October 5 - 7, 2021
Crowne Plaza, Springfield
PROGRAM CONVO Program | 1
PERSONAL LINES • MIDDLE MARKET • AGENT-CENTRIC FOCUS • SPECIALTY • COMMERCIAL LINES
Breadth of capabilities We’ve built a broad portfolio of specialized personal and business coverage products, and continue to invest in new capabilities and innovative solutions. Depth of expertise We’ve assembled teams of expert underwriters, risk managers and claims professionals with decades of expertise that are solely dedicated to each of our product lines. Coordinated approach We are uniquely positioned to work across the personal and commercial lines enterprises to deliver tailored account solutions in an integrated manner.
Brent Timmerman, CIC, LUTCF Territory Sales Director Cell: 630.200.2382 Email: btimmerman@hanover.com 701-10617 (8/21)
hanover.com
TABLE OF CONTENTS 4 4 5 5 6 6 7 9 11 12 13 15 16 20 24 29 29 31 33 34 41 42 45 46 49 50 50 52 54 56
Advertiser Index IIA of IL Staff Directory Welcome 2021-2022 IIA of IL President COVID-Related Information IIA of IL Solution Center Attendee Information Schedule at a Glance Important Dates Innovative Insurance Staffing Webinar IIAPAC Silent Auction IIA of IL Awards Day One Schedule Day Two Schedule Casino Night Party in the Parking Lot Complimentary Headshots Day Three Schedule Carrier Executive Panelists Speaker Bios Make-A-Wish Walk for Wishes Exhibitor List Exhibit Hall Floor Plan IIAPAC Contributors InsurPAC Contributors IIA of IL Board of Directors Get Involved Past Presidents Cartwright Merit Award Winners Sponsors CONVO Program | 3
PROGRAM ADVERTISERS 48 14 30 21 12 32 35 39 22 24 22 18 11 44 22 27 24
AAA Chicago Arlington/Roe Auto-Owners Insurance Berkshire Hathaway/Guard CareerPlug Donald Gaddis Co., Inc. Donegal Insurance Group Encova Insurance Foremost Forreston Mutual Insurance Company Grange Insurance Grinnell Mutual Hippo Insurance Illinois Insurance Pre-Licensing Program Illinois Public Risk Fund Imperial PFS Indiana Farmers Insurance
22 25 36 19 37 32 34 10 32 8 55 38 2 39 15 53 23
Insurance Program Managers Group JC Restoration JM Wilson Keystone Insurance Group Madison Mutual Insurance Company Maximum Independent Brokerage, LLC Mercury Insurance Group Pekin Insurance Previsor Insurance Progressive SECURA Insurance Synergy Select The Hanover Insurance Group Travelers United Fire Group Utica National Insurance Group Westfield
IIA of IL Staff Directory Shannon Churchill Director of Information & Technology/FAC Liaison (217) 321-3004 schurchill@iiaofil.org
Mark Kuchar Chief Financial Officer AIS Administrator (217) 321-3015 mkuchar@iiaofil.org
Rachel Romines Director of Communications Young Agents Committee Liaison (217) 321-3024 rromines@iiaofil.org
Brett Gerger, CIC Director of Education & Agency Resources (217) 321-3006 bgerger@iiaofil.org
Phil Lackman, IOM Chief Executive Officer (217) 321-3005 plackman@iiaofil.org
Tom Ross, CRIS, CPIA Director of Membership Northern IL Marketing Rep (217) 321-3003 tross@iiaofil.org
Tami Hubbell, CIC Accounting & Administrative Services/Tradeshow Admin (217) 321-3016 thubbell@iiaofil.org Jennifer Jacobs, SHRM-CP Director of Human Resources Board Administrator (217) 321-3013 jjacobs@iiaofil.org
4 | IIA of IL
Lori Mahorney, CISR Elite Central/Southern IL Marketing Representative (217) 321-3008 lmahorney@iiaofil.org Evan Manning Director Government Relations (217) 321-3002 emanning@iiaofil.org Kristi Osmond, CISR Education Assistant (217) 321-3007 kosmond@iiaofil.org
Janet White, CISR Products & Services Administrator (217) 321-3010 jwhite.indep12@insuremail.net Carol Wilson, CPIA Director of Professional Liability & Insurance Products (217) 321-3011 cwilson.indep12@insuremail.net
WELCOME Welcome to Virtual CONVO 2021! On behalf of the IIA of IL Board of Directors, Committees, and staff, we would like to say thank you for choosing to be here, and we are so excited to see you all again. We cannot wait to get the fun started. Our team has put together a variety of programming, networking opportunities, and experiences to celebrate our being together again. Spend time over the next few days seeing familiar faces and meeting new people throughout the education sessions and social events. If you should need anything, the IIA of IL team is here for you. Visit our registration desk on the first floor, or look for one of our volunteers at the entrances to education sessions and events. Finally, before we get the party started, I wanted to remind you of the resources provided to you, not only during CONVO but throughout the year. The entire team of the IIA of IL works all year long to meet our mission of providing a sustainable competitive advantage for our members. Check out the website at www.iiaofil.org to review what we can do for your agency. Or find an IIA of IL staff or Board member. We would love to talk with you!
Interested in getting involved? Participate • Share Advocate • Volunteer
Shannon Churchill CONVO Coordinator
See page 50 for details.
Introducing... 2021-2022 IIA of IL President Jay Peterson, AFIS, LUTCF, is the President of Peterson Insurance Services in Clinton, IL. He started his career as a producer in 1979 for his father’s agency, became partner in 1982, and principal/sole owner in 2000. He is a founding partner of Central Illinois Agents Group, created in 2004. Peterson and his wife, Sarah, are the parents of Dustin and Dexter. Check out the October issue of Insight magazine for an interview with Jay outlining his goals for the year. Independent Insurance Agents of Illinois 4360 Wabash Avenue, Springfield, IL (217) 793-6660 | info@iiaofil.org | www.iiaofil.org CONVO Program | 5
COVID-RELATED INFORMATION For many, this event will be the first time in over 18 months that they’ve gathered in such a large group. The IIA of IL takes the COVID pandemic seriously and is implementing many safety precautions.
Mask Guidelines
Everyone at this event will be asked to follow local requirements regarding mask policies. As of press time, masks will be required in all public spaces inside the Crowne Plaza, except when eating or drinking. Masks will not be required outdoors. Discrimination or shaming based on masks or recommended safety guidelines will not be tolerated. CONVO should be a safe space for all attendees, regardless of pandemic views.
Cleaning Policies
The Crowne Plaza is following IHG standards on room refreshes. This includes, but is not limited to, deep and more frequent cleaning of meeting and event spaces and access to ample hand sanitizer stations.
Event Space
The IIA of IL has moved our most popular sessions into larger spaces where possible. Sanitizing wipes have been provided in your welcome bag for your convenience. We have also moved some of our networking events outdoors to provide for social distancing and fresh air.
If you are not feeling well, do not attend any events. Doing a quick Google search will provide you with a list of the closest available COVID testing sites.
6 | IIA of IL
ATTENDEE INFORMATION Name Badges Admission to all meetings and entertainment events will be by name badge only. Please wear your name badge at all times. It is your ticket to education and social events. Comfort Dots for Badges The IIA of IL is taking attendee comfort into consideration. Please be aware of dot colors placed on badges when networking with other attendees, and do not shame those with a different dot color than you. Red Dot - I prefer to keep my distance. Yellow Dot - I’m okay with talking but not touching. Green Dot - I’m okay with talking, handshakes, and high-fives. Continuing Education Credit Please wear your badge to all classes. A barcode will be printed on your badge. To receive CE credits, this barcode must be scanned during each class you attend. Listen during the class for specific scanning instructions. Each class, based on its length, might have different requirements for scanning. See classroom volunteer with questions. Wednesday afternoon concurrent education sessions may have varying start and end times for each session. CE is awarded in one-hour segments allowing you to fully customize your schedule. Classes listed for more than one hour will break each hour, permitting you to attend other sessions. NOTE: You must be on time to each class. Anyone that is late to class, or leaves early, will NOT receive CE credit. The maximum number of Illinois CE hours a licensed individual may earn is 13 for the entire event. The General Session on Wednesday may go less than four hours, which would result in a maximum of 12 hours for the entire event. A staff representative will always be available at the Convention Registration Desk located on the main floor of the Crowne Plaza during education session hours. Hotel Wi-Fi at the Crowne Plaza: Network: IIA of IL CONVO Event Password: iiaconvo21 (case sensitive)
CONVO Program | 7
AGENTS OF
invention
A PARTNERSHIP BUILT ON UNLEASHING DATA Independent agent Seth Zaremba has set his agency apart and up for continued growth by blending art and science. Using data sharing and artificial intelligence, he and his team create seamless customer journeys, from acquisition to renewal. He values Progressive for its thought leadership, advanced technology, and consumer insights. Because, when it comes to strategy and innovation, “Progressive is playing chess while other carriers are playing checkers.” AgentsofProgressive.com
SETH ZAREMBA ZINC | BROADVIEW HEIGHTS, OH
Proud Platinum Sponsor of the IIA of Illinois.
Vehicle insurance is provided by Progressive Casualty Ins. Co. & affiliates. Home and renters policies are provided and serviced by affiliated and third-party insurers who are solely responsible for claims. Prices, coverages, and privacy policies vary among these insurers.
SCHEDULE AT A GLANCE Tuesday, October 5 10:00 am - 4:00 pm Noon - 5:00 pm
Independent Agent Invitational Golf Outing - The Rail Golf Course Convention Registration - 1st Floor - Lobby Concurrent Education Sessions (CE)
1:00 - 4:00 pm 5:00 - 6:00 pm 6:00 - 8:00 pm
- Look for class details on page 16
Welcome Reception and Meet & Greet - 2nd Floor Dinner Break Dutch Dine Arounds - 1st Floor Lobby - Meet at 5:50 pm - Must sign up. See page 17 for details.
Past President’s Dinner (Invitation Only) - 12th Floor - Capital View Room
Young Agents Network Dinner - See registration desk for details. 8:00 - 11:00 pm
Casino Night - 2nd Floor
Scan this code with your smart phone to view the schedule online.
