PROGRAM
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 PERSONAL LINES • MIDDLE MARKET • AGENT-CENTRIC FOCUS • SPECIALTY • COMMERCIAL LINES
TABLE OF CONTENTS
Advertiser Index
IIA of IL Staff Directory
Welcome 2022-2023 IIA of IL President
Attendee Information
Schedule at a Glance Concurrent Education Session List
Important Dates
Mega Raffle - Chance to Win $10,000
IIA of IL Awards Day One Schedule Day Two Schedule
Casino Night
Big Party Complimentary Headshots Day Three Schedule
IIA of IL Hiring, Training, & Recruiting Resources
Speaker Bios
IIA of IL Solution Center
Exhibitor List
Exhibit Hall Floor Plan
IIAPAC Contributors
InsurPAC Contributors
IIA of IL Board of Directors
Get Involved
Past Presidents Cartwright Merit Award Winners
CONNECT - An IIA of IL Member Community Sponsors
CONVO Program | 3
4 4 5 5 7 9 11 11 13 15 16 20 22 29 29 31 33 34 44 46 49 50 53 54 54 56 58 59 60
Shannon
PROGRAM ADVERTISERS
Brett
AAA Chicago
AIS/Imperial PFS
Arlington/Roe
Berkshire Hathaway/Guard Big “I” Employee Benefits BluSky
CRDN of Chicago
Donald Gaddis Co., Inc.
Donegal Insurance Group
Forreston Mutual Insurance Company
Grange Insurance Grinnell Mutual Hanover Insurance Group
Homeowners of America
Illinois Insurance Pre-Licensing Program
Illinois Public Risk Fund IMT Insurance JM Wilson Mercury Insurance Group
Tami
Jennifer
Method Insurance
Nationwide Insurance NHRMA
Pekin Insurance
Previsor Insurance Progressive PuroClean Rockford Mutual SECURA Insurance SPRISKA
State Auto Synergy Select TAPCO Travelers
UFG Insurance WA Shickedanz/Interstate Risk Placement West Bend Westfield
OF IL STAFF DIRECTOR
Mark
(217) 321-3015
Phil
(217) 321-3005
Lori
(217) 321-3008
Evan
(217) 321-3002
Kristi Osmond,
(217) 321-3007
Rachel
Tom
321-3003
Janet
(217)
Carol
321-3011
4 | IIA of IL
18 27 8 48 19 17 32 24 25 30 32 12 2 32 52 34 7 43 36 43 37 36 10 42 6 41 38 44 24 48 38 40 35 32 14 22 21
IIA
y
Churchill Director of Information & Technology/FAC Liaison (217) 321-3004 schurchill@iiaofil.org
Gerger, CIC Director of Education & Agency Resources (217) 321-3006 bgerger@iiaofil.org
Hubbell, CIC Accounting & Administrative Services/Tradeshow Admin (217) 321-3016 thubbell@iiaofil.org
Jacobs, SHRM-CP Director of Human Resources Board Administrator (217) 321-3013 jjacobs@iiaofil.org
Kuchar Chief Financial Officer AIS Administrator
mkuchar@iiaofil.org
Lackman, IOM Chief Executive Officer
plackman@iiaofil.org
Mahorney, CISR Elite Central/Southern IL Marketing Representative
lmahorney@iiaofil.org
Manning Director Government Relations
emanning@iiaofil.org
CISR Education Assistant
kosmond@iiaofil.org
Romines Director of Communications Young Agents Committee Liaison (217) 321-3024 rromines@iiaofil.org
Ross, CRIS, CPIA Director of Membership Northern IL Marketing Rep (217)
tross@iiaofil.org
White, CISR Products & Services Administrator
321-3010 jwhite.indep12@insuremail.net
Wilson, CPIA Director of Professional Liability & Insurance Products (217)
cwilson.indep12@insuremail.net
Welcome to CONVO 2022!
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!
Shannon Churchill CONVO Coordinator
of IL President
Kevin Lesch, CBC, is the COO of Arachas Group, a Keystone Partner, located in Bartlett, IL. He began his career at his father’s agency focusing on Personal Lines before moving to Commerical Specialty, Commercial Lines, and then finally to Benefits. In 2013, he took over as President of the agency and then bought out both partners in 2015.
Check out the October issue of Insight magazine for an interview with Kevin 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
2022-2023 IIA
WELCOME
Interested in getting involved? Participate • Share Advocate • Volunteer See page 54 for details. Introducing...
ALL WHEELS WELCOME.
FOUR WHEELS, TWO WHEELS OR NO WHEELS AT ALL, WE CAN HELP YOUR CUSTOMERS INSURE ANYTHING
It’s no secret why drivers use independent agents. You offer quality service, and expertise that’s second to none. But Progressive can help too. We’re not only a leader in auto insurance, but also truck, boat, motorcycle and RV. Plus, our claims service keeps the promises we make to your customers. So no matter what you’re helping your customers insure, together — we can provide peace of mind.
Choice and service made simple… now that’s Progressive.
Platinum Sponsor of the IIA of Illinois since 2005!
Progressive Casualty Ins. Co. and its affiliates. 12A00257.05 (07/12)
Proud
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.
Lanyard Colors
Blue: Agents Red: Company Representatives
Continuing Education Credit
Hotel Wi-Fi at the Crowne Plaza: Network: IIA of IL CONVO Password: iiaconvo22! (case sensitive)
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 will begin at the top of the hour and end at the 50-minute mark, allowing attendees 10 minutes to switch classes. CE is awarded in one-hour segments allowing you to fully customize your schedule.
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 12 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.
CONVO Program | 7
800.878.9891 ArlingtonRoe.com 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. Aviation | Bonds | Cannabis | Casualty | Commercial Agribusiness | Farm Healthcare & Human Services | Personal Lines | Professional Liability | Property | Transportation | Workers’ Compensation Managing General Agents | Wholesale Insurance Brokers Let us help you find the right solutions.
SCHEDULE AT A GLANCE
Tuesday, October 4
10:00 am - 4:00 pm
Independent Agent Invitational Golf Outing - Piper Glen Golf Club
Noon - 5:00 pm Convention Registration - 1st Floor - Lobby
1:00 - 4:00 pm E & O Considerations of Hyperinflation plus Ethics (CE)
- Look for class details on page 16
5:00 - 6:00 pm Welcome Reception and Meet & Greet - 2nd Floor
6:00 - 8:00 pm
Dinner Break
Dutch Dine Arounds
- 1st Floor Lobby - Meet at 5:50 pm
- Must sign up. See registration desk for details.
Past President’s Dinner (Invitation Only)
- 12th Floor - Capital View Room
Young Agents Network Dinner
- Must sign up. See registration desk for details.
8:00 - 11:00 pm Casino Night - 2nd Floor
Wednesday, October 5
7:00 am
Registration Opens - 1st Floor - Lobby
7:00 - 8:00 am Hot Breakfast - 2nd Floor - Prefunction
8:00 - 11:30 am General Session (CE) - 2nd Floor
- Look for session details on page 20
11:30 am - 1:00 pm Food Truck Lunch and Networking - 1st Floor - Lobby
Scan this code with your smart phone to view the schedule online.
12:15 - 1:00 pm 1752 Club Meeting (Company Representatives Only) - 1st Floor
1:00 - 4:00 pm
Concurrent Education Sessions (CE)
- Note varying start and end times for each session - see classes on page 21
3:30 - 6:30 pm Tradeshow - 1st Floor
6:30 - 11:00 pm Big Party - 2nd Floor
Thursday, October 6
7:00 - 8:30 am
8:30 - 11:30 am
Hot Breakfast - 2nd Floor - Prefunction
State of the Association Address and Keynote: Industry & Election Forecast... Association Resources, Industry Insights & Election Analysis (CE)
- 2nd Floor
- Look for session details on page 31
CONVO Program | 9
BECOME AN AGENT Seasons change, butOUR COMMITMENT TO YOU DOESN’T WHY WE DO WHAT WE DO
CONVO Program | 11 CONCURRENT SESSIONS WEDNESDA y, OCTOBER 5 - 1:00 - 4:00 PM IMPORTANT DATES October 27, 2022 – ABEN CE Day January 10, 17, 21, 2023 – Education Symposium – Virtual CE Sessions February 2-3, 2023 – Farm Agents Council Mid-Winter Meeting – Embassy Suites, East Peoria February 28 – March 2, 2023 – IIA of IL Roadshows March 2023 – Insurance Industry Legislative Day March 21-23, 2023 – IIA of IL Roadshows Spring 2023 – EDGE Conference April 26-28, 2023 – Big “I” Legislative Conference – Renaissance Hotel Downtown, Washington, DC June 14-16, 2023 – Farm Agents Council Golf Outing & Annual Meeting September 6-8, 2023 – Big “I” Fall Leadership Conference/Board Meeting – Grand Rapids, MI October 10-12, 2023 – IIA of IL CONVO – Peoria 1:00 - 1:50 pm 2:00 - 2:50 pm 3:00 - 3:50 pm Stand Out in Your Marketplace Selling with Video Proposals Winning with Sales Psychology Legislative & Regulatory Update Is Your Agency Following Procedures? How to Achieve Staff Consistency PFTA & Other Regulatory Compliance Guidance Staffing Your Agency Illinois Solar Incentives and Installation Best Practices Navigating Employee Contract Provisions Cyber Insurance 101 Agency Operations - Is Now the Right Time to Transition Leadership, Management and Ownership? Blockchain • Bitcoin • Crypto: Fundamentals & The Future
TRUST US TO BE THERE FOR THE LONG HAUL
We’ve been protecting our customers with quality insurance since 1909. And we’re financially strong, earning an “A” (Excellent) rating from AM Best since 1991. We’ll be here when you need us, with coverage you can count on. Come see us at booth # 510 to see what we can do for you.
