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Board of Directors
Executive Committee
Chairman of the Board - Allyson Padilla allyson@blanksinsurance.com
President - Patrick Taphorn, CIC, CSRM ptaphorn@unland.com
President-Elect - Thomas Evans, Jr. tom.evans@assuredpartners.com
Vice President - Chris Leming cleming@troxellins.com
Secretary/Treasurer - Cindy Jackman, CIC, CISR cjackman@arlingtonroe.com
IIABA National Director - George Daly george.daly@thehortongroup.com
Directors
Mohammed Ali - mali@aliminsurance.com
Charles Hruska, IV - chas@hruskains.com
David Jenk, Esq. - djenk@nwibrokers.com
Rebecca Kohn - rkohn@worthyinsurance.com
Lindsey Polzin - lpolzin@presidiogrp.com
Ray Roentz - ray.roentz@hwcrins.com
Noele Tatlock - ntatlock@unland.com
Luis Tayahua - lt@goldenowlinsurance.com
Sharon Waldvogel - sharon@infinitybrokersinc.com
Andrea Wallace - andrea@aadins.com
At-Large Directors
Amiri Curry - acurry@assuranceagency.com
Kevin Lesch - klesch09@gmail.com
Jeff McMillan - jeff@mcmillanins.com
James Sager - james@sagerins.com
Luke Sandrock, CIC - lsandrock@2cornerstone.com
Committee Chairs
Budget & Finance | Cindy Jackman, CIC, CISR cjackman@arlingtonroe.com
Education | Lisa Lukens salibainsurance@gmail.com
Farm Agents Council | Steve Foster s.foster@ciagonline.com
Government Relations | Dustin Peterson dustin@peterson.insurance
Planning & Coordination | Nick Gunn, CIC ngunn@envisionins.com
Technology | Brian Ogden brian@ogdeninsurance.com
Young Agents | Cody Imming cody@imminginsurance.com
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Big I Illinois Staff
Insurance Products Administrator
Director of Information and Technology
Director of Education and Agency Resources
Accounting & Admin Services
Director of Human Resources, Board Admin
Sr. Vice President/Chief Financial Officer
Chief
Director
Office
Rebecca Buchanan (217) 321-3010 - rbuchanan@ilbigi.org
Shannon Churchill (217) 321-3004 - schurchill@ilbigi.org
Brett Gerger, CIC (217) 321-3006 - bgerger@ilbigi.org
Tami Hubbell, CIC (217) 321-3016 - thubbell@ilbigi.org
Jennifer Jacobs, SHRM-CP (217) 321-3013 - jjacobs@ilbigi.org
Mark Kuchar (217) 321-3015 - mkuchar@ilbigi.org
Phil Lackman, IOM (217) 321-3005 - plackman@ilbigi.org
Lori Mahorney, CISR Elite (217) 415-7550 - lmahorney@ilbigi.org
Evan Manning (217) 321-3002 - emanning@ilbigi.org
Kristi Osmond, CISR Elite (217) 321-3007 - kosmond@ilbigi.org
Rachel Romines (217) 321-3024 - rromines@ilbigi.org
Tom Ross, CRIS, CPIA (217) 321-3003 - tross@ilbigi.org
Carol Wilson, CPIA (217) 321-3011 - cwilson@ilbigi.org
Have confidence knowing that Grinnell Mutual will provide coverage for what’s important to your customers. We offer the comprehensive insurance they need to protect them from the unexpected. Trust in Tomorrow.® Talk to us today.
ILLINOIS Associate Member Spotlight
We’re better together.
Keystone is a network of high-performing independent insurance agencies. Together with Keystone Agency Partners, we can help your agency unlock its full potential with combined experience that fuels growth. Regardless of where you are in your agency journey –just starting out, maturing, or planning to perpetuate, we provide support and guidance while respecting your independence.
This combination is the “secret sauce” that makes it work. Here are just a few ingredients.
Conferences: From marketing strategy to prospecting, developing a niche, to learning how to navigate the age of remote work, we’ve covered it. Our agents serve on panels to discuss what’s working, and not. Combined with our services and mentorship, our agents walk away with the tools and tactics they need to implement strategies that succeed.
Our board of directors is made up of Keystone agents, who we call partners. They influence our direction, services, and offerings to fellow agents. We honor inclusion and perspective – everyone plays a part in where we are headed into the future.
From data and analytics to carrier relations, sales training, and revenue generating solutions, each of our staff brings specialized expertise. With it, Keystone partners can give themselves a raise with new business, benchmark against successful peers, and find solutions to meet recruitment and retention challenges.
“Keystone improves the bottom line for independent agencies with strong, in-house resources and a support network that supports intellectual capital sharing. Agencies retain their identity while benefiting from the collective strength of our community. The result is improved access, relationships, and results for our agents and their clients.”
–Matt Fink, State VP for Illinois
ILLINOIS
Board of Directors
The objectives of the Association shall be to maintain a high standard of integrity and to promote harmony in the insurance business in Illinois; to adopt and enforce such rules as the interest of the public, insurance business and membership may require; to interpret the needs of the insurance public to insurance companies; to sponsor high qualifications for those engaged in the insurance business; to represent the interests of the members before governmental, regulatory and legislative bodies; and to do all things necessary toward the betterment of the profession of the members and the service of their business needs.
Allyson Padilla, AAI
Chairperson
Allyson Padilla was born into Blank’s Insurance Agency but began her insurance career full-time in 2008. The agency provides all types of insurance and bonds, including personal lines and commercial insurance. She works in all facets of the agency but is primarily focused on commercial lines, agency marketing, and advertising.
Blank’s Insurance Agency 515 S. Whittle Ave. - PO Box 69, Olney, IL 62450 (618) 393-2195 allyson@blanksinsurance.com
Family: Spouse: Angel Sons: Angel Julian, Bennett & Cruz
Pat Taphorn, CIC, CSRM
President
Pat Taphorn was hired out of college in 1989 with Unland Insurance & Benefits in an Accounting and Operations position and moved into a sales role in 1994. He took over as President in January of 2016 and still has agent responsibilities, along with overseeing all six agency locations. Unland Insurance & Benefits provides P&C, Life, Health & Employee Benefits and Financial Services.
