Trusted Choice proudly supports and represents all Big “I” Illinois members under a unified brand, highlighting the value independent agents deliver to consumers. Visit trustedchoice.independentagent.com to see the free support and resources you have access to.
Celebrating 125 Years of Your State Assocation
From our humble beginnings 125 years ago to our 125th Anniversary celebration, Big I Illinois has excelled in three areas: Advocacy, Education, and Compliance. Although events and networking are another part of the association’s mission, I believe it is an aspect that is mostly overlooked due to the contributions made to the Independent Agents channel. Consider the irony of individuals and small businesses competing intensely against each other daily, coming together and sharing their successes and challenges with those same competitors. Sharing those successes and challenges has resulted in so many systems, forms, and processes that make the IA system work for agents, companies, and consumers, most of which we take for granted today. From the Chicago Fire to the US Supreme Court decision granting agents ownership of expirations, to ISO forms to professional designations to agency management systems, you, the independent agent, and your association literally created the market as we know it today.
So, this association has never been about the association as an entity but as an association of individuals and leaders. Without the participation and countless hours of engagement by our members, Big I Illinois would not exist. From our Past Presidents, board members, committee members, and all our members, this is your association! Yes, we have had an outstanding professional staff that carries out the day-to-day mission, but it is our members who have made the association what it is and what it will be tomorrow.
Lastly, I want to thank our company and associate partners with whom our members work with every day and who have contributed so much to our success. Thank you! We could not have done a lot of what we have accomplished without your support.
Congratulations to Big I Illinois on 125 years of supporting the independent agents in our state. At The Hanover, we pride ourselves in working with the best independent agents in the state and the Big I Illinois has been instrumental in developing a thriving community of high-quality insurance professionals. We are proud to support the Big I Illinois and its member agencies.
The Big I Illinois has been the only source our agency has trusted for 60 years to provide Education, Advocacy and virtually everything else we have needed assistance with. The staff has been second to none! But, networking with peers has been the most rewarding membership benefit for me. Congratulations, Big I Illinois, on your 125th Anniversary!!
Jay Peterson,
Inc., Clinton, IL
Timeline provided by Phil Lackman.
1849
The Chicago Board of Underwriters (CBU) is organized
1956
Big I logo came into use by national association
2009
PIIAI changes name to Independent Insurance Agents of Illinois (IIA of IL)
1869
General Assembly passes law allowing the organization of fire insurance companies
1952
Walter M. Sheldon becomes 3rd Illinois agent elected president of NAIA
1965
State Association changes name to Independent Insurance Agents of Illinois
2006
Chicago Board of Underwriters Operations Cease
2015 Agents organize Chicagoland IIA local board
1871
Great Chicago Fire
1945 McCarran-Ferguson Act Passed
1967
Proposed state tax on agents’ commissions defeated
2002
National Association adds Brokers to namebecoming Independent Insurance Agents and Brokers of America (IIABA)
2018
State Supreme Court upholds and strengthens Producer Tort Reforms
ILLINOIS
1893
Illinois Department of Insurance created
1933
Allan I Wolf becomes 2nd Illinois agent elected president of NAIA
1971
Harry Parrish becomes 4th Illinois agent elected president of NAIA
2001
Ownership of Expirations Codified in State Statute
2022
Greg Sandrock elected to IIABA Executive Committee
2023
IIA of IL Membership votes to change name to Big I Illinois
Big I Illinois has not only been an active and vibrant association for its own independent agents for 125 years, but it’s also an organization that leads beyond its state borders, having produced five national Big “I” chairs, six esteemed Woodworth Memorial honorees and countless other national leaders. Big I Illinois is set to add to that list in 2027 when current Executive Committee member Greg Sandrock will serve as the sixth national Big “I” chair from Illinois. And we also appreciate CEO Phil Lackman’s leadership role with the executives from other Big “I” state associations this year with the Independent Agents Association Executives (IAAE).
All of this is to say that Big I Illinois agents and staff have been at the forefront for decades helping to shape the independent agency channel, and we are so thankful for that dedication, leadership and partnership. On behalf of everyone at Big “I” National, I congratulate Big I Illinois on 125 years. Happy anniversary!
Charles Symington
Big “I”
President & CEO
1896
National Association of Local Fire Insurance Agents (NALFIA) formed
1930
Agents Qualification Law (licensing) passed in Illinois
1971
IL General Assembly fails to renew Rating Law, begins Illinois’ File and Use System
2000
1899
Illinois Association of Insurance Agents formed
1930
Illinois Farm Agents Association established
1976
National Association changes name from NAIA to Independent Insurance Agents of America (IIAA)
1997
Financial Institutions
1904
The Yonkers CaseAgents Own Their Expirations
1914
The Insurance Federation of Illinois (companies) formed
1976
IIABA created NAPAC, now InsurPac
1913
NALFIA changed name to National Association of Insurance Agents (NAIA)
1913
CF Hildreth becomes first Illinois agent elected president of NAIA
1982
Jack Payan becomes 5th Illinois Agent elected IIABA President
Disaffiliation from PIA 1993
Insurance Sales Act Passed
DIFFERENT KIND OF SAY HELLO TO A INSURANCE EXPERIENCE
1995
Insurance Producer Tort Reform Passed
For nearly six decades, RLI has taken great pride in its entrepreneurial spirit and its ability to find strength in doing the unexpected. We measure our success on the superior service we provide and the relationships we build as a specialty insurer serving niche property, casualty and surety markets. From innovative insurance products to exceptional support, we’re different. And at RLI, DIFFERENT WORKS.
RLI is honored to be a Big I partner and support the work that provides assistance to independent insurance agents and consumers across the state.
DE L IV E RI N G MORE BY FOC US IN G O N LE SS . SMAL L DE TAIL. BIG DIFF ER ENC E.
Proud to support Big I Illinois on their 125th Anniversary! Rat her tha n attem pt to be all thi ng s to ev er y k ind of b u si n es s , we fo c u s on the one s w e kno w best— res tau rants and bar s, groc e ry an d conve n ie nc e st or e s, medical cl ini c s and auto se rvi ce shops —to deliver outs tanding pro p e rty, casu alty and w o rkers c om pen sa ti on insu r an ce. Dee p n ich e expertis e, with insight into unique business ri sks , is how we co v er th e detail s that m a ke th e bigg est difference to our policy ho ld e rs.
To disc us s an agency app o intme nt, gi v e us a c all at 888.5.SOC I ETY or visit societyinsu r an c e. com
The History of the Independent Agent Association in Illinois
By Jack Payan (excerpt from March of the Acronyms, published in 2013)
Cincinnati had been the Western Capital of the rapidly growing country’s insurance industry but as the muddy frontier town of Chicago began to outgrow its more easterly rival, Chicago became the industry hub.