“Trust in Tomorrow.” and “Grinnell Mutual” are registered trademarks of Grinnell Mutual Reinsurance Company. © Grinnell Mutual Reinsurance Company,
2022. AUTO | HOME | FARM | BUSINESS grinnellmutual.com
CONVO Program | 13 RAFFLE MEGA $10,000 GRAND PRIZE 2nd: $500 • 3rd: $250 4th: $100 • 5th: $50 $20 each IIAPAC Independent Insurance Agents Political Action Committee Go to www.iiaofil.org/MegaRaffle or scan this code Fundraiser for Winners Pulled During Big Party Wednesday! Need not be present to win.
and
&
Property & Casualty Insurance Liquor Liability / Bars & Taverns / Special Events Habitational / Vacants / Contractors / Oil & Gas Transportation & Trucking Commercial Auto / Public Transportation Garage / Repair Shops / Used Car Dealers 800.869.9976 | www.WAS-IRP.com Managing General Agency Excess Surplus Lines Broker Commercial Insurance Solutions Since 1923 We are a fourth-generation family-owned commercial insurance agency. Our mission is to bring Excess & Surplus lines & Specialty lines products to the marketplace. We do this by representing the industry’s highest regarded domestic and international top-rated A companies
with employees who surpass industry standards in ethics, education, underwriting knowledge,
service.
2022 IIA OF IL AWARDS
Presented during the General Session on Wednesday, October 5, 8:00 to 11:30 am.
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 canbe a recipient next year?
Sign up to receive notifications when 2023 award applications are being accepted!
Go to www.iiaofil.org/ IIA-of-IL-Awards or scan the code below for details.
CONVO Program | 15
DA y ONE
Tuesday, October 4
10:00 am - 4:00 pm Independent Agent Invitational Golf Outing - Piper Glen Golf Club
Noon - 5:00 pm Convention Registration - 1st Floor - Lobby
1:00 - 4:00 pm E & O Considerations of Hyperinflation plus Ethics (CE) - 2nd Floor
Inflation has been a factor in both commercial property and personal residential risk for a long time – but never like this! E & O Considerations of Hyperinflation will review the increasing E & O exposure for agents for property as well as both business and personal auto physical damage. Exploring both procedural and knowledge-based errors that could trip up even the most experienced agent.
*Applicable towards three hours of the necessary credit for the E&O discount *Satisfies the IL Ethics credit requirement.
Sponsored by:
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.
Nicole Broch
16 | IIA of IL
6:00 - 8:00 pm
Dinner Break
Don’t have dinner plans? Here are some options:
Dutch Dine Arounds (Sign up required)
- 1st Floor Lobby - Meet at 5:50 pm
- 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)
- Rooftop (In case of inclement weather, this event will move to the Governor’s room on the 3rd floor.)
- See registration area for sign up sheet.
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 $100 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.
Scan this code with your smart phone to view the schedule online, including specific room assignments.
CONVO Program | 17
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If you’re ready to grow, we’re here to help with the products and support that can help you earn more.
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than a trusted brand, AAA
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CONVO Program | 19
DA y TWO
Wednesday, October 5
7:00 am
7:00 - 8:00 am
8:00 - 11:30 am
Registration Opens
- 1st Floor - Lobby
Hot Breakfast
- 2nd Floor - Prefunction
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. The Cartwright Merit Award Committee will address the audience. Attendees will also hear state updates, and more.
The Evolution of Insurance
Steve Anderson will lead us in a journey through “The Evolution of Insurance”. We will use where we have been to understand what is coming next. Steve will lead a panel of insurance professionals who will share what their agencies have done to combat some of the challenges agencies are facing from technology to staffing to increasing competition.
Phil Lackman
Steve Anderson
Kevin Lesch
20 | IIA of IL Linda Carlton-Huber Halima Cegur Amiri Curry Kevin Lesch
11:30 am - 1:00 pm
Lunch and Networking
- 1st Floor - Lobby
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. Make sure to grab yours as you head out the doors in the lobby.
12:15 - 1:00 pm
1752 Club Meeting (Company Representatives Only)
- 1st 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. This meeting time has been selected to allow company representatives to attend CE sessions.
1:00 - 4:00 pm
Concurrent Education Sessions (CE)
- Each class is filed for CE in one-hour segments, allowing you to fully customize your schedule.
1:00 - 1:50 pm
Blockchain • Bitcoin • Crypto: Fundamentals & The Future
- 2nd Floor
During the session, we will dive into the history of blockchain and bitcoin, the basics of what they are, how they operate, and finally we dive deeper into how they possibly could (and are) impacting the insurance industry now and into the future.
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.
Gregory Nguyen
CONVO Program | 21
Day two continued on page 23.
©2022 Westfield Insurance. All rights reserved. WestfieldInsurance.com
People
Ours are the best in the industry.
Relationships
Our agents are our partners, our customers, our front line.
Stability
We have over 125 years of experience, knowledge, and success.
Regional
We understand local and regional markets.
Products
Our offerings are well rounded, innovative, and diverse.
Service
Our dedication to service sets us apart from our competitors.
It doesn’t end there
Put all of these together – and more – and you’ll find West Bend offers distinct value through superior agency relationships, strong financial performance, stability, commitment to outstanding products and services, and knowledge and experience.
That’s why agents choose West Bend.
Why Choose West Bend? www.thesilverlining.com Tuesday, Oct. 4 8:00 - 11:00 pm Benefitting Make-A-Wish ROULETTE • LET IT RIDE BLACKJACK • CRAPS • POKER Win Big! Play for chances at some incredible prizes: Play for chances at some incredible prizes: Bose Ear Buds • Solo Stove Galena Spa Package • Whiskey & Glasses Apple Watch • Yeti Cooler • Cash • And More!
1:00 - 1:50 pm
DA y TWO
Cyber Insurance 101
- 2nd Floor
The cyber insurance market grew at the intersection of cybersecurity and insurance and might be hard to understand for the non-initiated. This session will cover the basics that agents, brokers, businesses, and security professionals should know about when approaching cyber insurance.
• Types of coverages available
• Difference between packaged and standalone cyber
• Myths about cyber insurance
• What to look for when seeking insurance
1:00 - 1:50 pm
Legislative & Regulatory Update
- 2nd Floor
Attendees will gain insight into the latest statutory and regulatory changes in the business and insurance industry. 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. Topics covered include:
• IIA of IL and Coalition Partners Legislative Victories & Proposed Legislation for new General Assembly
• Department of Insurance Legislative Agenda – Market Conduct, Public Adjusters, Network Transparency
• NAIC Cyber Security - What This Could Mean for Businesses
Evan Manning
Day two continued on page 25.
Brett Gerger
Alexis Cierra Vaughn
CONVO Program | 23 Sponsored by:
LIABILITY FIREARM INSURANCE SELF DEFENSE LIABILITY CRIMINAL DEFENSE REIMBURSEMENT PERSONAL LIABILITY www.SPRISKA.com 800-252-2907 "Helping Protect You, Your Family, and Your Rights"
1:00 - 1:50 pm
DA y TWO
Staffing Your Insurance Agency
- 2nd Floor
Today’s job candidates spend an average of seven seconds looking at your insurance agency’s ad to determine if they want to apply and with the increase in open positions in the insurance industry today, rest assured candidates are applying to numerous positions. This workshop will take you through today’s top hiring challenges and give you the opportunity to discuss strategies with other insurance agency owners to find out what is working for other businesses in Illinois.
• Learn how to craft a compelling job description and make sure your hiring process is creating the best possible candidate experience to attract the best candidates.
• Hear what some agencies are doing to offer unique benefits and create a culture that attracts and retains top talent.
• Find out what onboarding and training strategies will help keep talent at your agency.
1:00 - 1:50 pm
Stand Out in Your Marketplace
- 2nd Floor
Agents often struggle to differentiate themselves from competitors (and even non-competitors) in their marketplace. This session is designed to help agents break out of the norm and distinguish themselves from the pack. We’ll discuss:
• Developing a unique value proposition
• How to avoid blending in
• Real examples of standout businesses
• Creating a remarkable customer experience
There when it matters most.™ ...since 1889
Learn more at DonegalGroup.com
Day two continued on next page.
Derek Hayden
Sponsored by:
Jennifer Jacobs
CONVO Program | 25
2:00 - 2:50 pm
Agency Operations - Is Now the Right Time to Transition Leadership, Management and Ownership?
- 2nd Floor
Agents will learn about the Top 10 factors about whether it is time to transition the leadership, management and ownership of their agency. Every agency will transition leadership, management and ownership at some point, this course will help agents understand the factors about whether now is the right time or identify when the right time is. It will help agents prepare for their future of their agency. It will give agents the tools to assess the health, planning and preparedness of their agency operations and client relationships.
Sponsored by:
2:00 - 2:50 pm
Is Your Agency Following Procedures? How to Achieve Staff Consistency
- 3rd Floor
During this session attendees will dive deeper into these four areas:
• Attaining Invariable Practice
• Training Staff
• Measuring Success
• E&O Defense; Rules of Evidence
Sponsored by:
2:00 - 2:50 pm
Selling with Video Proposals
- 2nd Floor
72% of consumers say they would prefer to learn about a product or service by way of video. So, how can insurance professionals capitalize on this statistic? The answer is video proposals. In this session we’ll discuss:
• Why video proposals work
• What software to use
• How to increase your hit ratio
Sponsored by:
Derek Hayden
Eric Moberg
Jeff Smith
26 | IIA of IL
DA y
2:00 - 2:50 pm
Illinois Solar Incentives and Installation Best Practices
- 2nd Floor
This presentation by StraightUp Solar, a long-standing residential and commercial solar installation company in Illinois, will provide an overview of the growing solar development outlook in Illinois, how solar works, and residential and small commercial roof installation best practices and considerations.
3:00 - 3:50 pm
Navigating Employee Contract Provisions
- 2nd Floor
HeplerBroom, LLC will present best practices for drafting employment contracts that will keep your agency and clients protected. Learn important distinctions between employee and independent contractor and review the elements of an employment contract including: terms and renewal, compensation, termination, insurance and indemnification. Covenants (Non-Solicitation, Non-Competition, Confidentiality) and recent Illinois law changes will be discussed. HeplerBroom will also address considerations and contract provisions regarding purchase of agency interest.
Sponsored by:
Day two continued on next page.