Wednesday, October 6 7:00 am 7:00 - 8:00 am 8:00 am - Noon 11:30 am - 1:30 pm
Registration Opens - 1st Floor - Lobby Continental Breakfast - 2nd Floor - Prefunction General Session (CE) - 2nd Floor Lunch and Networking - Parking Lot Concurrent Education Sessions (CE)
1:00 - 4:00 pm 2:00 - 3:00 pm 3:30 - 6:30 pm 6:30 - 11:00 pm
- Note varying start and end times for each session - see classes on page 23
1752 Club Meeting (Company Representatives Only) - 3rd Floor Tradeshow - 1st Floor Party in the Parking Lot - Tent in Parking Lot
Thursday, October 7 7:00 - 8:30 am
Hot Breakfast - 2nd Floor - Prefunction State of the Association Address and Carrier Executive Panel (CE)
8:30 - 11:30 am
- 2nd Floor
CONVO Program | 9
Since 1921
WHY WE DO WHAT WE DO
TO KEEP WORKING HANDS WORKING
Specializing in insurance for contractors
Become a Pekin Insurance agent: pekininsurance.com/become-an-agent
IMPORTANT DATES October 13-14, 2021 – ACT Tech Summit - Virtual November 3, 2021 – Innovative Insurance Staffing with WAHVE - Virtual November 10, 2021 – MasterMind Virtual Conversation - Survive and Thrive as an Independent Agency - Virtual January 27-28, 2021 – Farm Agents Council Mid-Winter Meeting - Crowne Plaza, Springfield March 2022 – Insurance Industry Legislative Day – Springfield (date to be announced) April 21-22, 2022 – EDGE Conference – DoubleTree Hotel, Oak Brook April 27-29, 2022 – Big “I” Legislative Conference – Renaissance Hotel Downtown, Washington, DC June 16-17, 2022 – Farm Agents Council Golf Outing & Annual Meeting – Prairie Vista/Doubletree, Bloomington September 14-18, 2022 – Big “I” Fall Leadership Conference/Board Meeting – Niagra Falls, NY October 4-6, 2022 – IIA of IL CONVO – Crowne Plaza Hotel, Springfield
CONVO Program | 11
12 | IIA of IL
IIAPAC SILENT AUCTION
IIAPAC
Independent Insurance Agents Political Action Committee
The first silent auction back in 2019 was a tremendous success. We raised over $6,000 for IIAPAC and were able to donate $2,000 to St. Jude Children’s Research Hospital. In keeping with that same tradition, we look to grow on our efforts on both fronts. The Government Relations Committee is adamant in growing our IIAPAC as well as continuing our philanthropic duties as an association. A portion of the proceeds will again benefit the St. Jude Children’s Research Hospital. Below is a list of items we currently have for the auction. Auction sheets will be displayed throughout the CONVO event at various times and locations. Bidding closes during the Party in the Parking Lot on Wednesday, October 6. Items will close incrementally starting at 9:30 pm. See Evan Manning, IIA of IL Government Relations Director, with questions.
Bushnell Wingman
Golf Two Threesomes to Elgin Country Club
Two Bears tickets for Monday Night Football December 20, 2021 at Soldier Field Minnesota Vikings vs. Chicago Bears
Johnnie O Shirt
- Donated by Grinnell Mutual
- Donated by Tom Walsh of TW Group
Two Cardinals Tickets
- Donated by Marc Carter of KEB
Cigar Humidor Cleveland Wedge
- Donated by Evan Manning of IIA of IL
- Donated by Kevin Lesch of Arachas Group - Donated by Phil Lackman of IIA of IL
Johnnie O Shirt
- Donated by Phil Lackman of IIA of IL
Liquor Basket Two Maui Jim Gift Cards for Sunglasses
- Donated by Justin Doss of RLI
Michael Kors Purse
Two Cubs Tickets
Mizuno Golf Bag
Dick’s Sporting Goods Arm Chair
Pappy Van Winkle
Electric Putting Mat
Southern Illinois Wine
Exotic Golf Bag
White Sox Tickets
- Donated by Kevin Crumly of Troxell - Donated by Lori Mahorney of IIA of IL
- Donated by Evan Manning of IIA of IL
Golf Foursome with Carts to Deer Valley
- Donated by Greg Sandrock of Cornerstone Agency
Golf Threesome to Edgewood Valley Golf Club
- Donated by Andover
- Donated by Evan Manning of IIA of IL - Donated by Ryan Hite of RLI - Donated by Cindy Jackman of Arlington/Roe - Donated by Mike Mackey of Alliant Insurance Services
Wine and Electric Wine Opener
- Donated by Phil Lackman of IIA of IL
Wine and Wine Rack
Want to contribute to IIAPAC?
IIAPAC accepts both individual and corporate contributions. It’s easy to contribute online at iiaofil.org, scan the code here or see an IIA of IL staff member at registration. CONVO Program | 13
We are more than a Wholesaler. We are a reliable resource. As a managing general agency and wholesale insurance broker, we have binding authority for multiple carriers and access to over 200 markets. We offer standard and non-standard, surplus lines and admitted solutions. The way we conduct business stems from our three core pillars of honesty, integrity and trust. Get to know Arlington/Roe. Family-owned and Doing the Right Thing since 1964.
Managing General Agents | Wholesale Insurance Brokers
Let us help you find the right solutions.
800.878.9891 ArlingtonRoe.com
Aviation | Bonds | Cannabis | Casualty | Commercial Agribusiness | Farm
14Healthcare | IIA of IL& Human Services | Personal Lines | Professional Liability | Property | Transportation | Workers’ Compensation
2021 IIA
of
IL AWARDS
Presented during the General Session on Wednesday, October 6, 8:00 am to Noon.
Agent of the Year
The Agent of the Year Award is given for the outstanding performance of an individual retail agent member of the IIA of IL in the categories of production, use of technology, professional development and civic responsibility.
Agency of the Year
The Agency of the Year Award is presented to an IIA of IL member agency that exemplifies leadership and innovation within the industry. The Agency of the Year demonstrates strong growth, innovative marketing strategies, creative utilization of evolving technology, top-level customer service and dedication to the community.
Young Agent of the Year
The Young Agent of the Year award recognizes the achievements of young agents in Illinois. The nominee must have demonstrated service to the insurance industry, professional trade associations, and community in a manner that would be considered exceptional for a person of his or her age. The award is given for career service and is not limited to activities during this past year.
Cartwright Merit Award
The Charles M. Cartwright Merit Award is considered the most prestigious award the IIA of IL presents. Named for Charles Cartwright, editor of the National Underwriter for more than 50 years, and champion of associations and the insurance industry, the award is presented at discretion of the IIA of IL Executive Committee to the “Person who has performed the most meritorious service for the good of the insurance agents of Illinois.”
Wondering how you can win an award next year? Sign up to receive notifications when 2022 award applications are being accepted!
No agent ever said,
“I love wasting time.”
There’s a better way to quote online.
Go to www.iiaofil.org/ IIA-of-IL-Awards or scan the code below for details.
ufginsurance.com/online CONVO Program | 15
DAY ONE Tuesday, October 5 10:00 am - 4:00 pm Independent Agent Invitational Golf Outing - The Rail Golf Course Noon - 5:00 pm
Convention Registration
1:00 - 4:00 pm
Concurrent Education Sessions (CE)
- 1st Floor - Lobby
E&O Mock Trial - With Ethics - 2nd Floor *Counts towards three hours of the necessary credit toward the E&O discount. *Satisfies the IL Ethics credit requirement.
Nicole Broch
This session is designed to show how mistakes made by an insurance agent are portrayed in a court room setting. Upon completing this session, participants will: • Understand the perils associated with not properly updating coverage • Recognize the importance of properly completing certificates of insurance • Identify the problems that changes in operations can present • See the potential problems with electronic communications • Learn how an insurance claim is calculated when property is not insured to value • Understand the E&O exposure from not properly handling an account • Serve as a jury for the proceeding after hearing the facts
Scan this code with your smart phone to view the schedule online, including specific room assignments.
16 | IIA of IL
Powered Productivity: Super Tech Tools to Get Stuff Done - 2nd Floor
Beth Z
Exasperated by email? Peeved about passwords? Tired of tedious tasks? You’re not alone. Join Your Nerdy Best Friend, aka Author Beth Ziesenis, for a research-based look of common productivity problems, followed by the technology to solve them. Discover how to use free and bargain technology tools you never knew existed to work more efficiently with your teams, get organized and finally get stuff done. Takeaways: • Discover low-cost, high-value apps and tech tools that you can start using right away • Learn great tech tips and app ideas from your colleagues • Get new ideas to increase efficiency, improve relationships and get things done! Features: • Interactive, interactive, INTERACTIVE! • Organized like a game where everyone plays and everyone wins • Research-based facts coupled with real-time tech solutions
5:00 - 6:00 pm
Welcome Reception and Meet & Greet - 2nd Floor
Kick off CONVO at the Welcome Reception. Join us for a drink and hors d’ oeuvres before heading out to dinner at the Dutch Dine Arounds, with your Company Partners, with Old Friends or New Acquaintances. 6:00 - 8:00 pm
Dinner Break
Don’t have dinner plans? Here are some other options:
Dutch Dine Arounds (Sign up required)
Sign up - click here.
- 1st Floor Lobby - Meet at 5:50 pm - Sign up required, see registration area for sign up sheets. Sign up to join a group dinner coordinated by IIA of IL staff. We’ve made the reservations and travel arrangements, you bring your awesome self as we discuss life, the insurance industry and anything you want! * Attendees are responsible for paying for their own dinner.
Past President’s Dinner (Invitation Only) - 12th Floor - Capital View Room
Young Agents Network Dinner (Sign up required) Sign up - click here.
- Rooftop (In case of inclement weather, this event will move to the Governor’s room on the 3rd floor.) - Must sign up to attend. See CONVO registration desk for details. 8:00 - 11:00 pm
Casino Night - All Attendees Welcome
- 2nd Floor Hosted by the IL Young Agents Committee
Feeling lucky? Spin the wheel at roulette, have the winning hand at poker, blackjack, or one of the many other games. Turn in your chips to win one of many great prizes. Everyone starts the night with $200 in chips. Additional player’s cards can be purchased with proceeds benefitting the Make-A-Wish Foundation.
A cheap bottle of wine or an expensive bottle of whiskey? Take your chance and pull from the Barrel of Booze! $20 per pull. Alcohol ranges from $10 to $100. *Alcohol cannot be opened in public spaces in the hotel.
CONVO Program | 17
DO YOU VALUE RELATIONSHIPS? SO DO WE. Mutual is a strong company with good “Grinnell commercial products and good people — a loyal
company that takes care of their agents and has quality employees to build relationships with.
”
— JEFF TAAKE TAAKE INSURANCE COLUMBIA, ILLINOIS
Trust in Tomorrow.® Learn more today.
AUTO | HOME | FARM | BUSINESS
grinnellmutual.com “Trust in Tomorrow.” and “Grinnell Mutual” are registered trademarks of Grinnell Mutual Reinsurance Company. © Grinnell Mutual Reinsurance Company, 2021.
More than a network
We’re a community.
There are many reasons why independent agencies turn to Keystone, but you might ask what makes them stay? Keystone is more than just a network, we’re a community. Our goal is to strengthen independent agencies by bringing them together for peer-to-peer collaboration, industry expertise and access to national resources. Together, we’re making each other stronger and keeping clients better protected. That’s how independence works better together!
FOR MORE INFORMATION: Matt Fink 570.473.4346| mfink@keystoneinsgrp.com keystoneinsgrp.com
CONVO Program | 19
©2021 Keystone Insurers Group ®. All rights reserved. This does not constitute an offer to sell a franchise in any state in which the Keystone Insurers Group franchise is not registered.
DAY TWO Wednesday, October 6 7:00 am
Registration Opens
7:00 - 8:00 am
Continental Breakfast
- 1st Floor - Lobby
- 2nd Floor - Prefunction
8:00 am - Noon General Session (CE) - 2nd Floor IIA of IL Agency of the Year, Agent of the Year, and Young Agent of the Year Awards will be presented. Attendees will also hear State & National updates, and more.
