e-Insight - January 2022 - Non-Member

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JANUARY 2022

INSIGHT PERPETUATION

for Independent Agents

Pathways to Agency Ownership Funding Agency Perpetuation

Plus

How to Guide Young Producers to Long-Term Success


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ufginsurance.com/online © 2021 United Fire & Casualty Company. All rights reserved.


Editor & Graphic Design - Rachel Romines

|

Advertising - Tami Hubbell

January 2022

CONTENTS 12

22

24

27

12 18 19 20 22 24 26 27

Funding Agency Perpetuations: It Pays to Plan

By Kelly Drouillard

Key Components of a Perpetuation Plan

By Carey Wallace

Perpetuation for Independent Agents - Big “I” Resources Succession or Perpetuation?

By Al Diamond

In With the New: How to Guide Young Producers to Long-Term Success

By Susan Toussaint

Winning the Talent War

By WAHVE

IIA of IL Hiring Resources How Marketing Can Lead to Hiring

By Daniel Smith

In This Issue

The Independent Insurance Agents of Illinois (IIA of IL) has been providing members with a sustainable competitive advantage since 1899.

7 9 11 17 28

Brett’s 2 Sense Trusted Choice Government

e-Insight Associate News

31 32 32 33 34

Board of Directors Profiles Agency Members in the News Farm Agents Council IIA of IL News Classifieds

info@iiaofil.org | www.iiaofil.org | (800) 628-6436 or (217) 793-6660 | Fax: (217) 793-6744

2009 • 2010 • 2011 • 2012 • 2013 • 2014 2015 • 2016 • 2017 • 2019 • 2020 • 2021

Insight is the official publication of the Independent Insurance Agents of Illinois (IIA of IL). The magazine is published monthly for the members of the IIA of IL, with the office located at 4360 Wabash Avenue, Springfield, Illinois 62711-7009; Consumer Website: www.ChooseIndependent.com. The IIA of IL welcomes letters discussing concerns of the insurance industry, articles, editorials, other matters of interest to the membership. The editor reserves the right to edit and select submissions for publication. Address submissions for review to Rachel Romines at rromines@iiaofil.org. For advertising information, contact Tami Hubbell at thubbell@iiaofil.org.


ADVERTISERS

Board of Directors Executive Committee

Chairman of the Board | George Daly (708) 845-3311 | george.daly@thehortongroup.com President | Jay Peterson, AFIS, LUTCF (217) 935-6605 | jay@peterson.insurance President-Elect | Kevin Lesch (630) 830-3232 | klesch@arachasgroup.com Vice President | Allyson Padilla (618) 393-2195 | allyson@blanksinsurance.com Secretary/Treasurer | Cindy Jackman, CIC, CISR (800) 878-9891 x8745 | cjackman@arlingtonroe.com IIABA National Director Gregory A. Sandrock, CIC, AFIS (815) 438-3923 | gregsandrock@2cornerstone.com

Regional Directors Region 1 | James Sager (618) 322-9891 | jball36@hotmail.com Region 2 | Ray Roentz (618) 639-2244 | ray.roentz@hwcrins.com Region 3 | Christopher Leming (217) 321-3185 | cleming@troxellins.com

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APPLIED UNDERWRITERS

8

BERKSHIRE HATHAWAY GUARD INS. GROUP

8

BIG “I” MARKETS

5

ENVISION

16

GRINNELL MUTUAL

10

IPMG

15

JM WILSON

Cover Tip 35

OMAHA NATIONAL SECURA

2

UNITED FIRE GROUP

6

WEST BEND MUTUAL INSURANCE CO.