Shannon Fulton
Lance Jones
CONVO Program | 27 TWO
3:00 - 3:50 pm
PFTA & Other Regulatory Compliance Guidance
- 2nd Floor
This session will help you better understand what the laws and rules are regarding the Premium Fund Trust Account (PFTA), service Fees, return premiums, certificates of insurance, producer bonds, who needs licensed, rebating, referral fees, and all aspects of a regulatory examination. For each section we will dive-in to what the governing law or rule is, what the regulatory body will look for in the examination or investigatory process, and ultimately how can you comply along with best practices. This course will provide you with critical insight to save you and your agency from potential regulatory actions that may have sizeable fines attached.
3:00 - 3:50 pm
Winning with Sales Psychology
- 2nd Floor
Most consumers don’t want to be “sold”, especially in the modern marketplace. Using negotiation tactics and sales psychology can reduce the friction between you and the prospect and give you the upper hand in the sales process.
• Labeling and mirroring
• Getting to no
• Identifying issues and wedges
3:30 - 6:30 pm
Tradeshow
- 1st Floor
Meet with over 120 vendors and learn about the valuable industry products and services which will make your agency stand out.
6:30 - 11:00 pm
Big Party
- 2nd Floor
In keeping with the evolution theme, join us for a celebration as we party through the decades. The evening will include food, drinks, friendships, music, and lots of fun! Attendees are encouraged to dress in attire from your favorite decade, whether it is your favorite concert t-shirt or rocking the 50’s poodle skirt, your outfit is up to you.
Derek Hayden
Brett Gerger
28 | IIA of IL
DA y TWO
CONVO Program | 29 TWO Everyone Welcome! Attendees &Company Reps
Manufactured Homes Rental Dwellings We seek to increase our presence in the manufactured home (1977 or newer) and rental dwelling insurance markets. If you are interested in learning more, please contact us. • No supporting business requirements • Competitive pricing • Attractive commission and contingency schedules • Fast, friendly claims service 208 S Walnut Ave · P.O. Box 686 · Forreston, IL 61030 (815) 938-2273 · (800) 938-2270 (309) 303-1490 · (815) 938-2273 Fax (815) 938-2785 · Email info@forrestonmutual.com www.fmic.org Contact: Carl Beebe 309-303-1490 Agents For Unique Opportunities!
DA y THREE
Thursday, October 6
7:00 - 8:30 am Hot Breakfast - 2nd Floor - Prefunction
8:30 - 11:30 am State of the Association Address and Keynote: Industry & Election Forecast...Association Resources, Industry Insights & Election Analysis (CE) - 2nd Floor
Going back to our advocacy roots, we will close out CONVO with a legislative and political lineup like you’ve never seen! The session will feature three speakers: Illinois Director of Insurance Dana Popish Severinghaus, Hannah Meisel - NPR State Government and Political Editor (Q&A with Phil Lackman), and Amy Walter, publisher and editor-in-chief of the non-partisan Cook Political Report with Amy Walter (Q&A with Charles Symington).
Charles Symington Moderator
Dana Popish Severinghaus
Hannah Meisel Amy Walter
by:
CONVO Program | 31 Phil Lackman Moderator
Scan this code with your smart phone to view the schedule online.
Sponsored
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Recruit
CAREER PLUG: PROVEN HIRING SOFTWARE TO HELP YOU HIRE THE RIGHT PEOPLE FASTER.
Finding and hiring the right staff to maintain and grow your business is an important key to your success, and likely your biggest challenge. The IIA of IL has partnered with CareerPlug, our recruiting software of choice, to support all members in hiring. Post to the new IIA of IL Careers Page using a free CareerPlug account, or upgrade to pro for enhanced features.
DIY RECRUITING TOOLS THROUGH BIG “I” HIRES
Templates to help you design job descriptions, employment ads, applications, screening questions, offer letters, training schedules, and more!
WAHVE: INSURANCE REMOTE STAFFING SOLUTIONS
Work At Home Vintage Experts (WAHVE) provides an innovative contract talent solution to help retiring insurance professionals stay productive longer, feel valued, and achieve greater work-life balance; and to help insurance firms have continued access to experienced insurance talent regardless of location, with less time invested than traditional hiring and at a cost-savings for IIA of IL members. WAHVE's unique qualifying process and technology platform matches the right vintage talent wherever they may live to the needs of our clients wherever their offices are located.
MEMBER RATES ON PRE LICENSING COURSES
This course and accompanying study tools have been designed and by industry professionals at IIA of IL to help students pass the licensing exam the first time!
NEW HIRE TRAINING THROUGH NEW LEVEL PARTNERS
Online learning that is designed for new hires and those ready to expand into new roles is an excellent way to fit education into the workday. Choose from general education or coverage-specific learning.
DESIGNATION PROGRAMS AND CE OPPORTUNITIES
The IIA of IL offers numerous CE opportunities to keep your staff in compliance and designation programs to reward employees that excel and provide them with opportunities to grow.
SCHOLARSHIP FUNDS
IIA of IL is proud to offer our members and their staff the opportunity to earn educational scholarships to education programs to qualifying applicants through the Eugene Sberna Educational Scholarship (www.iiaofil.org/Education/Scholarships-Awards) program and through a newly-established Diversity and Inclusion Scholarship (https://tinyurl.com/IIA-DEI).
HR RESOURCES
Big “I” has partnered with Affinity HR because every organization, regardless of size or number of employees, should have basic human resource policies and procedures in place to both ensure legal compliance and serve as a resource for employees and their supervisors. Access a full array of HR support tools that are customized to meet the unique needs of your agency at a discounted rate by calling (877) 660-6400 and identifying yourself as a Big “I” /IIA of IL member.
Also, don’t forget to check out the IIA of IL Solution Center for answers to common agency operations questions. Members can also access one free Legal Consultation with our partner HeplerBroom each year.
No matter where you are in the hiring cycle, IIA of IL has a solution to fit your needs.
Train Retain
FIND OUT MORE: WWW.IIAOFIL.ORG/PRODUCTS-SERVICES/RECRUIT-TRAIN-RETAIN
Steve is the Co-Founder and CEO of Catalyit™, The Insurance Agency Technology Resource Company. Backed by 17 Big “I” state associations, Catalyit™ helps busy insurance agency owners discover, evaluate, select, and implement the technology they need to thrive.
Steve is a trusted authority on risk, technology, productivity, and invention and has over thirty-five years of experience in the insurance industry. He holds a master’s degree in Insurance Law. LinkedIn selected Steve to participate in their prestigious Influencer Program and has over 340,000 followers.
Steve is the author of the international bestselling book The Bezos Letters: 14 Principles to Grow Your Business Like Amazon. In this very readable and practical book, he takes a unique perspective on business growth by analyzing and demystifying how Amazon’s CEO Jeff Bezos has grown Amazon, arguably one of the most successful companies in the world.
He appeared in USA Today, Wall Street Journal, Investors Business Daily, Forbes, CEO Magazine, and FOX News Extra.
Nicole Broch spent over a decade as an Independent Insurance Agent and Manager of a successful partnership between a community financial institution and a 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 CIC Personal Lines, 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.
Originally from Florida, Broch has a Bachelors degree in English from Florida State University and a Masters degree in Public Administration from the University of South Florida.
Steve Anderson
Nicole Broch
34 | IIA of IL
SPEAKER
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Linda Carlton-Huber is the COO for Loman-Ray Insurance Group, LLC. She has worked in the insurance industry since 1984, initially joining CF&H Insurance in 1998, where she served as President, and has been with Loman-Ray Insurance since 2021 following a merger with CF&H.
Linda’s career began in banking. When she heard there was an opening at an insurance office, she applied thinking she would be a customer service representative, but the owner suggested sales instead. It turned out to be a serendipitous arrangement and her career took off.
Today, Linda prides herself and her organization on evaluating each situation, providing a broad range of premium insurance carriers, and offering personalized service to every client. Her dedication and talent won her organization “Business of the Year” in Sullivan, which is voted on by local business owners.
Linda takes inspiration from her mother, who taught her that she can do anything she puts her mind to. Her lesson proves true in everything from Linda’s career to playing the piano, sewing, and gardening. She is motivated to be as efficient and productive as possible in everything she does, so she can accomplish all her dreams – personal and professional.
Halima Cegur is the Director of Human Resources at Worthy Insurance. She comes to Worthy with over 20 years of experience in leadership, training, and development. Halima is a strategic business partner who understands the importance and value of investing in people and culture. She focuses on employee relations –provides guidance, counsel, and mentorship for staff at all levels, assisting with professional development and their educational and academic goals. Halima has designed and implemented various training programs, employee engagement initiatives and has assisted in the agency focus on automation. Her expertise centers around DEI in the workspace, Team Development, Verbal and Written Communication as well as Performance Metrics for success.
She is a North Park University graduate, earning her degree in Organizational Leadership and Management and an active member of the SHRM organization.
Halima Cegur
Linda Carlton-Huber
CONVO Program | 35 SPEAKER BIOS
Shannon Fulton
Amiri Curry is Vice President of Client Services at Assurance who specializes in the senior living and not for profit industries. With over 20 years of experience, Amiri’s main responsibility is to listen intently to diagnose and asses his clients’ needs. Then he provides responsive, accurate and complete information on the best solutions. Amiri takes time to research all options available before providing a strategic solution for not only today, but the future. Prior to Assurance, Amiri was the Director of Property & Casualty Operations at another multi-line insurance agency. He was responsible for the strategic oversight and direction of the Illinois segment of the Property & Casualty division.
Shannon joined StraightUp Solar in 2013 as a roof installer and system designer. She currently serves as the Vice President of Development, and directs StraightUp Solar’s Central Illinois office in Bloomington. She also lives her passion for advancing the use of renewable energy by serving in leadership on the Board of the Illinois Solar Energy Association and as a Solar Ambassador in various countries in east Africa and Nepal for WeCare Solar, which is a non-profit organization focused on reducing infant and maternal mortality by equipping off-grid medical clinics in developing nation-states with solar power for lighting and emergency communication. She is also a Licensed Professional Geologist with many years of experience in environmental consulting in Illinois and holds degrees in renewable energy, geology, and geohydrology from Illinois State University, where she also took the court as a Redbird basketball player.