When Gurdon S. Hubbard wrote the first fire insurance policy in the city in 1834 for the Howard Insurance Company, there were no automobiles, nor electric lights, much less television. Liability insurance, workers’ compensation and accident and health coverages as well as fidelity and surety, were unknown. By 1849, the city was a boom town of 23,047 people and it was in that year that Hubbard helped organize the Chicago Board of Underwriters (CBU).
The CBU had been founded with both company people and agents as members and was the second oldest insurance association in the nation. The first was the Greater Board of Underwriters of Cincinnati, which was established in 1846.
Throughout the latter part of the 19th Century, the insurance agency system was fragmented, and agents had grown disgusted with the treatment that they were receiving from the insurance companies of the day. Of primary importance was commissions, but other issues such as direct writing and ownership of their expiration lists were key issues as well.
With this backdrop, 20 insurance men representing agencies from across the country responded to a letter from a Denver agent to meet in Chicago at the Great Northern Hotel which was at the Northeast corner of Jackson and Dearborn, where the Everett Dirksen Federal Building now stands. The twoday meeting resulted in the formation of the first national association of insurance agents, the National Association of Local Fire Insurance Agents (NALFIA) which was established on September 30, 1896.
Illinois reporter C.M. Cartwright of the Chicago InterOcean was at that first meeting, and he later became the managing editor of the National Underwriter. Two of the “Immortal Twenty” agents at that first meeting were from Illinois, Thomas L Fekete from East Saint Louis and Jacob Wachenheimer from Peoria. Interestingly, there we no representatives from Chicago at the historic meeting, although the Chicago Board of Underwriters (CBU) had been established since 1849 in that city and was a powerful organization in its own right at the time.
One of the early goals of NALFIA was to create state associations of agents countrywide, as few existed at the time. The creation of the Independent Insurance Agents of Illinois (IIAI) was a direct result of that commitment and the IIAI was founded in 1899 under the leadership of its first president, R.W. Hosmer of Chicago. Jacob Wachenheimer of Callender & Company Agency in Peoria, was a prime organizer of the association as was Chicagoan Clarence S. Pellet who was, at the time, president of the CBU. Other agents who were also influential in the establishment of the IIAI included C.F. Hildreth, of Freeport; J.A. Giberson, of Alton; George Taylor,
of Streator and several others. The venerable and powerful CBU provided the seed money to the fledgling organization. Almost immediately, 36 agents statewide joined the association.
Many of the original founding members, as well as several other influential agents from Illinois provided a strong voice for the state by serving on the NALIFA Executive Committee throughout the early years. A later constitutional change made by the national association, then called the National Association of Insurance Agents (NAIA), mandated each state shall provide a representative to be known as a State National Director (SND). The new board was granted constitutional powers which had previously been the sole purview of the Executive Committee. The new powers included the formulation of statements and policies and the drafting of resolutions to be presented at membership meetings. For the first time, the SNDs would also serve as the nominating committee to present candidates for officer positions. This provided a greater opportunity for members representing all of the state affiliates to play a role in the governance of the organization.
Another national organization, The National Association of Mutual Insurance Agents, came on the scene in 1931, but did not have a state affiliate until 1952 when Ray Mead of Peoria became the first president of the Illinois Association of Mutual Insurance Agents. The organization became what was known as Illinois Association of Professional Insurance Agents in 1981. The Illinois PIA ceased to exist in 1993 when the group merged with the Independent Insurance Agents of Illinois (IIAI), forming what would be called the PIIAI until 2009. The merged organization formally voted to disaffiliate with the PIA in November of 2000. In 2009, the PIIAI changed its name to the Independent Insurance Agents of Illinois (IIA of IL). The national PIA organization still exists today.
In the mid 1980s, the CBU turned over the administration of most of its services such as education, legislative and other support, to the IIAI. The CBU remained active until 2006 when participation had waned and the organization discontinued its meetings and operations. A new local organization was formed in 2015, Chicagoland IIA. A local affiliate of the state association, Chicagoland IIA’s mission is to advocate for and provide relevant content for agents in Cook County.
For more association history, request a copy of March of the Acronyms: The Rise of Independent Insurance Agents of Illinois, by Jack Payan, CPCU. Send a request to Jennifer Jacobs at jjacobs@ilbigi.org.
Greg Lane wasn’t sold on monoline insurance companies.
Then he discovered Summit.
“Summit
writes the majority of our workers’ comp business. Their expertise and responsiveness are next level.”
Lane, Senior VP/Partner, Insurance Management Group
Lane’s agency, Insurance Management Group, has moved a significant amount of workers’ comp business to Summit.
“After experiencing Summit’s service, it became clear that we should continue to place business with them,” says Lane. “These people are true collaborators. They’re smart, and they know the business inside and out. They know how to create wins for our agency and clients alike.”
After more than 40 years of growth, Summit’s expansion into Illinois is underway. Get to know us, and you’ll find that we treat each of our agents and policyholders with a level of attention and service that has made us a leader in every state we serve.
Legacy Through Scholarships
Over the years Big I Illinois has honored the legacy of those who served this industry with several scholarships to assist individuals interested in a career in the industry and to those currently working in the industry, looking to enhance their knowledge through a designation program.
Roy and Harriett Robinson Scholarship
Established upon the retirement of Roy Robinson, who served as Education Director of the association and then for 18 years as Executive Director until his retirement in 1990. This scholarship provided $500 per semester for a junior or senior in college who was enrolled in a business program with an interest in insurance. Roy and Harriett delighted in attending the convention to personally present the scholarships to students until 2009 when the scholarships were paused due to a lack of applicants.
Keith Payne Memorial Scholarship
Named in honor of Big I Illinois Secretary Treasurer Keith “Butch” Payne, who died in 1993. This scholarship was presented annually to a student who was a junior or senior in college and enrolled in a business program with an interest in insurance. This scholarship was last awarded in 2011 due to declining interest by applicants.
Trailblazers
From the first Black president to the inspiring strides made by female leaders and our youngest president, these trailblazers serve as a reminder of the significance of representation and diversity in leadership. Through their journeys, we’ve gathered invaluable insights and inspiration that allow us to continue to serve our membership in the best way possible, as well as support all independent insurance agents throughout the state.
Sharon Heaton
PIA President - 1988-1989
How did you get involved with the association?