Region 4 | Bart Hartauer, CIC (815) 223-1795 | hartauer@hartauer.com Region 5 | Noele Tatlock (309) 642-6855 | ntatlock@unland.com Region 6 | Thomas Evans, Jr. (779) 220-6564 | tevans@crumhalsted.com Region 7 | David Jenk, Esq. (312) 239-2717 | djenk@nwibrokers.com Region 8 | Charles Hruska (708) 798-5700 | chas@hruskains.com Region 9 | Lindsey Polzin (630) 513-6600 | lpolzin@presidiogrp.com Region 10 | Christopher Bassler, CLCS (847) 480-0800 | cbassler@basslerins.com At-Large Director | Amiri Curry (847) 797-5700 | acurry@assuranceagency.com At-Large Director | Bennie Jones (312) 960-6206 | bjones@rmsoa.com At-Large Director | Michael-Charles Hilson (708) 333-3378 | mhilson@gbgins.com At-Large Director | Jeff McMillan (815) 265-4037 | jeff@mcmillanins.com At-Large Director | Patrick Muldowney (312) 595-7192 | patrick.muldowney@alliant.com

Committee Chairs Budget & Finance | Cindy Jackman, CIC, CISR (800) 878-9891 x8745 | cjackman@arlingtonroe.com Education | Lisa Lukens (618) 942-2556 | salibainsurance@gmail.com Farm Agents Council | Steve Foster (217) 965-4663 | s.foster@ciagonline.com Government Relations | Patrick Taphorn, CIC, CSRM (309) 347-2177 | ptaphorn@unland.com IIAPAC | Dustin Peterson (217) 935-6605 | dustin@peterson.insurance Planning & Coordination | Nick Gunn, CIC (309) 691-1300 | nickgunn@nixonagency.com Technology | Brian Ogden (217) 632-2206 | brian@ogdeninsurance.com Young Agents | Renee Crissie (224) 217-6577 | renee@crissieins.com

IIA of Illinois Staff Director of Information and Technology Shannon Churchill - (217) 321-3004 - schurchill@iiaofil.org

Director of Government Relations Evan Manning - (217) 321-3002 - emanning@iiaofil.org

Director of Education and Agency Resources Brett Gerger, CIC - (217) 321-3006 - bgerger@iiaofil.org

Office Administrator Kristi Osmond, CISR - (217) 321-3007 - kosmond@iiaofil.org

Accounting & Admin Services Tami Hubbell, CIC - (217) 321-3016 - thubbell@iiaofil.org

Director of Communications Rachel Romines - (217) 321-3024 - rromines@iiaofil.org

Director of Human Resources, Board Admin Jennifer Jacobs, SHRM-CP Director of Membership Services Tom Ross, CRIS, CPIA - (217) 321-3013 - jjacobs@iiaofil.org - (217) 321-3003 - tross@iiaofil.org Sr. Vice President/Chief Financial Officer Mark Kuchar Products & Services Administrator Janet White, CISR - (217) 321-3015 - mkuchar@iiaofil.org - (217) 321-3010 - jwhite.indep12@insuremail.net Chief Executive Officer Phil Lackman, IOM Director of Prof. Liability & Ins. Products Carol Wilson, CPIA - (217) 321-3005 - plackman@iiaofil.org - (217) 321-3011 - cwilson.indep12@insuremail.net Central/Southern Marketing Representative Lori Mahorney, CISR Elite - (217) 415-7550 - lmahorney@iiaofil.org

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Thank You! Agents

We appreciate your support in 2021 and wish you the very best for the new year.

Commercial Lines | Personal Lines

See state availability at www.guard.com

8

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january 2022


Expand Your Marketing Utilize the Marketing Reimbursement Program from Trusted Choice® All members have access to over $2,000 in funds!

Use towards… Online banner ads Social media advertising Nextdoor Ads Upgraded website And more! Full details at: trustedchoice.independentagent.com/MRP


INSURANCE PROGRAM MANAGERS GROUP CLAIMS MANAGEMENT SERVICES

IN THE WORLD OF INSURANCE, CLAIMS DO HAPPEN. IPMG’s Claims Management Services division (CMS) is that partner. As a full-service claims management company, IPMG CMS accepts the responsibility and expects to be held accountable for the results we achieve on behalf of our clients.

