e-Insight - September 2023 - NM

Setting Your Agency up for PEAK PERFORMANCE

Account Manager and CSR

Roles and Performance

Coordinating Workloads

How to Demonstrate ROI in Insurance Marketing

Carey Wallace

Board of Directors

Executive Committee

Chairman of the Board | Jay Peterson, AFIS, LUTCF

(217) 935-6605 | jay@peterson.insurance

President | Kevin Lesch

(630) 830-3232 | klesch@arachasgroup.com

President-Elect | Allyson Padilla

(618) 393-2195 | allyson@blanksinsurance.com

Vice President | Patrick Taphorn, CIC, CSRM

(309) 347-2177 | ptaphorn@unland.com

Secretary/Treasurer | Cindy Jackman, CIC, CISR

(800) 878-9891 x8745 | cjackman@arlingtonroe.com

IIABA National Director | George Daly

(708) 845-3311 | george.daly@thehortongroup.com

Regional Directors

Region 1 | James Sager

(618) 322-9891 | james@sagerins.com

Region 2 | Ray Roentz

(618) 639-2244 | ray.roentz@hwcrins.com

Region 3 | Christopher Leming

(217) 321-3185 | cleming@troxellins.com

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 | tom.evans@assuredpartners.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 | Mohammed Ali CS

(847) 847-2126 | mali@aliminsurance.com

At-Large Director | Amiri Curry

(847) 797-5700 | acurry@assuranceagency.com

At-Large Director | Jeff McMillan

(815) 265-4037 | jeff@mcmillanins.com

At-Large Director | Patrick Muldowney (312) 595-7192 | patrick.muldowney@alliant.com

At-Large Director | Luke Sandrock, CIC

(815) 772-2793 | lsandrock@2cornerstone.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 | 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

AMERISAFE

APPLIED UNDERWRITERS

BERKSHIRE HATHAWAY GUARD INS. GROUP

FORRESTON MUTUAL INSURANCE COMPANY

GRINNELL MUTUAL

THE

JM WILSON

OMAHA NATIONAL UNDERWRITERS

SECURA INSURANCE

SECURA INSURANCE

SWISS RE CORPORTATE SOLUTIONS AMERICA UFG

Director of Information and Technology Shannon Churchill

- (217) 321-3004 - schurchill@iiaofil.org

Director of Education and Agency Resources Brett Gerger, CIC

- (217) 321-3006 - bgerger@iiaofil.org

Accounting & Admin Services Tami Hubbell, CIC

- (217) 321-3016 - thubbell@iiaofil.org

Director of Human Resources, Board Admin Jennifer Jacobs, SHRM-CP

- (217) 321-3013 - jjacobs@iiaofil.org

Sr. Vice President/Chief Financial Officer Mark Kuchar

- (217) 321-3015 - mkuchar@iiaofil.org

Chief Executive Officer Phil Lackman, IOM

- (217) 321-3005 - plackman@iiaofil.org

Central/Southern Marketing Representative Lori Mahorney, CISR Elite

- (217) 415-7550 - lmahorney@iiaofil.org

Director of Government Relations Evan Manning

- (217) 321-3002 - emanning@iiaofil.org

Office Administrator Kristi Osmond, CISR

- (217) 321-3007 - kosmond@iiaofil.org

Director of Communications Rachel Romines

- (217) 321-3024 - rromines@iiaofil.org

Director of Membership Services Tom Ross, CRIS, CPIA

- (217) 321-3003 - tross@iiaofil.org

Products & Services Administrator Janet White, CISR

- (217) 321-3010 - jwhite.indep12@insuremail.net

Director of Prof. Liability & Ins. Products Carol Wilson, CPIA

- (217) 321-3011 - cwilson.indep12@insuremail.net

It’s Been a Pleasure...