After 10 months of selling for Country Companies I realized what a captive agent meant... l couldn’t always provide the right products to meet my clients needs and I didn’t own my business. So, that’s when I went independent. We were again in a new area, Pontiac, IL. A fellow agent in a neighboring town invited me to an agents meeting they were having in Livingston County so I attended and that was the beginning of my association life.
What were the major issues while president?
Mandatory auto was one issue. But probably one of the most pressing issues was our future with CIC. We had a contract to do CIC in IL and offered a discounted rate to our members. That became a major issue with CIC and came to a head that year. We finally came to an agreement with CIC and maintained the license.
What were the benefits from association involvement?
The benefits were many!! The education piece is invaluable. But, I think the legislative efforts of the association and it’s members is so important! The legislation that is passed can impact our businesses more than anything and it is very important that we stay very active and involved to try to influence things we need in legislation and to avoid what can damage our clients livelihoods as well as our own. Most important is the friendships that have been made and continue throughout life!
Julie Hearring
PIIAI President - 1998-1999
How did you first get involved with the association and who or what, or who, prompted you to go through the chairs and serve as president? I began by tagging along with my father to his committee meetings to see what they were doing. Eventually, I was asked to become a committee member of Personal Lines, then Young Agents, and other committees. It followed that I was then asked to Chair the committees and the rest is history. My father was my biggest champion, encouraging me and allowing time for the Association work. We often traveled together and worked on Association work together.
Can you describe what the PIIAI was like during your presidency? Truthfully, it was a rather stressful time getting through the merger; however, once we determined to go forward, the group worked together to overcome any disagreements. I think this can be witnessed by seeing the great friendships that were bonded at the time. During my year as President, I can say there weren’t many struggles with those issues. We were trying to bring in new ideas and services to benefit our Agency Membership. There was a new communications program which was to bring awareness to the public of who Independent Insurance Agents were in an advertising campaign. As is still the case today, the Government Affairs committee was hard at work with the Legislature resolving issues and helping them understand who we were and what we stood for.
At that time, we had Technical Committees: Personal Lines & Commercial Lines which worked with actual policy forms and content. They were my passion and always have been. I began on the Personal Lines Committee and worked with suggestions for coverage, changes in forms, etc working with ISO and the Mid-America Technical Conference Committee to get this accomplished. Dad, Chuck Schramm, Ron Whitaker, and many others worked on these committees. Dennis Garrett was our staff contact and he often elbowed us for digging deep into the forms and language. Urban Agents and Young Agents Committees were striving to include a broader spectrum of participants: women, urban agents of color and ethnicity and were reaching out to be more inclusive and build our brand as Independents. The biggest struggle and challenge was setting up the Agents Mortgage Services. This was our endeavor to get into the Financial Services realm. It ended up being a source of great anxiety to all of us on the Board and leadership and was eventually closed out. During my year, Dennis Garrett and Ralph Swank were successful in getting the Agent Bonding Program going, which we still use today. Also, the Premium Financing Program was setup and that was also very helpful to many agents. These have been very beneficial to our member agencies.
Ryan Hite
IIA of IL President - 2018-2019
How did you get involved with the association?
I believe in being active within my community and serving where I can be helpful. That includes where I live, the people I love, and my career. I started in the Association by attending classes and going to the convention. I met some amazing people that I looked up to and respected in our business and when they asked for help I raised my hand. What really made the difference for me was attending our State and Federal Legislative events and then asking to attend and observe a Board meeting to learn more. Shortly after that I was asked to serve as Regional Director and then Rick Sutton and Cindy Jackman approached me about going through the Chairs. I’m forever grateful to them!
What challenges did you encounter as the youngest person to serve as association president?
One of the most difficult things to navigate during that time was having a young family. I wanted to meet as many members and attend as many events as I could to learn and advocate for our industry. Planning that time away from my family and business was difficult at times and I wish my wife could have shared in more of those experiences with me.
What is your biggest prediction for the future of the industry?
The industry will always be relationship driven. Technology will change and we will continue to evolve our processes and practices, but caring for the customer and understanding their needs is not replaceable. I also believe that independent agents/brokers are perfectly poised to adapt to the market, respond quickest to needs, and become the primary distribution channel for the industry.
Charles Hilson IIA of IL President - 2013-2014
How did you get into the industry?
I entered the insurance industry through the door of ‘providential failure.’ The summer before college graduation, I was promised a position as an account executive in a Chicago advertising agency that I was interning with. That job evaporated a month before my actual graduation. After nearly a two year job search it became clear that the advertising industry was inviting me to seek a career elsewhere! My primary ‘new career’ criteria was a company willing to make a ‘significant investment’ in career training and development. The St. Paul Insurance Companies and their six week training program was the perfect answer. This launched a ten year career with some of the finest insurance carriers in the industry. I worked in underwriting, marketing, agent development and national sales. I’ve always thought my experience equity with insurance companies was my ‘unique service proposition’ as an independent agent! It has always been my goal to represent and champion every member of my client’s “service circle.”
How did you get involved with the association?
My son joined our family agency directly from college - (contrary to my ‘let the carriers train you first’ advice). I wanted to expose him to the broadest professional universe - the association was the answer in terms of professional development and industry horizons. Eventually, I had to practice what I was preaching as regards industry engagement. As they say, the rest is history.
What were some of your goals or initiatives for the year you were president?
I wanted to align the Association with our evolving client and emerging agency base. That involved greater diversity in our leadership and staff. As well as a broadening of Association focus regarding the industry growth occurring north of I-80. But my greatest unstated goal was that during our tenure, the Association would be a ‘leader’ i.e., local communities, legislatively, culturally, etc. - rather than a ‘reflection’ of surrounding norms and standards.
Salute to you, Big I Illinois, on 125 Years of your dedicated service, promotion, and protection of the independent agents and agencies in our state. Congratulations and thank you to the many insurance agent volunteers who committed their time and efforts on behalf of all our insurance agency businesses. I also toast the excellent team in Springfield who make Big I Illinois the best State Association in the Nation! Sláinte.
Tom
Walsh, Past President Unit Co-Leader, World Insurance Associates, LLC, Westmont,
IL
Advocacy
Big I Illinois has played a critical role in advocating for the independent insurance agent since our inception in 1899. Our past Government Relations Committee Chairs share their experiences.
Dino Gavanes - 1992
What is your background and experience in Government Relations?
My experience stems from my involvement on the local and state levels, beginning back in the 80’s. On the county level, we pushed our agenda (which, at the time included no banks in insurance). We also helped elect state reps, senators, and officers that supported our positions. I continued my advocacy when I was elected to the State Association Board and kept doing so during my 25+ tenure.
What motivated you to Chair the Government Relations Committee?