Phil Lackman
Mike McBride
Jay Peterson
Future of the Industry and Key Trends of Today’s Marketplace
Despite the tumultuous events of the past year, the insurance industry continues to thrive. Valuations are at all-time highs. P&C pricing and the economy are driving peak organic growth rates. Brokers are consolidating at record levels with scale as a key driver. And insurtech moves are happening. Yet, producer recruiting and development remain a key challenge. How can agencies continue to experience success in this fast-paced environment? Join Harrison Brooks from Reagan Consulting as he outlines the industry’s key trends and reveals practical ways agencies can best prepare for the future.
Harrison Brooks
Stories, Not Statistics
Leaders everywhere are scrambling to figure out how to lead, influence, and impact such generationally diverse people. It’s been a struggle for decades, and the challenge is ever more increasing! Is there a practical solution? Absolutely! Creating a deep connection is the foundation for success - whether it’s between you and a customer, or you and a team member. To begin building an authentic connection with people of any generation, you must start with the stories, not just statistics. It’s in a person’s individual stories, we will find answers to exactly what motivates and drives them. Stories, Not Statistics will reveal the only future-proof leadership success strategy! Learning Objectives: • Discover the biggest mistake leaders make when engaging team members. • Gain clarity on the most valuable skill leaders need to own. • Break down the three stories every leader should “know and tell.” • Learn the process for getting people - team members, co-workers, and customers to trust you enough to open up.
Alyson Van Hooser 11:30 am - 1:30 pm Lunch and Networking - Parking Lot BBQ? Mexican? Pizza? What are you in the mood for? Take a break from learning to grab a bite to eat at one of the food trucks in the parking lot! Use this time to check in at the office and connect with people you’ve met throughout the event and catch up with old friends. Attendees will be provided with tickets to use for this event. Day two continued on page 23.
Scan this code with your smart phone to view the schedule online, including specific room assignments.
Commercial & Personal Lines We offer insurance solutions for homeowners and businesses (small, medium, and large!) with competitive pricing, an easy submission process, and the opportunity for multi-product discounts. Visit www.guard.com to see what we can do for you. Not all Berkshire Hathaway GUARD Insurance Companies provide the products described herein nor are they available in all states. Visit www.guard.com/states/ to see our current product suite and operating area.
BECOME AN AGENT: WWW.GUARD.COM/APPLY/ CONVO Program | 21
A BETTER INSURANCE EXPERIENCE®
A COMMITTED PARTNER AND GO-TO RESOURCE FOR AGENTS, BROKERS AND CLIENTS.
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Telemedicine Prescription Drug Program 24/7/365 Claims Access In House Nurse Case Manager Training and Support Individualized Loss Control Programs Risk Management Center
We Put Money Back In Our Member's Pocket: Safety Grant Program- to date over $75 million in grants and dividends allocated to Members Stimulus Grant- $1 million in funds provided to Members for COVID relief Lexipol Partnership-25% discount on services, 10% discount on training products and free Agency Assistance Plan LocalGovU PartnershipTwoAdministrative User licenses, training system and content starter pack and 15% discount on online courses
For more information on IPRF please call (800) 289-4773 or visit www.iprf.com
DAY TWO 1:00 - 4:00 pm Concurrent Education Sessions (CE) - Note varying start and end times for each session. - Each class is filed for CE in one-hour segments, allowing you to fully customize your schedule. Classes listed for more than one hour will break each hour allowing you to attend other sessions. 1:00 - 4:00 pm
Had I Been on THAT Jury - 2nd Floor
This three-hour continuing education class is interactive and fast paced. Participants sit as “jurors” and decide personal lines and commercial coverage and liability cases (all of which have been decided by appellate courts within the last few years). The participants deliberate and then compare their verdicts to the result in the real-world case on which the case is based. The actual outcome of the case and lessons to be gained from it are discussed. Sponsored by:
Rick Pitts 1:00 - 2:00 pm
Evan Manning
Brett Gerger
Mike Wojcik
Legislative and Regulatory Update - 2nd Floor
ake sure you and your M staff are up-to-date on the latest regulatory changes in business and specifically the insurance industry by attending this session. Advocacy is one of the most important benefits for IIA of IL members. It is representing you, your agency, and your clients in front of the state and national legislative and regulatory bodies that oversee our industry. There is no better way for you and your staff to learn about the association’s advocacy efforts and the results accomplished.
Because you believe in your gut-feeling.
Because you believe that you can make a difference. Because you believe you are meant to do something more.
We believe in you.
Sponsored by:
WestfieldInsurance.com ©2021 Westfield. All rights reserved.
Day two continued on page 25.
CONVO Program | 23
Tuesday, Oct. 5 8:00 - 11:00 pm BLACKJACK • CRAPS • POKER ROULETTE • LET IT RIDE Benefitting Make-A-Wish
Win Big!
Play for chances at some incredible prizes:
Apple Products • Yeti Cooler Wine Basket • Whiskey/Bourbon Basket Surface Pro 7 • Cash • Gift Cards • And More!
We’re a member service company. We exist only to serve our members, your clients.
DAY TWO 1:00 - 2:00 pm
Five Key Action Items to Win in Today and Tomorrow’s Marketplace - 2nd Floor
Given the rapid changes happening within the insurance industry, how can agencies be proactive in planning for the future? Join Harrison Brooks of Reagan Consulting as he provides agencies with concrete strategies to succeed in today’s environment and be ready for the challenges and opportunities of tomorrow.
Harrison Brooks 1:00 - 2:00 pm
Cyber Risk? 10 Questions Every Business Should Ask - 3rd Floor From a risk control perspective, many of us are comfortable addressing property, auto, liability, and worker’s comp controls with an insured or potential insured. However, there is very little discussion with business owners on how they are managing their cyber exposures. This presentation will walk through ten Cyber 101 questions that a business owner can use to help better evaluate potential areas of improvement in Cyber Security.
Ronald Behrens Sponsored by:
Day two continued on next page.
CONVO Program | 25
DAY T 2:00 - 4:00 pm
Own Your Sales Success in a Multi-Generational World - 2nd Floor
The challenge of selling and serving up to five generations of customers can be daunting, but it’s a challenge worth overcoming. Mutual understanding is the answer to your next right step and adaptability gains you access to success. In this breakout session, you will: • Gain clarity on who and what is motivating different generations of customers • Understand when, why, and where to build a connection with all 5 generations • Learn how to communicate with different customers in a way that is most comfortable for each generation of customers • Discover the best listening process to connect with customers • Breakdown the 5-step process for Earning the Right to Be Heard™
Alyson Van Hooser 2:00 - 3:00 pm
Home-Sharing Overview - 2nd Floor
This session will provide attendees with a general update regarding the latest in home-sharing activity and will also provide a general overview of the latest revisions to the ISO Homeowners Policy Program regarding home-sharing host activities. Sponsored by:
Chuck Schlager 2:00 - 3:00 pm
Cyber: History, the Law, and What You Need to Do - 3rd Floor
Your Agency has violated the law if it has not completed the compliance requirements described in all applicable federal and state data privacy laws. Renewing your agency contracts with your carriers may be contingent on complying with the current federal and state data privacy laws. Learn why cyber insurance is important, the laws you need to be following, and how it can financially impact your business and your personal life if you do not.
Bill Larson 26 | IIA of IL
Brett Gerger
Y TWO 3:00 - 4:00 pm
Employment-Related Litigation and the Benefits of Employment Practice Liability Insurance - 2nd Floor This presentation will provide an overview of various employment laws and claims to provide employers and insurance agents with background information for discussing employment-related litigation and employment practice liability insurance (EPLI). Additionally, the presentation will address issues specific to employment-related litigation and EPLI and specifically discuss the need for EPLI and the benefits of such coverage. Sponsored by:
Lance Jones
Julieta Kosiba
Day two continued on next page.
IPFS Credit Advantage
eForms
Agency Management System Integrations
Flexible Payment Options
Cancellation Avoidance Tools
IPFS Connect® Mobile App
CONTACT: JOAN CANTIERI | 630.667.5614 | joan.cantieri@ipfs.com Access to products and services described herein may be subject to change and are subject to IPFS’ standard terms and conditions in all respects, including the terms and conditions specifically applicable to use of IPFS’ website and mobile application and IPFS’ eForms Disclosure and Consent Agreement. Copyright 2021 © IPFS Corporation. All rights reserved
CONVO Program | 27
DAY T 3:00 - 4:00 pm
Silent Cyber and the Impact on Equipment Breakdown - 3rd Floor
The complexity of today’s computer systems and networks makes it difficult for organizations to protect themselves from a hacker’s attack. New threats are constantly being developed that could have so-called “silent cyber” implications because of potential cyber-related losses stemming from traditional property and liability policies that were not specifically designed to cover cyber risk. This presentation will help attendees determine if their organization is at risk of an attack with silent cyber implications, and how to mitigate that risk. Sponsored by:
Paul Morris
2:00 - 3:00 pm
1752 Club Meeting (Company Representatives Only) - 3rd Floor
Open to company representatives only, this meeting will discuss trends and issues facing the industry. If you are not familiar with 1752 Club, or have never been to a meeting make time to stop in and learn more about this organization. 3:30 - 6:30 pm
Tradeshow - 1st Floor
Meet with over 100 vendors and learn about the valuable industry products and services which will make your agency stand out. 6:30 - 11:00 pm
Party in the Parking Lot - Tent in Parking Lot
After a day of learning inside, venture outside to relax and have fun. All attendees, exhibitors and company reps are encouraged to continue networking in a more relaxed, comfortable setting. Dinner will include food stations - you won’t walk away hungry! Drinks, live music, dancing and fun... all included! Dress code is casual.
28 | IIA of IL
TWO
CONVO Program | 29
we treat people like people. because after all, they’re people.
simple human sense
We are dedicated to the independent agency system and proudly stand behind the agents who represent us. auto-owners.com
30 | IIA of IL
DAY THREE Thursday, October 7 7:00 - 8:30 am
Hot Breakfast
- 2nd Floor - Prefunction
8:30 - 11:30 am State of the Association Address and Carrier Executive Panel (CE) - 2nd Floor IIA of IL leadership will discuss the trends and challenges facing the independent agency system. The Association will share what they are doing to stay ahead of the curve to provide a sustainable competitive advantage for member agencies. During the Carrier Executives Panel Discussion, hear from company executives on how the insurance industry was affected by the pandemic and how their companies are responding. The executives will also discuss changes in the way agencies do business as a result of COVID-19 and the rapid transition to remote and hybrid work environments.
George Daly Moderator
See Carrier Executive Panel Bios on page 33.
Scan this code with your smart phone to view the schedule online.
CONVO Program | 31
Carrier Executive Panelists Dan Connell
Chairman of the Board & Chief Executive Officer Dan Connell, CPA, serves as Chairman of the Board and Chief Executive Officer for Pekin Insurance which includes both property/casualty and life companies. Connell joined Pekin Insurance as Controller in 1998, and subsequently held the following positions: Vice President - Treasurer, Senior Vice President and Chief Financial Officer, and Executive Vice President and Chief Financial Officer. Connell has also served as Corporate Secretary from February 2005 through February 2019 and has served on the Pekin Insurance Board of Directors since 2006. Connell has 33 years of experience within the property, casualty, life, and health insurance industries. He earned the CPA designation and began his career with the accounting firm, KPMG LLP, in Chicago, Illinois, and Omaha, Nebraska.
