MA R C H 2 3 - 24, 2023 HART FORD MARRIOTT DOWNTOW N HA RTFO RD, C O NN.
Program Book
Respond. Recover. Restore.
Committed to providing outstanding service and quality to our customers with individual care and compassion.
CONNECTICUT CONVENTION 1 Arbella Insurance Group ..........................................................................................................12 Berkshire Hathaway GUARD Insurance Cos. .................................................................. 2 TAPCO Insurance Agency ........................................................................................................ 8 TABLE OF CONTENTS ADVERTISERS’ DIRECTORY United Property Restoration Services...........................................................Inside Cover Convention schedule ........................... 4-5 Convention committee members.........9 Education sessions.............................14-15 Exhibitors.. ................................................6-7 InsurTech demos ................................ 16-17 Networking Reception ........................... 17 PIACT administration ........................... 13 PIACT Strategic Partners ................... 21 President’s welcome ................................. 3 Sponsors ................................................ 10-11
This information is intended to provide a general overview for marketing purposes. Not all Berkshire Hathaway GUARD Insurance Companies provide the products described herein nor are they available in all states. GROW YOUR BUSINESS WITH US: We offer insurance solutions for businesses, homeowners, and professionals with competitive pricing, an easy submission process, and the opportunity for multi-product discounts. Visit www.guard.com to see what we can do for you. Commercial & Personal Lines Businessowner’s Commercial Auto Commercial Umbrella Homeowners Professional Liability/E&O Workers’ Compensation Pay-as-you-go options with hundreds of payroll partners! Proud to Support The PIA of Connecticut VISIT OUR BOOTH!
PRESIDENT’S WELCOME
Welcome to the 2023 Connecticut Convention in the insurance capital of the world. Do we have a great event in store for you. Thank you to everyone—the sponsors, exhibitors, advertisers—and you for contributing to the convention’s success. We have all the hallmarks that you’ve come to expect from a PIACT event— education that leads to knowledge, and networking that leads to connections. Enjoy your face-to-face time.
LEARNING
New this year: We are offering you the chance to witness a cyberattack without having to experience it yourself. Representatives from TAG Solutions will run through what happens when an agency experiences a cyberattack, starting at the day of the attack. Don’t forget to pick up your comprehensive, step-by-step cyber security playbook and agency self-assessment to take back to your agency.
For those who need continuing-education credits, join John Fear, CPIA, CISR, for two informative sessions. In Thursday’s class, Fear will offer an introduction to the insurance-issues related to national changes in marijuana possession and usage laws. Additionally, he will cover errors-and-omissions knowledge on how to help your clients avoid coverage gaps on Friday. Attend both classes and earn 4 CE credits.
Additionally, during the convention there will be several InsurTech demonstrations scheduled during the day. And, other businesses will demonstrate their products and services in our sold-out trade show.
NETWORKING
Thank you to the Connecticut Young Insurance Professionals for hosting Happy Hour Wednesday night. There are plenty of other opportunities to network, including at the networking luncheon Thursday afternoon and the networking reception later that night. Get ready to dance to the music spun by DJ Michael Nigretti.
I’ve just touched on a few of Connecticut Convention’s offerings. More details about the event can be found in this program book. I hope you enjoy your Connecticut Convention. Thank you for being here.