As often as people tell you that moments or “terms” will go fast, it still surprises me when I look back and realize how quickly a year can pass. My theory is that as I get older, one year is a smaller percentage of my life than it was when, say, I was 19 (for those of you who are bad at math, this year would be 1/48 of my life and when I was 19 it would have been 1/19 of my life).

So here we are, at the end of my term as President of the IIA of IL during one of the most tumultuous years in our industry (I do not think one has anything to with the other, by the way). It is difficult to look back and wonder if I made a difference or helped our membership in any way. I had a history teacher in high school tell me that you cannot determine the effectiveness of a president until 20 years after they served. Mr. Jim Wallace was definitely talking about the President of the United States, and that statement has absolutely no bearing here. This job is almost impossible to screw up. Being President of the IIA is not difficult. The IIA of IL has an unbelievable staff that works every day to help improve the independent insurance agent distribution channel. What the IIA staff does on a daily basis to serve, promote, and protect you, our membership, is incredible, and I am truly grateful for all that they do and all they have done.

Phil, Jennifer, Evan, Brett, Tom, Lori, Rachel, Mark, Shannon, Tami, Kristi, Carol, and Janet: Thank you for doing everything you can to make me look good. It is a tremendously difficult task, and quite frankly impossible, but I appreciate the effort.

To the Board of Directors: I spoke a great deal about TIME this year. I put a ton of value on time; I want to make sure you value it, but I want to make sure you know I understand the sacrifice you make to be away from your family in order to help give back to our industry. Thank you for being part of the solution. Please continue to give back and support our association and encourage others to do the same.

Finally, I want to thank my family. It is impossible to do this job without missing a soccer game, a swim meet, a basketball game, or just a family dinner. Trisha, Jacob, and Gavin, thank you for all the support these last couple of years.

I have to end this with my book recommendation, but this time, it is not a book. My recommendation is to keep reading our trade journals, particularly Insight magazine from the IIA of IL. The amount of relevant and valuable information my staff receives from dedicating 30 to 60 minutes a month to reading is priceless.

We’ll keep the kitchen rolling.

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The worst brings out our best.®

COORDINATING YOUR ACCOUNT MANAGERS’ WORKLOADS

By Daniel Smith

Looking for Support on How to Communicate in this Market?

During these challenging times of rising premiums in a hard market, independent insurance agents are more important than ever. Go

RESOURCES INCLUDED:

1. An Overview of Market Conditions

2. Expert Advice for Surviving a Hard Market from Savvy Independent Agents

3. Talking Points for Clients

4. Client Email Templates

5. Frequently Asked Questions from Clients

6. A General Communication Timeline to Keep Your Agency on Track

7. Remarketing Strategy Including Standards Document (Fill-in Template)

8. Renewal Process Outlines and Strategy

9. Personal Lines and Commercial Lines Renewal Forms

10. Creative to Help Your Agency Stand Out (Customizable Videos and Graphics)

October 10-12

Marriott Pere Marquette & Peoria Civic Center, Peoria, IL

Schedule

All of our general sessions will be highlighting the common thread that is impacting our industry – the hard market! Additionally, you will find our breakout sessions will have components woven into each of the topics.

Tuesday, October 10

10:00 a.m. – 4:00 p.m.

- Independent Agent Invitational Golf Outing (Weaver Ridge Golf Club - Separate Registration)

1:00 – 4:00 p.m.

- E&O/Ethics (CE)

- Insurance Game of Games (CE)

5:00 – 6:00 p.m.

- Welcome Reception with hors d’oeuvres

6:00 – 8:00 p.m.

- Dinner Break

- Dutch Dine Arounds

- New & Young Agents

8:00 – 11:00 p.m.

- Game Night

EMPOWER yourself & your team.

REFOCUS on what matters most.

CONNECT with your peers.

Wednesday, October 11

7:00 – 8:00 a.m.

Breakfast

8:00 – 11:30 a.m.

General Session (CE)

- Four Ways to Define and Enhance Your Agency Culture

- IIA of IL Award Presentations

11:30 a.m. – 12:45 p.m.