Rich Meuret
Regional Field Executive for the Midwest Rich Meuret recently assumed the role as Field Executive for the Midwest, where he will oversee growth and profit for the nine-state region – helping more than 3,500+ independent agent & broker partners grow their businesses. Meuret is based out of the regional office in Indianapolis, IN. Meuret has over 25 year of experience in the insurance industry, holding a variety of executive leadership positions. Over 14 years of his experience has been with Liberty Mutual, where he held roles as chief actuary of America First Insurance, vice president of field operations for Agency Markets, regional general manager for Safeco Insurance and regional president of Liberty Mutual Business Insurance, Southwest Region. Meuret spent the earlier years of his career in various actuarial and product positions.
Jim Schwalen
Senior Vice-President of Marketing & Personal Lines Jim has over 30 years of experience in the insurance industry. He is a graduate of the University of Wisconsin Oshkosh with a degree in business administration and also obtained a bachelor’s degree in computer science from Lakeland College. Jim began his career in underwriting then went on to responsibilities on the technology side of the business. His current role is Sr. Vice President of Personal Lines and Marketing where his responsibilities include oversight of the personal lines profit center, corporate marketing, service center, customer experience and corporate strategic planning.
Jamie Whisnant
Executive Vice President Jamie began his career with Auto-Owners in 1996, after graduating from Appalachian State University in Boone, North Carolina. He has held many claims and marketing positions over his 24+ year career. Jamie has been in a leadership role for over 17 years in both divisions, and has been an officer of Auto-Owners since 2010 including Regional Vice President in Georgia, Assistant Vice President of Claims, Vice President of Claims, and Senior Vice President of Claims. Jamie was named Executive Vice President, and to the Board of Directors, at Auto-Owners Insurance Group in February 2021.
®
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SPEAKER
Ronald Behrens
Ron Behrens, ALCM, ARe, CEA is a Director of Loss Control with Hartford Steam Boiler (HSB). He has several decades of experience in Loss Prevention, with a focus on Equipment Breakdown. He graduated from Valparaiso University with a degree in Electrical Engineering, is a Certified level 1 Infrared Thermographer, a Certified Energy Auditor, and earned the Insurance Institute’s program designations of Associate in Loss Control Management and Associate in Reinsurance. Prior to HSB, he was a Loss Control Manager with Kemper National P&C Company, and a Professional Engineer in Illinois for 20 years. He also held a National Board Certified Boiler Inspector Commission and was an Illinois Deputy Boiler Inspector. With advances in technology, come new exposures, and Cyber is one of those exposures where Loss Control can make a difference. Ron is an avid fisherman and lives in the northwest suburbs of Chicago.
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Contact us today to learn more Barbara Rader
Susan Stone Janczewski
Kristen Savage
Karen Clark
Tom Duprey
Patricia Lee
Dir. Regional Sales Development (405) 621-6588 Sales Development Manager (847) 257-9696 Sr. Marketing Rep. (847) 816-4354
34 | IIA of IL
Sr. Marketing Rep. (847) 816-4321
Marketing Account Rep. (405) 621-6690 Marketing Account Rep. (405) 621-6603
Nicole Broch spent over a decade as an independent insurance agent and manager of a successful partnership between a community financial institution and a Nicole Broch local independent agency in Springfield, Illinois. She attended The Hartford School of Insurance and achieved her National Underwriter awarded Personal Lines Coverage Specialist (PLCS) designation in 2005. Broch went on to receive the National Alliance CISR designation in 2007 and CIC designation in 2009. In addition to teaching National Alliance CISR modules, IIABA Errors & Omissions, Ethics, and customer service and professional development topics for IIAs, PIAs and trade associations throughout the country, Broch is the Territory Sales Manager for The Hanover Group, supporting independent agents throughout Central and Southern Illinois.
ER BIOS
Harrison Brooks
George Daly
Harrison Brooks joined Reagan Consulting in 2015 and is a partner of the firm. Brooks primarily works with clients on mergers & acquisitions, agency valuation and strategic consulting projects. Prior to joining Reagan, Brooks spent two years at the private equity firm, Carousel Capital, acquiring business and consumer services companies. He was responsible for leading valuation exercises and executing due diligence processes. He also worked closely with management teams on strategic planning and value creation initiatives. Brooks began his career in investment banking with Edgeview Partners (now Piper Jaffray). During his tenure in mergers and acquisitions, he completed numerous buy and sell side transactions.Harrison is a Certified Valuation Analyst (CVA) and he graduated from the University of North Carolina at Chapel Hill with a Business Administration degree from the Kenan-Flagler Business School. He currently maintains the Series 63, 79, and 82 FINRA Registrations through Reagan Securities, Inc., the affiliated FINRA-registered Broker/Dealer of Reagan Consulting, Inc.
George Daly started with The Horton Group in 2005 and is the President of Horton’s Personal Insurance Division. In this role, he is the executive sponsor and strategic leader responsible for the personal lines property and casualty insurance business that serves middle market, affluent and high net worth clients across the nation. His responsibilities encompass strategy, production, client experience, management, and P&L performance. In addition, Daly is responsible for corporate administration, office services, property management and special events at Horton. Prior to his current role, Daly was the COO at Horton where he was responsible for the agency’s corporate resources, information technology, marketing and personal lines team and working with the various divisions. Daly brings with him over 30 years of insurance and operations experience, Daly received the Award of Excellence for outstanding work from InsureOne. Daly is currently the IIA of IL Chairman of the board for the 2021-2022 association year.
There when it matters most.™
...since 1889
Learn more at DonegalGroup.com
CONVO Program | 35
SPEAKER
Brett Gerger
Brett Gerger is the Director of Education and Agency Resources for the IIA of IL. Previously, he served as the Chief Deputy Director of Product Lines and Licensing at the Illinois Department of Insurance and was responsible for management of Licensing and Continuing Education Units; Property & Casualty; Life & Annuity; Health; and Producer Regulatory. Prior to that Brett served as the Deputy Director for Property & Casualty at the Department which oversaw Producer Regulatory Unit; Licensing & Continuing Education; and Property & Casualty consumer and compliance units. Gerger served on many insurance license test development panels throughout his career as a subject matter expert. Most recently, Gerger served as the State of Illinois Group Insurance Division Manager with the Illinois Department of Central Management Services. In that role, he had oversight and management for the planning and implementation of policy and operations of the State’s insurance programs, including property, liability and benefits. Gerger is also an instructor for the Illinois Insurance Pre-Licensing Program. Gerger started his 25+ year career at the Illinois Department of Insurance in the Producer Regulatory Division. Brett has his bachelor’s degree from the University of Illinois at Springfield.
Lance T. Jones is a trial attorney with HeplerBroom, LLC. He focuses his practice on litigation cases involving civil rights, employment & labor law, construction, environmental law, fraud, personal injury, and general tort liability Lance Jones lawsuits. Since 1984, Mr. Jones has tried numerous employment discrimination, wrongful termination, retaliation and wage cases in the Illinois state and federal courts and the Illinois Human Rights Commission and Illinois Department of Labor.
Julieta A. Kosiba is a general litigation associate with HeplerBroom, LLC and is admitted to practice in the State of Illinois. She focuses her practice on litigating personal injury and Julieta Kosiba property damage cases and assists in the defense of various other claims, including employment litigation. In addition to helping defend clients in employment litigation, Ms. Kosiba assists clients by drafting employee handbooks and other employment-related documents and providing guidance on employment-related issues.
36 | IIA of IL
2021 JM Wilson CF IIA of IL Convo.indd 3
8/20/21 2:56 PM
ER BIOS Phillip Lackman serves as the Chief Executive Officer of the Independent Insurance Agents of Illinois (IIA of IL) and has served as lobbyist for the IIA of IL, 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).
Phil Lackman
In his role as CEO, he works with the Board of Directors to develop goals and initiatives in response to the developing needs of membership and guides the IIA of IL staff in implementation of those initiatives. In 2011, Lackman was named Speaker of the Illinois Third House, the professional organization for registered lobbyists in Illinois, and served a one-year term. He was inducted into the Samuel K. Gove Illinois Legislative Intern Hall of Fame in 2016, which honors former legislative interns whose careers have exemplified distinguished public service. Prior to joining the IIA of IL, Lackman held the position of Director of Legislative Affairs for the Illinois Life Insurance Council and served as Secretary of State Jim Edgar’s Deputy Director of Legislative Affairs. He began his career in Springfield as a Legislative Analyst with the Senate Republicans.
Bill Larson is a partner in NetGen Data Security Consulting. NetGen assists businesses in developing Data Security Plans, Policies and Procedures necessary to Comply with the Data Security and Privacy Laws.
Bill Larson
Larson is President of Profit Protection Risk Management Consulting, specializing in protecting corporate profits from the effects of the current Data Security and Privacy Laws. He is chairman of the IIABA/ACT HIPAA Workgroup leading the study of compliance and liability exposures associated with Data Security and Privacy Laws and is a leading member of the IIABA/ACT Security Issues Workgroup which developed, and continuously updates, the ACT Cyber Guide. Larson is involved in continuous development of Data Security/ Privacy Risk Management Programs endorsed by various local and state associations.
MADISON MUTUAL IS THE BEST-KEPT,
100-YEAR-OLD SECRET IN THE INDUSTRY We’re not your typical insurance company. During the past 100 years, a lot has changed. But one thing has stayed the same: Our commitment to the well-being of our policyholders, independent agents, employees and the communities we serve. We understand that in life anything can happen. And we have you – and your clients – covered.
VISIT OUR WEBSITE TO LEARN MORE: madisonmutual.com/agent-recruiting madisonmutual.com
CONVO Program | 37
SPEAKER As IIA of IL Government Relations Director, Evan Manning is responsible for all aspects of the association’s government relations program. IIA of IL also represents NAIFA-Illinois, Illinois State Association of Health Underwriters, and Illinois Association of Mutual Insurance Companies, collectively referred to as the Illinois Coalition of Insurance Brokers and Financial Advisors. The Coalition represents thousands of individuals and firms providing insurance and financial advice to Illinois consumers and businesses.
Evan Manning
Mike McBride
38 | IIA of IL
Manning has experience in the private sector and most recently was an Appropriations Budget Analyst on the Senate Republican Staff.
W. Michael McBride, JD has over 35 years experience in the insurance and financial services business. Throughout that time, he has served on numerous industry boards, advisory councils, and committees. As CEO of Mason-McBride, Inc and Mason McBride Capital Advisors, LLC, he helps lead a diversified insurance and financial services organization based in Troy, MI. Mason-McBride, Inc. is also a member/shareholder in Summit Risk Management, LLC which provides risk consulting and specialty insurance program services. McBride is the Vice-Chair and a member of the IIABA Executive Committee.