Barbara Rader
(405) 621-6588
Kristen
Mgr. (847) 257-9696
Tom
(847)
(405) 621-6690
Patricia
(405) 621-6603
Amiri Curry
36 | IIA of IL
SPEAKER
Dir. Regional Sales Development
Savage Sales Development
Duprey Sr. Sales Development Rep.
816-4354 Karen Clark Sales Development Rep.
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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 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.
In September of 2021, Derek Hayden exploded onto the insurance influencer scene when he was announced as the winner of The Protégé, an insurance sales-based reality show. An insurance sales producer from small town America, Derek made waves by utilizing the tools and strategies he learned on the reality show to lead the competition in sales and ultimately take home the title of The Protégé.
As an insurance and risk management professional with 10 years of sales experience, Derek understands that insurance professionals often struggle to differentiate themselves in the marketplace. By expanding on the concepts he learned throughout The Protégé, Derek aims to solve this problem by giving agencies and producers a proven roadmap to a lucrative insurance sales career in 2022 and beyond. His focus on modern sales techniques will give new and seasoned agents a refreshing view on how to build their books of business and gain the success they desire.
Derek Hayden
Brett Gerger
CONVO Program | 37 SPEAKER BIOS
Partnership matters Take advantage of all the ways we can help you grow. Nationwide.com/agents Products are underwritten by Nationwide Mutual Insurance Company and affiliated companies, Columbus, Ohio, and are subject to underwriting guidelines, review and approval. Availability varies. Home office: One Nationwide Plaza, Columbus, OH 43215-2220. Nationwide, the Nationwide N and Eagle, Nationwide is on your side and Proud Partner of Independents are service marks of Nationwide Mutual Insurance Company. © 2022 Nationwide NPO-1128AO.2 (03/22)
SPEAKER
Jennifer Jacobs, SHRM-CP, is the Director of Human Resources for the Independent Insurance Agents of Illinois (IIA of IL). As Director of HR, Jacobs serves as the leader of talent acquisition, onboarding, employee relations and performance management for the association. She also provides guidance and resources for agencies seeking assistance with human resources and management issues.
Jacobs also serves as the administrator for the association’s board of directors, ensuring processes such as volunteer recruitment and onboarding and all aspects of association governance run smoothly.
Her career with the Independent Insurance Agents of Illinois began in the Communications Department in 2001 and since that time she has held roles in public relations, editing and managing advertising for the association’s publications, assisting the Government Relations department, and most recently Human Resources.
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 lawsuits. Since 1984, 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.
Lance Jones
Jennifer Jacobs
38 | IIA of IL
promise
SPEAKER
Phillip Lackman serves as the Chief Executive Officer of the 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). 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. Previously, 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.
Kevin Lesch started in the industry at his father’s agency. In 2013, he took over as President of the agency and then bought out both partners in 2015. Currently, Kevin is the COO of Arachas Group, a Keystone Partner.
CONVO 2022 launches Kevin’s IIA of IL presidency. Find out more about him and his goals in the October issue of Insight magazine.
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.
Manning has experience in the private sector and most recently was an Appropriations Budget Analyst on the Senate Republican Staff.
Hannah Meisel covers state government and politics for Springfield-based NPR Illinois along with 10 other public radio stations throughout the state. She’s been on the statehouse beat since January of 2014 and holds two journalism degrees from the University of Illinois’ Urbana-Champaign and Springfield campuses.
Eric Moberg, The Moberg Group’s founder, and CEO, has an extensive insurance background that spans five decades. Eric’s career has included management and executive positions with insurance companies, vendors providing services to the insurance industry, as a successful agency producer and owner, and currently as President/CEO of The Moberg Group, Inc. TMG is the largest provider of E&O Risk Management Services for Independent Agents and Brokers.
Eric is an approved E&O Auditor for SwissRe/Westport, Great American Custom, and Utica National Insurance Group.
Phil Lackman
Kevin Lesch
Evan Manning
Hannah Meisel
Eric Moberg
CONVO Program | 39
BIOS
SPEAKER
Greg Nguyen started his career as a systems engineer developing Airborne Doppler Radar Systems for fighter jets (e.g. “Top Gun”). He transitioned into electronic and semiconductor test systems, ultimately investing in semiconductor venture startups with two successful IPO exits. He is also an investor/co-founder in computer hardware, software, medical device, precious metals, fin-tech, cryptocurrency, private equity and capital markets. He has been an advocate of Bitcoin since 2013.
Using TAPCO’s courteous and prompt call center, you will speak with a real underwriter. Our underwriters can quote over 1,000 different classes of business with multiple carriers, bind coverage the same day the quote is provided and deliver coverage to your email inbox during one simple five-minute phone call. With TAPCO, it’s as easy as…
Visit www.GoTAPCO.com for additional services: online payments, renewal offers, policy copies and more!
Gregory Nguyen
40 | IIA of IL
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Dana Popish Severinghaus, Director of the Illinois Department of Insurance, has served since January 2021. She brings extensive legal, policy, government relations and insurance industry-related experience to her role heading a state regulatory agency. Popish Severinghaus was formerly Legislative and Regulatory Counsel at Allstate Insurance Company where she advised Allstate and its subsidiaries on legal, regulatory and legislative matters across the Midwest. Before that, she served as Senior Policy Advisor at the State of Illinois in Central Management Services where she oversaw the Bureau of Benefits. Prior to that, Popish Severinghaus was the Director of Government Relations for Blue Cross Blue Shield of Illinois. She is a Member of the Association of Corporate Counsel, Board Member of the Illinois Insurance Guaranty Fund, Secretary of the Illinois Insurance Association, Advisory Board Member and Co-Chair of Government Relations Advisory Council for the Chicago Children’s Advocacy Center, Women in Law Mentor at Chicago Kent College of Law and Auxiliary Board Member of ChildServ. Popish Severinghaus also serves on National Association of Insurance Commissioners (NAIC) letter committees, including the “International Insurance Relations” and “Innovation, Cybersecurity, and Technology committees”. Popish Severinghaus earned her Bachelor of Arts in Communication Studies and Journalism & Mass Communications from the University of Iowa and Juris Doctor from Chicago Kent College of Law.
Jeffrey S. Smith, JD, CIC, CAE serves as Chief Executive Officer for Ohio Insurance Agents Association (OIA) and IA Valuations. He is responsible for leading the organization’s strategic initiatives and day to day operations.
As CEO of IA Valuations, Smith has consulted and reviewed over 200 agency valuations for independent agents across the US. IA Valuations serves independent agencies as a trusted advisor and strategic business partner as they implement strategies to increase their agency value, grow their businesses and transition their agencies. Smith provides insights into the agency’s operations, risk factors and legal guidance on how to perpetuate and maximize value in a sale.
Smith graduated with honors from Kent State University and Capital University Law School with a concentration in government relations. He is a licensed P&C insurance agent, Certified Insurance Counselor Designee, Attorney and Certified Association Executive. Smith is an active member of the Ohio State Bar Association Insurance Committee, Ohio Society of Association Executives and Ohio Lobbying Association. He also served on the Village of Marble Cliff Council and as Chairman of the Board of Trustees for the Sequent Midwest Business Health Fund.
Dana Popish Severinghaus
Jeff Smith
CONVO Program | 41 SPEAKER BIOS
� 11uroCleaff £�llePariOldiaoflropertyDamageWater Damage Fire and Smo ke Damage Mo ld Remova l Bioh aza rd Cleanup Reconst ruction 888-PUR0-911 • PDSLeads@PuroClean.com Wood Dale, IL • Northbrook, IL • Chicago, IL • Orland Park, IL • Waukesha, WI • Dallas, TX Water Fire Mold
SPEAKER
Charles E. Symington, Jr. is Senior Vice President of External, Industry & Government Affairs with the Independent Insurance Agents & Brokers of America, also known as the Big “I”, which is the largest property-casualty insurance trade association in the country. Symington has been with the Big “I” since 2004 and oversees federal and state government affairs, political affairs, grassroots, industry relations, and media affairs for the association. He has been regularly recognized by The Hill newspaper as one of the top lobbyists in Washington, D.C.
Symington manages the association’s Capitol Hill office and directs the day-to-day activities of the association’s legislative, political, communications and company relations staff. He also serves on the Big “I” Management Operating Committee which advises the President & CEO on general oversight and administration of the association.
Previously, Symington served as a Senior Counsel with the United States House of Representatives Committee on Financial Services from 2000 to 2003 where he focused on insurance issues. During that time he was actively involved in drafting the Terrorism Risk Insurance Act of 2002, the SMART Act to modernize state insurance regulation, and other pieces of legislation. Symington also worked as a Majority Counsel for the House Committee on Energy & Commerce where he concentrated on health care policy and oversight.
Prior to working on Capitol Hill, Symington was an attorney with the law firm of Matricardi & Moylan in Springfield, VA and previous to that was an associate attorney with the firm of Drew, Eckl & Farnham in Atlanta, GA where he specialized in insurance defense litigation.
Symington graduated from the University of Virginia in Charlottesville, VA with a Bachelor’s Degree in History and graduated with a Juris Doctorate from Emory University, School of Law in Atlanta, GA. Mr. Symington also currently serves as the immediate past chairman of the National Down Syndrome Society and has served on the NDSS board since 2014. He and his wife Cathy reside in Alexandria, VA with their three children.
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Charles Symington
42 | IIA of IL
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Alexis Cierra Vaughn joined Cowbell Cyber in 2021 as the Director of Agency Marketing, where she leads agency engagement efforts, such as building loyalty and marketing engagement programs, developing association relationships, agency training, and more.
Alexis is also the Producer and Host of “The Cowbell Factors” Podcast, a show created for agents/broker and policyholders, to help bridge the gap between the cybersecurity and cyber insurance industries, which gives listeners a better understanding of the cyber insurance marketplace, through weekly interviews with insurance and cybersecurity industry leaders. The podcast is the first of its kind to gain mainstream distribution on iHeartRadio and to reach the Top 20 Apple Podcast shows for Business News.