Motivation is what drives individuals to act. I think that my motivation for getting involved was to be part of the solution to the issues of the day, rather than merely an observer.
Share initiatives or memorable experiences from your service.
The most memorable initiative for me was the “Banks in Insurance” debate. That lasted more than a decade between the 80’s and 90’s, but culminated in an agreement between the Illinois Bankers Association and the Insurance Coalition which would permit banks to enter the insurance sales business with significant consumer safeguards. The agreed bill passed the House, Senate and was signed by the Governor all in one week. There were four agents from the Life Underwriters, Bill Oliver, Dan Pancake, David Lacine, and me. The bankers had six representatives. We all spent a full day and evening in Springfield and hashed out a deal, in 1997. Soon after, I was asked to testify before a Congressional Committee as to how we were able to accomplish this. I testified on behalf of the Big I and PIA National.
During the mid to late 80’s the insurance industry experienced a capacity crunch. Obtaining liability coverage at any price was becoming a problem. Consequently, insurers were cancelling, or hiking premiums mid-term. Yes, that was permitted then, until we introduced Senate Bill 1200, as a consumer-friendly bill that restricted the ability of carriers to engage in these activities. A huge win for us and the consumer. Of course, the insurance carriers were not happy, and they opposed us, but we prevailed because it was the right thing to do. The association has been very fortunate in having a membership base that supports our Government Relations Programs.
Michael Mackey - 1998
Please introduce yourself and share your experience in Government Relations?
I am an Executive Vice President with Alliant Insurance Services based in Chicago and I lead a large Property & Casualty Insurance Practice that specialized in insuring taxing bodies & commercial accounts. I served as Government Relations Chair for four years.
Can you share a successful initiative that was accomplished during your term?
We passed several significant legislative initiatives during my term including the Financial Institutions Insurance Sales Act which was our legislation regulating how banks and other financial institutions were to market and sell insurance once the US Supreme Court decided that states could no longer restrict them from doing so. This was one of the biggest issues ever passed by the Big I. Also during my tenure we passed legislation regulating Professional Employee Organizations, PEO’s, many of whom were “laundering” Work Comp experience mods. The issue was brought to our attention by our members, we researched the issue, drafted legislation, got the Department of Insurance on board and passed the bill over considerable opposition from the PEO industry. Exactly how an association’s government affairs program should work. We also passed legislation making our producers license effective for two years. Prior to that we had to renew annually. I know there were many other issues we passed and defeated during that time but those were the big issues we dealt with.
What were some of the key challenges you faced?
Frankly, we had a great group of members on the committee and staff. Looking back one of the big challenges was technology. We’d have a conference call, agree conceptually to some language, it would all have to be faxed out, then reviewed, another conference call then start the whole process with groups that were opposed or we were working with on the legislation. It took a lot of time and the legislative process moved pretty quickly.
What advice would you offer members about the importance of the Government Relations Committee? All politics are local. Make an effort to know and support your local state Senator & Representative. Become their trusted insurance subject matter expert & friend.
Advocacy
Luke Praxmarer - 2002
Tell us about your background and experience in Government Relations. My experience in Government Relations stemmed from my activities as a volunteer in numerous political campaigns and organizations. Since 1996, I have served continuously on the Government Relations Committee and was chair from 2003 to 2007, and then served on the Executive Committee from 2007 to 2011.
Can you share an example of a successful Government Relations initiative ccomplished during your term?
The biggest issue when I was chair were the “Spitzer Hearings” (which I actually attended in person in Washington, DC in the fall of 2004) whereby New York Attorney General Elliott Spitzer wanted to eliminate contingent commissions. Association leadership had countless meetings with the Illinois Department of Insurance, IL Attorney General’s office, elected officials, and we prevailed in keeping our current system intact, whereby Independent Agencies are paid profit-sharing, CONTINGENT on profitability of the prior year. (I could write a book on this issue).
What advice would you offer to members about the importance of the Government Relations Committee?
Get involved. Get to know your State Rep and State Senator. If possible get to know the person for the neighboring districts as well. I always made it a point to know my legislators where I lived, and where my office is/was. In all cases, they were different people. Same goes for US Congress.
What lessons did you learn that would be valuable for future leaders in the association?
The lessons I learned, much of it from Phil Lackman, was that politics is a game of addition. Carefully pick the hills you’re going to die on, and get to meet and know your legislators. That also means attending community meetings and fundraisers. It is so much better when meeting with a legislator in Springfield when they already know you. Not good to be a stranger.
Are there any other significant achievements you’d like to share?
The biggest achievement had to be the Spitzer matter and Contingent Commissions. By the way, Jim Ander was president at that time and he provided a copious level of leadership in this matter. Jim was a huge asset to the association all his years, but especially in that timeframe.
Praxmarer, second from right
My introduction to the association was when I attended Legislative Day back in the early 1990’s. Phil Lackman ran the class, which was for Young Agents, before the actual Leg.Day began. I was not only very impressed with his knowledge, acumen, and demeanor, but also how friendly and welcoming he was. I then went to the lunch and met Julie Hearring. She was also so welcoming, affable, and genuine. She told me that I must get more involved. I heeded her advice by joining two committees. About ten years later chaired the Gov’t Relations Comm. and then four years later got on the Exec. Committee. All this was due to the incredibly friendly and approachable attitude of Phil and Julie.
Luke Praxmarer, Past President Agency Leader, AssuredPartners, Elk Grove Village, IL
I’ve had the privilege of being a Big I Illinois member, first as a small family agency and now as part of a Top 5 global broker. The value you bring all of us, regardless of our size and zip code, as independent insurance agents should never go untold or taken for granted. The Illinois insurance environment is healthy, competitive, and desirable for our carrier partners to write business because of your tireless and often unacknowledged work. Education for our staff, Legislation supporting our common goals, and Resources to help us serve our clients - For 125 years you’ve been there for our industry. Happy Anniversary, to all of you at Big I Illinois!
Keith Verisario Head of Operations, Acrisure Midwest
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Phone: (800) 752-8402 · Fax: (317) 776-6891
www.roushins.com
Congratulations on your 125th Anniversary!
As the Illinois state association celebrates this milestone, we acknowledge the important role Big I Illinois plays in supporting the independent agency system. It is an honor to partner with an organization committed to insurance education, community service and fostering relationships between agents, carriers, wholesalers and vendors. Thank you for consistently providing important communication and excellent networking opportunities that are invaluable in this ever-changing industry!
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Advocacy
George Daly - 2011
Tell us about your association involvement.