ER BIOS
Paul Morris
Paul Morris manages the risk profiles of Data Centers and electronic technology for HSB. He has recently focused his attention on the impact of cyberattacks on those profiles, both from a cyber damage and physical damage point of view. Morris has been in the IT Technology business for over 43 years including a 36 year career at IBM where at one point he managed a team building and marketing secure electronic transport and payment solutions involving multiple forms of encryption. Morris has a BS in Biology and an MBA from Lehigh University.
Jay Peterson, AFIS, LUTC, is the President of Peterson Insurance Services in Clinton, IL and is the new 2021-2022 IIA of IL President. Peterson joined his father’s insurance agency, Peterson Insurance Services, in 1979. He’s currently the President and owner of the agency, which offers a broad range of commercial, personal, life, health, and crop insurance coverages.
Jay Peterson
PARTNERING TOGETHER WITH YOU IS ONE OF OUR GREATEST SUCCESSES When you partner with Encova Insurance, your policyholders get coverage to protect what they care about most, and you get innovative technology solutions that make doing business easier than ever.
encova.com
CONVO Program | 39
SPEAKER Richard S. Pitts is Vice President and General Counsel to Arlington/Roe & Co., Inc., an insurance brokerage and managing general agency headquartered in Indianapolis, IN. Pitts also serves as counsel to the Independent Insurance Agents of Indiana, Inc.
Rick Pitts
Chuck Schlager
Alyson Van Hooser
Pitts is admitted to practice before Indiana state and federal courts, the United States Supreme Court and the United States Court of Appeals for the Seventh Circuit and is a member of local, state and national bar associations. He has tried cases and participated in over seventy appeals. Pitts has served as a panelist and lecturer on a variety of continuing education subjects including cyber-related risks, the Americans with Disabilities Act and insurance issues for builders. He has also served as chair of several ICLEF seminars including advanced corporate practice, privacy law and insurance coverage issues. Pitts has also presented seminars on insuring fiduciary exposures, insurance coverage disputes and agency succession and perpetuation.
William C. (Chuck) Schlager is the Director for Personal Property & Farm Product Development at ISO, a Verisk Analytics subsidiary. Schlager’s primary responsibility is overseeing the research, development, implementation and maintenance of forms and manual rules for ISO’s Homeowners, Dwelling Property, Personal Liability, Personal Inland Marine, Watercraft, and Personal Flood insurance programs. Schlager began his career at ISO in the Personal Lines Division in 1989 as a Personal Auto analyst and has held roles of increasing responsibility. Schlager holds a Bachelor’s degree from Upsala College.
Alyson Van Hooser is a leadership keynote speaker and trainer at Van Hooser Associates, a leadership development company developing highly effective leaders at all levels in the 21st Century workplace. Van Hooser is a trusted resource for companies and associations in the food service and financial industries, as well as, government, emerging leader, and women in business events. She delivers presentations and training that equip and inspire teams and individuals to harness the power of effective leadership to drive performance and profits. Because she was dealt a tough hand in life, Van Hooser developed a deep understanding and an unmatched passion for teaching others to own the responsibility to control their success. Van Hooser is committed to teaching others the foundation, methods, and steps to positively transform their life and their business. On her own since she was a child, Van Hooser hasn’t let that stop her. She is a former city councilwoman, banker, insurance advisor, manager, wife and mother of three - all before the age of 28. These life experiences have ignited a passion for understanding leadership, generational differences, communication, and personal development success.
40 | IIA of IL
ER BIOS Michael E. Wojcik, MBA, CLU, CFP® is Senior Vice President of The Horton Group, one of the region’s largest privately-held insurance agencies specializing in Insurance, Risk Advisory and Employee Benefits. He joined Horton in 1989 as one of the founding partners of their benefit consulting and brokerage division. His is recognized as a thought leader in the industry.
Mike Wojcik
Wojcik earned his Bachelor’s degree from Roosevelt University and an MBA from Lewis University. He received his Certified Financial Planner (CFP®) designation from the American College and is a Chartered Life Underwriter(CLU). He recently received A Professional Certificate in Public Finance from the University Of Chicago Harris School Of Public Policy and is currently enrolled in the Certified Employee Benefit Specialist (CEBS) program at the Wharton School of the University of Pennsylvania Wojcik has served on numerous advisory boards for insurance carriers and related healthcare industries. He currently serves on the Producer Advisory Committee of Anthem Blue Cross Blue Shield of Indiana. Wojcik is Co-Chair of the Illinois Independent Agents Working Group and testified several times to state legislative committees and co-authored several white papers on healthcare reform. He serves on the Governance Board of Advocate South Suburban Hospital for the past 12 years and Chaired for three. At the national level, Wojcik is regarded as an industry expert. He is past chairman of the Big ‘I” National Health Care Task Force in Washington D.C. and now serves as the group’s Health Care Liaison which supports their government affairs efforts on healthcare reform.
Beth Z
Meet Your New Nerdy Best Friend… Beth Ziesenis: Author. Speaker. Nerd. Since her first Motorola RAZR flip phone, Beth has made a verb out of the word “nerd.” She’s here to help you filter through thousands of apps, gadgets, widgets and doodads to find the perfect free and bargain technology tools for work and home. Although the only real trophy she ever won was for making perfect French fries at McDonald’s in high school, Beth Z has been featured on Best Speaker lists by several organizations that write best speaker lists. She has written a whole shelf of books on apps and has spoken to more than 100 thousand audience members just like you. And if you’re puzzling over why she goes by “Beth Z”... it’s because she only finds about three people a year who can pronounce her last name.
Sunday, October 17 Locations all over Illinois
Find out more at iiaofil.org/About-Us/IIA-of-IL-Gives-Back
Did you know that every 20 minutes, a child is diagnosed with a critical illness?
CONVO Program | 41
EXHIBITO
Alphabeticall
413
AAA Insurance |||||
209
Cowbell Cyber |||
206
Aegis General Insurance Agency
603
Don R. Jensen & Company ||
200
AFCO Credit Corporation
605
Donald Gaddis Company, Inc. |||
709
AGILE Premium Finance ||
402
Donegal Insurance Group |||
1104
AIS Premium Finance ||||
903/904 EBRM
608
A. J. Wayne & Associates |||
409
EMC Insurance |||
703
Alliance Disaster Kleenup ||
202
Encova Insurance |||
www.aaa.com
www.aegisgeneral.com www.afco.com
www.agile-pf.com www.ipfs.com
www.ajwayne.com
www.alliancedk.com
813 AMERISAFE |||
www.amerisafe.com
www.cowbell.insure www.donrjensen.com
www.gaddiscompany.com www.donegalgroup.com www.ebrm.com www.emcins.com
www.encova.com
702 ePayPolicy ||
www.epaypolicy.com
807
AmTrust Financial ||
208
Euclid Managers
902
Appalachian Underwriters ||
800
Executive & Global
708
Applied Systems, Inc.
207 EZLynx
www.amtrustfinancial.com
www.appund.com
www.appliedsystems.com
www.euclidmanagers.com www.executiveandglobal.com www.ezlynx.com
711/712 Applied Underwriters
809
Farm Agents Council
508/602 Arlington/Roe |||||
808
FIRST Insurance Funding
www.AUW.com
www.arlingtonroe.com
www.ilfarmagents.com
www.firstinsurancefunding.com
403
Baughman Group/Baughman & Associates |
1109
Foremost Choice Property & Casualty |||
1106
Berkley Management Protection ||
1108
Foremost Signature Auto & Home |||
700
Berkshire Hathaway GUARD Ins. Companies |||
606
Forreston Mutual Insurance Company |||
201
Berkshire Hathaway Homestate Companies ||
408 FrankCrum
404
Bluefire Insurance ||
1102
Frontier-Mt Carroll Mutual Insurance Co. ||
607
Burns & Wilcox, Ltd.
211
Grand General Agency ||
405
Buschbach Insurance Agency |
407
Grange Insurance |||
303
Capital Premium Financing ||
313
The Hanover Insurance Group, Inc. |||||||
801
Central Illinois Mutual Insurance Company
707
Hastings Mutual Insurance Co. ||
705
Chicagoland SIA LLC & Valley Ins. Agents Alliance 811/812 HawkSoft, Inc.
www.baughmaninsurance.com www.berkleymp.com www.guard.com www.bhhc.com
www.bluefireinsurance.com
www.burnsandwilcox.com www.producerpointers.com www.capitalpremium.net www.cimico.net
www.chicagolandsia.com & http://viaa4u.com
www.foremostagent.com
www.fmic.org
www.frankcrum.com www.fmcmutual.com
www.thehelpfulpeople.com
www.grangeinsurance.com www.hanover.com
www.hastingsmutual.com www.hawksoft.com
1101 Chubb |||
312
Hemphill Financial Group/LegalShield
505 ClickVSC |||
305
Hippo Insurance Homeowners of America Ins. Company |||
www.chubb.com www.clickvsc.com
www.hfgstl.com
www.hippo.com
302
Columbia Insurance Group |||
308
311
Continental Western Group |||
804 IBI ||
www.colinsgrp.com www.cwgins.com
42 | IIA of IL
www.hoaic.com www.goibi.com
TOR LIST
lphabetically 210
Illinois Casualty Company ||
212/300 Progressive ||||||
802
Illinois Public Risk Fund |||
805
PuroClean Emergency Restoration Services |||
502
IMT Insurance ||||
204
Risk Placement Services, Inc. ||
604
Indiana Farmers Insurance |||
307
Roush Insurance Services, Inc. ||
500
Insurance Program Managers Group |||
401
SECURA Insurance ||
501
J.C. Restoration |||
310
Seneca Insurance Company
706
J M Wilson |||
704
ServiceMaster DSI |||
713
Kemper Personal Insurance |||
411
Skyward Specialty Insurance
601
Society Insurance |||
609
Spriska (Specialty Risk of America) |||
www.ilcasco.com
www.progressive.com
www.iprf.com
www.puroclean.com/pers-ill
www.imtins.com
www.rpsins.com
www.indianafarmers.com
www.roushins.com
www.ipmg.com www.jcr24.com
www.secura.net
www.senecainsurance.com
www.jmwilson.com
www.smdsi.com
www.kemper.com
www.skywardinsurance.com
506/507 Liberty Mutual/Safeco Insurance |||
www.libertymutual.com/www.safeco.com
www.societyinsurance.com
806
Madison Mutual |||
1107
Markel Specialty
901
State Auto Insurance Company ||
600
Maximum Independent Brokerage, LLC |||
1100
Strategic Comp
406
Midwest Insurance Company |||
400
Surplus Line Association of IL ||||||
1103
National General, an Allstate company ||
1105
Synergy Select |||
410
TAPCO Underwriters, Inc ||
www.madisonmutual.com
www.spriska.com
www.markelinsurance.com
www.stateauto.com
www.maxib.com
www.midins.com
www.nationalgeneral.com
503/504 Nationwide |||
www.nationwide.com
810
Oasis, A Paychex Company ||
https://tinyurl.com/IIA-Oasis
www.strategiccomp.com www.slai.org
www.synergyinsurance.com www.gotapco.com
205 Travelers |||
www.travelers.com
1111/1112 Omaha National Underwriters, LLC ||
906
UIG - The Agent Agency |||
710 Openly ||
1110
UFG Insurance |||
301
Universal Property & Casualty
www.omahanational.com www.openly.com
www.uigusa.com
www.ufginsurance.com
509
Pekin Insurance |||||
309
www.plmins.com
Pennsylvania Lumbermens Mutual Ins. Company 304
www.uticanational.com
Utica National Insurance Group |||
306
Philadelphia Insurance Companies
610
W. A. Schickedanz Agency, Inc. |||
701
Pie Insurance ||
900
Western National Insurance |||
412
Previsor Insurance |||
803
Westfield |||
www.pekininsurance.com
www.phly.com
www.pieinsurance.com/partner www.previsorinsurance.com
www.universalproperty.com
www.WAS-IRP.com www.wnins.com
www.westfieldinsurance.com
IIA of IL Company Members - Icon Key ||||||| - Diamond Member |||||| - Platinum Member ||||| - Gold Member |||| - Silver Member
||| - Bronze Member || - Copper Member | - Agency Member - IIA of IL Sponsored Program
CONVO Program | 43
Illinois
Insurance Pre-Licensing Program
Designed by experienced agents for the next generation of great agents. Designed by industry experts, one of whom played a role in developing thelicensing exam, this program will give you, or your new hire, valuable insights into the industry. Our program is top-notch and will blow away the competition. It’s not just about being able to pass the test. It’s about retaining the information and building the foundation your new hire needs to have a successful career. You will see a difference in taking our sessions versus other educational providers offering similar programs.
