses, lessorâ&#x20AC;&#x2122;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. Dallas/Fort Worth, Texas | 817.652.1277 | toll free 800.442.1496 fax 817.385.4911 | dallas.burnsandwilcox.com Houston, Texas | 713.268.7700 | toll free 800.400.4447 fax 713.782.0445 | houston.burnsandwilcox.com

Your Board at Work 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.

Pictured on the right is Lee Loftis, Government Affairs 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.

Pictured above is Mike Sterlacci, President and CEO of CoVerica Insurance

Despire the impending ice storm, Coverica successfully hosted their Christmas party in their new office. The new office includes a gym, locker room, game room, and state of the art kitchen. The Christmas party had an excellent turnout. One Coverica Place 5999 Summerside Drive Suite 200 Dallas, TX 75252

If you would like coverage at your company event for the Dallas Insurance Insider, please contact Elizabeth Nelson at Elizabeth@IIADallas.org

Pictured above from left to right is Tammy Land, Brian Klein, and Jim Bailey.

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

A message for Dallas Retail Brokers:

Versicherung

Seguro

Assurance We speak insurance. Swett & Crawford is one of the world’s largest independent wholesale brokerage and reinsurance organizations. With 60 offices 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. Swett & Crawford 14643 Dallas Parkway, Suite 400 • Dallas • TX 75254 • 214.747.1200

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