Unland Insurance & Benefits 2211 Broadway Road, Pekin, IL 61554 (309) 347-2177 ptaphorn@unland.com
Family: Spouse: Lisa Children: Nathan, Carter, Jenna, & Justin
Thomas Evans, Jr.
President-Elect
Thomas Evans, Jr. has been in the insurance industry since 1996 starting out at Insure One. He then moved to Esser Hayes Insurance Group, and Crum-Halsted Agency before joining Biglow & Company, Inc. (Assured Partners).
Biglow & Company, Inc. (Assured Partners) 11 Nippersink Blvd, Fox Lake, IL 60020 (847) 587-2155 tom.evans@assuredpartners.com
Family:
Spouse: Rebecca
Daughters: Ashley & Aly
Sons: Tommy (III) & Tyler
Vice President Christopher Leming
Christopher Leming embarked on his insurance journey in 1997. He is currently serving as Senior Vice President at TROXELL, where he offers a full spectrum of services, including Personal and Business Insurance, Group Benefits, Surety Bonds, HR and Safety Solutions, and Individual Health and Life insurance. Beyond his professional expertise, Chris is deeply passionate about the politics and advocacy within the industry, dedicating himself to ensuring that agents in Illinois are effectively represented and their interests championed.
Troxell
214 S Grand Ave W, Springfield, IL 62708 (217) 321-3185 cleming@troxellins.com
Family:
Spouse: Margaret
Son: Christopher Daughters: Annaliese & Mallory
George Daly
National Director - IIABA
George Daly entered the insurance industry in 1984, working with Allstate and Insure One before joining The Horton Group in 2005, where he’s President of the Personal Insurance Division. The Horton Group started in 1971 and is one of the top 50 largest insurance agencies in the country. Effective August 1, 2024, The Horton Group merged with Marsh McLennan Agency LLC.
The Horton Group, Inc. 10320 Orland Pkwy, Orland Park, IL 60467 (708) 845-3311 george.daly@thehortongroup.com
Secretary/Treasurer
Family:
Spouse: Margie
Daughters: Katie and Erin Son: George
Cindy Jackman began her career in 1984. After 34 years on the retail agency side, she joined Arlington/Roe and is now the Regional Sales Director for Illinois and Missouri. Cindy has served Big I Illinois in some capacity since the late 1980’s and enjoys helping the independent agents enhance and grow their agencies.
Arlington/Roe PO Box 2614, Carbondale, IL 62902 (618) 201-1265 cjackman@arlingtonroe.com
Family:
Spouse: Jon
Children: Kristin (Ryan), 1 Grandaughter
Troy (Tori)
Bonus Children: Amy (Jim), 1 Granddaughter
Cassie (Jeff), 2 Granddaughters, 1 Great-Grandson
Jessica (Darren), 3 Grandsons
Mohammed Ali
Mohammed started as an intern at Near North Insurance Brokerage in 2000 where he worked until 2003. He then moved to Global Benefits Inc. until 2012 before starting Alim Insurance Brokerage. The agency focuses on personal lines, commercial lines, and professional liability insurance. Outside of the agency, Mohammed serves on the Board of Directors at Evanston Chamber of Commerce, where he was President in 2021.
Alim Insurance Brokerage & Risk Management 820 Davis St Ste 215, Evanston, IL 60201 (847) 847-2126 mali@aliminsurance.com
Family: Wife: Mira Sons: Mikhail, Ibrahim Daughters: Aaliyah, Noura
Charles Hruska, IV, CIC, AU, AINS
Charles Hruska, IV started his insurance career in 2011 with internships. In 2014, he joined Seneca Insurance Company as an underwriting assistant, moving up to Senior Underwriter. Charles then joined his family’s agency in 2018 as Executive Vice President. Hruska Insurancenter, Inc. (now Arthur J Gallagher RMS) was started in 1950 by Charles’s grandfather and the agency’s focus is mainly commercial lines supported by personal lines.
Arthur J Gallagher RMS, Inc. 10040 W 190th Pl., Mokena, IL 60448 chas_hruska@ajg.com (708) 719-3770
Family: Wife: Ellese Son: Charlie
David Jenk, Esq.
David Jenk began his insurance career over 17 years ago while in college. He remained focused on the industry and, after law school, joined Northwest Insurance Brokers, where he is now Chief Operations Officer. Northwest Insurance Brokers was founded in 1956 and offers all lines of personal, professional, and commercial insurance.
Northwest Insurance Brokers
209 W. Jackson Blvd., Suite 800, Chicago, IL 60606 (312) 239-2717 djenk@nwibrokers.com
Family: Spouse: Lucyna Daughter: Selene
Rebecca Kohn
Rebecca Kohn is the in-house general council and Principal at Worthy Insurance and has been with the Skokie-based brokerage for 14 years. Founded in 2005 with a focus on skilled nursing facilities, assisted living, and home health, Worthy has expanded to include divisions focusing on commercial real estate, education, and municipalities. Rebecca serves as a Board Member for NHRMA Mutual, and also commits her time to being a member of the Lincolnwood Human Relations Commission.
Worthy Insurance
8130 McCormick Blvd, Skokie, IL 60076 (773) 945-9102 rkohn@worthyinsurance.com
Family: Husband and Four Children
Lindsey Polzin, CIC
Lindsey Polzin started her insurance career in 2000 working for her family’s agency in the personal lines division. In 2005, she moved over to the commercial side before merging with other local agencies. Lindsey is now Senior Director of Operations - Property & Casualty for Acrisure.
Acrisure
55 Shuman Blvd. Ste 900, Naperville, IL 60563 (630) 513-6600 lpolzin@presidiogrp.com
Family: Spouse: Tim Sons: Nick and Kevin
Ray Roentz, CIC
In 2012, Ray Roentz joined Heneghan, White, Cutting & Rice Insurance Agency providing personal, commercial, life, farm, and crop insurance to clients in Illinois, Missouri, and Colorado. In 2021, Ray purchased a majority ownership of the agency and is now President of Heneghan, White, Cutting and Roentz Insurance.
