March 27-28, 2024 | Foxwoods Resort Casino, Mashantucket, Conn.
Program Book
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2024 Connecticut Convention Program Book 3 Award Winners ........................................................... 15 CT Convention Committee 2024 ................................... 14 Education Sessions .................................................... 10 Exhibitor Directory ................................................ 20-21 Networking Events ................................................ 11 PIACT Administration 23-24 ......................................... 12 PIACT Administration 24-25 ......................................... 13 President’s Welcome .................................................. 5 Schedule of Events ..................................................... 8-9 Sponsor Directory ................................................... 24-25 Advertisers contentstable of The Andover Cos. ................................................... 16 Anthem Business Software ........................................ 22 Arbella Insurance Group ............................................... 17 ePayPolicy. ................................................................. 9 Friedlander Group .................................................. 11 NJM Insurance Group .................................................. 4 Omaha National ....................................................... 18 Prime Insurance Co. .................................................... 2 TAPCO Underwriters ................................................... 23 United Property Restoration Services ........................... 19
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Welcome back to Foxwoods for the 2024 Connecticut Convention.
Thank you to everyone—the sponsors, exhibitors, advertisers—and you for contributing to the convention’s success. There is so much to take advantage of at this year’s event.
When you think of a PIA event, you think of education, networking, and establishing connections—and this year is no different.
Learning
Cybersecurity is such a hot topic these days, so we offer you two continuing-education approved classes on the topic on Wednesday: Cyber Insurance in the AI Age: Judgement Day!, and What You Don’t Know Will Hurt You: Cybersecurity Compliance in the Northeast. Both classes will be taught by PIACT’s Director of Government & Industry Affairs Brad Lachut, Esq.
For those of you who are looking for information on errors-and-omissions exposures, be sure to check out Emerging E&O Issues and Recent Court Cases, which will be taught by Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS, MLIS, AFIS, TRIP, on Thursday.
Networking
Thank you to the Connecticut Young Insurance Professionals for hosting the Welcome Reception Tuesday night.
Be sure to attend the Networking Lunch Buffet, during which PIA National President Richard A. Savino, CIC, CPIA, will deliver a short address about what is happening in the insurance industry at a national level, and the Awards of Distinction will be bestowed on the recipients. Please join me in congratulating this year’s award winners!
There are plenty of other opportunities to network, including at the sold-out trade show, which will be open throughout the convention, and at the Networking Reception on Wednesday night. Get ready to dance to the music spun by DJ Michael Nigretti.
These are just some of the happenings that I’d like to highlight about this year’s Connecticut Convention. More details about the event can be found in this program book. I hope you enjoy it. Thank you for being a part of this event.
J.Kyle Dougherty
J.Kyle Dougherty, CIC President, PIACT
2024 Connecticut Convention Program Book 5
pr ewelcsidents ome
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2024 Connecticut Convention Program Book 6 Platinum Silver Gold PIACT Strategic Partners As of publication date. For more information go to pia.org. As of 3/6/24
•
2024 Connecticut Convention Program Book 7 Digital Pia.org
insurance professionals go for information.
Where
10‑15,000 visits each month.
digital news
Pia
Thousands of member agencies in New York, New Jersey, Connecticut, New Hampshire and Vermont. Options to fit any budget. advertise with Pia Northeast Reach the insurance industry’s property/casualty segment PRiNt Pia Magazine
Gives readers power to grow their business in a competitive marketplace.
Single‑ and multi‑state options available. 116465 1119 Let the Good Times Bowl www.CTYIP.org Come early to the PIACT Convention and network with your peers while you knock down some pins. During this event, hosted by CTYIP, there also will be chances to win prizes. .................................................................... ........................................................................ Tuesday, March 26, 2024 Foxwoods, High Rollers Luxury Lanes (800) 424-4244, ext. 231
• Distributed as a member-exclusive benefit. • Drive traffic to your website.
•
•
schedule
Tuesday March 26
5:30–8 p.m.
CTYIP Welcome Reception
Additional registration fee required.
Foxwoods High Rollers Luxury Lanes
Wednesday March 27
7:30 a.m.–4 p.m.
9–11 a.m. 10:30 a.m.–12:30 p.m. 12:15–1:30 p.m.
PIA registration desk open
Education session:
Cyber Insurance in the AI Age: Judgement Day! Brad Lachut, Esq.
Trade Show open
-Bloody Mary/Mimosa Bar
-Cash Prizes
Networking Lunch Buffet
-PIA National President, Richard A. Savino, CIC, CPIA
-PIACT Awards of Distinction
Trade Show open
-Wine & Cheese Reception
-Exhibitor and cash drawings
Education session:
What You Don’t Know Will Hurt You: Cybersecurity Compliance in the Northeast Brad Lachut, Esq.