Brett Gerger, CIC
Lori Mahorney, CISR Elite
20+ Years as Former IL Department of Insurance Chief Deputy Director
20+ Years of Insurance Industry Experience
By attending an Illinois Insurance Pre-Licensing Program, you, or your new hire, will: • Receive valuable insights into the industry from instructors that have over 30 years experience • Retain and understand the information presented, not just memorize answers for a test • Be confident in your new role in the insurance industry
What sets us apart? Scan this code with your smart phone to find out!
Cost per two-day session: $199 per person for IIA of IL Members (Regularly $229) Includes workbook, online interactive flash cards and quizzes as well as access to instructors after the program.
Property & Casualty First Week of Each Month
If you have several employees that need licensed, consider an in-house class! Contact Brett Gerger at bgerger@iiaofil.org or (217) 321-3006 for details.
Life & Health
Third Week of Each Month
www.ILPrelicensing.com
R
EXHIBIT HALL FLOOR PLAN
CONVO Program | 45
IIAPAC CON
Your Independent Insurance Agents Political Action Committee (IIA who support the legislative agenda of independent agents. IIAPAC i Independent and Democratic candidates for state office. IIAPAC
Insurance Agents
Political Action Committee
Thank you to our IIAPAC Contributors & Supporters
IIAPAC VIP Contributors $5,000
Alliant Insurance Services, Inc.
$1,001-2,000
The Plexus Groupe, LLC Rebecca Korach, Chartwell Insurance Services, Inc.
$500-1,000
Anthony Chimino, Assurance Agency, Ltd. Assurance Agency, Ltd. Bassler & Co. Insurance Agency Buttrey-Wulff-Mamminga Agency, Inc. Chartwell Insurance Services, Inc. Chris Leming, Troxell Clemens & Associates, Inc. Combined Services, Inc. Connor & Gallagher Ins. Services, Inc. Dasco Insurance Agency, Inc. Diane Poljak, Assurance Agency, Ltd. Elizabeth Smith, Assurance Agency, Ltd. First State Insurance Frisbie & Lohmeyer, Inc. Frost Group Inc. I I P Insurance Agency, Inc. Imming Insurance Agency James T. Shanahan Agency, Inc. Leffelman & Associates, Inc. Loman-Ray Insurance Group LLC Lutz Agency, Inc. McCutcheon Insurance Agency, Ltd. McMillan Insurance Services, Inc. Patrick Taphorn, James Unland & Co., Inc. Peterson Insurance Services, Inc. Porter-Hay Insurance Agency Luke Praxmarer, Corkill Ins. Agency (Assured Partners) Ramey Insurance Agency, Inc. S.C.D. Rea & Sons Insurance Agency Sedlak LLC dba Schmale Insurance Agency Squier Insurance Agency, Inc. The David Agency Insurance, Inc. TW Group Inc.
$250 - 499
A F I Insurance Agency, Inc AAdvantage Insurance Group LLC Acrisure, LLC dba Presidio Angela Falese, J.C. Restoration Bair Insurance Agency Banterra Insurance Services Blank’s Insurance Agency Bob Korvas Agency, Inc. Callender & Company Chapman, Henricks & Howell Insurance Agency, Inc. Compass Insurance Partners
46 | IIA of IL
Concklin Insurance Agency, Inc. Cornerstone Agency, Inc. Crum-Halsted Agency, Inc. Dykstra & Law Insurance Agency, Inc. Envision Insurance Erland Insurance Agency Forest Insurance Forsyth Insurance Group, Inc. Freiburg Insurance Agency GCG Risk Management Consultants LLC GTPS Insurance Agency Hartauer Insurance Agency Heneghan Insurance Agency, Inc. dba Heneghan-White-Cutting & Rice Insurance Agency Hill & Stone Insurance Agency, Inc. Insurance Planning & Management, Inc. Jackson & Gray Co., Inc. James R Favor & Company, LLC d/b/a Favor & Company James Unland & Co., Inc. Kevin S. Dougherty Insurance Agency, LTD Keystone Insurance Agency, Inc. Lagestee Ins. Agency, Ltd. Lakeview Insurance Agency, Ltd Lamb Little Company Langlois Insurance Agency Leonardi Insurance Agency Lincoln Insurance Agency Lincoln Logan/May Enterprise Ins. Agcy LLC Insurance Agency, Inc. Meyer-Jochums Agency, Inc. Michael Wojcik, The Horton Group Minton Insurance & Associates, LLC Oak Knoll Insurance Strategies Ogden Insurance Agency, Inc. Olds Insurance Agency Oliver & Associates, LLC Olsick & Company Insurance P.A.R. Insurance Services P/L/R Insurance Services Patton Insurance Group LLC dba Howell Insurance Agency Paul T. Price & Son, Inc. Paul W. Kaiser & Associates, Inc. North Shore Insurance Agency, Inc. Premier Ag Partners, LLC Ramsey Financial Services Inc. Reese Insurance Group Inc. Richard E. Bechtold Agency, Inc. Riordan & Scully Insurance Service, LLC Rosenthal Brothers, Inc. Ryan Augustine, Troxell S.T. Neswold & Associates, Inc. Saliba-Yewell Insurance Services, Inc. SC Crop Insurance Inc Schwaller Insurance Agency, Inc. Secure Futures, Ltd. Snyder & Snyder Agency, Inc. Stirling Insurance Partners, LLC Stockyards Insurance Agency, Inc. The Daniel & Henry Co. The Horton Group, Inc. The Liddle Agency, Inc.
NTRIBUTORS
IIAPAC) supports candidates for and members of the Illinois General Assembly C is a bi-partisan committee, making significant contributions to both Republican The Owens Group, Inc. The Williamson Agency Troxell Ulrich Insurance Agency West Central Insurance Agency, Inc. Winters, LLP Wirth Agency Zeiler Insurance Services, Incorporated
IIAPAC Supporters $1 - 249
1st Fed Insurance Services, LLC dba Killam Englund Ins Agency, Inc. Affiliated Insurance Agencies AgData Insurance Services, Inc. Alexander-Murray Insurance Anderson Insurance Agency Anthem Insurance Group, Inc. Arial Insurance Group Beck Insurance Agency Beil & Stromberg Insurance Benhoff Insurance Agency, Inc. Beth & Rudnicki Insurance Agency, Inc. Better Business Planning BGS Insurance Agency, Inc. Biglow & Company, Inc. C & G Insurance Agency, Inc. Christian Rebello, Iroquois Group Great Lakes Cindy Jackman, Arlington/Roe Clark Carroll Insurance Agency, Inc. Clennon Insurance Agency Cratty Insurance Agency Crossroads Insurance Services Cunningham Group Danielle Duerr & Associates David Samson, Dasco Insurance Agency Dozier Insurance Agency, Inc. ENGS Insurance Agency LLC Equity Insurance Agency, Inc. EZ Insurance Group, Inc. Farmers State Bank Of Hoffman Fergurson Insurance Agency, Inc. First Insurance Group, LLC dba First Insurance Group of IL First National Insurance Services, Inc Frank Low Insurance Agency Inc GALO Insurance Agency Inc. George Ryan, Jr. Insurance Group, Inc. Gillmore-Allen Insurance Agency Graves Financial Services, Inc. Group Marketing Services, Inc. Gully & Hechler Insurance Agency Harnist Insurance Agency, Inc. Heartland Insurance Services Henderson-Weir Agency Inc. Henderson-Weir Agency Inc. Hepner Insurance Agency, Inc. Hi-Way Insurance Agency, Inc. Holman-Dahms, Inc. Home Star Insurance Services, LLC
Inner-City Underwriting Agency, Inc. Insurance Providers Group of Illinois, LLC Insurance Support Systems, Inc. InsureChampaign ISU Insurance Services - R. Pucin & Associates, Inc. J. Krug & Associates, Inc. Jim Lyons Insurance Agency Jim Simpson Insurance & Investments Johnson Agency Kane Insurance Agency, Inc. Ken Samson, Dasco Insurance Agency Kensington Insurance Kiesewetter Insurance Agency, LLC Koch Insurance Agency, Inc. Lane Insurance Group, Ltd. Leezer Insurance Agency, Inc. Libertyville Insurance Agency Libertyville Insurance Agency LiFonti Insurance Services, Ltd. Macias Insurance Agency MAS Insurance Consultants, Inc Matzenbacher Insurance Agency McKellar, Robertson, McCarty & Click Midstate Insurance Agency Inc. Midwestern Insurance Associates Agency Montel B Metzger Agency, Inc. Musso Insurance Agency Myers Insurance Group, Inc. Nold-Hamann Agency Northwest Insurance Services, ISU Northwest Ins./Arlington Financial, Ltd. Partners Insurance Agency, Inc. Peak Insurance Agency, Inc. Pelz Agency PolicyDirect Insurance Services Prime Insurance Agency, Ltd. Quantum Insurance Group, Inc. R. C. Keller & Company Resource Insurance Advisors, Inc. Richards Insurance Agency Risk Management Solutions of America, Inc. Schulz - Brundage Inc. Seibt Insurance Siegert-Lees Insurance Services, LLC Smart Risk Insurance LLC Smeltzer Insurance Agency Stenzel Insurance Straughn Insurance Agency T.W. Harrison & Assoc., Inc. Tammi Irving, James Unland & Co., Inc. The Luken Agency, Inc. The Whitworth-Horn-Goetten Ins. Agency Tony Marvin Enterprises, LLC dba Dedicated Insurance Services VanDenBerghe Agency W.S. Meyer & Associates, Inc. Wehling Insurance Agency Wiewel Bill Insurance Willow Insurance Services, Inc.