Heneghan-White-Cutting & Roentz Ins. Agency 200 N. State Street, Jerseyville, IL 62052 (618) 639-2244
ray.roentz@hwcrins.com
Family: Spouse: Karla
Children: Rocho, Robert and Loretta
Noele Tatlock
Noele Tatlock has spent eleven years in the insurance industry and joined Unland Insurance & Benefits in October of 2019 as an agent in Personal Lines and Small Business. She is now the Personal Lines Division Manager. The agency provides Commercial & Personal P&C, Life, Health & Employee Benefits, and financial services.
Unland Insurance & Benefits 2211 Broadway Rd., Pekin, IL 61554 (309) 642-6855
ntatlock@unland.com
Family: Sons: Drew and Dylon
Solidarity
We’re with you every step of the way
Behind every Progressive agent is the support of more than 60,000 Progressive employees. It’s our mission to make sure you have the tools and resources you need to succeed.
From caring field sales reps to dedicated agent service teams, we’re ready to help you grow. Plus, we supplement your counsel and guidance with aroundthe-clock claims and customer service via our mobile app and online servicing.
Whether it’s sales, service, claims or anything in between, you’ve got a partner every step of the way.
TO LEARN MORE
Search for us online at Agents of Progressive, Progressive Connect, or Progressive Appointment.
Proud Platinum Sponsor of the Big I Illinois since 2005.
2024-2025
Directors
Luis Tayahua
Luis Tayahua began his career in 1999 working for a State Farm Agent before starting his brokerage in July 2015 where he is President. Golden Owl offers property & casualty, commercial, and liquor liability. Luis is the President of the Summit Chamber of Commerce.
Golden Owl Insurance, LLC
6535 W. Cermak Road, Berwyn, IL 60402 (708) 637-4861 lt@goldenowlinsurance.com
Family: Wife
One son, one daughter
Sharon Waldvogel
Sharon began her insurance career in 1989 and has held almost every position within the independent insurance agency, including agency owner. She holds state property, casualty, life, and health licenses including designations acquired over her 35 years in the insurance industry. Sharon earned The National Alliance Certified Insurance Service Representative (CISR) designation in 2000 while managing a large team of Account Executives and was part of the first inaugural Professional Insurance Sales Associate (PISA) designation from the Katie School of Insurance at Illinois State University in 2003. She is also serves as a board member for Big I DuPage Illinois. Sharon loves marriage and her maiden name, however called ‘Smiley’ by those who know her best.
Infinity Brokers, Inc.
PO Box 72533, Roselle, IL 60172 sharon@infinitybrokersinc.com (844) 409-1962
Family:
Spouse and a large blended family of adulting youth that range in age from 15-33.
Andrea Wallace
Andrea Wallace began her insurance career in 1996 as the first employee of a 76-year-old captive agent. After spending 13 years in various roles within the captive company, she joined forces with another agent to help establish AAdvantage Insurance. Following several mergers and acquisitions, Andrea now serves as the Director of Operations under the current ownership. The agency specializes in Personal Lines, Transportation, Contractors, Restaurants, Life, and Medicare.
AAdvantage Insurance Group LLC
78 S Main St, Glen Carbon, IL 62034 (618) 692-4440 andrea@aadins.com
Family: Spouse: Andy Children: Alexis, Collin, and Ella
At-Large Board Members
Amiri Curry, ARM, AIS, AINS
Amiri Curry began his insurance career in 1993 in Life & Health customer service. After leaving the industry to work in financial services, he returned to insurance in 2007, eventually joining Marsh McLennan Agency, a full-service brokerage, in 2016.
Marsh McLennan Agency 20 North Martingale Road, Schaumburg, IL 60173 amiri.curry@MarshMMA.com (847) 463-7280
Family: Spouse: Sandra Children: Four Boys
Kevin H. Lesch
Kevin Lesch began his insurance career in 2000 when he joined his father’s agency. In 2013 he took over as president and aquired the agency in 2015.
Bartlett Insurance Group, LLC Bartlett, IL (630) 918-9785 klesch09@gmail.com
Family: Spouse: Trisha Sons: Jacob and Gavin
This is your association and as an insurance specialist familiar with the challenges your business faces, your insights and expertise can help shape the future of our association and industry. Your involvement will ensure that Big I Illinois remains a leading resource and advocate for independent agents. Association involvement can help you expand your network, increase your industry knowledge and exposure to developing trends and products, and grow in your profession. Get started by: Interested
Jeff McMillan, LUTCF
Jeff McMillan became licensed in 1989 and started working with Prudential in 1990 selling life insurance and investments. In 1992, he formed McMillan Insurance Services, Inc. and has purchased several agencies through the years. Jeff is a current Farm Agents Council Board Member.
McMillan Insurance Services, Inc.
309 S Crescent St, Gilman, IL 60938 (815) 265-4037 jeff@mcmillanins.com
James
Family:
Spouse: Lisa Children: Jack & Sam
Sager
James Sager founded Sager Insurance Group in 2022. James has also been a producer for Premier Crop Insurance since 2014. Out of the agency, James serves as the fundraising chairman for Salem Community High School Academic Foundation, as a director for Greater Salem Chamber of Commerce, and as a founding board member of Little Egypt CEO program.
Sager Insurance Group, LLC 105 N. 3rd St, Dahlgren, IL 62828 (618) 736-2394
james@sagerins.com
Family: Wife: Amber Children: Edison and Reid
Luke Sandrock, CIC
Luke Sandrock began his career in insurance 2009 after graduating from Monmouth College. He joined the family agency, Cornerstone Agency, where he is now Partner. The agency concentrates and specializes in crop, farm and agri-business insurance. Luke is a current Farm Agents Council Board Member.
Cornerstone Agency, Inc. 16255 Liberty St., Morrison, IL 61270 (815) 772-2793
lsandrock@2cornerstone.com
Family: Spouse: Ashleigh Children: Breckon, Jack, and Remrey
2024-2025 Committee Chairs
Education Lisa Lukens, CISR Elite
Lisa Lukens started in the agency in 1981 working full-time while attending school at SIU. Saliba Insurance, opening the doors in 1963, merged with Yewell Insurance in 1990 and offers both personal and commercial insurance.