- Lunch & Networking

1:00 – 4:00 p.m.

- Breakout Sessions (CE)

3:30 – 6:30 p.m.

- Tradeshow - 120+ Vendors

6:30 – 11:00 p.m.

- Big Party: Dinner, Dancing, Music, Drinks

Thursday, October 12

7:00 – 8:30 a.m.

Breakfast

8:30 – 11:30 a.m.

Keynote Session (CE)

- State of the Association Address

- Refocus, Connect, and Empower Your Agency for the Future

Education

Earn Up To 12 Hours CE!

We believe investing in yourself as an insurance professional is the best way to ensure career growth and expand your knowledge base. Depending on what you are looking for, either learning more about the industry’s top trends and issues, or meeting your CE requirements for the year (or possibly a little bit of both), CONVO education sessions will meet your needs. Learn about the latest topics and news that matter most to you from leading experts and your peers while earning up to 12 hours of IL continuing education credit.

General Sessions

Four Ways to Define and Enhance Your Agency Culture, by April Simpkins (Wednesday)

According to a recent survey, 46% of job seekers said culture was one of the deciding factors in the application process. In recent years, workplace cultures have undergone a dynamic shift. For many organizations, culture has been redefined by remote work, the talent shortage, increased mental health awareness, and a multi-generational workforce. We have five generations in the workplace, four of which dominate this space. Understanding each generation’s perspective on the changes in culture and leadership can create an engaged team that attracts top talent.

State of the Association Address and Refocus, Connect, and Empower Your Agency for the Future, by Chris Cline, Panel of Industry Professionals, & Association Leaders (Thursday)

Learn about trends and challenges facing the independent agency system during the State of the Association Address. Association leaders will empower you with news on legislative and regulatory issues impacting your business and your clients, connect you with tools and resources to navigate the changing market and challenge you to refocus on what matters most to keep your agency ahead of the curve.

In a world with no shortage of options, risks, and distractions when it comes to technology, it’s important to be nimble but also act with intent. Chris Cline will begin this session by challenging you to slow down to speed up when planning your business strategy for the future.

Cline will moderate a panel of experts with various technology backgrounds who will explore industry and tech space trends including artificial intelligence, data, best practices, virtual assistants, and what’s coming next. Finally, we will look at where we go next. You and your agency are leaving a legacy whether you are managing it or not. We’ll close with a powerful discussion on the significance of legacy and taking control of your most personal and valuable asset as Chris Cline shares insights from his new book, The Inertia of Legacy

Breakout Sessions

Insurance Game of Games (Nicole Broch & Luke Praxmarer)

E&O Roadmap to Cyber and Privacy Insurance (Sam Bennett)

Building Relationships and Referrals in a Digital World (Daniel Smith & Abby Wheeler)

How to Communicate Your Value in a Hard Market (Brandon Hardesty)

Four Key Business Income Concepts (Chris Boggs)

Demystifying the Business Income Report/Worksheet (CP 15 15) (Chris Boggs)

Brett’s 2 Sense Nonsense (Brett Gerger)

Attracting Your Ideal Client in a Hard Market Through Podcasting (Derek Hayden)

Avoiding Legal Concerns Due to Emerging Trends (Rick Pitts)

Managing a Remote Workforce (April Simpkins)

Business Planning to Improve Your Agency Valuation (Jeff Smith)

Best Practices in Agency Compensation (Brian Lawrence)

View all session descriptions on the website!

Pekin Insurance Chief Risk Officer Receives C100 Award

Greg Bee, Vice President and Chief Risk Officer at Pekin Insurance, was the recipient of the C100 award from the CISO Connect Organization. He was recognized as one of the Top 100 CISOs (Chief Information Security Officers) in North America.

The C100 recognition honors the top 100 CISOs across many industries who are proven leaders with great expertise, which they share with others to give back to the industry as a whole. By sharing their expertise, they create a safe, more secure future for all of us.