SERVICES AND RESOURCES: » » » »

» » » » » » » » » »

Workers’ compensation claims management Property and liability claims management Auto liability and physical damage claims management Professional liability claims management » Strong emphasis on public entity and long-term care sectors Nurse case management Risk management/loss control Medical bill review Pharmacy benefit management Aggressive litigation management Utilization review Electronic claim reporting with immediate acknowledgment and adjuster assignment 4-hour assigned adjuster contact on every claim Online claim review including adjuster notes and financials Industry leading analytics with national database for benchmarking purposes

INTERNAL QUALITY CONTROL AND COST CONTAINMENT PRACTICES: » Adjuster book of business analysis – to ensure workload does not affect service levels » Closing ration analysis – a monthly review to ensure adjusters are achieving maximum production » Claims diary tracking » Formal litigation handling guidelines and practices » Comprehensive medical bill review – average 59% cost reduction » Pharmacy benefit program – average 35% cost reduction » ISO claims search » Medicare section 111 data reporting and compliance

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BOB SPRING

Sr. VP, Claims Management Services Mike.Castro@ipmg.com 630.485.5895

VP, New Business Development Bob.Spring@ipmg.com 630.485.5885







YOUR CUSTOMERS’ SPECIALTIES OUR RELIABLE SERVICE We believe in serving restaurant owners with the same reliability and responsiveness their patrons receive. That’s why we offer customized coverages and outstanding claims service. Trust in Tomorrow.® Learn more today. AUTO | HOME | FARM | BUSINESS

grinnellmutual.com “Trust in Tomorrow.” and the “Grinnell Mutual” are registered trademarks of Grinnell Mutual Reinsurance Company. © Grinnell Mutual Reinsurance Company, 2022.


e INSIGHT -

online journal at www.iiaofil.org/Resources/Insight

JA N U AR Y 20

22

INSIGH T PERPE

for Ind ep

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nt Ag ents

Pathw ays to Agenc y Own Fundin ership g Agen cy Perp etuatio Plus n How to to Long Guide You ng -Ter m Succe Producers ss

Key Tips for Young Agents

Successful Perpetuation Plan

to a

By Andrew Muller In this month’s e-Insight.

january 2022

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No matter where you are in the hiring cycle, IIA of IL has a solution to fit your needs.

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.

Recruit

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!

SCHOLARSHIP FUNDS

Train

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

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).

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.

HR RESOURCES

Retain

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.

FIND OUT MORE: WWW.IIAOFIL.ORG/PRODUCTS-SERVICES/NON-INSURANCE-PRODUCTS-SERVICES 26

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INSIGHT | associate news Thank you to our Associate Members.

Diamond Level

Platinum Level

Progressive Surplus Line Association of Illinois

Gold Level AAA Insurance Arlington/Roe Blue Cross/Blue Shield of IL Keystone Insurance Group, Inc. Pekin Insurance

Silver Level Grinnell Mutual Reinsurance Company Imperial PFS

IMT Insurance West Bend Mutual Insurance Co.

Bronze Level A. J. Wayne & Associates AMERISAFE AmTrust North America Auto-Owners Insurance Co. Badger Mutual Insurance Company Berkshire Hathaway Guard Insurance Companies Chubb ClickVSC Columbia Insurance Group Continental Western Group Cowbell Cyber CRC Group Donald Gaddis Company, Inc. Donegal Insurance Group EMC Insurance Encompass Insurance Encova Insurance Foremost Choice Property & Casualty Foremost Signature Auto & Home Forreston Mutual Insurance Company Frankenmuth Insurance Grange Insurance Homeowners of America Insurance Company Illinois Mine Subsidence Ins. Fund Illinois Public Risk Fund Indiana Farmers Insurance Insurance Program Managers Group 28

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J C Restoration J M Wilson Kemper Liberty Mutual/Safeco Insurance Madison Mutual Insurance Company Marble Box Marsh, Berry & Company Maximum Independent Brokerage, LLC Mercury Insurance Group Midwest Insurance Company Nationwide Previsor Insurance PuroClean Emergency Restoration Services RT Specialty - Naperville Restoronics Sensa, Inc. ServiceMaster DSI Society Insurance Specialty Risk of America Synergy Select The McGowan Companies Travelers UIG - The Agent Agency United Fire Group Utica National Insurance Group W. A. Schickedanz Agency, Inc./Interstate Risk Placement Western National Insurance Westfield january 2022