Saliba-Yewell Ins. Services
P.O. Box 218, Herrin, IL 62948 (618) 942-2556 salibainsurance@gmail.com
Musso Insurance Agency 136 E. Dean St., Virden, IL 62690 (217) 965-4663 s.foster@ciagonline.com
Family: Children: Tyler & Erin (Cole)
Farm Agents Council Steven Foster
Family: Spouse: Anne Children: Gwen, Kendall, & Kathleen
Dustin Peterson
Government Relations
Dustin Peterson is the 3rd generation member of the agency, joining the agency in December 2003. He currently serves as Risk Manager, covering all lines of insurance for the agency.
Peterson Insurance Services, Inc. PO Box 377, Clinton, IL 61727 (217) 935-6605 dustin@peterson.insurance
Family: Spouse: Jessica Children: Julian & Vivian
Steven Foster received his Bachelors Degree from Blackburn College. He started his insurance career in 2006 with a captive company, then joined Musso Insurance Agency in 2011 where he is now an agency owner. The agency has locations in Virden and Waverly.
Nick Gunn, CIC
Planning & Coordination
Nick Gunn started his career in 2006 at Nixon Insurance Agency, Inc. becoming part owner and Vice President of Commercial Lines. In 2023, Nick transferred to Envision Insurance Group as a Producer as part of the acquisition of Nixon Insurance Agency. Nick is also the Chief Operations Officer of CommonGround Insurance Group, LLC, a crop insurance agency located in Morton, IL.
Envision Insurance
150 B S Main St, Morton, IL 61550 (309) 263-2400 ext. 2407 ngunn@envisionins.com
Family: Spouse: Jessica Children: Tripp and Cash
Brian Ogden, CIC, AFIS
Technology
Brian Ogden is a second generation owner of Ogden Insurance Agency. His father started in the insurance business in 1959 in the same small town. The agency offers Personal Lines, Commercial Lines, Farm, Crop Life and Health.
Ogden Insurance Agency
123 E. Douglas, Petersburg, IL 62675 (217) 632-2206 brian@ogdeninsurance.com
Family: Spouse: Kim
Children: Lauren & Jonathan
Cody Imming
Young Agents
After playing golf in college for Kaskaskia Junior College and Rockford University and graduating from SIUE in Edwardsville, Cody began his insurance career in 2015 in the family agency. Celebrating 83 years, the agency focuses on Commercial, Personal, Farm, Bonds, Health, Life, and Medicare.
Imming Insurance Agency
589 9th St, Carlyle, IL 62231 (618) 594-4536 cody@imminginsurance.com
Family:
Spouse: Kylie Children: Daughter Logan and Son Woods
Bill Lawrence, CIC
AIS Board
Bill Lawrence received his producer’s license in March of 1999 and bought his first agency in April of that year. He sold that agency in 2003 and purchased P/L/R Insurance Services. The agency joined Gallagher Risk Management Services in March of 2023. The agency is primarily a P&C agency with group and individual life and health accounts.
Gallagher Risk Management Services, LLC
139 N. Williamsburg Dr., Bloomington, IL 61704 (309) 827-0007 bill_lawrence@ajg.com
Family: Spouse: Jan Three Children & Six Grandchildren
To
WHAT IS BIG “I” ALLIANCE BLUE?
Formerly known as Big “I” Markets, Big “I” Alliance Blue is IIABA’s FREE online market access placement center program. We provide Big “I” members with access to specialty/niche coverages, program business and hard-to-nd markets. Our top tier carrier partners offer access to the products you need, with new carriers being added in response to member needs.
PERSONAL LINES
Affluent Markets
Auto and Home Standard Markets
Flood
Jewelry
Non-standard Homeowner
Umbrella & Home Business
COMMERCIAL
LINES
Bonds
Cyber
Commercial Auto
Community Banks
Executive Risks
Habitational
Real Estate Agents/Property Manager E&O
Small Commercial
Product availability varies by state.
WHAT SETS US APART?
After completing our online registration, you can begin submitting business online. Simply answer a few questions and provide banking info, licensing info, tell us about your E&O insurance, and accept the sub-producer agreement. Approval takes about one business day, then you’re off and running and can begin submitting and doing business online 24/7.
PROGRAM FEATURES
•No initial access fees
•No ongoing monthly fees
•No termination fees
•No monthly minimum production requirements
•No obligation to submit other accounts
•Ownership of expirations
•EFT commission payments
You can access the markets you need once a year or multiple times per day; the price to access products through Big “I” Alliance Blue remains the same: zero. Log in and plug in to the power!
Congratulations on your induction as President of Big I Illinois. Tell us how you first got involved with the association.
The first I remember getting involved in the association was at the local level. The owners and leaders of the agency I joined were very involved in the IIA of IL (now Big I Illinois) at the state and local level. In the late 80s and early 90s, a strong local group in the Peoria area met once a month for lunch to discuss current issues in the industry, along with any concerning and pending legislation that we needed to be aware of. We were encouraged to contact our local legislators to ask for their support in providing our customers the best outcomes. In addition to that, I was encouraged to utilize our association for continuing education classes. From there, I was introduced to The National Alliance and its programs. My boss at the time, Afton Booth, talked with me about it and we agreed to both pursue a Certified Insurance Counselor (CIC) designation and complete all five parts together without taking a break. We did this in 18 months and it was very intense. However, I learned a tremendous amount during that time and it also hit home just how important education was in our field and how much of a “Profession” it really was.
Tell us a little about how you started the industry?
Like many in our industry, I did not plan on getting involved in insurance at the level in which I eventually did. After graduating from college, I did have a few interviews with insurance companies for underwriting, actuarial and claims positions. Our state, specifically in Central Illinois, was extremely strong in that area, with a number of large insurance companies that were hiring at the local and national level. While I preferred to stay in the area, I was open for relocation if it meant the start of a good career. While enjoying my first summer off in a very long time, I was doing various jobs, including some yardwork and landscaping projects for a neighbor up the street. One day, she came to me and said that her friend was President of an insurance agency and needed someone to replace a retiring Accounting/Controller position. I interviewed and noticed that the agency was one I literally passed 2-3 times a day and had no idea what it was. I was offered the job and started in November of 1989. My original duties were accounting, office managerial tasks, and flipping the switch on a new computer system that was still in boxes when I arrived. While I really enjoyed the Operations focus when I first started, I quickly felt like it was an amazing industry and wanted to get licensed. I took my test and was certified in 1990. I later approached the leadership with a desire to sell for the agency, but it was turned down. I left the agency after 3 ½ years for a sales job in the food industry, but was asked to come back as a producer in August of 1994.