Greg is responsible for the implementation and governance of the Pekin Insurance enterprise risk management and information security programs, business and IT risk, and security operations. He has 38 years of Information Technology experience, with the last 23 years leading three different organizations’ information security programs as CISO.

Greg has a bachelor’s degree in computer science, a bachelor’s degree in economics, and a master’s degree in business administration, all from Illinois State University. He has the C|CISO designation from EC-Council and the CISM, CISA, CRISC, and CGEIT certifications from ISACA. He has the ARM designation from The Institutes, along with FLMI, CLU, ChFC, and CPCU designations.

Greg teaches cyber security classes at Illinois State University and is the Chair for the cyber security board at Illinois State. He actively presents at CISO forums and events and is recognized across CISO groups for his overall cyber security expertise. Greg has mentored many security professionals who have progressed their careers to become CISOs for several organizations.

SECURA Insurance donates $38,700 to Feeding America

SECURA Insurance donated $38,700 to Feeding America food banks in Arizona, Colorado, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, North Dakota, Pennsylvania, and Wisconsin as part of a campaign with their farm and agribusiness insurance agents.

All new farm or agribusiness accounts written with SECURA from April 1, 2023 through July 31, 2023 equaled a donation, which totaled $38,700.

Feeding America is a nationwide network of food banks, food pantries, and meal programs that provides food and support to more than 40 million people annually.

Thank you to our Associate Members.

Diamond Level

Platinum Level

Progressive

Surplus Line Association of Illinois

Gold Level

Arlington/Roe

Blue Cross/Blue Shield of IL

Keystone Insurance Group, Inc.

Pekin Insurance

Silver Level

Imperial PFS

IMT Insurance

SECURA Insurance

West Bend Mutual Insurance Co.

Bronze Level

A. J. Wayne & Associates

AAA Insurance

AMERISAFE

AmTrust North America

Auto-Owners Insurance Co.

Badger Mutual Insurance Company

Berkley Management Protection

Berkshire Hathaway Guard Insurance Companies

BluSky Restoration Contractors

BriteCo Jewelry & Watch Insurance

Central Illinois Mutual Insurance Company

Chubb

Columbia Insurance Group

Continental Western 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

Indiana Farmers Insurance

Insurance Program Managers Group

J M Wilson

Liberty Mutual/Safeco Insurance

Madison Mutual Insurance Company

Main Street America Insurance

Maximum Independent Brokerage, LLC

Mercury Insurance Group

Method Workers Comp

Midwest Insurance Company

Nationwide

NHRMA Mutual Workers’ Compensation

Previsor Insurance & Missouri Employers Mutual

PuroClean Disaster Services

Rockford Mutual Insurance Company

ServiceMaster DSI

SERVPRO of Gurnee

Society Insurance

SPRISKA - Specialty Risk of America

Travelers

UFG Insurance

UIG - The Agent Agency

Utica National Insurance Group

W. A. Schickedanz Agency, Inc./Interstate Risk Placement

Western National Insurance

Westfield

Susan Vance Named 2023 Illinois Outstanding CSR of the Year

The National Alliance for Insurance Education & Research has announced that Susan Vance is the 2023 Outstanding CSR of the Year recipient for the state of Illinois.

To qualify for this top state honor, Ms. Vance submitted the winning essay on the topic,

“Empathy is an important aspect of customer-facing jobs, and it will only become more important as companies place a greater emphasis on making customer interactions feel natural and effective. Explain how empathy has helped you become a better CSR. Give three examples of how you’ve used empathy in your role and describe the positive effects it’s had on your organization.”

Additionally, Ms. Vance was selected for having demonstrated outstanding service and professionalism within the insurance community.

Ms. Vance has spent the past 10 years as an CSR/Agent at Abbe Insurance Agency in Buckley, IL. She is licensed in Property, Casualty, Health and Life insurance. Susan is an Ohio State University alumni and resides in rural Buckley with her husband and two children.