associate news | INSIGHT Donald Gaddis Co. Hires David Shapiro as Brokerage Associate Wholesale broker Donald Gaddis Company is pleased to announce that David Shapiro has joined us as a Brokerage Associate specializing in hard to place Property and Inland Marine accounts, as well as many classes of General Liability and layered insurance programs. David is looking forward to building relationships with both our retail insurance agency partners and our appointed carriers. He brings over two decades of insurance industry experience with a focus on surplus lines. His recent employer was Avondale Insurance, where he underwrote on behalf of Lloyds. Prior to that he worked as a staff member at Seneca Insurance Company, as well as with brokerage firms AON and USI Midwest.

Sensa Auto Insurance Launches in Illinois

Sensa Auto Insurance launches in Illinois on January 4, 2022, selling exclusively through independent agents. Sensa is the first proactive insurance company, providing all policyholders with real-time premium services at no extra cost. All agents partnering with Sensa benefit from a shortened claims process with pre-filled information and overall ease of doing business. “I am excited to bring Sensa’s life-saving services to the people of Illinois,” said Danny Vehovic, National Director of Business Development at Sensa. “Working in the personal lines space for almost a decade, I know Sensa is a gamechanger in what agents can offer their customers.” Founded by a medical doctor, Sensa prides itself on including lifesaving services activated during an emergency – at competitive prices. Bringing professional support and insurance expertise to the scene of the accident reduces the burden and hassle typically associated with an accident or a loss. For more information, visit www.joinsensa.com or contact Danny at danny.v@joinsensa.com.

Encova Insurance Receives IVANS Digital Insurer Awards in Commercial Lines and Personal Lines

Encova Insurance is a recipient of the IVANS Gold Digital Insurer award in commercial lines and the IVANS Silver Digital Insurer award in personal lines. Encova received the recognition for its ability to provide connectivity and automate information exchange with agency partners across the policy lifecycle – from marketing and quoting to servicing and renewals. “Through our partnership with IVANS, we’ve been able to improve the experience for our appointed agents and deliver on our mission to be the most trusted and responsive provider of industry-leading solutions,” Encova Executive Vice President and Chief Strategy Officer John Kessler said. “Recognition like this is a testament to the hard work and dedication of our teams. We are humbled to have received the award in commercial lines for three years running, and we are thrilled to now add this honor in personal lines.” january 2022

Commercial Lines Encova scored the highest and was ranked No. 1 out of the approximately 400 carriers doing commercial lines business with IVANS. Earning gold status indicates Encova is in the top percentile of digital technology adoption when compared to its peers. Since launching its innovative commercial lines solution, Encova has written over $1 billion in commercial lines premium on its platform. The solution is now available to independent agents in 19 states: Illinois, Indiana, Iowa, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Nebraska, New Hampshire, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia and Wisconsin. Personal Lines Encova recently launched a transformation of its personal lines offerings, helping to earn the organization silver status. The transformation has included moving agents in eight states onto an industry-leading digital platform and will soon include putting Encova’s entire book of business on the modern, state-of-the-art system. IVANS Digital Insurer awards recognize insurers’ commitment to supporting independent agents’ need for digital connectivity. Encova has integrated dozens of state-of-the-art products to create a cutting-edge digital experience for agents, policyholders and associates. The personal lines transformation continues with Encova launching its new smart technology solutions to even more states in 2022.

Rockford Mutual Announces Staff Changes

Dan Yesbeck, previously the Director of Information Technology, has been promoted to Assistant Vice President (AVP) of Information Technology. Dan will continue to oversee our software development and infrastructure team and help grow Rockford Mutual Insurance Company into a strong competitor within the P&C market. Arica Plautz, previously an Agency Coordinator for Rockford Agency, a subsidiary of Rockford Mutual, has been promoted to Agency Manager. In her new role, Arica will lead the Agency staff in growing and expanding into new markets. Jessica Burns has joined Rockford Mutual as a Pricing Analyst in the Research & Development Department. She recently graduated from UW-Madison with a Bachelor of Science degree in Mathematics and Economics. Marcy Savage also joined Rockford Mutual as a Marketing Representative for Eastern Wisconsin. Marcy will be taking the place of Donna Murphy, who retires at the end of 2021. Marcy comes to us with 20+ years of experience in the insurance industry.