What do you find the most fulfilling about being an insurance agent?
The more time I spent in the industry as an agent, I realized how much of a high-profile profession I was involved with. We are asked by our customers to give them the best guidance and direction, based upon the knowledge we have about legal documents and coverage forms. While there was a time when people (including us agents) were going to be able to secure coverage and make decisions about protecting their assets on their own because of the evolving technology offerings, it was quickly discovered that what we do wasn’t transactional, nor should be viewed as a commodity. Many of us have
spent countless hours and years developing an enhanced knowledge of risk management. Over time, our customers appreciate the efforts we’ve put forward in continuing that education and rely on us to protect what means most to them.
Aside from the impact on our customers, I really enjoy the people I am around every day. In my position, I get to choose who I want as part of our organization and I am truly blessed to have such amazing talent who have created a successful agency. We have great leadership here and people who work extremely hard to provide the best solutions and positive experiences for our customers.
What challenges have you faced during your career, and how have you overcome them?
Early in my sales career, there was much doubt as to my decision to commit to being an agent. For those not previously involved in sales, there are days when we may want to re-think what we’ve committed to pursuing. It is a daily grind with trying to find new customers and learning to deal with rejection, but the successes very much outweigh the efforts in getting to the position where people and businesses believe in you as their professional advisor and place trust in you with their insurance needs.
Once I moved into a managerial and ownership role, the challenges became different. For me personally, Challenges don’t necessarily bring a negative connotation. I get excited when presented with challenges. It certainly isn’t easy by any means. Decisions about the direction of the agency, investing in new talent, purchasing agencies and growing the top level revenue and bottom line profit to enhance the future of the agency are always going to be a challenge that many have to approach head on.
What other professions have you had?
The only profession that comes to mind is that of a “Coach.” I’ve been coaching High School Basketball at Pekin High for 30 years now. While some may not consider coaching a profession, what coaches and teachers do on a daily basis to mentor and educate young men and women should certainly be viewed as professional. Students and Student-Athletes are looking for mentorship and guidance from those who have experience and a genuine desire to help them excel in whatever field and/or sport they are pursuing.
What made you want to go through the Executive Committee Chairs?
After a number of years of being involved in the association and serving on the board, I truly admired those who chose to lead our board and our association membership. I always looked up to them and felt I would like to be part of that leadership at some point in my career. I never felt like I had enough time in the day to do the positions justice, but was encouraged by many who I respect to commit to serving further. I was always impressed to be around people with more experience and more on their plate than I did, but chose to sacrifice their professional personal time for the betterment of the association. That commitment truly hit home and showed me that we owe it to our peers and thosewho will come after us to make our organization a great one that agents in the future can lean on like I did.
We all know the industry has faced many changes in the last two decades, especially the last few years. What do you see as some of the major industry issues in the immediate future?
Our aging workforce continues to be a focus of ours. While we are continually looking for younger talent and developing their knowledge and skill sets, we shouldn’t look past the great agents and support staff that we all have in place now. We have a GREAT profession that we all work in and many experienced employees are choosing to stay longer. Some will continue with their current roles and structured work weeks, while others want to stay involved
with their agencies and customers, but want to scale back their hours and possibly work a hybrid remote schedule until they fully retire. We know how hard it is to find talent and train them. We can’t forget that the experienced and knowledgeable team members we have now can still play a vital role in the growth of our agencies.
Our carrier partners are facing profitability challenges, specifically with weather-related claims and payouts. The profitability for some hasn’t been great in the last five years, which has resulted in some tough decisions that have adversely impacted our member agencies. Not only have some of the carriers limited or reduced the ability to write and retain business, others have also reduced the compensation paid to those agencies. This puts stress on the financial health of some and forces us to continue to find better and more efficient ways to serve our customers.
Looking down the road five, ten years, what other issues do you see independent agents facing?
In the very near future, the continued development and usage of Artificial Intelligence will be at the forefront of discussion for many. We are now realizing that AI can be used for contract and policy reviews, sales and marketing, risk management and loss prevention, among many others. Our industry needs to become more educated on how to utilize these tools and pass that down to our member agencies. I also feel like there is a struggle with many agencies to figure out the best structure between working in the office, working remotely, or a combination of both. Our industry is so dependent on relationships. What some are finding out is that it is more difficult to establish and grow those relationships if people aren’t working face-toface or interacting with customers in-person. There was initial push a few years ago to do that, but I see that trend slowing down and heading in a different direction. It will certainly be interesting to see what that looks like in the next 5-10 years, but agencies will closely monitor the impact of both options and see what works best for them.
What about issues Big I Illinois will have to address?
As many of our members know, the M&A activity in our industry isn’t slowing down. This isn’t necessarily a bad thing, but rather creates an opportunity for us to find different ways to show the larger agencies that our association is just as impactful in our capabilities to that of smaller ones. While some challenges within those organizations may be different, there are still many similarities and issues that the association can assist in resolving. Another crucial and indirect impact is that of association dues revenue. As the number of member agencies declines, so does the associated revenue. The work that our staff in Springfield does isn’t slowing down, inclusive of the advocacy and lobbying efforts on behalf of our members. We need to continually promote the tremendous work being done for our membership and make sure our members see the value of the dues they pay on an annual basis.
How has your involvement with the association impacted you both personally and professionally?
As many have said, our business is one of the greatest to be involved with. This really gets magnified when interacting and networking with fellow colleagues who share the same passions and challenges associated with the insurance industry. When getting involved with the various events, education classes, lobbying opportunities and celebrations, it really hits home just how far reaching our business can be and also creates many long-lasting and strong relationships with others. I’ve met so many tremendous people and look forward to attending the various events throughout the year, knowing that I will get to see them again. While you get to know them as regular people and hear about what is going on with them and their families, you also get to realize just how sharp they are and how impactful they are with their customers and communities.