“Susan Vance was chosen as a state winner for exemplifying the characteristics and qualifications required to be eligible for the prestigious award,” stated William J. Hold, MBA, CRM, CISR, President & CEO of The National Alliance.

“Ms. Vance represents the backbone of the insurance community, those customer service representatives distinguished for providing exceptional service on a daily basis.”

The National Outstanding CSR of the Year Award carries a $2,000 cash prize and a scholarship for the recipient’s employer to any program offered by The National Alliance. The National winner also receives a distinctive gold and diamond lapel pin cast with the Outstanding CSR of the Year emblem. Additionally, the winner’s name will be inscribed on a sculpture permanently displayed at the national headquarters in Austin, Texas.

Hard Market Solutions for Agencies

Resources and tools to help agents navigate the hard market.

Tools

Equip yourself and your team with the expertise needed to support clients during this demanding time. Download the Trusted Choice Hard Market Toolkit.

Talking Points

Email Scripts Client FAQs

Remarketing & Renewal Strategies

Customizable Videos & Graphics

Sharpen Skills

Set yourself apart from the competition. Enhancing your knowledge on coverages and products will ensure your clients are getting the best possible partner for their insurance needs.

Over 40 CE Classes Monthly Designation Programs

New Monthly Virtual Town Hall Meetings

Support

You aren’t in this alone. Let’s navigate the Hard Market together!

Knowledgable Association Sta

CONNECT with sta , board members, and your peers

Latest News Advocacy

Market Access

With many carriers implementing restrictions, it’s important to explore all avenues to support your clients and potential clients.

Big I Markets

Independent Market Solutions (IMS)

Additional Markets List (Workers’ Comp, FAIR Plan, Wholesalers and More)

Attract & Retain Employees

Whether you are hiring, need temporary help, or want to make sure you have the best team in place, there are solutions for you.

CareerPlug/Big I Hires

Recruiting Services

Virtual Assistant Guidance

Talent Assessment

HR Support

CONNECT is the community created to give agency members the opportunity to exchange and share information, ideas, resources, and experiences pertaining to the issues impacting them.

CONNECT gives you access to your peers, plus IIA of IL sta . This is the perfect place to ask questions, share best practices, and more!

for your many years of service.

Board service is one of the toughest volunteer roles and these outgoing board members performed their responsibilities with dedication and tenacity. They have tirelessly given their time and resources to help make the association what it is today.

The IIA of IL staff appreciates their contributions and wishes them nothing but the best in their future endeavors.

Jay Peterson Chairman of the Board Peterson Insurance Services, Inc. Clinton, IL

Jay has been active with the Independent Farm Insurance Agents for a number of years and in 2015, he joined the IIA of IL Board of Directors as Region 3 Director where he served until joining the Executive Committee as Vice President. Jay has been instrumental in initiatives such as the merger of the Independent Farm Insurance Agents with the IIA of IL and the development of the IIA of IL Technology Committee. Jay’s term as President began in October of 2020 during the association’s virtual CONVO and we appreciate his leadership during a challenging time of uncertainty that necessitated both virtual and hybrid events.

Bart Hartauer

IIA of IL Region 4 Director Hartauer Insurance Agency LaSalle, IL

Bart Hartauer was active with the Farm Agents group and has completed his four-year term as IIA of IL Region 4 Director. We appreciate his service and look forward to his continued input as a member of the Education Committee.

Chris Leming

IIA of IL Region 3 Director

TROXELL Springfield, IL

Chris Leming has completed his four-year term as IIA of IL Region 3 Director. Chris has been an active supporter of the association’s advocacy efforts and will continue to serve as the Vice-Chair of the Government Relations Committee.