I am currently National Director representing the Big I Illinois and a member of the Trusted Choice Board, Large Agents Committee and Government Affairs Committee. I served from 2011 to 2015 as Big I Illinois Government Relations Chair.
What challenges did you face while chairing the Government Relations Committee?
Obamacare was being introduced and we developed a state task force including my colleague Mike Wojcik that chaired the task force and worked tirelessly to ensure a role was carved out for independent agents. We
Daly, second from left assembled a task force to address condominium statute updates and supported a bill to update requirements associated with health care cooperatives.
Can you discuss a specific instance where the Big I Illinois overcame resistance or opposition? A bill was proposed to define the rules of engagement around electronic communication between carriers and clients that opted in. The carrier position, mostly by direct writers, was that if a client opted in then 100% of communication should be electronic. We successfully argued that any cancellation should be delivered via mail in order to protect clients.
What impact does the Government Relations Committee have on the overall goals and objectives of the association?
I have seen firsthand, the impact our Big I government relations efforts have had in protecting the livelihood of our members. Being the Government Relations Chair provides you the opportunity to really see the challenges we face on the advocacy side and the amazing work done by staff members like Phil Lackman, Evan Manning, Brett Gerger and Jennifer Jacobs. The Government Relations Committee has observed how much our legislators and legislative insurance committee chairs rely on the advice and counsel of Big I Illinois.
“As we celebrate the 125th anniversary, we are reminded of the incredible journey that has brought us here. Over the past century and a quarter, Big I Illinois has been dedicated to bringing insurance agents together in so many ways. The unwavering commitment to advocacy, education, and support has not only strengthened the bonds within our profession but has also elevated the standards of service and integrity that define us. Big I Illinois has tirelessly worked to ensure that we, as insurance agents, are equipped with the knowledge and resources needed to navigate the ever-evolving landscape of our industry. On this momentous occasion, we honor and celebrate all that you have done to make this the best business in the world. The legacy of professionalism and dedication fostered by the Big I continues to shape the future of our field. Thank you, Big I Illinois, for 125 years of exceptional service and for your enduring commitment to making us all better. Here’s to many more years of success!
George Daly, Past President and Current State-National Director Vice President, Private Client, The Horton Group (a Marsh McLennan Agency), Orland Park, IL
For 125 years, our association has reformed itself to best serve the insurance agency force and industry. I had the privilege of participating with one of those reforms with the 1993 consolidation of the two prominent agent associations in Illinois…the Professional and the Independent Insurance Agents. During my terms on our BOD, I was easily convinced of the great value and importance of our association. The strengths of diversity, reputation, credibility, and sustained fine leadership have provided the means for the association to maintain effective and efficient representation with companies, legislators, regulators, and agencies. Let’s celebrate the 125 years of success and work to make sure that success continues for many more decades.
John Alexander, Past President
Advocacy
Kevin Lesch - 2019
What advice would you offer members about the importance of this Committee?
Building and maintaining relationships with government officials, policymakers, and regulatory agencies is essential for effective advocacy.
What initiative was accomplished during your term?
Outreach to the two Insurance Committee Chairpersons, brought them into the same room and let them know we were here to help (they are still the same chairpersons in the house and senate).
What impact does the Government Relations Committee have on the overall goals and objectives of the association?
The Government Relations Committee serves as a vital bridge between the Big I Illinois and the government, working to protect the interests of its members, and promote a favorable regulatory environment for the independent insurance industry.
What lessons did you learn during your tenure that you believe would be valuable for future leaders in Government Relations?
No matter what side you think a legislator is on, it is always worth calling to express your opinion about a bill or a ruling you feel will affect you negatively or positively.
Community Involvement
Big I Illinois has always been deeply committed to giving back to the communities we serve. Here, we revisit our legacy of involvement.
Independent Insurance Agents Junior Golf Classic
For nearly 50 years, Illinois agents hosted local qualifying tournaments for the Independent Agent Junior Golf Classic (IIAJC). Winners of the local qualifiers would compete at the state tournament hosted by the association and run by a network of volunteers. Winners from the state competions went on to the national, which was hosted by the Independent Insurance Agents and Brokers of America. At the height of its popularity, the IIAJC was the largest youth golf tournament in the world, with over 10,000 qualifying golfers. The Illinois state tournament was often held at Lick Creek in Pekin, Illinois and the national competition was held at a number of notable golf courses. One of the most famous players to hail from the IIAJC was Tiger Woods, who won the national title in 1990 and 1992. Later rebranded as the Trusted Choice Big I Junior Classic, participation in the event began to decline and the decision was made to discontinue the tournament in 2018.
Trusted Choice Tournament of Champions
In 2006, the state association sponsored the inaugural Trusted Choice Tournament of Champions, a high school basketball tournament featuring the top teams and players from across the country. Twenty-four teams participated in the tournament, hosted by the Peoria Area Sports Commission, including six of the top 25 high school teams in the nation. The tournament received extensive media coverage throughout Illinois and Missouri, reaching as far as Florida, Arizona and Texas, even receiving mention in USA Today
Congratulations on 125 years! Being a member of Big I Illinois for the past 35 years of my employment has allowed me and my organization to stay at the forefront of industry developments, connect with like-minded professionals, and access resources that enhance my ability to serve clients effectively. The support and advocacy provided by Big I Illinois are invaluable in navigating the evolving landscape of insurance.
William Sullivan CEO, Arachas Group, Bartlett, IL
Why belong to the Big I Illinois? In a word, support. We need legislative, educational, and relational support. Legislative – we need to communicate with those in political power who may not understand the realities of the insurance business. Educational – we need training to keep up in a constantly changing environment. Relational – we learn from the Big I staff and our contemporaries regarding industry trends, company relationships, and agency management. The Big I Illinois provides the support and opportunities to sustain, grow, and allow agencies to succeed.
Doug Likes Likes Insurance Agency, Inc., Stonington, IL
Big I Illinois has held a special place in my heart for the four decades my firm has been a member. Serving on their board was an extraordinary experience for personal and professional growth and allowed me to make lifelong friendships. Having a booth at CONVO every year and attending other events has been a rewarding and fun way to nurture existing connections and build new ones. The association staff’s expertise has been invaluable, guiding us through complex coverage and regulatory matters. Big I Illinois is also an excellent resource for general education. They’ve written my E&O and Cyber for years, with broad coverage at reasonable costs. The association’s remarkable lobbying achievements have significantly benefited my firm. There is no other organization that surpasses their dedication to member support.
Christopher Gaddis President, Donald Gaddis Company, Inc.
Philanthropy Efforts
Big I Illinois has partnered with Trusted Choice over the years to raise funds to help fulfill the wishes of children with a critical illness. The Illinois Young Agents Committee also supported Make-A-Wish, raising money and awareness at several events.