She is a 14-time award-winning 12 year insurance expert and has previous experience in sales, ranking as a Top 50 Producer as a full-service agent and successfully starting her own insurance agency of 26 single moms that she taught the business to, worth $3.1 million in premium. Alexis was recently named by Insurance Business America as one of 85 trailblazers, Elite Women of 2022 and she was recognized on the 2022 Top 100 Insurance Innovators list as an Influencer for the industry.
She also previously worked as a broker and business development leader for Mercer (A Marsh and McLennan Company), State Farm, and Country Financial, prior to transitioning into the InsurTech space with Cowbell Cyber. Alexis is currently licensed as a property and casualty producer, life and health producer, and a life and health Counselor in Georgia and Alabama. Alexis volunteers on boards in both the non-profit and professional community in various states, Alexis is also the APIW Atlanta Network Chair.
Alexis Cierra Vaughn
CONVO Program | 43 SPEAKER BIOS
2022 JM Wilson IIA-IL OUTLINES.indd 2 8/5/22 5:01 PM WORK WITH THE EXPERTS. Workers’ comp is all we do. Underwriting. Safety. Claims. Our experts do it all in-house. Let us do the heavy lifting for you. methodinsurance.com VISIT US AT BOOTH #204 Method-IIA-IL-Ad-3.75x5.indd 1 9/8/22 1:43 PM
44 | IIA of IL
For more than 20 years, Amy Walter has built a reputation as an accurate, objective, and insightful political analyst with unparalleled access to campaign insiders and decisionmakers. Known as one of the best political journalists covering Washington, she is the publisher and editor-in-chief of the non-partisan Cook Political Report with Amy Walter, where she provides analysis of the issues, trends, and events that shape the political environment. A contributor to the PBS NewsHour, she provides weekly political analysis for the popular “Politics Monday” segment. She is also a regular Sunday panelist on NBC’s Meet the Press and CNN’s Inside Politics, and appears frequently on Special Report with Bret Baier on Fox News Channel. From 2017 until early 2021, Walter was the host of the weekly nationally syndicated program “Politics with Amy Walter” on The Takeaway from WNYC and PRX. She’s also the former political director of ABC News.
In her presentations, Walter expertly breaks down the electoral process, congressional culture, and the Washington political scene. Her astuteness, wit, and range of expertise creates an engaging, compelling presentation, and her reliable and accurate analysis has earned her numerous accolades. Exclusively represented by Leading Authorities speakers bureau, Amy Walter takes audiences on an insider’s tour of Washington through the eyes of the woman with her finger on the pulse of politics.
Political History. Before ABC, she was the editor-in-chief of The Hotline, Washington’s premier daily briefing on American politics. There she served as the political publication’s primary voice for three years, and she provided regular analysis of the national political environment in her weekly National Journal column, On the Trail. Walter has provided election night coverage and analysis since 1998 and was a member of CNN’s Emmy-award winning election night team in 2006.
Accolades and Education. Named one of the “Top 50 Journalists” by Washingtonian magazine, Walter was dubbed one of the most powerful people in politics in George magazine for her insights into the mechanics that make the political machine run. She also won the Washington Post’s Crystal Ball Award for her spot-on election predictions and has been frequently quoted as a congressional election expert in newspapers such as the Wall Street Journal, Washington Post, and the New York Times. Charlie Cook, editor and publisher of the Cook Political Report, said, “Today, her work is trusted and respected by Democrats and Republicans alike. She knows how to get beyond bluster and spin to unearth– and explain – what really matters in a political arena. And, she has a proven track record of success, which is essential for those whose jobs depend on accurate political forecasting.”
Walter graduated summa cum laude from Colby College. She was also honored by her alma mater her with an honorary PhD, and now serves on the Board of Advisors. She is also a member of the Board of Advisors for the University of Chicago’s Institute of Politics, where she was an inaugural fellow.
Amy Walter
CONVO Program | 45
413 AAA The Auto Club Group ||||| www.aaa.com
103 Agents Alliance Services www.agentsalliance.insure
203 AIS Premium Finance/Imperial PFS |||| www.ipfs.com
505 AJ Wayne ||| www.ajwayne.com
709 AMERISAFE ||| www.amerisafe.com
607 AmTrust Financial Services, Inc. ||| www.amtrustfinancial.com
1109 Appalachian Underwriters || www.appund.com
501/502 Applied Underwriters www.auw.com
509/601 Arlington/Roe ||||| www.arlingtonroe.com
1100 Berkley Management Protection ||| www.berkleymp.com
507 Berkshire Hathaway GUARD Ins. Companies ||| www.guard.com
712 Berkshire Hathaway Homestate Companies ||| www.bhhc.com
209 Bliss McKnight, Inc. || www.blissmcknight.com
303 BluSky Restoration Contractors ||| (formerly J.C. Restoration, Inc) www.goblusky.com
900 Branch Insurance || www.ourbranch.com
111 Burns & Wilcox www.burnsandwilcox.com
1108 Central Illinois Mutual www.cimico.net
407 Chicagoland SIA & Valley Ins. Agents Alliance | www.chicagolandsia.com & http://viaa4u.com
1101 Chubb ||| www.chubb.com
302 Columbia Insurance Group ||| www.colinsgrp.com
806 Conifer Insurance Company || www.coniferinsurance.com
104 Cornerstone National Insurance ||| www.cornerstonenational.com
401 Cowbell Cyber ||| www.cowbell.insure
1112 CRC Group ||| www.crcgroup.com
301 CRDN of Chicago (formerly Restoronics) ||| www.crdn.com
603 Don R. Jensen & Company || www.donrjensen.com
605 Donald Gaddis Company ||| www.gaddiscompany.com
402 Donegal Insurance Group ||| www.donegalgroup.com 606 DropTicketLife.com || www.dropticketlife.com
102 EBRM www.ebrm.com
308 EMC Insurance ||| www.emcins.com
705 Emerge Apps www.emergeapps.com
811 Employers www.employers.com
112 Encova Insurance ||| www.encova.com
706 ePayPolicy || www.epaypolicy.com
101 Erie Insurance www.erieinsurance.com
207 Family Financial Solutions Group ||| www.ffsginspartner.com
1110 Farm Agents Council www.ilfarmagents.com 1102 FIRST Insurance Funding www.firstinsurancefunding.com
408 Foremost Insurance Group ||| www.foremost.com
105 Forreston Mutual Insurance Company ||| www.fmic.org 109 FrankCrum www.frankcrum.com
304 Frontier-Mt Carroll Mutual || www.fmcmutual.com
812 Gainsco Auto Insurance || www.gainsco.com 208 Glatfelter || www.glatfelters.com
1103 Grand General Agency || www.thehelpfulpeople.com
206 Grange Insurance ||| www.grangeinsurance.com
510 Grinnell Mutual Reinsurance Company ||||| www.grinnellmutual.com
707 Hastings Mutual Insurance Company || www.hastingsmutual.com 503/504 HawkSoft || www.hawksoft.com
710 Hippo www.hippo.com
46 | IIA of IL
EXHIBITOR A LPHABETICALL
LPHABETICALLy
411 Homeowners of America Insurance Company ||| www.hoaic.com
406 HoundDog www.hounddog.com
309 HSB || www.hsb.com
802 IA Valuations www.iavaluations.com
704 Illinois Casualty Company || www.ilcasco.com
311 Illinois Public Risk Fund ||| www.iprf.com
500 IMT Insurance |||| www.imtins.com
609 Indiana Farmers Mutual ||| www.indianafarmers.com
312 Insurance Program Managers Group ||| www.ipmg.com
310 JM Wilson ||| www.jmwilson.com
604 Liberty Mutual ||| www.libertymutual.com
600 Madison Mutual Ins Co. ||| www.madisonmutual.com
708 Main Street America Insurance ||| www.msainsurance.com
1107 Markel www.markelinsurance.com
412 MAXIMUM ||| www.maxib.com
200 Mercury Insurance ||| www.mercuryinsurance.com
204 Method Workers Comp ||| www.methodinsurance.com
210 Michigan Commercial Insurance Mutual (MCIM) || www.mcim.com
1111 Moberg Group www.moberggroup.com
808/809 National General, an Allstate company || www.ngic.com & www.allstate.com
108 Nationwide Insurance ||| www.nationwide.com
804 NHRMA Mutual ||| www.nhrma.com
405 Old Republic Surety Company || www.orsurety.com
1104/1105 Omaha National || www.omahanational.com
201 Openly || www.openly.com
313 Pekin Insurance ||||| www.pekininsurance.com
404 Pennsylvania Lumbermens Mutual Ins. www.plmins.com
409 Philadelphia Insurance Companies || www.phly.com
701 Pie Insurance|| www.agencies.pieinsurance.com
211 Pouch Insurance and Stable Insurance ||| www.pouchinsurance.com
813 Previsor Insurance ||| www.previsorinsurance.com
212/300 Progressive |||||| www.progressive.com
800 PuroClean Disaster Services ||| www.puroclean.com/pds-il
403 Risk Placement Services || www.rpsins.com
610 Rockford Mutual ||| www.rockfordmutual.com
307 Roush Insurance Services, Inc. || www.roushins.com
506 Safeco Insurance ||| www.safeco.com
100 SECURA Insurance || www.secura.net
106 Selective Insurance || www.selective.com
410 Sensa, Inc. ||| www.JoinSensa.com
901 ServiceMaster DSI ||| www.smdsi.com
110 SERVPRO || www.servprogurnee.com
306 Society Insurance ||| www.societyinsurance.com
608 Spriska (Specialty Risk of America) ||| www.spriska.com
1106 State Auto Insurance Co || www.stateauto.com
400 Surplus Line Association of Illinois |||||| www.slai.org
202 Swiss Re Corporate Solutions www.corporatesolutions.swissre.com
Continued on next page.