Don’t see your agency represented?
IIAPAC accepts both individual and corporate contributions – it’s easy to add on a voluntary contribution to your dues statement, contribute online at iiaofil.org, scan the code below, or see an IIA of IL staff member at registration.
CONVO Program | 47
Don’t just join a company, join a club. AAA is a membership-based organization; we’re a club, not just a company. This means we have an entirely different level of commitment to customers. All with an unbeatable combination of savings and security for customers. And the potential success for you.
Learn more, contact me. Jaime Wagoner (217) 888-0825 jawagoner@acg.aaa.com Visit AAA.com Insurance • Membership • Travel • Banking AAA Independent Agents are not employees of AAA The Auto Club Group; but, rather are independent contractors. Insurance underwritten by one of the following companies: Auto Club Insurance Association, MemberSelect Insurance Company, Auto Club Group Insurance Company, Auto Club Property-Casualty Insurance Company, Auto Club South Insurance Company, Auto Club Insurance Company of Florida, or non-affiliated insurance companies. ©2021 The Auto Club Group. All rights reserved. 21-RM-0431
INSURPAC CONTRIBUTORS Thank you to the 2021 IIABA InsurPac Contributors. InsurPac is the federal political action committee for independent insurance agents & brokers. It is the largest property-casualty agent PAC with over 5,000 donors each election cycle. Millennium Club $5,000
Jonathan Michael, RLI Insurance Company Luke Praxmarer, Corkill Insurance Agency (Assured Partners)
Platinum Club
$2,500 - 4,999
Bill Owens, The Owens Group, inc. Dustin Peterson, Peterson insurance Services, Inc. Richard Price, Paul T. Price & Son, Inc. Keith Rademacher, PAR Insurance Services William Ryan, Stoutenborough Insurance Agency, inc. Tyler Sandrock, Cornerstone Agency, inc. Nancy Schwaller-Bernard, Schwaller Insurance Agency, Inc. Richard Sedlak, Sedlak LLC dba Schmale insurance Agency
Gregory Sandrock, Cornerstone Agency, Inc. Michael Wojcik, The Horton Group
Founders Club
Centennial Club
Ronald Hechler, Gully & Hechler Insurance Agency William Ieuter, Secure Futures Insurance Agency Daniel Kiesewetter, Kiesewetter Insurance Agency, LLC Evan Manning, IIA of IL William Snow, The Snow Group, Ltd. Michael Sobel, MAS Insurance Consultants, inc. Diana Sponholz-Avarado, TW Group, Inc.
$1,000 - 2,499
Amiri Curry, Assurance Agency Ltd. George Daly, The Horton Group Tess Fleming, Leffelman & Associates Inc. Jackie Gould, Assurance Agency Ltd. Cindy Jackman, Arlington/Roe Bennie Jones, Risk Management Solutions of America Inc. Brent Jones, West’s Insurance Agency, Inc. Christopher Leming, Troxell Kevin Lesch, Arachas Group, LLC Allyson Padilla, Blank’s Insurance Agency, LLC Jay Peterson, Peterson insurance Services, Inc. Luke Sandrock, Cornerstone Agency, inc. Patrick Taphorn, James Unland & Company, Inc. William Wirth, Wirth Agency
Gold Club
$500 - 999
Andrew Allen, Lakeview Insurance Agency, Inc. Renee Crissie, Acrisure, LLC dba Crissie Insurance Group William Durkin, The Daniel & Henry Co. Thomas Evans Jr., Crum Halstead Agency Christopher Gaddis, Donald Gaddis Co. Inc. Nick Gunn, Nixon Insurance Agency, inc. Bart Hartauer, Hartauer Insurance Agency Julie Hearring, Blank’s Insurance Agency, LLC Craig Kliethermes, RLI J Phillip Lackman, IIA of IL Lisa Lukens, Saliba-Yewell insurane Services, Inc. Todd Mickley, Mickley Insurance Brian Ogden, Ogden Insurance Agency, inc. James Sager, Kane Insurance Agency, inc. Thomas Walsh Jr., TW Group, Inc.
Pioneer Club $250 - 499
Richard Blumberg, The Daniel & Henry Co. Jason Cass, The Insurance Alliance Kevin Dougherty, Kevin S. Dougherty Insurance Agency, Ltd. Todd Henricks, Chapman-Henricks Insurance Agency Daniel Imming, Imming Insurance Agency Richard Lingenfelter, Lingenfelter insurance Agency
$150 - 249
Supporter $1-149
William Atwood, North Wayne Insurance Agency, Inc. Jack Baylor, Baylor Insurance Agency Ron Beck, Beck Insurance Agency Mary Bluhm, Beck Insurance Agency Eric Brammeier, SC Crop Insurance Agency, Inc. Clark Carroll, Clark Carroll Insurance Agency, inc. Larry Crouch Jr., Monge, Crouch & Mahoney, inc. Jeff Donnan, West Central Insurance Agency inc. Thomas Etier, Keystone Insurance Agency, inc. Sandra Falco, Corkill Insurance Agency (Assured Partners) Kevin Feeney, Burgess & Cline Inc. Dan Frost , Frost Group Inc. Gregg Germanos, Northwest Ins. Services, ISU Northwest Insurance George Germanos Jr., Northwest Ins. Services, ISU Northwest Insurance Larry Goss, Larry Goss insurance Agency Thomas Gray, Hudson-Gray Insurance Agency, Inc. William Hooker, William J. Hooker Agency, Inc. Mark Jenner, Assurity Insurance Agency, Inc. Jeanne Jarosz, TW Group, Inc. Rebecca Korach, Chartwell Insurance Services, inc. Robert Korvas, Bob Korvas Agency Tony LiFonti, LiFonti Insurance Services, Ltd Joseph Mikan, Gee-Schussler Insurance Jeffrey Murphy, Shore-Murphy & Associates LLC Pat O’Malley, TW Group, Inc. Brady Rice, Harry Rice Insurance Agency Jeff Roche, W M Roche & Associates, inc. Peggy Sims, First National Insurance Services, inc. Scott Sobkowiak, TW Group, Inc. Charles Squier, Squier Insurance Agency, inc. George Stone, Hill & Stone Insurance Agency, inc. Duane Straughn, Straughn Insurance Agency Gabriel Vill, Guy Vill Insurance Agency, Inc. Mary Walsh, TW Group, Inc. Carl Youngblood, Draper Insurance Agency
CONVO Program | 49
IIA
of
IL BOARD
Executive Committee Chairperson
George Daly
Orland Park (708) 845-3311 george.daly@thehortongroup.com
President-Elect Kevin Lesch
Bartlett (630) 830-3232 klesch@arachasgroup.com
National Director-IIABA
Gregory Sandrock, CIC, AFIS
Tampico (815) 438-3923 gregsandrock@2cornerstone.com
At-Large Board Members Amiri Curry - Schaumburg (847) 463-7280 amiri.curry@MarshMMA.com Michael-Charles Hilson - South Holland (708) 333-3378 mhilson@gbgins.com Bennie Jones - Chicago (312) 960-6206 bjones@rmsoa.com Jeff McMillan, LUTCF - Gilman (815) 265-4037 jeff@mcmillanins.com Patrick Muldowney, JD - Chicago (312) 595-7192 patrick.muldowney@alliant.com
50 | IIA of IL
President
Jay Peterson, AFIS, LUTC Clinton (217) 935-6605 jay@peterson.insurance
Vice President
Allyson Padilla, AAI
Olney (618) 393-2195 allyson@blanksinsurance.com
Secretary/Treasurer
Cindy Jackman, CIC, CISR Carbondale (618) 201-1265 cjackman@arlingtonroe.com
Get Involved! This is your association and as an insurance specialist, your insights and expertise can help shape the future of our association and industry. Your involvement will ensure that the IIA of IL remains a leading resource and advocate for independent agents. Association involvement can help you expand your network, enhance your industry knowledge, increase your exposure to developing trends and products, and grow in your profession. Get started by: • Participating • Sharing • Advocating • Volunteering Scan this code or go to: www.iiaofil.org/about-us/get-involved
D OF DIRECTORS Regional Directors Region 1
Committee Chairs AIS Board President
Bill Lawrence, CIC - Bloomington (309) 827-0007 blawrence@plrinsurance.com
James Sager - Salem (618) 548-2796 james@kaneinsurance.com
Region 2
Education
Lisa Lukens, CISR Elite - Herrin (618) 942-2556 salibainsurance@gmail.com
Ray Roentz, CIC - Jerseyville (618) 639-2244 ray.roentz@hwcrins.com
Farm Agents Council
Region 3
Steven Foster - Virden (217) 965-4663 s.foster@ciagonline.com
Christopher Leming - Springfield (217) 321-3185 cleming@troxellins.com
Region 4
Government Relations
Patrick Taphorn, CIC, CSRM - Pekin (309) 347-2177 ptaphorn@unland.com
Bart Hartauer, CIC - LaSalle (815) 223-1795 hartauer@hartauer.com
Region 5
IIAPAC Chair
Noele Tatlock - Pekin (309) 642-6855 ntatlock@unland.com
Dustin Peterson - Clinton (217) 935-6605 dustin@peterson.insurance
Region 6
Planning & Coordination
Nick Gunn, CIC - Peoria (309) 691-1300 nickgunn@nixonagency.com
Thomas Evans Jr. - Crystal Lake (779) 220-6564 tevans@crumhalsted.com
Region 7
Technology
Brian Ogden, CIC, AFIS - Petersburg (217) 632-2206 brian@ogdeninsurance.com
David Jenk, Esq. - Chicago (312) 239-2717 djenk@nwibrokers.com
Region 8
Charles Hruska, IV, AU, AINS - Chicago (708) 798-5700 chas@hruskains.com
Young Agents
Renee Crissie - Rosemont (224) 217-6577 renee@crissieins.com
Region 9
Lindsey Polzin, CIC - Naperville (630) 513-6600 lpolzin@presidiogrp.com
Region 10
Christopher Bassler, CLCS - Northbrook (847) 480-0800 cbassler@basslerins.com
CONVO Program | 51