Big I Illinois staff and members, and their families, joined together for Walk-for-Wishes events at locations throughout the state to help grant wishes.
Another association charity of choice is St. Jude Children’s Research Hospital. Through our partnership, we raised money for St. Jude in several ways, including the Ultimate Baseball Experience, window clings, and walks. The major event was the Charity Garage Sale Event hosted in conjunction with the Young Agents Statewide Day of Giving.
“NABIP Illinois is excited to congratulate the Big I on celebrating their 125th anniversary, a milestone that speaks to their dedication and longevity in the insurance industry. By working together, we are able to amplify our voices to create a greater impact on state legislative issues that affect our Illinois businesses and our clients. This partnership allows us to have a seat at the table and ensure that our concerns and priorities are heard and addressed by lawmakers. Here’s to many more years of collaboration and success!
We would like to extend a special thank you to our lobbyist, Evan Manning, for his tireless efforts in representing our interests and fighting for our industry. His dedication and hard work have been instrumental in our advocacy efforts, and we are grateful for his ongoing support. As a member of NABIP, you have the opportunity to be part of a strong and influential network that is dedicated to advocating for your interests and creating opportunities for your future. Our association partnerships are just one example of how we are working to be your advocate, influencer on the hill, and create amazing opportunities for the future.
Sara Walker-Hite President, NABIP Illinois
Community Involvement Agents Honored for Community Service
The insurance industry has a long-standing reputation for serving the community, and from 2001 to 2003, the association recognized several member agencies with a Community Service Award that was presented at the convention. This tradition of recognizing agencies for their service continues today as community service is a component of the annual Agent and Agency of the Year Awards.
Greg Query, Query Insurance Agency, Rochelle, IL
Greg was honored with the inaugural Community Service Award in 2001 for his support of the Flagg-Rochelle Park District.
In 2002, the following agents were recognized:
Daniel Dugan, Waggoner Bellm Dugan Agency
Highland, IL
- for working to establish a new chapter of Habitat for Humanity in Highland.
Marilyn Liming, Prairie State Insurance
Decatur, IL
- for support of local and statewide Easter Seals campaigns which supported the organization in offering day care facilities.
Michael McHugh, McHugh Agency
Manhattan, IL
- for support of the Irish American Society in the annual Manhattan Irish Fest and for work with the Citizens Advisory Council to created new bike trails.
Tom Neis, Neis Agency
Crystal Lake, IL
- for support of the local Chamber of Commerce, McHenry County Foundation, Sister City Committee and numerous other organizations
Steve Ritchie, Steve Ritchie and Associates
Rolling Meadows, IL
- for raising $40,000 through organizing a golf outing to support a summer camp run by Children’s Oncology Services of Illinois, raised $40,000 through its first golf outing that he organized.
Tim Griffith, Griffith Agency Effingham, IL
- for organizing a bike-a-thon fundraiser and a golf scramble in support of the Effingham County Red Cross.
Tom Walsh, TW Group Westmont, IL
- for support of Hoops for Life, a 3-on-3 basketball tournament that raises funds for the American Cancer Society.
The 2003 Community Service Award, sponsored by Arlington Roe, was presented to:
Terry Welty, Miller Dredge, Galesburg, IL
Terry was a long-time volunteer for the Galesburg Noon Lion’s club and was instrumental in changing the focus of the group’s holiday party to entertain children with sight and hearing disabilities and families.
Cartwright Award
Charles M. Cartwright was a well-known figure in the insurance industry. He signed on as a reporter at the Chicago Inter Ocean soon after graduating from Princeton University in 1894 and later became editor. One of Cartwright’s early assignments at the Inter Ocean was to cover the organizational meeting of the National Insurance Agents (the Big “I”).
Cartwright became editor of the National Underwriter in 1900, a position he occupied until his retirement in 1947. Cartwright was also a nationally-renowned convention speaker and a champion of associations.
In 1943, inspired by the Big “I” Woodworth Memorial Award, Cartwright proposed the concept of a merit award to recognize the achievements of individuals within the state had an impact on the insurance industry. He shared the idea with Herb Stewart who served on the Illinois Association of Insurance Agents Board of Directors and took the idea to the Board who instructed Stewart to develop a plan.
Cartwright’s desire was that the award go to someone who had performed an outstanding act for the good of insurance agents in Illinois and he provided a fund to purchase the award. The sum of $500 was entrusted to the association, “the interest on which is to provide sufficient income to make this award annually if suitable achievement is found to exist to merit award being presented.” At the time the award was established, the association was discussing issues related to WWII such as suspending the dues for one-man agency members who were in the service and whether the national association might consider waiving dues for those performing activities supporting the war effort.
Today, the award is selected by the past three recipients and the recipient is kept in strict confidence until the moment the award is presented. Since the award’s inception, there have been 20 years that no award was presented. And while most often, Cartwright Award recipients have once served as the President of the Association, there have been 13 honorees who were not Past Presidents.
Each year, recipients in attendance are recognized at CONVO and all Cartwright winners are listed in the printed convention program.
Congratulations to Big I Illinois! Few industries can boast of an association as influential and beneficial to its members as Big I Illinois is to ours. In the heavily regulated insurance market, having such a respected and powerful voice in Springfield has been invaluable, not just for independent agents, but for the entire insurance industry across Illinois. Whether navigating the recent Farm Mutual reinsurance crisis or addressing the numerous insurance bills proposed each year, the impact that Big I Illinois has at the state capitol is both significant and deeply appreciated. Coupled with the dedicated team of professionals providing top-notch training, education, events, and a wealth of resources to its members, Big I Illinois stands out as one of the most valuable assets for independent agents.
Dayton Kilgus Principal, Compass Insurance
National Awards
Big I Illinois and its members have been honored by Big I National throughout the years:
Mike Wojcik of The Horton Group received the Sidney O. Smith Award recognizing outstanding service Government Affairs in 2014.
Illinois was named the 1997 recipient of the Maurice Herndon Award which was established by the Illinois association in 1980 in honor of Maurice Herndon, who led the Big I office in Washington, D.C. for many years. The honor is bestowed upon a state association that demonstrates outstanding support for federal affairs. The Illinois state association had excluded itself from consideration upon establishment of the award, but an exception was made this year.
Five Illinois agents have earned the prestigious Woodworth Award, the highest honor awarded by the Big I National.