IIA of IL Company Members - Icon Key
CONVO Program | 47
||||||| - Diamond Member |||||| - Platinum Member ||||| - Gold Member |||| - Silver Member ||| - Bronze Member || - Copper Member | - Agency Member - IIA of IL Sponsored Program EXHIBITOR LIST
EXHIBITOR
A LPHABETICALLy
305 TAPCO UNDERWRITERS, INC || www.gotapco.com
508/602 The Hanover Insurance Group
www.hanover.com
810 Titan Digital || www.titandigital.com
700 Travelers ||| www.travelers.com
801 U.S. Insurance Company of America || www.usicoa.com
702 UFG Insurance ||| www.ufginsurance.com
205 UIG ||| www.uigusa.com
of IL Company Members - Icon Key
107 US Pro Insurance Services || www.usproins.com
803 Venture Insurance Programs www.ventureprograms.com
711 W.A. Schickedanz/Interstate Risk Placement Inc ||| www.WAS-IRP.com
713 West Bend Mutual Insurance Company |||| www.thesilverlining.com
703 Western National Insurance ||| www.wnins.com
805 Westfield ||| www.westfieldinsurance.com
807 Zywave www.zywave.com
48 | IIA of IL
LIST
|||||||
IIA
||||||| - Diamond Member |||||| - Platinum Member ||||| - Gold Member |||| - Silver Member ||| - Bronze Member || - Copper Member | - Agency Member - IIA of IL Sponsored Program
AD-506-0822 Coverages, exclusions, limitations, policy terms and conditions, and eligibility for insurance or discounts may vary by state, and are subject to the underwriting guidelines and rules in effect for that state at the time of purchase. State Auto Connect and the State Auto logo are registered trademarks of State Automobile Mutual Insurance Company. © 2022 State Automobile Mutual Insurance Company. Less Time. Smart Features. Inspired Products. Small Business and Farm & Ranch insurance are just a click away with our digital platform, State Auto Connect® Have you heard about PaceSetters®, our award winning sales producer development program? Ask your State Auto representative today! PaceS P etter Program The The security you need. The name you trust. 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. APPLY TO BE AN AGENT: WWW.GUARD.COM/APPLY/ OUR PRODUCTS Businessowner’s Commercial Auto Commercial Package Commercial Property Commercial Umbrella General Liability Homeowners Personal Umbrella Professional Liability/E&O Workers’ Compensation Pay-As-You-Go options with hundreds of payroll partners!
EXHIBIT HALL FLOOR PLAN
CONVO Program | 49
IIAPAC
$5,000
Independent Insurance Agents Political Action Committee Thank you to our IIAPAC Contributors & Supporters
The Hanover Insurance Group, Inc.
$4,500
IIA of IL Region 1
$2,500
IIA of Northeastern IL Michael Mackey
$1,001 - 2,000
Chicagoland IIA
The Plexus Group, LLC
DuPage IIA
IL Farm Agents Council Michael Wojcik Chris Leming
$500 - 1,000
Chimino, Anthony Poljak, Diane Smith, Elizabeth
IIA of IL - Young Agents
Taphorn, Patrick J. Arlington/Roe
Corkill Insurance Agency (Assured Partners)
$250 - 499
AAdvantage Insurance Group LLC
Acrisure, LLC dba Presidio Arachas Group, LLC
Buttrey-Wulff-Mamminga Agency, Inc.
Chartwell Insurance Services, Inc.
Clemens & Associates, Inc.
Connor & Gallagher Ins. Services, Inc.
Cornerstone Agency, Inc.
Crum-Halsted Agency, Inc.
Cunningham Group
First State Insurance
Freiburg Insurance Agency
GCG Risk Management Consultants LLC
Guy Viti Insurance Agency, Inc.
Hruska Insurancenter, Inc.
James T. Shanahan Agency, Inc.
James Unland & Co., Inc.
Lagestee Ins. Agency, Ltd.
McCutcheon Insurance Agency, Ltd.
Oliver & Associates, LLC
Peterson Insurance Services, Inc.
Porter-Hay Insurance Agency
Ramsey Financial Services Inc.
RBN Insurance Services
Rosenthal Brothers, Inc.
Sedlak LLC dba Schmale Insurance Agency
Snyder & Snyder Agency, Inc.
The Daniel & Henry Co.
The David Agency Insurance, Inc.
The Horton Group, Inc.
TW Group Inc.
West Central Insurance Agency, Inc.
Winters, LLP
Yaekel & Associates Ins. Service, Inc.
Banterra Insurance Services
Bassler & Co. Insurance Agency
Blank’s Insurance Agency
Bob Korvas Agency, Inc.
Combined Services, Inc.
Crossroads Insurance Services
Dasco Insurance Agency, Inc.
Dykstra & Law Insurance Agency, Inc.
First State Insurance
Frisbie & Lohmeyer, Inc.
Frost Group Inc.
Heneghan, White, Cutting, & Roentz Insurance Agency
I I P Insurance Agency, Inc.
Imming Insurance Agency
Insurance Planning & Management, Inc.
Insurance Providers Group of Illinois, LLC
Langlois Insurance Agency
Leffelman & Associates, Inc.
LLC Insurance Agency, Inc.
Lohman Companies
Lutz Agency, Inc.
McMillan Insurance Services, Inc.
Meyer-Jochums Agency, Inc.
Minton Insurance & Associates, LLC
Ogden Insurance Agency, Inc.
P/L/R Insurance Services
Patton Insurance Group LLC dba Howell Insurance Agency
Paul W. Kaiser & Associates, Inc. North Shore Insurance Agency, Inc.
Ramey Insurance Agency, Inc.
S.C.D. Rea & Sons Insurance Agency
S.T. Neswold & Associates, Inc.
Saliba-Yewell Insurance Services, Inc.
Schwaller Insurance Agency, Inc.
Secure Futures, Ltd.
Sedlak LLC dba Schmale Insurance Agency
Squier Insurance Agency, Inc.
Stockyards Insurance Agency, Inc.
The Owens Group, Inc.
Wirth Agency
Charles Hruska IV
$1 - 249
1st Fed Insurance Services, LLC dba Killam Englund Ins Agency, Inc.
A & S Insurance Services LLC
A F I Insurance Agency, Inc
Affiliated Insurance Agencies
AgData Insurance Services, Inc.
Anderson Insurance Agency
Anthem Insurance Group, Inc.
Assurance Brokers, Ltd.
Bair Insurance Agency
Beck Insurance Agency
Your Independent Insurance Agents Political Action Committee (IIAPAC) who support the legislative agenda of independent agents. IIAPAC and Democratic candidates for state office.
50 | IIA of IL IIAPAC CONTRIBUTORS
CONTRIBUTORS
Beil & Stromberg Insurance
BGS Insurance Agency, Inc.
Biglow & Company, Inc. (Assured Partners)
Bob Korvas Agency, Inc.
Bob White Insurance Agency, LLC
Callender & Company
Christian Rebello
Clennon Insurance Agency
Concklin Insurance Agency, Inc.
Dozier Insurance Agency, Inc.
ENGS Insurance Agency LLC
Erland Insurance Agency
Fergurson Insurance Agency, Inc.
First Insurance Group, LLC dba FNIC
First National Insurance Services, Inc
Forest Insurance
Galena Financial Group, Inc.
GALO Insurance Agency Inc.
Graves Financial Services, Inc.
Gully & Hechler Insurance Agency
Harnist Insurance Agency, Inc.
Hartauer Insurance Agency
Henderson-Weir Agency Inc.
Heneghan, White, Cutting, & Roentz Insurance Agency
Hepner Insurance Agency, Inc.
Hill & Stone Insurance Agency, Inc.
Hi-Way Insurance Agency, Inc.
Holman-Dahms, Inc.
Inner-City Underwriting Agency, Inc.
Insurance Support Systems, Inc.
ISU Insurance Services - R. Pucin & Associates, Inc.
J. Krug & Associates, Inc.
Jackson & Gray Co., Inc.
James R Favor & Company, LLC d/b/a Favor & Company
Jennifer Jacobs
Jim Lyons Insurance Agency
Jim Simpson Insurance & Investments
Joe Black Agency, Inc.
John E. Horn & Associates, Inc.
Johnson Agency
Kane Insurance Group, Inc.
Kenneth M. Samson
Kensington Insurance
Kevin S. Dougherty Insurance Agency, LTD
Kiesewetter Insurance Agency, LLC
Kirkpatrick Jones & Herzog Ins Agy. Inc.
Koch Insurance Agency, Inc.
Lane Insurance Group, Ltd.
Leonardi Insurance Agency
Libertyville Insurance Agency
LiFonti Insurance Services, Ltd.
Lincoln Insurance Agency
Lincoln Logan/May Enterprise Ins. Agcy
MAS Insurance Consultants, Inc
Matzenbacher Insurance Agency
McKellar, Robertson, McCarty & Click Insurance Agency
Meyer Agency
Midstate Insurance Agency Inc.
Midwestern Insurance Associates Agency
Musso Insurance Agency
Myers Insurance Group, Inc.
Nold-Hamann Agency
Northern Illinois Insurance Clinic, Inc dba Marvin Uecker Insurance Agency
Northwest Ins. Services, ISU Northwest Ins. Services, Arlington Financial
Nowacki Insurance Agency
Oak Knoll Insurance Strategies
Ogden Insurance Agency, Inc.
Olds Insurance Agency
Olsick & Company Insurance
Partners Hometown Insurance Agency LLC
Partners Insurance Agency, Inc.
Patrick Roe
Peak Insurance Agency, Inc.
Pelz Agency
Premier Ag Partners, LLC
Prime Insurance Agency, Ltd.
R. C. Keller & Company
R.W. Gipson Agency, Inc.
Resource Insurance Advisors, Inc.
Richard E. Bechtold Agency, Inc.
Risk Management Solutions of America, Inc.
Robertson Ryan & Associates
Sager Insurance Group, LLC
Samson, David A.
SC Crop Insurance Inc
Siegert-Lees Insurance Services, LLC
Smart Risk Insurance LLC
Smeltzer Insurance Agency
Stateline Insurance Services, Inc.
Stoutenborough Insurance Agency
Tammi L. Irving
The Liddle Agency, Inc.