Bud O'Neil
Bud O’Neil, CPIA President, PIACT
CONNECTICUT CONVENTION 3
CONVENTION SCHEDULE
WEDNESDAY, MARCH 22
6-8 p.m. CTYIP Welcome Reception
THURSDAY, MARCH 23
7:30 a.m.-5 p.m. PIA Registration Desk open
9:30-11 a.m. Before The Attack: A Mock Cyber Event Presented by TAG Solutions
11 a.m.-12:30 p.m. Trade Show open
—Plymouth Rock Bloody Mary/Mimosa Bar
—SERVPRO cash drawing
12:30-1:30 p.m. Networking Lunch Buffet
12:30-1:30 p.m. Trade Show closed
1:30-4 p.m. Trade Show open
— Safeco/Liberty Mutual Wine & Cheese Reception
— Exhibitor and SERVPRO cash drawings
2:30-3:30 p.m. Education Session: Cannabis Insurance: 360 on the 420 John Fear, CPIA, CISR
2:30-3:30 p.m. InsurTech Demonstrations
—2:30-2:45 p.m. Aureus Analytics-DONNA
—2:50-3:05 p.m. dreyev
—3:10-3:25 p.m. Gaya Technologies
CONNECTICUT CONVENTION 4
4:30-7 p.m. MAPFRE Insurance Networking Reception with DJ Mike Nigretti
—Open bar/food stations
—Raffle prizes
—Coffee and dessert
FRIDAY, MARCH 24
8-10:30 a.m. PIA Registration Desk open
8-10:30 a.m. Continental Breakfast
8:30-9:15 a.m.
9-9:30 a.m.
PIACT Annual Business Meeting
Connecticut Young Insurance Professionals
Annual Business Meeting
9:30 a.m.-12:30 p.m.
Education Session:
Errors & Omissions-Avoiding Coverage Gaps
John Fear, CPIA, CISR
CONNECTICUT CONVENTION 5
EXHIBITORS
Anthem Software www.anthemsoftware.com
Applied Systems Inc. www.appliedsystems.com
Applied Underwriters Inc. www.auw.com
Bank Direct Capital Finance www.bankdirectcapital.com
Berkshire Hathaway GUARD Insurance Cos. www.guard.com
BH Burke & Co. Inc. www.bhbco.com
Connecticut Young Insurance Professionals www.ctyip.org
Convelo Insurance Group www.conveloins.com
Creatio Americas Inc. www.creatio.com
Crystal Restoration Services of CT www.crystalrestoration services.com
Crystal Restoration Services of New England www.crystalrestorationct.com
DiMatteo Group Financial Services www.dimatteofinancial.com
FrankCrum www.frankcrum.com
Hippo Insurance www.hippo.com
Imperial PFS www.ipfs.com
Jencap Group www.jencapgroup.com
Jimcor Agencies www.jimcor.com
Johnson & Johnson Inc. www.jjins.com
Joseph Krar & Associates Inc. www.jkrar.com
Kapura General Contractors, Inc. www.kapurageneralcontractors.com
Lancer Insurance Company www.lancerinsurance.com
Little Dog Social Media www.littledogsocialmedia.com
MAPFRE Insurance www.mapfreusa.com
Marble Box www.marblebox.com
CONNECTICUT CONVENTION 6
Monarch E&S Northeast www.monarchexcess.com
NEXT Insurance www.nextinsurance.com
NSM Insurance Group www.nsminc.com
Omaha National www.omahanational.com
Philadelphia Insurance Cos. www.phly.com
PIA Northeast www.pia.org
Plymouth Rock Assurance www.plymouthrock.com
Rennaisance Alliance www.rennaisanceins.com
Risk Placement Services www.rpsins.com
RTK Environmental Group www.rtkenvironmental.com
RT Specialty www.rtspecialty.com
Safeco/Liberty Mutual www.safeco.com www.libertymutual.com
ServiceMaster Restore www.servicemasterrestore.com
SERVPRO www.servpro.com
ShelterPoint Life Insurance Co. www.shelterpoint.com
Standard Publishing Corporation www.spcpub.com
State Auto Insurance Co. www.stateauto.com
TAPCO Insurance Services www.gotapco.com
Travelers www.travelers.com
United Property Restoration Services www.unitedprs.com
Utica National Insurance Group www.uticanational.com
Worker’s Compensation Trust www.wctrust.com
XS Brokers www.xsbrokers.com
CONNECTICUT CONVENTION 7
Work Smarter
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Net or gross commission checks issued quicklydirect deposit available!
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No more wading through online quoting portals!