PAST PRE IIAI R. W. Hosmer, Chicago John Wachenheimer, Peoria Charles P. Whitney, Chicago Clarence S. Pellet, Chicago Frank Dooing, Springfield R. F. Streuver, Peru S. D. Section, East St. Louis Adam Spitler, Mattoon Henry F. Arnold, Galesburg John H. Wood, Bloomington Charles F. Hildreth, Freeport Shirley E. Moisant, Kankakee N. W. Tomblin, Aurora E. R. Partlow, Danville George North Taylor, Streator A. A. Bartlett, Galesburg J. S. Giberson, Alton A. J. Anderson, Kewanee Ross C. Sherman, Waukegan J. M. Newberger, Chicago Robert W. Troxell, Springfield Rockwood Hosmer, Chicago Alvin S. Keys, Springfield Frank J. Budelier, Rock Island Herbert Stewart, Chicago William H. Jennings, Jr., Rockford Lyle H. Gift, Peoria N. McCullogh Winters, Quincy James H. Beattie, Rockford Merle A. Read, Joliet Russell L. Sprouse, Springfield Lymand D. Drake, Jr., Chicago Frank H. Hawk, Peoria W. H. Redeker, Centralia William P. Morrisey, Alton H. W. Mullins, CPCU, Rockford Joseph F. Prola, Springfield
52 | IIA of IL
(1899-1900, 1905-1906) (1900-1901) (1901-1902) (1902-1903) (1903-1904) (1904-1905) (1906-1907) (1909-1910) (1910-1911) (1911-1912) (1912-1913) (1913-1914) (1914-1915) (1916-1917) (1917-1918) (1918-1920) (1920-1922) (1922-1924) (1924-1926) (1926-1928) (1928-1932) (1932-1933) (1933-1935) (1935-1937) (1937-1938) (1938-1940) (1940-1941) (1941-1943) (1943-1945) (1945-1946) (1946-1948) (1948-1949) (1949-1951) (1951-1953) (1953-1954) (1954-1955) (1955-1956)
Joseph A. Naughten, Chicago Charles A. Bryant, Peoria Frank R. Miley, CPCU, Peoria Fred O. Waller, Galva Harry C. Parrish, Paris James S. Woodworth, Jr., CPCU, Robinson Thomas K. Sprague, Jr., Joliet Robert L. Shade, Decatur Robert B. Stitt, Chicago Cal W. Schuneman, CPCU, Prophetstown Leland R. Crank, East St. Louis Peter M. Wolff, Chicago Robert L. Newell, CPCU, Ashland Jack E. Deveau, CPCU, Rockford H. Bernard Jacobs, Bloomington Richard G. Jones, Mattoon Jack Payan, CPCU, Palos Heights Marvin R. Marsh, Champaign Warren Osenberg, DeKalb William L. Laird, CPCU, Batavia Harold E. Parr, Princeton Gerald Butts, CPCU, Moline Arthur L. Tyler, Champaign Edward D. Bowman, CPCU, Westmont James M. Hardesty, Peoria L. Dwayne Query, Rochelle David B. Lowe, CPCU, Sterling Richard B. Baker, CPCU, Arlington Heights Larry Rollings, CIC, Arcola Roy E. Robinson, CPCU, CAE, Springfield Ralph Swank, Jr., CPCU, Waukegan Bruce Osenberg, DeKalb Dale McNeely, Taylorville Ronald M. Whitaker, CIC, New Lenox William S. Beam, Moline Edward W. Bowman, Burr Ridge Thomas J. Tropp, Chicago
(1956-1957) (1957-1958) (1958-1959) (1959-1960) (1960-1961) (1961-1962) (1962-1963) (1963-1964) (1964-1965) (1965-1966) (1966-1967) (1967-1968) (1968-1969) (1969-1970) (1970-1971) (1971-1972) (1972-1973) (1973-1974) (1974-1975) (1975-1976) (1976-1977) (1977-1978) (1978-1979) (1979-1980) (1980-1981) (1981-1982) (1982-1983) (1983-1984) (1984-1985) (1984-1985) Honorary (1985-1986) (1986-1987) (1987-1988) (1988-1989) (1989-1990) (1990-1991) (1991-1992)
RESIDENTS PIA Ray Mead, Peoria Walter A. Corcoran, Quincy E. E. Bartlett, Moline Don Amos, DeKalb John B. Read, Sr., Chicago George R. Dressler, Chicago Orville L. Varland, Rockford Ira C. Johnson, Aurora Wayne E. Varland, Rockford J. E. Russell, Glen Ellyn Fred Moe, Springfield Herbert Richter, Mt. Carroll Dale R. Bybee, Quincy Frank E. Roth, Jr., New Windsor Gilbert J. Koenning, Beecher Ellsworth Windett, Yorkville Curt Mahaffey, El Paso R. E. Sechler, CIC, Rockford Dean Lyman, DeKalb
IIA of IL
John C. Alexander, CIC, Danville George W. Boehm, CIC, Libertyville David C. Lacine, CPCU, Arlington Heights Don “Chip” Frank, CIC, Bloomington Bryce Carey, Hinckley Gary Semmer, CIC, Glen Ellyn Julie M. Hearring, CIC, Olney Gene Sberna, CIC, Lake Forest Dino Gavanes, CIC, Itasca Paul Verisario, CPIA, Inverness Ken Wagler, LUTCF, Peoria Brian M. McSherry, CIC, Flanagan James W. Ander, Burr Ridge Allen D. Karch, CIC, Champaign Brian Konen, CIC, Aurora Ken Samson, CIC, Deerfield William L. Ryan, Maroa Luke F. Praxmarer, CPCU, AAI, Palatine Todd C. Henricks, Cerro Gordo Thomas J. Walsh, Jr., Westmont Philip “Mike” Beard, Mt. Vernon Charles E. Hilson, South Holland Gregory A. Sandrock,CIC, AFIS, Tampico Cindy Jackman, CIC, CISR, Carbondale Rick Sutton, Petersburg Ryan Hite, Peoria Patrick Muldowney, Chicago Bill Wirth, Waterloo Don Blank, Olney George Daly, Orland Park
(1952-1955) (1953-1954) (1954-1955) (1955-1956) (1956-1958) (1958-1959) (1959-1961) (1961-1963) (1963-1964) (1964-1965) (1965-1966) (1966-1967) (1967-1968) (1968-1969) (1969-1970) (1970-1971) (1971-1972) (1972-1973) (1973-1974)
(1993) (1994) (1995) (1996) (1997) (1998) (1999) (2000) (2001) (2002) (2003) (2004) (2005) (2006) (2007) (2008) (2009) (2010) (2011) (2012) (2013) (2014) (2015) (2016) (2017) (2018) (2019) (2020) (2020) Honorary (2021)
C. Keith Smith, Springfield John R. Stone, CIC, Elgin F. G. Brown, CIC, Decatur Harold G. Nixon, Peoria Walter K. Blake, Arlington Heights Marvin F. Uecker, CIC, Lena Jacob P. Sommer, CIC, Oak Brook Willard W. Bockler, Metamora Charles C. Masching, Mattoon Norris L. Beren, CIC, Des Plaines Richard Bybee, CIC, Quincy Keith Caywood, CIC, Plano David H. Nixon, CIC, Peoria Bob H. Smeltzer, CIC, Rock Falls Sharon K. Heaton, Pontiac Dave Tebben, CIC, Pekin R. J. Pohl, CIC, Belleville Tom Franzen, CIC, Mt. Olive
(1974-1975) (1975-1976) (1976-1977) (1977-1978) (1978-1979) (1979-1980) (1980-1981) (1981-1982) (1982-1983) (1983-1984) (1984-1985) (1985-1986) (1986-1987) (1987-1988) (1988-1989) (1989-1990) (1990-1991) (1991-1992)
Since 1914, it’s been our purpose to make people feel
SECURE, APPRECIATED, AND RESPECTED in every interaction with us. Get to know Utica National and how we can best work with you. Greg Orasco – 815.483.4408 Scott Weber — 309.337.2627 Utica National Insurance Group. We’re at our best, when you need us most.
CONVO Program | 53
CARTWRIGHT MERIT AWARD WINNERS The Charles M. Cartwright Merit Award is considered the most prestigious award the IIA of IL presents. Named for Charles Cartwright, editor of the National Underwriter for more than 50 years, and champion of associations and the insurance industry, the award is presented at discretion of the IIA of IL Executive Committee to the “Person who has performed the most meritorious service for the good of the insurance agents of Illinois.” 1944 1946 1949 1951 1952 1953 1954 1955 1956 1957 1958 1959 1962 1963 1964 1965 1966 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1981
Herbert L. Regan, Joliet Lyle H. Gift, Peoria Walter M. Sheldon, Chicago Merle A. Read, Joliet Emil L. Lederer, Chicago Alvin S. Keys, Springfield Alan I. Wolff, Chicago Frank H. Hawk, Peoria Lyman M. Drake, Jr., Chicago H. W. Mullins, CPCU, Rockford W. H. “Red” Redeker, Centralia Joseph F. Prola, Springfield Frank R. Miley, CPCU, Chicago Robert L. Newell, CPCU, Ashland Harry C. Parrish, Paris N. McCullough Winters, Quincy James S. Woodworth, Jr., CPCU, Robinson Sanford H. Lederer, CPCU, Chicago Thomas K. Spraque, Jr., Joliet Robert L. Shade, Decatur George J. Nicoud, Springfield Robert B. Stitt, Palos Heights Calvin W. Schuneman, CPCU, Prophetstown Eugene F. Gallagher, Chicago Peter M. Wolff, Chicago Jack W. Gift, Peoria Warren Osenberg, DeKalb Jack Payan, CPCU, Palos Heights Jack E. Deveau, CPCU, Rockford
1982 1983 1985 1986 1987 1988 1989 1991 1993 1993 1995 1997 1998 1999 2001 2003 2005 2006 2007 2008 2010 2011 2012 2013 2014 2015 2017 2018 2019
Gerald L. Butts, CPCU, Moline William L. Laird, CPCU, Batavia L. Dwayne Query, Rochelle Richard B. Baker, CPCU, Chicago Arthur L. Tyler, Champaign James M. Hardesty, Peoria Marvin Marsh, Champaign Roy E. Robinson, CPCU, CAE, Springfield Edward W. Bowman, Burr Ridge David H. Nixon, CIC, Peoria Don Blank, Olney Sharon Heaton, CIC, Pontiac Ronald M. Whitaker, CIC, New Lenox Dale W. McNeely, Taylorville John Alexander, CIC, Danville David Lacine, CPCU, Elmhurst Kenneth E. Wagler, LUTCF, Peoria Daniel Pancake, Chicago Gary Semmer, CIC, Glen Ellyn Dino Gavanes, CIC, Itasca Paul Verisario, CPIA, Des Plaines Gene Sberna, CIC, Lake Forest Julie Hearring, CIC, Olney Brian M. McSherry, CIC, Pontiac Charles F. Schramm, CIC, CPCU, AAI, ARM, CRM, Deerfield Dennis W. Garrett, CIC, Taylorville Cynthia K. Jackman, CIC, Carbondale Luke Praxmarer, CPCU, AAI, Elk Grove Village Ken Samson, CIC, Northbrook
Note: There were no recipients of the award for the following years: 1945, 1947, 1948, 1950, 1960, 1961, 1967, 1979, 1980, 1984, 1990, 1992, 1994, 1996, 2000, 2002, 2004, 2009, 2016, and 2020.
54 | IIA of IL
Commercial | Personal | Farm-Ag | Specialty
Matthew B. Illinois Sales Manager
Tricia B. Personal Lines Underwriter
Tyler H. Agribusiness Lines
Underwriter
Honest relationships SECURA’s team of insurance experts is making insurance genuine. They are here to support you and your clients. Our underwriting teams are quick to reply, open-minded, and know their stuff. Plus they are backed by our caring claims group who will get your clients back on their feet.
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Tyler S. Specialty Lines Underwriter
Kelly L. Commercial Lines Underwriter
Hear from our experts. Want to learn more about what SECURA has to offer? Scan the QR code or visit secura.net/IL-agents for more information about the SECURA team.
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