In your opinion, what are the key benefits of Big I Illinois membership?
Professional Development
Educational Opportunities
Technology Offerings
Advocacy
Legislative Updates
Networking Events
Agency Management Assistance
What do you like to do in your spare time (hobbies, personal interests)?
For much of the last 30 years, my time away from work has been spent with my Family. My four kids have been extremely active in sports and other activities and we hardly missed any of that as they grew up. We’ve been to a number basketball games, baseball games, football games, golf matches, dance competitions, volleyball matches, athletic and scholastic awards banquets…and more. Aside from that, I enjoy exercising and outdoor activities, golf and traveling. The other personal interest I have outside of work is coaching. While I did coach many of my kids’ teams while they were growing up (baseball, basketball), I have been coaching at Pekin High School for 30 years as an Assistant Coach. When I first started out of high school, I was asked if I would coach the Freshman team. The President and Vice
President of our agency at the time were very supportive of my involvement with the high school and the community. I did this for three years. After a year off, a new head coach, Joe Stoner, was named and he asked if I would be his varsity assistant. It was a very tough decision because of time away from work and family, but it was something I wanted to do and felt like I could bring some value to the kids on the teams over the years. I coached with him for 10 years, two more head coaches for seven years each and have now been coaching with Jeremy Crouch for four years. I am thankful for my employer originally allowing me to do that and for the various coaches throughout the years and the school district to also allow me to work with kids. Over the years, it has been more challenging to commit to the activities every day, but I’m blessed to be around those who understand that and will take what they can when I’m there. Coaching young men is very rewarding and brings an appreciation for what young kids go through in their lives. I also feel like I can bring some value to them and have an impact on their lives. They may not exactly like me during the time I’m coaching them, but I think they realize over time the reason why I do it and ultimately want to help them develop as young men on and off the court. Many of the traits and characteristics that we try and instill upon them are those that will be appreciated after their playing days. It is very rewarding to see them excel in college, get married, have kids and want to call or text me and tell me about it. That makes it all worth it.
Tell us about your family? How do they feel about your new role with Big I Illinois?
My Family is one of the most important things in my life and has been at the center of why I do most of the things I do. Lisa and I have been married for 32 years now and have four tremendous kids. She has been very instrumental in the success of my career personally, but also that of our kids. Aside from her current role as an Executive Recruiter for the last 17 years, she has also managed everyone’s schedule and made sure our family had everything they needed continued...
and when they needed it. Nathan (30) lives in Chicago. He graduated from Northwestern in 2017, is now a producer for HUB International and is doing very well. Carter is 30 and lives in Indianapolis. He graduated from Illinois State University in 2021, is a Senior Business Development Associate for Arlington Roe, and loves the agents and people he works with. Jenna (23) graduated from Southern Illinois University – Edwardsville in December of 2023 and is in the medical field. She has applied to some P.A. schools and is waiting to see where the next few years of education will take her. Justin (23) graduated from the University of Wisconsin-Madison this spring of 2024 and is now a Graduate Assistant Basketball Coach at the University of Tulsa. They all have brought so much excitement and joy to my life and are one of the reasons I get up every day to take on whatever is in front of me. I asked my family for their thoughts on my year as Big I Illinois President.
“My husband has been volunteering ever since he started his first job after college. In volunteering, his leadership skills have always been exhibited in every role that he has had. The roles he accepts are taken seriously and with every effort to enhance the role he is in and work with those he is serving. Pat has also donated time in organizing our fundraising efforts at St. Joseph Catholic Church. Throughout it all, his belief has been to share his talents with others in an effort to give back to God in thanks for all that he has blessed us with.
When discussing this role with Big I Illinois, we were still traveling a great deal to follow our twins in their respective college sports. I wasn’t quite sure how he was going to be able to juggle it all. However, just as he has in the past, he has donated his time and taken his role seriously to exhibit his beliefs of how important he feels the Big I is for the insurance business not only in the State of Illinois but throughout the country. He handles all matters seriously, looking at the implications of the decisions made in the Association from all sides and believes strongly in the work the organization is doing. Personally, and as always, I feel pride in all that he has accomplished with all that he juggles; and I find his depth of knowledge in the industry unmeasurable and invaluable. In all decisions, he wishes to represent his state and support his customers with only the best products and service he can provide. As President he will act with honesty and integrity and provide great insight to the industry that he loves.” -
Lisa
“Growing up, these groups were all the same to me. Associations, boards, Independent Agents groups - I didn’t know what they were nor what their purpose was. Now that I am in the industry, I understand the influence and how much impact the Big I has in the workplace today. Because the majority of people reading this understand my dad’s working resume, I feel I should focus my answer on something that people will not have seen on that piece of paper.
A discussion with my dad happened in my bedroom one late night when I was in 8th grade, headed to high school. The Pekin Community High School Head Basketball Coach was stepping down after a long tenure. My dad was an assistant coach for the high for almost my whole life whilst working in the daytime - first at Unland, then Nabisco, and back to Unland. The conversation was short, but meaningful in the same moment as he asked me whether he wanted me to have him as a head coach for my High School Basketball team for the next four years. Of course, I explained how great that would be to play for my dad without knowing the caveats to what that meant. It would require more time in the gym, away from family, his job, and away from home and for him to miss a lot of what was my goal after high school. It made me really think about my answer and what that meant for the six of us - the real team.
Ultimately, he decided to hold back and remained as an assistant coach for the high school team while moving up the ladder at Unland to his top rank now. He put his family first, realizing that this idealistic picture would maybe be just a distraction to not only continuing as a great father and husband, but also as someone who will lead on a greater level. The workplace and community is better off because of that decision. I have no doubts that these crossroads came about more than we are aware - to move somewhere, lead another company, work for a larger agency, make more money... Whatever it was, he knew that pulling him one way was a detour for our “real team” and maybe one that would disrupt all of the things we had going on in our lives.