The Whitworth-Horn-Goetten Ins. Agency
The Williamson Agency
Thompson Insurance
Tony Marvin Enterprises/Dedicated Ins. Services
Ulrich Insurance Agency
VanDenBerghe Agency
W.S. Meyer & Associates, Inc.
Waterman-Neely Ins. Professionals
Wehling Insurance Agency
Weller Agency Inc.
Wiewel Bill Insurance
William Rademacher Agency, Inc dba Par Insurance Agency
(IIAPAC) supports candidates for and members of the Illinois General Assembly is a bi-partisan committee, making significant contributions to both Republican
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 above, or see an IIA of IL staff member at registration.
CONVO Program | 51
Illinois Insurance Pre-Licensing Program There really is no comparing the Illinois Insurance Pre-Licensing Program to any competitor in the state. No other provider offers as many benefits as we do! Plus, our instructors are licensed with certifications and have deep knowledge of Illinois laws and regulations - something no one else can offer! Why Choose Us? Stop wasting time and money - register now at: www.ILPrelicensing.com info@ILPrelicensing.com • (833) 99LEARN (995-3276) IL Insurance Pre-Licensing Program Competitor A Competitor B Competitor C Cost (IIA of IL Member/Non-Member) Workbook Chapter Reviews Sample Exams Online Sample Exams Online Flash Cards Online Tools Access Certification Exams Online Reviews Course Re-Take Illinois Focused $199/229 X X X X X Unlimited Time X X Free Yes $295 X X X $20 Within 1 yr Yes $209 X X Free Within 90 Days No $250 X X X Yes Competitor D $269 X X Yes
INSURPAC
CONTRIBUTORS
Thank you to the 2022 Big “I” 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
Craig Kliethermes, RLI Insurance Company
Luke Praxmarer, Corkill Insurance Agency (Assured Partners)
Platinum Club
$2,500 - 4,999
Jen Klobnak, RLI Insurance Company
Gregory Sandrock, Cornerstone Agency, Inc.
Luke Sandrock, Cornerstone Agency, Inc.
Michael Wojcik, The Horton Group, Inc.
Centennial Club
$1,000 - 2,499
Kevin Lesch, Arachas Group, LLC
Cindy Jackman, Arlington/Roe
Patrick Taphorn, James Unland & Company, Inc.
George Daly, The Horton Group, Inc.
Charles Hruska, Hruska Insurancenter, Inc.
Christopher Leming, Troxell
Jay Peterson, Peterson Insurance Services, Inc.
Bart Hartauer, Hartauer Insurance Agency
Craig Concklin, Concklin Insurance Agency, Inc.
Steven Foster, Musso Insurance Agency
Jackie Gould, Assurance Agency Ltd
Brent Jones, West’s Insurance Agency Inc
Brian Ogden, Ogden Insurance Agency, Inc.
Allyson Padilla, Blank’s Insurance Agency, LLC
Gold Club
$500 - 999
Christopher Bassler, Bassler & Co. Insurance Agency
Renee Crissie, Acrisure, LLC dba Crissie Insurance Group
Lindsey Polzin, Acrisure, LLC dba Presidio
James Sager, Sager Insurance Group, LLC
Todd Henricks, Chapman-Henricks Insurance Agency
Rebecca Korach, Chartwell Insurance Services, Inc.
Thomas Walsh, TW Group Inc.
J Phillip Lackman, IIA of IL
Todd Mickley, Mickley Insurance
Pioneer Club $250 - 499
Tyler Sandrock, Cornerstone Agency, Inc.
Kevin Dougherty, Kevin S Dougherty Insurance Agency
Keith Rademacher, William Rademacher Agency, Inc dba Par Insurance
Norman Abbott, Walter W. Schultz Agency, Inc.
Jon Cavaness, Jackson & Gray Company, Inc.
Christopher Gaddis, Donald Gaddis Co Inc
James Hallberg, Insureonline.com
Daniel Imming, Imming Insurance Agency
Matthew Langlois, Langlois Insurance Agency
Richard Lingenfelter, Lingenfelter Insurance Agency
Richard Price, Paul T Price & Son, Inc.
Gary Semmer, Assured Partners of Illinois, Inc.
James Shanahan, James T. Shanahan Agency, Inc
Founders Club $150 - 249
Clare Zanger, First State Insurance Agency - Hannibal
Mark Kakenmaster, Libertyville Insurance Agency
Daniel Kiesewetter, Kiesewetter Insurance Agency, LLC
Ronald Hechler, Gully & Hechler Insurance Agency
Bill Owens, The Owens Group, Inc.
William Snow, The Snow Group, Ltd
George Stone, Hill & Stone Insurance Agency Inc
Supporter
$1 - 149
Diana Sponholz-Avarado, TW Group, Inc.
Larry Abbe, Abbe Insurance Agency, Inc.
Jack Baylor, Baylor Insurance Agency
Dale Blankenship, Forsyth Insurance Group
Eric Brammeier, SC Crop Insurance Inc
Larry Crouch, Monge, Crouch & Mahoney, Inc.
Jeff Donnan, West Central Insurance Agency, Inc.
Brent Dykstra, Dykstra & Law Insurance Agency, Inc.
Dan Frost, Frost Group Inc
George Germanos, Northwest Insurance Services
Larry Goss, Larry Goss Insurance Agency
Mark Jenner, Assurity Insurance Agency, Inc.
Robert Korvas, Bob Korvas Agency, Inc.
Craig Moore, Legacy Insurance Enterprises LLC
Louis Palanca, Hi-Way Insurance Agency, Inc.
Kris Sandrock
Charles Squier, Squier Insurance Agency Inc.
Duane Straughn, Straughn Insurance Agency
Pat VanDeVelde, Peak Insurance Agency, Inc.
Mary Walsh, TW Group Inc.
Julie Gromacki, TW Group Inc.
Ron Beck, Beck Insurance Agency
Mary Bluhm, TW Group Inc.
Bradley Freshour, TW Group Inc.
Pat O’Malley, TW Group Inc.
CONVO Program | 53
IIA OF IL BOARD
Chairperson
Executive Committee
Jay Peterson, AFIS, LUTC Clinton (217) 935-6605 jay@peterson.insurance
President
Kevin Lesch, CBC Bartlett (630) 830-3232 klesch@arachasgroup.com
President-Elect
Allyson Padilla, AAI Olney (618) 393-2195 allyson@blanksinsurance.com
National Director
George Daly Orland Park (708) 845-3311 george.daly@thehortongroup.com
Vice President
Patrick Taphorn, CIC, CSRM Pekin (309) 347-2177 ptaphorn@unland.com
Secretary/Treasurer
Cindy Jackman, CIC, CISR Carbondale (618) 201-1265 cjackman@arlingtonroe.com
At-Large Board Members
Amiri Curry - Schaumburg (847) 463-7280 amiri.curry@MarshMMA.com
Jeff McMillan, LUTCF - Gilman (815) 265-4037 jeff@mcmillanins.com
Patrick Muldowney, JD - Chicago (312) 595-7192 patrick.muldowney@alliant.com
Luke Sandrock - Morrison (815) 772-2793 lsandrock@2cornerstone.com
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
54 | IIA of IL
Get Involved!