TAPCO’s courteous and prompt call center means you can speak to a live underwriter to get a quote and service an account.
TAPCO is the logical choice to help you Scan to see a complete searchable list of classes offered
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TAPCO’s underwriters can quote over 1,000 different classes of business over the phone with multiple carriers. All coverage provided through A-rated carriers.
Premium financing available on all eligible quotes.
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Online payments via ACH, MasterCard, Visa, Discover and American Express. Got E&S business and need a QUICK solution? Don’t leave it unTAPped! Call today for a quote: 800-334-5579 www.GoTAPCO.com
business!
COMMITTEE MEMBERS
Vice President
Kyle Dougherty, CIC
Chair
Katie Bailey, CPIA, ACSR, CLCS
Members
James R. Berliner, CPCU
Anthony DeSalva
John V. DiMatteo, CFP, AIF
Ryan Kelly
Nick Khamarji Jr.
Bud O’Neil, CPIA
Howard S. Olderman
Gerard Prast, CPIA
Shannon Rabbett, CIC
CONNECTICUT CONVENTION 9
SPONSORS
The Andover Cos. Coffee & Dessert, Mobile Website
Hippo Insurance Convention Host
Arbella Insurance Group Convention Badges and Lanyards
Jencap Group Tote Bags
Business Risk Partners Meeting Refreshments
MAPFRE Insurance Networking Reception
Central Insurance Cos. Convention Host
NLC Insurance Cos. Education Session
Chubb Convention Host
Ohio Mutual Insurance Group Convention Host
CONNECTICUT CONVENTION 10
Omaha National Floor Decals
Safeco/Liberty Mutual Wine & Cheese Reception
Plymouth Rock Assurance Bloody Mary/Mimosa Bar
Selective Insurance Coffee & Dessert
Progressive Insurance Co. Grand Door Prize and Mobile Website
SERVPRO Cash Giveaways
Quincy Mutual Group Education Session and Convention Host
United Property Restoration Services Meeting Rooms
RT Specialty Mock Cyber Event
CONNECTICUT CONVENTION C M Y CM MY CY CMY K liberty-safeco.pdf 1 3/14/22 4:00 PM 11
HERE FOR OUR AGENTS. HERE. FOR GOOD. For more information contact Guy Lamarche at 800.332.2785 x 7426 or guy.lamarche@arbella.com ARBELLA PROUDLY SUPPORTS THE 2023 Connecticut PIA Convention
2023-24 PIACT ADMINISTRATION
President
J. Kyle Dougherty, CIC
President-elect
Nick Ruickoldt, CPIA
Vice President
Kevin P. McKiernan, CIC, CPIA
Treasurer
Nathan L. Shippee
Secretary
Katie Bailey, CPIA, ACSR, CLCS
Immediate Past President
Bud O’Neil, CPIA
National Director
Jonathan Black, LUTCF, CPIA, CLTC, NAMSA, NSSA
Directors
Scott Burns
Nicholas Fanelli, CIC, CPCU, CLU
Nick Khamarji Jr.
Kimberly A. Tompkins, CIC, AIS, AINS, PHM, CRIS, ACSR, CPIA
Patrick Walsh
Active Past Presidents
James R. Berliner, CPCU
Mark Connelly, CIC
John DiMatteo, CFP, AIF
Peter Frascarelli, CPIA
Michael F. Keating
Howard S. Olderman
Gerard Prast, CPIA
Shannon Rabbett, CIC
Augusto Russell, CIC
Timothy G. Russell, CPCU
In accordance with the requirements of the PIACT bylaws, the Nominations Committee has proposed the following individuals for election to the PIACT Board of Directors:
To be re-elected for a three-year term, ending in 2026:
Katie Bailey, CPIA, ACSR, CLCS,
Nicholas Fanelli, CIC, CPCU, CLU,
Kimberly A. Tompkins, CIC, AIS, AINS, PHM, CRIS, ACSR, CPIA
CONNECTICUT CONVENTION 13
EDUCATION SESSIONS
Thursday, March 23
9:30–11 a.m.