1936 Allan I. Wolff, Chicago, IL
1937 W. Herbert Steward, Chicago, IL
1943 Wade Fetzer, Jr., Chicago, IL
1975 Robert L. Shade, Decatur, IL
1987 Jack Payan, CPCU, Palos Heights, IL
The Illinois Young Agents Committee has been recognized at the Big I Leadership Conference 16 times in the last 20 years for projects ranging from community service to membership development, political involvement and Committee of the Year.
In more recent years, Big I Illinois has established awards recognizing the Young Agent of the Year, Agent of the Year, and Agency of the Year. These individuals are recognized annually at CONVO. More information on current awards, including nomination forms, can be found at www.ilbigi.org.
IMT Insurance extends heartfelt congratulations to Big I Illinois on their remarkable 125th anniversary. Both IMT Insurance and Big I Illinois began over a century ago, and our continued partnership honors their legacy and a shared commitment to the agents, mutuals and insurance industry in Illinois.
Sean Kennedy President and CEO, IMT Insurance
Evolution of the Board Structure
The first record of the Constitution and By-Laws for the Illinois Association of Insurance Agents appears in the April 1929 edition of Association , published by Shirley Moisant out of his Kankakee insurance agency. Membership dues were calculated based on premium and still are today. The Board included five Officers and 12 Directors and there were seven standing committees with seven members each. Over the next 60 years, the number of board members changed only slightly and several committees were changed.
The most significant development came in 1993 when the IIAI merged with the Professional Insurance Agents (PIA) to become the PIIAI. The merger resulted in a board of more than 40 members with 20 regional directors to ensure that members of each prior organization had a voice on the new board. However, it wasn’t long before it became clear that there were redundancies in services between the two organizations and Illinois, along with other merged states, recommended that the national organizations work to share or consolidate services for efficiency. Consolidation talks were soon abandoned by the organizations and in 2000, the PIIAI Board of Directors voted to disaffiliate with PIA National. A Task Force, Chaired by Past President John Alexander recommended a new board structure in 2001. This reduced the number of Regional Directors to 10 and created 5 new At-Large positions, a structure that remained in place until October 2023. The Board now consists of up to seven directors, three regional directors, up to five at-large directors, a representative from the Farm Agents Council, five standing committees and six officers.
“Principals of Agency Organization”
Published in the American Agency Bulletin, produced in 1903 by the National Association of Local Fire Insurance Agents (Big I).
The agency movement is built upon common loyalty to a common cause, the union of all agents in defense of the rights of a single agent...the power contained in this kind of cooperation has already been felt, but the time is sure to come when it will be shown to a striking degree, and the light which it throws upon the essential spirit of agency cooperation will weld the local agents of the country together in bonds that cannot be broken...
Local Boards
In 1943, the IIAI had coextensive boards, which were local or county associations of insurance agents that required their members to also be a member of the state association. At one time, the association had as many as 61 local boards recorded. In the late 70s, early 80s, the coextensive requirement was removed from the IIAI By-Laws. Finding volunteers to run the local boards became increasingly challenging over the years and by 1998, the number of boards had diminished to 21 and then to five in 2001.
Currently, there are active local groups in Southern Illinois, DuPage County, Northeastern Illinois, and Chicagoland.
Congratulations to Big I Illinois on achieving this amazing milestone – 125 years! The hardworking staff (best in the nation), the servant leaders who have dedicated countless hours over the years, and the loyal, engaged agency & associate members – what a ride it has been. My Dad taught me early in life to get involved, stay active, and give back – the Big I has allowed me to do just that, whether it was SRIIA, PIIAI, IIA of IL, and now Big I Illinois. The Association is the lifeblood for Illinois independent agents; it connects us as one and allows each of us to be bigger, better, stronger, and independent together. Cheers to 125, and I can’t wait to see what the future holds for Big I Illinois and our agency & associate members!
Cindy Jackman, Past President Regional Sales Director, Illinois & Missouri, Arlington/Roe
Annual Event Planning Q&A with Sandy Cuffle and Shannon Churchill
Planning a successful convention is no easy feat. From juggling ideal venues and captivating speakers to navigating the unprecedented challenges of a virtual event during the pandemic, these seasoned planners have faced numerous hurdles. Sandy Cuffle, the driving force behind the association’s annual event from 1996 to 2011, and her successor, Shannon Churchill, who continues the tradition today, have witnessed the convention evolve significantly.
What were the biggest challenges you faced while planning CONVO?
Sandy: Finding suitable venues and speakers to accommodate our convention attendees was a major hurdle. Creating an event that was both special and entertaining for everyone involved – from the new president to our dedicated agents and representatives – was another significant challenge.
Shannon: Pivoting to a virtual convention during the pandemic was undoubtedly our biggest challenge. The logistics and maintaining the event’s integrity under such unprecedented circumstances were incredibly demanding. Even in normal times, balancing the needs of all stakeholders and creating an event that keeps attendees and exhibitors coming back year after year is no easy feat.
Can you share a particularly memorable moment or highlights?
Sandy: One of the most unforgettable experiences was my first solo convention with Walter Payton as the keynote speaker. He was an absolute gentleman. After a private signing for the executive committee and board of directors, he surprised everyone by going into the kitchen to meet the staff and sign autographs for them. All he asked for was an egg sandwich. His humility and kindness were truly inspiring. After eating it he asked me to please come dance with him. There were just the two of us and no music. He wanted to know what I wanted him to talk about. I explained that I was confident that he could talk about anything that he wanted to. I went on to tell him that he had the largest sold-out luncheon we had ever had and that he was definitely the draw.
I told him I had only one request for him. It seemed that the Peoria Rotary had held a meeting there that morning and one of the attendees was a gentleman in his 90s. One of the staff had pointed him out to me and I invited him to come in and listen to Walter. The gentlemen refused. He said that all he wanted was to shake his hand. It seemed that the gentleman had been a news reporter in his younger days and had interviewed Walter when he had just started his career. I explained all of this to Walter, and he said, “No problem,” and walked down the hallway to the dining room. As he approached the gentleman, Walter stopped in his tracks, grabbed the gentleman’s hand, patted him on the back, and told him how happy he was to see him after all the years. Never had I ever seen a man almost “float” out of the hotel but that day I did! Absolutely the best convention for me.
Shannon: There are countless memorable moments, but two stand out.
First, we threw a costume party years ago that we questioned if it would ever work, and it turned out to be one of the best and most involved big parties we’ve ever had. With so many people getting into the spirit and coming up with a variety of ideas for costumes, it was a joy to see and experience.
Second, the roaring 20s party we threw several years ago. Seeing everybody really get into that era and enjoy the dancing and the theming was so fun! Plus, we were able to surprise attendees with a dance routine from the staff and executive committee!