BOARD
OF DIRECTORS
Region 1
Regional Directors Committee Chairs
AIS Board President
James Sager - Dahlgren (618) 322-9891 james@sagerins.com
Region 2
Ray Roentz, CIC - Jerseyville (618) 639-2244 ray.roentz@hwcrins.com
Region 3
Christopher Leming - Springfield (217) 321-3185 cleming@troxellins.com
Region 4
Bart Hartauer, CIC - LaSalle (815) 223-1795 hartauer@hartauer.com
Region 5
Noele Tatlock - Pekin (309) 642-6855 ntatlock@unland.com
Region 6
Thomas Evans Jr. - Crystal Lake (779) 220-6564 tevans@crumhalsted.com
Region 7
David Jenk, Esq. - Chicago (312) 239-2717 djenk@nwibrokers.com
Region 8
Charles Hruska, IV, AU, AINS - Chicago (708) 798-5700 chas@hruskains.com
Region 9
Lindsey Polzin, CIC - Naperville (630) 513-6600 lpolzin@presidiogrp.com
Region 10
Mohammed Ali - Evanston (847) 847-2126 mali@aliminsurance.com
Bill Lawrence, CIC - Bloomington (309) 827-0007 blawrence@plrinsurance.com
Education
Lisa Lukens, CISR Elite - Herrin (618) 942-2556 salibainsurance@gmail.com
Farm Agents Council
Steven Foster - Virden (217) 965-4663 s.foster@ciagonline.com
Government Relations
Dustin Peterson - Clinton (217) 935-6605 dustin@peterson.insurance
Planning & Coordination
Nick Gunn, CIC - Peoria (309) 691-1300 nickgunn@nixonagency.com
Technology
Brian Ogden, CIC, AFIS - Petersburg (217) 632-2206 brian@ogdeninsurance.com
Young Agents
Renee Crissie - Rosemont (224) 217-6577 renee@crissieins.com
CONVO Program | 55
R. W. Hosmer, Chicago (1899-1900, 1905-1906)
John Wachenheimer, Peoria (1900-1901)
Charles P. Whitney, Chicago (1901-1902)
Clarence S. Pellet, Chicago (1902-1903)
Frank Dooing, Springfield (1903-1904)
R. F. Streuver, Peru (1904-1905)
S. D. Section, East St. Louis (1906-1907)
Adam Spitler, Mattoon (1909-1910)
Henry F. Arnold, Galesburg (1910-1911)
John H. Wood, Bloomington (1911-1912)
Charles F. Hildreth, Freeport (1912-1913)
Shirley E. Moisant, Kankakee (1913-1914)
N. W. Tomblin, Aurora (1914-1915)
E. R. Partlow, Danville (1916-1917)
George North Taylor, Streator (1917-1918)
A. A. Bartlett, Galesburg (1918-1920)
J. S. Giberson, Alton (1920-1922)
A. J. Anderson, Kewanee (1922-1924)
Ross C. Sherman, Waukegan (1924-1926)
J. M. Newberger, Chicago (1926-1928)
Robert W. Troxell, Springfield (1928-1932)
Rockwood Hosmer, Chicago (1932-1933)
Alvin S. Keys, Springfield (1933-1935)
Frank J. Budelier, Rock Island (1935-1937)
Herbert Stewart, Chicago (1937-1938)
William H. Jennings, Jr., Rockford (1938-1940)
Lyle H. Gift, Peoria (1940-1941)
N. McCullogh Winters, Quincy (1941-1943)
James H. Beattie, Rockford (1943-1945)
Merle A. Read, Joliet (1945-1946)
Russell L. Sprouse, Springfield (1946-1948)
Lymand D. Drake, Jr., Chicago (1948-1949)
Frank H. Hawk, Peoria (1949-1951)
W. H. Redeker, Centralia (1951-1953)
William P. Morrisey, Alton (1953-1954)
H. W. Mullins, CPCU, Rockford (1954-1955)
Joseph F. Prola, Springfield (1955-1956)
Joseph A. Naughten, Chicago (1956-1957)
Charles A. Bryant, Peoria (1957-1958)
Frank R. Miley, CPCU, Peoria (1958-1959)
Fred O. Waller, Galva (1959-1960)
Harry C. Parrish, Paris (1960-1961)
James S. Woodworth, Jr., CPCU, Robinson (1961-1962)
Thomas K. Sprague, Jr., Joliet (1962-1963)
Robert L. Shade, Decatur (1963-1964)
Robert B. Stitt, Chicago (1964-1965)
Cal W. Schuneman, CPCU, Prophetstown (1965-1966)
Leland R. Crank, East St. Louis (1966-1967)
Peter M. Wolff, Chicago (1967-1968)
Robert L. Newell, CPCU, Ashland (1968-1969)
Jack E. Deveau, CPCU, Rockford (1969-1970)
H. Bernard Jacobs, Bloomington (1970-1971)
Richard G. Jones, Mattoon (1971-1972)
Jack Payan, CPCU, Palos Heights (1972-1973)
Marvin R. Marsh, Champaign (1973-1974)
Warren Osenberg, DeKalb (1974-1975)
William L. Laird, CPCU, Batavia (1975-1976)
Harold E. Parr, Princeton (1976-1977)
Gerald Butts, CPCU, Moline (1977-1978)
Arthur L. Tyler, Champaign (1978-1979)
Edward D. Bowman, CPCU, Westmont (1979-1980)
James M. Hardesty, Peoria (1980-1981)
L. Dwayne Query, Rochelle (1981-1982)
David B. Lowe, CPCU, Sterling (1982-1983)
Richard B. Baker, CPCU, Arlington Heights (1983-1984)
Larry Rollings, CIC, Arcola (1984-1985)
Roy E. Robinson, CPCU, CAE, Springfield (1984-1985) Honorary
Ralph Swank, Jr., CPCU, Waukegan (1985-1986)
Bruce Osenberg, DeKalb (1986-1987)
Dale McNeely, Taylorville (1987-1988)
Ronald M. Whitaker, CIC, New Lenox (1988-1989)
William S. Beam, Moline (1989-1990)
Edward W. Bowman, Burr Ridge (1990-1991)
Thomas J. Tropp, Chicago (1991-1992)
PRESIDENTS
56 | IIA of IL
IIAI PAST
PRESIDENTS
Ray Mead, Peoria (1952-1955)
Walter A. Corcoran, Quincy (1953-1954)
E. E. Bartlett, Moline (1954-1955)
Don Amos, DeKalb (1955-1956)
John B. Read, Sr., Chicago (1956-1958)
George R. Dressler, Chicago (1958-1959)
Orville L. Varland, Rockford (1959-1961)
Ira C. Johnson, Aurora (1961-1963)
Wayne E. Varland, Rockford (1963-1964)
J. E. Russell, Glen Ellyn (1964-1965)
Fred Moe, Springfield (1965-1966)
Herbert Richter, Mt. Carroll (1966-1967)
Dale R. Bybee, Quincy (1967-1968)
Frank E. Roth, Jr., New Windsor (1968-1969)
Gilbert J. Koenning, Beecher (1969-1970)
Ellsworth Windett, Yorkville (1970-1971)
Curt Mahaffey, El Paso (1971-1972)
R. E. Sechler, CIC, Rockford (1972-1973)
Dean Lyman, DeKalb (1973-1974)
John C. Alexander, CIC, Danville (1993)
George W. Boehm, CIC, Libertyville (1994)
David C. Lacine, CPCU, Arlington Heights (1995)
Don “Chip” Frank, CIC, Bloomington (1996)
Bryce Carey, Hinckley (1997)
Gary Semmer, CIC, Glen Ellyn (1998)
Julie M. Hearring, CIC, Olney (1999)
Gene Sberna, CIC, Lake Forest (2000)
Dino Gavanes, CIC, Itasca (2001)
Paul Verisario, CPIA, Inverness (2002)
Ken Wagler, LUTCF, Peoria (2003)
Brian M. McSherry, CIC, Flanagan (2004)
James W. Ander, Burr Ridge (2005)
Allen D. Karch, CIC, Champaign (2006)
Brian Konen, CIC, Aurora (2007)
Ken Samson, CIC, Deerfield (2008)
William L. Ryan, Maroa (2009)
Luke F. Praxmarer, CPCU, AAI, Palatine (2010)
Todd C. Henricks, Cerro Gordo (2011)
Thomas J. Walsh, Jr., Westmont (2012)
Philip “Mike” Beard, Mt. Vernon (2013)
Charles E. Hilson, South Holland (2014)
Gregory A. Sandrock, CIC, AFIS, Tampico (2015)
PIA
C. Keith Smith, Springfield (1974-1975)
John R. Stone, CIC, Elgin (1975-1976)
F. G. Brown, CIC, Decatur (1976-1977)
Harold G. Nixon, Peoria (1977-1978)
Walter K. Blake, Arlington Heights (1978-1979)
Marvin F. Uecker, CIC, Lena (1979-1980)
Jacob P. Sommer, CIC, Oak Brook (1980-1981)
Willard W. Bockler, Metamora (1981-1982)
Charles C. Masching, Mattoon (1982-1983)
Norris L. Beren, CIC, Des Plaines (1983-1984)
Richard Bybee, CIC, Quincy (1984-1985)
Keith Caywood, CIC, Plano (1985-1986)
David H. Nixon, CIC, Peoria (1986-1987)
Bob H. Smeltzer, CIC, Rock Falls (1987-1988)
Sharon K. Heaton, Pontiac (1988-1989)
Dave Tebben, CIC, Pekin (1989-1990)
R. J. Pohl, CIC, Belleville (1990-1991)
Tom Franzen, CIC, Mt. Olive (1991-1992)
IIA of IL
Cindy Jackman, CIC, CISR, Carbondale (2016)
Rick Sutton, Petersburg (2017)
Ryan Hite, Peoria (2018)
Patrick Muldowney, Chicago (2019)
Bill Wirth, Waterloo (2020)
Don Blank, Olney (2020) Honorary
George Daly, Orland Park (2021)
Jay Peterson, Clinton (2022)
CONVO Program | 57
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 Herbert L. Regan, Joliet
1946 Lyle H. Gift, Peoria
1949 Walter M. Sheldon, Chicago
1951 Merle A. Read, Joliet
1952 Emil L. Lederer, Chicago
1953 Alvin S. Keys, Springfield
1954 Alan I. Wolff, Chicago
1955 Frank H. Hawk, Peoria
1956 Lyman M. Drake, Jr., Chicago
1957 H. W. Mullins, CPCU, Rockford
1958 W. H. “Red” Redeker, Centralia
1959 Joseph F. Prola, Springfield
1962 Frank R. Miley, CPCU, Chicago
1963 Robert L. Newell, CPCU, Ashland
1964 Harry C. Parrish, Paris
1965 N. McCullough Winters, Quincy
1966 James S. Woodworth, Jr., CPCU, Robinson
1968 Sanford H. Lederer, CPCU, Chicago
1969 Thomas K. Spraque, Jr., Joliet
1970 Robert L. Shade, Decatur
1971 George J. Nicoud, Springfield
1972 Robert B. Stitt, Palos Heights
1973 Calvin W. Schuneman, CPCU, Prophetstown
1974 Eugene F. Gallagher, Chicago
1975 Peter M. Wolff, Chicago
1976 Jack W. Gift, Peoria
1977 Warren Osenberg, DeKalb
1978 Jack Payan, CPCU, Palos Heights
1981 Jack E. Deveau, CPCU, Rockford
1982 Gerald L. Butts, CPCU, Moline
1983 William L. Laird, CPCU, Batavia
1985 L. Dwayne Query, Rochelle
1986 Richard B. Baker, CPCU, Chicago
1987 Arthur L. Tyler, Champaign
1988 James M. Hardesty, Peoria
1989 Marvin Marsh, Champaign
1991 Roy E. Robinson, CPCU, CAE, Springfield
1993 Edward W. Bowman, Burr Ridge
1993 David H. Nixon, CIC, Peoria
1995 Don Blank, Olney
1997 Sharon Heaton, CIC, Pontiac
1998 Ronald M. Whitaker, CIC, New Lenox
1999 Dale W. McNeely, Taylorville
2001 John Alexander, CIC, Danville
2003 David Lacine, CPCU, Elmhurst
2005 Kenneth E. Wagler, LUTCF, Peoria
2006 Daniel Pancake, Chicago
2007 Gary Semmer, CIC, Glen Ellyn
2008 Dino Gavanes, CIC, Itasca
2010 Paul Verisario, CPIA, Des Plaines
2011 Gene Sberna, CIC, Lake Forest
2012 Julie Hearring, CIC, Olney
2013 Brian M. McSherry, CIC, Pontiac
2014 Charles F. Schramm, CIC, CPCU, AAI, ARM, CRM, Deerfield
2015 Dennis W. Garrett, CIC, Taylorville
2017 Cynthia K. Jackman, CIC, Carbondale
2018 Luke Praxmarer, CPCU, AAI, Elk Grove Village
2019 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, 2020 and 2021.
58 | IIA of IL
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