I want to share one stat that isn’t in any record book nor will be in any newspaper. My parents and my family made sacrifices big enough for me to spend my high school summers playing basketball just about everywhere in the US. All of these sacrifices then led to me having the chance to play at the collegiate level in the Big Ten at Northwestern. As I looked back at all of the games, 6-hour round trips to practice on Thursdays and Sundays, and tournaments in remote locations, my parents didn’t ever give themselves the option to not go.
My mom and dad missed a total of five basketball games in eight years. With three other kids at home. Home or away. Evanston, Las Vegas, Cancun, Columbus, Philadelphia, Minneapolis in a blizzard, West Lafayette at 9 Central time, Ann Arbor with a 12-hour car ride through a snowstorm, Raleigh, Los Angeles - the list goes on. Whether I played or not, they ALWAYS showed up. I will never forget that.
I can go on for pages about what my dad means not just to me and my family, but everyone around him. The question was “How do I feel about your Dad’s new role with Big I Illinois?” The answer isn’t one that is hard to find. I feel that this role was earned, not given. If you have the chance to spend five minutes with my father, you will quickly understand that family and community have always come first. To personally see the impact in both, I will say that he will always show up, no matter how many balls are in the air. I feel that the Big I will soon come to find the true impact
of my dad’s presence and everyone that has the chance to spend time working with him will realize it isn’t one to take for granted. The Big I is extremely lucky to have him in this role and at the head of its community.
The roles are now reversed - I am the one that gets to sit on the sidelines to watch. I don’t plan on missing a game and I am eager to see what is next.” - Nathan
“I am very excited for my father to take on this new role, selfishly. This comes from the admiration and joy of being able to follow in his footsteps. Like my brother, Nathan, I am also in the insurance industry and intertwined through the wholesale avenue.
How we got to this point is another story in itself. Growing up, he embraced the parental role of molding my siblings and me to be the best people we could be. He was there as the best dad, teacher, coach, and leader possible. Friendship came a little later. I have an incredible amount of respect for my father for raising such a stubborn kid… Justin was a handful.
When I graduated high school, my Dad and I started to become more of friends. Geographically, work and school had pushed me further from home, but personally much closer to my father. The industry has provided us the opportunity to attend events together and I am very blessed and grateful for that opportunity.
In the spring of 2022, we attended our first Young Agents Conference together in the Chicagoland area. I was about three months into the industry and probably didn’t know how to spell insurance. Today, I am on the Young Agents Committee and have the pleasure of working with my dad within the association. This year, we attended our first Big I National Convention together in Indianapolis. I am incredibly blessed to watch my dad prepare to take on this role firsthand and yes, selfishly, excited because business has brought us together in another way and allowed us to be friends as well as family.” - Carter
“It is rare that my father steps into a room and doesn’t know anyone. Growing up, I would watch as my dad could not leave a building without stopping to speak to a few groups of people. He never missed an opportunity to introduce his kids or to share what was going on in our lives. He never failed to make that person feel heard and seen, as he intentionally remembered vital moments of their own life. When I think about what my dad has done in this industry, I don’t think about all the awards he has received or the things he has accomplished. I think about how many people have been impacted by my father’s friendship. I think about the long term connections that he has created. I think about the heart he has behind it all, which is a heart to serve his community and his family.
My father really does it all and he has worked extremely hard to have had this much success. I couldn’t be prouder to call him my dad and I’m so excited to see the direct impact he will make with this new role.” - Jenna
I will piggy back off of what Nathan had said. My parents have always been “Family First.” In the same boat, my parents maybe missed a handful of games in my three-year career at The University of Wisconsin-Madison. They both work very hard to provide us four with a great opportunity at success.
I also can say that I know very little about what my Dad does day in and day out. I have always wanted to be around Sports, so I had little interest in going into insurance. But, some might see it as a negative thing that I didn’t really get to know what he does at work. I see this as him putting work aside when he comes home from work. When he comes home, he is a Father, and tries his hardest to keep the two apart.
We are very fortunate to have a great role model to look up to. How do I feel about his new role with Big I Illinois? I think he deserves all the credit he can get, and anyone who works with him will know that he will take care of his people around him first.” - Justin
What lessons from your personal life have you incorporated into your business career?
I had a great childhood and upbringing in Pekin, IL and was blessed with great parents and siblings to grow up with. I wasn’t given anything and had to work for any achievement or accolade. I was taught humility in many experiences I had throughout high school and college and I try to carry that trait in my work life. I also feel like a leader should be a humble servant in many ways and demonstrate the willingness and ability to do the work that you expect others to do and show by example. I was also taught at a young age to respect those you are around and know that everyone is different. On a daily basis, you don’t know what others are going through. You may think the problems or challenges you are facing are critical, but become trivial once you find out what those around you are experiencing. I also incorporate some aspects of my coaching experience and further involvement with teams over the years. Our agency certainly has similarities with any “Team .”Everyone has a role, everyone has different capabilities and skill sets, everyone needs to be accountable to the other team members. We all need to learn from our mistakes, but certainly celebrate the wins we have throughout the year and recognize achievements when they happen.
Finally, when all is said and done, what is the most important message you hope members take away from your Presidency?
I hope that after my year as President, members continue to feel good about the impact they have on their customers and that they have an association that continues to fight for our livelihoods while providing all the tools and resources necessary to be successful. I also hope they feel like I continued the strong leadership that the association has been accustomed to over the years from those who served before me.
PUTTING AGENTS FIRST SINCE 1923.
NOW IN ILLINOIS
For over 100 years, we’ve been dedicated to protecting the people and businesses on Main Street. As we expand into Illinois, we bring with us the same commitment to choice, guidance, and support that independent agents have relied on for a century. Main Street America Insurance was founded with a promise to put agents first—because the better we serve you, the better you can serve your customers. It’s a promise we continue to uphold today. While we’re new to Illinois, our dedication to agents like you remains as strong as ever.
Thank you to our Associate Members.
Diamond Level
Platinum Level
Progressive
Surplus Line Association of Illinois
Silver Level
IMT Insurance
Gold Level
Arlington/Roe
Blue Cross/Blue Shield of IL
Pekin Insurance
Keystone Insurance Group, Inc.
SECURA Insurance
Bronze Level
A. J. Wayne & Associates
AAA, The Auto Club Group
AMERISAFE
AmTrust Insurance
Amwins
Auto-Owners Insurance Co.