Before the Attack: A Mock Cyber Event
Presented by TAG Solutions
Sponsored by: RT Specialty
Cybercrime is growing at an alarming rate. The average cost of a data breach now sits at $4.24 million, with 60% of all companies experiencing a breach in 2021. Most cybersecurity insurance policy costs have tripled in the past couple of years. The threat of ransomware attacks, data breaches, or major IT outages worry companies even more than business and supply-chain disruption, natural disasters, or the COVID-19 pandemic.
Want to learn how to protect your organization? This session will point out any gaps you have in your current program, as well as ensure what you’re doing today is protecting you.
A comprehensive, step-by-step cybersecurity playbook and agency self-assessment is yours to take back to your agency.
2:30–3:30 p.m.
Cannabis Insurance: The 360 on 420
John Fear, CPIA, CISR
Approved for 1 CTPC credit. (6000137058)
Sponsored by: NLC Insurance Cos.
Designed to be an introduction to the insurance-issues related to national changes in marijuana possession and usage laws, this course has a particular emphasis on examining the commercial risks, but also addresses the personal-lines homeowners insurance issues. We also will examine the various risks in the cannabis supply chain and what their unique needs to be addressed are, and how Connecticut’s Social Equity Council affects the establishment of those businesses. Finally, we will look at how the forms and supplemental applications will impact the risk assessment of this growing industry segment.
CONNECTICUT CONVENTION 14
John Fear CISR, CPIA
Friday, March 24
9:30 a.m.–12:30 p.m.
Errors & Omissions-Avoiding Coverage Gaps
John Fear, CPIA, CISR
Approved for 3 CTPC credits. (6000137232)
Sponsored by: Quincy Mutual Group
The insurance industry’s greatest obstacle to overcome is the ignorance of consumers as to how their insurance coverage protects them in case a claim needs to be filed. The recognition of this issue—and the opportunity it presents for agents to update client information and add value to individual accounts through a thoughtful and methodical review process—is critical to overcoming that knowledge gap. We will examine the most common exposures and how a systematic process can help agents respond to possible gaps in coverage changes and minimize your agency’s errors-andomissions exposure(s). We will discuss some of the most effective methods in both uncovering these issues, as well as how to position solutions to meet the clients’ needs.
^UN^FF–This course has been approved for E&O loss-prevention credit by Utica National & Fireman’s Fund. Call the PIA E&O Department for details.
CONNECTICUT CONVENTION 15
NETWORKING OPPORTUNITIES
CTYIP Welcome Reception
Wednesday, March 22, 6-8 p.m.
Kick off Connecticut Convention by joining the CTYIP for an evening of fun, food, and networking. Your fellow insurance professionals will be at L Bar enjoying some pre-dinner cocktails and mingling with emerging leaders in the industry.
Sold-Out Trade Show
Thursday, March 23, 11 a.m.-12:30 p.m., and 1:30-4 p.m.
Meet vendors and discover markets that will help your business. Browse the trade-show floor for the newest innovations, and products for your business. All attendees automatically are qualified to win amazing door prizes and cash giveaways. Stop by the Bloody Mary and Mimosa booth sponsored by Plymouth Rock Assurance. Don’t forget the popular wine and cheese reception sponsored by Safeco/ Liberty Mutual Group.
InsurTech Demonstrations
Thursday, March 23, 2:30–3:30 p.m.
InsurTech innovators—whose products benefit the independent agency system—will offer demonstrations on how their products can enrich your agency’s business.
Aureus Analytics–DONNA
Presenter: Anurag Shah
2:30-2:45 p.m.
DONNA—an artificial intelligence and data analytics platform for independent agents and brokers—leverages machine learning to measure customer experience during the customer journey and predicts future outcomes to help agents grow their books of business. www.donnaforagents.com
CONNECTICUT CONVENTION 16
Dreyev
Presenter: Dr. Maggie Stys and Roberto Sicconni
2:50-3:05 p.m.