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INSIGHT | associate news | Rockford Mutual Insurance Company Releases New Mobile App for Policyholders

Rockford Mutual Insurance Company (RMIC) has developed and released a new mobile application, Rockford Express Mobile. This new app will benefit all Rockford Mutual policyholders. Using Rockford Express Mobile, policyholders can view their coverages, ID cards, documents, and policy details; tap to call for roadside assistance, pay their bill, review their claims history, and get in touch with their local Rockford Mutual Insurance Agent, all from their mobile device. Rockford Mutual policyholders can find Rockford Express Mobile in the Apple App Store and in the Google Play Store.

SECURA Insurance Donates $37,500 to Nonprofits in Honor of Agency Partners

SECURA Insurance will donate $37,500 to 26 nonprofit organizations through a #GivingTuesday contest designed to help independent insurance agencies support organizations in their communities. Agents nominated local nonprofits through the #SECURAGivesBack campaign. Twenty-six participating agencies were selected at random to receive a $1,250 donation to a nonprofit of their choice. SECURA also donated an additional $5,000 to one agency’s nominated nonprofit in honor of the campaign’s fifth anniversary. Illinois winning agencies and the nonprofits that will benefit include: • Industrial Insurance Associates, an Acrisure LLC Partner benefiting St. Coletta’s of Illinois • Murfee & Weishaar Insurance benefiting Community Support Systems For additional information about the company’s charitable giving and community support, visit secura.net/community.

SECURA Insurance Welcomes Christine Cousineau as Chief Financial Officer, Announces Upcoming Retirement of Jeff Kargus SECURA Insurance announced the upcoming retirement of Jeff Kargus, Vice President and Chief Financial Officer, and welcomed Christine Cousineau as its next Chief Financial Officer.

Christine Cousineau joined the company in October 2021 after working for Thrivent Financial, where from 2007-2020 she served as CFO and then COO of Thrivent Credit Union, and, in July 2020, became President & CEO of Thrivent Credit Union. She led the credit union to achieve financial and membership goals, developed organizational strategies, and launched several programs to serve members. Cousineau also led several significant conversions to position the credit union for growth, all while maintaining high levels of employee engagement. Most recently, she navigated an unprecedented year, leading the credit union and serving members with excellence in the midst of the pandemic. Prior to this, Cousineau worked in public accounting for Grant Thornton and Spurlock, Runyan, Miller & Associates, and was previously a SECURA associate in internal audit, accounting, and finance.

BluSky Restoration Contractors Announces Merger with Illinois-Based J.C. Restoration, Inc.

BluSky Restoration Contractors, LLC, a leading national property restoration company in the U.S., has announced a merger with Rolling Meadows, Illinois-based J.C. Restoration, Inc. (JCR). The merged companies will continue as BluSky Restoration Contractors, operating 41 offices in 18 states from coast to coast. In addition to restoration services currently provided by J.C Restoration, Inc., BluSky plans to add its commercial roofing and healthcare restoration business lines to the Illinois markets. Founded in 1982, J.C. Restoration, Inc. is a family-owned and operated restoration firm that has successfully restored damaged properties in the greater Chicagoland area for thousands of home and business owners. JCR president Warner Cruz will step away from day-to-day operations of the merged company and join the BluSky corporate development team. Kent Stemper will continue as CEO of the merged firm. This announcement is the eighth in a strategic plan of mergers and acquisitions in the last four years to support BluSky growth. BluSky has grown from a privately-owned Colorado startup in 2004 to one of the largest national restoration firms in the United States.

Jeff Kargus joined SECURA in 2003 and served as Controller and VP-Controller before becoming Chief Financial Officer in 2016. Kargus led the areas of financial analysis and planning, financial reporting, enterprise risk management, investments and treasury activities, expense management, and external compliance and tax reporting. He will retire in March 2022.