Berkley Aspire
Berkley Management Protection
Berkley Small Business Solutions
Berkshire Hathaway GUARD Insurance Companies
Bliss McKnight
BluSky Restoration Contractors, LLC
Boundless Rider
BriteCo Jewelry & Watch Insurance
Central Illinois Mutual Insurance Company
Chubb
Columbia Insurance Group
Cornerstone National Insurance Company
Cowbell Cyber
Donald Gaddis Company, Inc.
Donegal Insurance Group
EMC Insurance
Encova Insurance
Erie Insurance Group
Foremost Choice Property & Casualty
Forreston Mutual Insurance Company
Frankenmuth Insurance
Grinnell Mutual Reinsurance Company
IA Valuations
Illinois Mine Subsidence Ins Fund
Illinois Public Risk Fund
Imperial PFS
Independent Mutual Fire Insurance Company
Indiana Farmers Insurance
Insurance Program Managers Group (IPMG)
J M Wilson
Liberty Mutual/Safeco Insurance
Limit
Madison Mutual Insurance Company
Main Street America Insurance
Maximum Independent Brokerage, LLC
MEM
Mercury Insurance Group
Method Workers Comp
Midwest Insurance Company
Nationwide
NHRMA Mutual Workers’ Compensation
Paychex HR and Payroll Solutions
Pinnacle Minds, Inc.
Rhodian Group
Rockford Mutual Ins. Co.
ServiceMaster DSI
Society Insurance
SPRISKA - Specialty Risk of America
Steadily
Summit Insurance
Travelers
UFG Insurance
Universal Property & Casualty
Utica National Insurance Group
W. A. Schickedanz Agency, Inc./Interstate Risk Placement
West Bend Insurance Company
Western National Insurance
Westfield
XPT Specialty
WEST BEND
THE BEST REMEDY FOR WORKERS’ COMPENSATION
West Bend has a long history of writing workers’ compensation insurance. Our underwriters are knowledgeable and experienced. Our loss control reps have the expertise and tools to help keep employees safe. And our claims practices are the best in class.
From Main Street-type businesses to specialty businesses like food trucks, West Bend has the experience and expertise to protect businesses of many kinds and many sizes. We want to write all of your workers’ compensation business, small to large!
When you select West Bend for your valued customers, you can rest assured you made the right choice. After all, we are the best remedy for workers’ compensation.
To find an agent near you, visit thesilverlining.com.
TROXELL Participates in Job Fair
On August 27, 2024, TROXELL participated in The Greater Springfield Chamber of Commerce’s Fall Job Fair in Springfield, IL. This event was a great opportunity for TROXELL to connect with new individuals who are exploring career opportunities. There were over 125 eager job seekers in attendance looking to find their perfect job.
Pattie May, Human Resource Director, said, “Some candidates stopped at the booth just to let us know they are clients and to say hi, while others couldn’t wait to introduce themselves and spin the wheel to win TROXELL swag items. We received a few resumes for our open positions and referenced our website for those who wanted to apply for any future openings.”
Participating in the job fair was a chance for the TROXELL HR team to engage with potential candidates, showcase the unique company culture, and discuss how individuals can grow and thrive within TROXELL’s organization.
ILLINOIS
Board Members Visit Arlington/Roe Office
Arlington/Roe, Big I Illinois Gold Partner, welcomed the Board Members for a meet & greet at the home office in Indianapolis in September. CEO, Phil Lackman, and Executive Committee members met with the Production Leaders and management team.
Staff Meet With Acting DOI Director
Big I Illinois staff members Evan Manning, Phil Lackman, and Brett Gerger met with Ann Gillespie, Acting Director of the Illinois Department of Insurance, in September.
Staff, Board,Committee Members Attend National Conference
Big I Illinois staff members Phil Lackman, Jennifer Jacobs, Brett Gerger, and Rachel Romines attended the Big “I” Fall Leadership Conference in Indianapolis in September. Jennifer and Brett attended the Education Convocation with Jennifer facilitating a session on talent recruitment and Brett accepting the Excellence in Insurance Award.
Phil attended Big “I” board meetings and, along with Executive Committee members, were recognized for 125 years of service.
Rachel and Jennifer attended the Young Agents Leadership with members of the Illinois Young Agents Committee.
CIC PERSONAL LINES
PERSONAL LINES SALES REPRESENTATIVE POSITION AVAILABLE
24. Come join our team! Madison Mutual has an opening for a licensed professional insurance agent in our Midwest Preferred Insurance Services office located in Collinsville, IL. The individual must currently hold an insurance producer’s license and have 3+ years of insurance agency experience. Visit the MMIC website Careers page for additional information: madisonmutual.com/careers. Also, explore our social media pages to see for yourself why MMIC is a great place to work!
Send your salary requirements and resume to: careers@madisonmutual.com
AGENCY FOR SALE
25. Small Agency for sale, including AMS360 management system, website, six carriers, VOIP phone system including a complete crm for insurance agents from Bridge, an Orange Partner with Vertafore. Ideal for an insurance professional expecting a fast start to build with everything in place.
For more information, contact Tami Hubbell, Big I Illinois, at thubbell@ilbigi.org.
LOOKING FOR AN EXIT STRATEGY?
23. Are you looking for an exit strategy while still continuing to produce for a few years or are you ready to sell now? Paczolt Insurance would like to talk with you! We are an independent agency dating back to the 1970s that is located in the western suburbs. Our focus is on mid-to-small commercial accounts and personal lines.
Our companies include EMC, Badger Mutual, Safeco, Progressive, and Travelers. We have the flexibility and capital to get a deal done. Contact:
Susan Troppito Paczolt Insurance susan@piaigroup.com (708) 215-5202
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:
Nancy Solomon Martini, Miller & Schloss, Inc. (847) 291-1313
Ron@martini-miller.com
AGENCY WANTED
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.
Visit www.ciagonline.com for contact information.
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, Buy-Sell 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.
Dan Browne will provide an agency evaluation/appraisal at little cost to you. Please call:
Dan Browne or Cathy Hall
Forest Insurance (708) 383-9000 www.forestinsured.com/mergers-acquisitions