Of course, the satisfaction of seeing attendees have those “aha” moments during keynote sessions is always rewarding.
Big I Illinois and its staff are the embodiment of professionalism and leadership in the Illinois insurance community. They have been incredibly helpful to our organization for more than three decades, guiding and advising us on the complex legislative, regulatory and marketplace issues our industry faces. Our congratulations for 125 years of quality and service!
David L. Ocasek Chief Executive Officer, Surplus Line Association of Illinois
How has the event changed from your first convention to your last or now?
Sandy: The event has evolved to keep pace with changing times, attendee preferences, and industry trends. Topics, speakers, locations, and entertainment must adapt to meet the needs of our audience. However, the core desire for quality education, networking opportunities, and enjoyable experiences remains constant.
Shannon: Honestly, my first convention - I had no idea what I was doing. I was kind of thrown into it last minute after helping my mom for years. It’s completely different being solely in charge of everything.
Now, with a stronger foundation and a deeper understanding of the event’s goals, I focus on creating experiences that resonate with all stakeholders while staying aligned with the association’s vision.
Preserving a Legacy
From its humble beginnings as a volunteer-run association operating out of an insurance agency, to an association guided by volunteers and staffed by professionals in its headquarters office, the association has undoubtedly seen many changes in the last 125 years. But if there has been one constant, it is that talented and dedicated people have cared enough about the industry and its cause to fight for fair and sound legislative proposals, preserve professionalism in the business, provide a competitive advantage for association members, and preserve the legacy of this organization.
Following is a profile of those who have been instrumental in leading and preserving the Big I Illinois legacy, and a snapshot of where they were headquartered.
Shirley Moisant
Though not a paid employee of the association, Shirley Moisant was Past President of the Illinois Association of Insurance Agents in 1913-1914, and then served for many years as the Secretary. He was the first Editor and Publisher of Association News which he produced monthly in the 1920s for approximately 1500 subscribers. In 1935, the name of was changed to The American Agency Bulletin and all association members received a complimentary copy. From 1914 to 1934, Shirley Moisant’s Insurance Office, Kankakee, IL served as the first association headquarters.
Lillian Laurie Herring
In 1934, guided by President Alvin S. Keys of Springfield, an agreement was made with the Insurance Federation of Illinois, to use its office in the Insurance Exchange Building in Chicago as the headquarters of the Illinois Association of Insurance Agents. The association headquarters remained in room 616 Insurance Exchange Building until 1957.
Lillian Herring, Acting Secretary of the Insurance Federation of Illinois, was named Secretary of the Illinois Association of Insurance Agents in 1938 and became the organization’s first paid Secretary. In 1942, Lillian Herring took over publication of the Bulletin from Shirley Moisant.
William H. Hamilton
In 1947, William H. Hamilton, Manager of the Chicago Board of Underwriters, was chosen to be Executive Secretary of the Illinois Association of Insurance Agents and he continued in a dual role for a brief period of time. Hamilton passed away in December of 1952 and his successor as Manager of CBU, Bill Krom, served as Interim Executive Manager until a permanent successor could be found.
Edward J. Dirksen
Having previously been Assistant Director of Insurance for the State of Illinois, Edward Dirksen was named Executive Secretary in 1953 and also served as general council for CBU. Dirksen spearheaded the association’s move from Chicago to Springfield to better facilitate the focus on legislative matters. Upon his retirement in 1957, he served briefly with the Illinois Department of Insurance.
George Nicoud
Nicoud was selected to succeed Edward Dirksen in October of 1958. In 1967, Nicoud was honored as President of ISAE (Illinois Society of Association Executives) and in the fall of 1971, Nicoud was the first individual to receive the prestigious Cartwright Merit Award who was not an agent. He served as Executive Director at the association headquarters in the Ridgley Building in downtown Springfield until his untimely death in 1972.
Roy Robinson
Roy Robinson was hired on as Education Director in 1971 and was soon chosen to succeed George Nicoud as Executive Director in 1972. Robinson served in the role until his retirement in 1990. Robinson was passionate about insurance education and received his CPCU designation (Chartered Property and Casualty Underwriter) in 1960 and later served as President of CPCU Chapters in his hometown of Syracuse, NY, and later in Bloomington, IL. He and his wife, Harriett, were proud sponsors of a college scholarship for students interested in insurance careers.
Robinson earned his CAE (Certified Association Executive) in 1975 and served as President of ISAE (Illinois Society of Association Executives) and President of IAAE (Independent Agents Association Executives). Robinson was honored with the Cartwright Award after his retirement.
During Robinson’s tenure at the association, the association staff had outgrown the office at the Ridgley Building, which was described by Past President Jack Payan as “cramped” and “antiquated” and a location one might expect to “see Abraham Lincoln”. During Payan’s presidency, the association leased space in the newly-constructed Realtors Building located just off I-55 at Stevenson Drive.
Michael Tate
Mike Tate joined the association as Chief Operating Officer in 1990. Tate had been elected the youngest State Representative in Illinois and in that capacity served as Assistant Minority Leader and as Spokesman for the Appropriations Committee and Insurance Committees. As a legislator, Tate received numerous awards in recognition of his sound economic policies and ability to effectively represent the concerns of his constituents.
During his tenure with the association, he oversaw the move from the Realtors Building to another leased space, and then the construction of the current building in 1993. He also facilitated the merger of IIAI and PIA, and the ultimate disaffiliation with PIA. In 2003, Tate served as President of the Independent Agent Association Executives (IAAE) association.
Mike Tate is pictured first row, far right with association staff in 1993.
Phil Lackman
In 2015, Phil Lackman was named CEO after serving 20 years as the Vice President of Government Relations for the association. He also lobbied for industry organizations including the Illinois Association of Insurance and Financial Advisors (NAIFA IL), Illinois State Association of Health Underwriters (ISAHU) and the Illinois Association of Mutual Insurance Companies (IAMIC). Prior to joining the Big I Illinois, Lackman was Director of Legislative Affairs for the Illinois Life Insurance Council, served as Secretary of State Jim Edgar’s Deputy Director of Legislative Affairs and served as Legislative Analyst with the Senate Republicans.
In 2011, Lackman was elected to a one-year term as Speaker of the Illinois Third House, the professional organization for registered lobbyists in Illinois. In 2016, he was inducted into the Samuel K. Gove Illinois Legislative Intern Hall of Fame, which honors former legislative interns whose careers have exemplified distinguished public service. Most recently, Lackman served as President of the Independent Agent Association Executives (IAAE) association.
for of supporting independent insurance agents of Illinois!
We’re honored to partner together to make a difference in the lives of independent agencies.