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Board of Directors Profiles

David Jenk, J.D., CLCS, SBCS Region 7 Director

Northwest Insurance Brokers, Chicago, IL Executive Director Number of Years with Agency: 8 Year You Started in Insurance: 2013 What do you feel are major challenges facing our Association today? Most independent agencies face the challenge of scalability, which hinders their ability to immerse thoroughly in all the facets of the trade. From government regulations to market saturation and internal operations, these obstacles are difficult to approach in isolation. What suggestions do you have to respond to these challenges? The IIA of IL unites independent agents, so they are better equipped to face these challenges. Collaboration is the ultimate response to overcoming objectives. The strong network the IIA provides helps to bridge the gaps many independent agents face. What do you see at the greatest benefit to IIA of IL membership? The IIA allows for members to associate with individuals from various divisions of the insurance industry. Members share common obstacles and goals and learn from each

other, and together become a stronger unit to make a difference for the betterment of the industry and the clients we serve. What prompted you to get involved in the Association? At the suggestion of a colleague, I attended a local IIA event in Chicago. The experience was positive, and I met many individuals that had similar goals and interests which aligned with mine. Since then, I have continued to stay involved with the Association on multiple levels.

Lindsey Polzin, CIC Region 9 Director

Presidio, Naperville, IL Executive Vice President Operations Number of Years with Agency: 5 Year You Started in Insurance: 2000 What do you feel are major challenges facing our Association today? Membership engagement is a major challenge. What suggestions do you have to respond to these challenges? We need to find a way to continue to connect with the membership and encourage them to connect with each other - in person, virtually, blogs, classes, etc. What do you see at the greatest benefit to IIA of IL membership? Education - but I mean that in such a broad term. There is regular CE education, political/legislative education, networking and learning from your peers, etc. january 2022

Lindsey previously volunteered on the board as Chair of the Young Agents and Education Committees. insight

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INSIGHT | agency members in the news Walter W. Schultz Agency, Inc. Celebrates 99th Anniversary

The Walter W. Schultz Agency, Inc., located in Lansing, IL, will celebrate their 99th anniversary on January 23, 2022. Founded in 1923, the agency prides itself on serving their community and providing excellent service to their customers. The goal of the agency has been, and continues to be, to provide coverage with great insurance so clients can live their best lives. The Walter W. Schultz Agency, Inc. also serves customers in Indiana. Congratulations to the team at Walter W. Schultz Agency, Inc.!

The Farm Agents Mid-Winter Education Meeting is the premier event for those in the Illinois farm, agri-business, and crop insurance to come together for networking, education and an industry specific trade show. This event draws over 100 agents all from all throughout Illinois, to learn about the impacts our industry is facing, legislative changes, and so much more. Learn how your business can grow, thrive and adapt to our ever-changing world with speakers Rick Pitts and Evan Manning.

www.ILFarmAgents.com 32

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iia of il news | INSIGHT

Education Classes january

4 6 11 12 12 18 18 19 20 25 26 27

Pre-Licensing-Property & Casualty Virtual CISR-Agency Operations Virtual Agent’s E&O: Defenses and Preventions Virtual CIC-Agency Management Virtual E&O-Roadmap to Cyber and Privacy Insurance Webinar Pre-Licensing-Life & Health Virtual Ethics: Essentials for the Insurance Producer Webinar E&O: Identity Theft, Red Flags, and Money Laundering Webinar CISR-Commercial Casualty 1 Virtual CISR-Commercial Casualty 2 Virtual E&O-Roadmap to Policy Analysis Webinar Farm Agents Council Mid-Winter Meeting Springfield

New Members member agency

january

1 2 7 8 9 10 15 15 16 17 22 23 23 24

Pre-Licensing-Property & Casualty Virtual E&O Roadmap to Personal Auto & Umbrella Insurance Webinar E&O-Roadmap to Homeowners Endorsements Webinar Agent’s E&O Duties, Best Practices, Operations Webinar E&O Roadmap To Cyber & Privacy Insurance Webinar CISR-Elements of Risk Management Virtual Pre-Licensing-Life & Health Virtual Flood Insurance, FEMA, and the NFIP Webinar E&O: Identity Theft, Red Flags, and Money Laundering Webinar CISR-Insuring Personal Auto Exposures Virtual CISR-Personal Lines Misc. Virtual E&O - Roadmap to Policy Analysis Webinar CIC-Commercial Property Virtual The Evolution of Ethics in Insurance Webinar