Association Update

July/August Wrap-Up

IAMIC Annual Convention

The IIA of IL Board of Directors met in Springfield on August 17 for the Fourth Quarterly Board Meeting. The Board voted to approve the 2023-2024 FY Budget, recommended that By-Laws changes regarding the association name change to Big I Illinois and the board position restructure be sent to the membership for approval. The Young Agents committee held a planning meeting and Agents Insurance Services (AIS) Board met in conjunction with the board meeting. During the meeting, Brian Ogden, left, received the Chairman of the Year award for his efforts in leading the Technology Committee. Mohammed Ali, right, received the Regional Director of the Year award. Being a first-year board member, he hit the ground running and made a big impact in his area.

Shannon Churchill attended the American Society of Association Executives (ASAE) meeting in Atlanta, GA. ASAE is the premier source of learning, knowledge, and future-oriented research providing resources, education, ideas, and advocacy to enhance the power and performance of the association community.

Southern Illinois was host to two events: Wine Tour Cardinals/Cubs Baseball Outing

Sponsored by WA Schickedanz/Interstate Risk Placement

PuroClean

Arlington/Roe

for their

Phil Lackman has been named President of the Independent Agent Association Executives (IAAE). He will serve a one-year term in the role, leading the group’s collaboration calls and meetings.

Lori Mahorney served on a panel at a recent IAAE state association collaboration meeting to share information, ideas and resources with the other Big I state associations.

Evan Manning participated in a panel presentation during IAMIC’s annual convention in Peoria in August. Manning is pictured on right with Lyle Bruning, IAMIC Government Relations Chair, and Jackie Rakers, IAMIC Executive Director.

Brett Gerger also led an Ethics session during the event.

Volunteers from NAAIA Chicago partnered with the DuPage NAACP

summer STEAM Camp. Tom Ross attended the event.

Workers’ Compensation

We distinguish our Workers’ Compensation coverage by providing value-added services before, during, and after a claim.

Upfront loss control measures

Responsive claims handling

Facilitation of quality medical care (when an accident does occur)

We’ve been successfully protecting our policyholders and their employees since 1983.

Browse all of our products at www.guard.com.

Our Workers’ Compensation policy is available nationwide except in monopolistic states: ND, OH, WA, and WY.

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.

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.

September 13-14

Virtual Event

16 hours of IL CE credit

CE Available in other States, contact IIA of IL for details

In order to maximize coverage and protect your increasingly complex commercial property accounts, it is important to have a detailed understanding of Commercial Property coverages and endorsements, as well as the concepts used when correctly writing this business. Equally important is a familiarity with other coverages such as Time Element (Business Income), and Equipment Breakdown. At this institute you will learn to help provide your customers with the advice and protection they need.

www.iiaofil.org/education

New Members member agency

Illinois Bankers Business Services, Inc.

Springfield, IL

Rosenberg Insurance & Financial

St. Charles, IL

SB Insurance & Company, Inc

Virden, IL

copper associate member

Honeycomb Insurance

Chicago, IL

For information regarding IIA of IL membership or company sponsorship, contact Tom Ross, Director of Membership Services, at (217) 321-3003, tross@iiaofil.org.

for the insurance professional by the insurance professional

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

AGENCY OR BOOK OF BUSINESS FOR SALE

34. Small established agency in southern Illinois for sale. Can be sold as just the book of business or the physical location. The book of business includes personal and commercial P&C as well as individual and group medical. The physical location includes the building as well as furniture.

For details, contact Tami Hubbell at the IIA of IL: thubbell@iiaofil.org or (217) 321-3016 and reference blind ad #34.

INDEPENDENT INSURANCE AGENCIES WANTED

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.

GALO Insurance Agency, Inc

(847) 832-0888

steve@galoagency.com

We Make Hiring Easier +

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.

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

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

IIA of IL members have 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 IIA of IL job board at www.iiaofil.org.

CareerPlug’s hiring software helps agents attract more qualified candidates, identify the right candidates with confidence, and improve hiring results.