Driver safety platform with Co-driver expertise. The dreyev platform will help independent agents sell insurance products capable of …predicting good over bad risk early on; steadily improving safe driving behaviors, and significantly reducing frequency and severity of claims to minimize loss costs.
www.dreyev.com
Gaya Technologies Inc
Presenter: Carl Ziade
3:10-3:25 p.m.
Gaya Technologies Inc.’s browser extension can help insurance agents save time while quoting and master remarketing, which can save time during quoting. This can allow agents to close more leads through improve remarketing.
www.gayafi.com
Networking Reception with DJ Mike Nigretti
Thursday, March 23, 4:30-7 p.m.
Sponsored by MAPFRE Insurance
PIACT offers quality networking opportunities. Your professional network can help you problem solve and strengthen your business. Build your network while enjoying an open bar and tasteful fare. You can enjoy the musical styling of DJ Mike Nigretti, and you will have the chance to win prizes. Members of the PIACT and CTYIP boards are scheduled to be in attendance, so it’s a great opportunity to meet your associations’ leaders, and for you to make valuable industry contacts.
CONNECTICUT CONVENTION 17
These are the Workers’ Comp Markets You’re Looking for! 2270-D-2022 Market Access Only With Your PIA Membership (800) 424-4244, ext. 318 | memberservices@pia.org | https://bit.ly/3Rpe5oc Provided in partnership with Agency Resources Scan to Get Started Hundreds of class codes A low-minimum premium Quick turnaround Simplified submission process Trusted carriers Competitive commissions Exclusive Features for PIA Members Painting Plumbing Restaurants Retail And, more … Auto Body Cabinet/Floor Installation Electrical Grocery/Deli/Supermarkets Landscapers Masonry Program Appetite Guide
PIANY’s Long Island RAP at Crest Hollow Country Club offers more than connections! It offers the high-caliber education for which PIA is known.
Technologic advances affect the products insurance companies develop and underwrite.
John Fear, CISR, CPIA, will cover this topic in Technology–Impacting You and Your Clients .
Customers need to understand how their insurance coverage will protect them when they file claims. Fear will address this obstacle in Errors and Omissions–Avoiding Coverage Gaps.
See you at Register today! www.pia.org
John Fear CISR, CPIA5 Steps of Risk Management
Essential Online CSR Training
Offer tailored and effective solutions to your clients when you learn the five essential steps to successful risk management.
Enroll and Learn How to:
• Assess impacts on clients’ assets/operations
• Consider loss funding/insurance options
• Control losses and claims
• Identify exposures
• Implement and monitor risk management and loss control procedures
Master
Upcoming CISR education from PIA (Online and/or in-person) 5/3/23 – CISR AO (Agency Operations) 6/28/23 – CISR LHE (Life & Health Essentials) 10/4/23 – CISR 2IC (Insuring Commercial Casualty II) CISR ELR Enrollment: https://bit.ly/3VfDBOW FORMAT Instructor-led, online webinar DURATION 7 hours CE CREDIT Approved in Connecticut, New Jersey and New York OPTIONAL FINAL EXAM WINDOW April 18-25, 2023 CISR ELR (Elements of Risk Management) DATE Tuesday, April 18, 2023 | 8. a.m. ET 18
PIACT Strategic Partners
Platinum
Gold
Silver
As of publication date. For more information go to pia.org.
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We’ll Navigate Your E&O Coverage You Focus on Business Get Your Quote Call (800) 424-4244, ext. 408 | Web www.pia.org Why PIA Is the Best Choice for E&O • Our professional liability and cyberliability programs are designed for your agency’s needs and risk exposures • Critical coverage options—especially important when many agents are working remotely • Top-rated, stable E&O carriers • Experience & expertise from our team PIA is here to help you navigate through uncertain times, so let’s make sure you have great errors-and-omissions coverage at a competitive price.