James Sager Agency Salem, IL Sage Insurance Agency Mattoon, IL

associate bronze Sensa, Inc. Austin, TX For information regarding IIA of IL membership or company sponsorship, contact Tom Ross, Director of Membership Services, at (217) 321-3003, tross@iiaofil.org. january 2022

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INSIGHT | classifieds for the insurance professional by the insurance professional

INDEPENDENT INSURANCE AGENCIES WANTED

AGENCY WANTED

GALO Insurance Agency, Inc (847) 832-0888 steve@galoagency.com

Visit www.ciagonline.com for contact information.

20. Since 2004, Central Illinois Agents Group LLC has been providing independent agents with a variety of markets with contingency opportunities. Agents have availability to several markets that they may not be able to sustain or maintain on their own. We have markets for personal, commercial, agricultural and crop insurance lines. Let us help you get to the next level.

17. We are an Independent family-owned agency located in the Chicago area. We are looking to expand through growth and acquisition. If you have a small to medium sized agency and are looking to sell, call or send us a message. We are strictly looking for Personal Lines and Small Commercial accounts with preferred companies.

AGENCY/AGENTS/PRODUCERS WANTED

02. Forest Park/Oak Park agency for over 60 years, will meet your needs by providing space, markets, marketing & sales support, automation, merging with or purchasing your agency. Perpetuation/ Succession Plans, BuySell Agreements also available. We have experienced, educated and dedicated staff for you and your clients. Have access to our numerous companies, office services and many other resources. Retain ownership in your book with contingency. Please look closely at us- we are an agency you want to do business with! We’ve done it before, we know how- we make it easy! Visit our website at forestagency.com/agents.html, or call for a confidential discussion and a list of Agency benefits.

OPPORTUNITIES/SPACE AVAILABLE/RETAIN OWNERSHIP

13. We are a 100 year old Northbrook agency looking to discuss any mutually beneficial opportunity. Our producers, mergers, clusters and agency purchases receive 50% commissions on new and renewal business without any expenses. We can provide: office space, phones, agency management system, service renewals and changes. The companies we represent are: Badger Mutual, Employers Mutual, General Casualty, Guide One, Hartford, Kemper, Progressive, Rockford Mutual, Safeco, State Auto, Travelers and Met Life. Contact:

Dan Browne will provide an agency evaluation/appraisal at little cost to you. Please call:

Nancy Solomon Martini, Miller & Schloss, Inc. (847) 291-1313 Ron@martini-miller.com

Dan Browne or Cathy Hall Forest Insurance (708) 383-9000 www.forestinsured.com/mergers-acquisitions

We Make Hiring Easier

+ CareerPlug’s hiring software helps agents attract more qualified candidates, identify the right candidates with confidence, and improve hiring results. CareerPlug will provide IIA of IL members access to a free account that can be used to post jobs, manage applicants, and improve the organizations’ employment brand. Association members can also access a “Pro” version of CareerPlug for a special rate to take hiring to the next level.

Learn more about CareerPlug and check out the brand new IIA of IL job board at

www.iiaofil.org

34

insight

january 2022


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.

Interested in building a relationship? Contact us at secura.net/IL-agents.

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.


MORE IMAGINATION.

MORE TO LOVE FROM APPLIED.® Workers’ Compensation • Transportation – Liability & Physical Damage • Construction – Primary & Excess Liability Homeowners – Including California Wildfire & Gulf Region Hurricane • Fine Art & Collections • Structured Insurance Financial Lines • Environmental & Pollution Liability • Shared & Layered Property • Fronting & Program Business • Reinsurance

...And More To Come.

It Pays To Get A Quote From Applied.® Learn more at auw.com/MoreToLove or call sales (877) 234-4450 ©2021 Applied Underwriters, Inc. Rated A (Excellent) by AM Best. Insurance plans protected U.S. Patent No. 7,908,157.


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