MAPFRE Insurance Networking Reception with DJ Mike Nigretti
-Open bar/food stations
-Exhibitor and cash drawings
-Raffle Prize
-Coffee & Dessert
2024 Connecticut Convention Program Book 8
1:30–3:30
3:30–4:30
p.m.
p.m. 4:30–7 p.m.
8–9:30
8:30–9:15 a.m.
9–9:30 a.m.
9:30 a.m.–12:30 p.m. Education Session:
Emerging E&O Issues and Recent Court Cases
Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS, MLIS, AFIS, TRIP
Sponsored by: Quincy Mutual Group
2024 Connecticut Convention Program Book schedule Thursday
a.m. PIA Registration Desk open
March 28 8-10:30
a.m. Continental Breakfast
PIACT Annual business meeting
Annual business meeting
CTYIP
Cyber Insurance in the AI Age: Judgement Day!
Wednesday, March 27, 9–11 a.m.
Approved for 2 CT CE credits. (GEN-6000160753)
Bradford Lachut, Esq.
Sponsored by NLC Insurance Cos.
Unravel the mysteries of evolving cyber exposures—from the twists in privacy liability laws, to the high-tech turns of artificial intelligence—and arm yourself with the best practices to outsmart emerging threats (e.g., ransomware and social engineering). It’s not just a course—it’s your survival guide in the digital dystopia. Prepare for cyber insurance Armageddon!
What You Don’t Know Will Hurt You: Cybersecurity Compliance in the Northeast
Wednesday, March 27, 3:30–4:30 p.m.
Approved for 1 CT CE credit. (GEN-6000160751)
Bradford Lachut, Esq.
Don’t let cyber threats sneak up on you like ninjas in the digital shadows! During this course, Brad Lachut, Esq., will demystify Connecticut’s cybersecurity and New York state’s cyber security regulation to address their impact on Connecticut insurance producers. This course will prepare insurance producers for a force more formidable than ninjas … err … state insurance regulators.
Emerging E&O Issues and Recent Court Cases^UN^FF
Thursday, March 28, 9:30 a.m.–12:30 p.m.
Approved for 3 CT CE credits. (GEN-6000160752)
Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS, MLIS, AFIS, TRIP Sponsored by Quincy Mutual Group
Most errors-and-omissions claims against agents and brokers are not because they have done something wrong … it’s because they can’t prove that they haven’t done anything wrong. Join Steve Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP, for a discussion on some of the emerging E&O issues and recent court cases—and the oldies but goodies, too—facing insurance producers. The course will help you develop the internal and external procedures necessary to avoid falling short of the standard of care required by the courts. This class will explore particularly troublesome coverage issues, which create significant exposures for insurance producers, and will provide answers and risk-control techniques to help keep your agency out of court.
^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.
Instructor
Instructor
2024 Connecticut Convention Program Book 10
Education
Trade Show
Wednesday, March 27, 10:30 a.m.-12:30 p.m., and 1:30-3:30 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.
Networking Lunch
Wednesday, March 27, 12:15–1:30 p.m.
Grab some delicious food while listening to PIA National President, Richard A. Savino, CIC, CPIA, discuss changes to the insurance industry through the years. And, join us as we celebrate the achievements of this year’s PIACT Awards of Distinction winners.
MAPFRE Insurance Networking Reception
Wednesday, March 27, 4:30–7 p.m.
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 stylings 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.
2024 Connecticut Convention Program Book 11
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2023-2024 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
Ryan Kelly
Nick Khamarji, Jr.
Jeffrey A. Krar
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, CPFA
Peter Frascarelli, CPIA
Michael F. Keating
Howard S. Olderman
Gerard Prast, CPIA
Shannon Rabbett, CIC
Augusto Russell, CIC
Timothy G. Russell, CPCU
2024 Connecticut Convention Program Book 12
Administration
2024-2025 PIACT Administration
President
Nick Ruickoldt, CPIA
President-elect
Kevin P. McKiernan, CIC, CPIA
Vice President
Nathan L. Shippee
Treasurer
Katie Bailey, CPIA, ACSR, CLCS
Secretary
Kimberly A. Tompkins, CIC, AIS, AINS, PHM, CRIS, ACSR, CPIA
Immediate Past President
J. Kyle Dougherty, CIC
National Director
Jonathan Black, LUTCF, CPIA, CLTC, NAMSA, NSSA
Directors
Scott Burns
Ryan Kelly
Nick Khamarji, Jr.
Jeffrey A. Krar
Patrick Walsh
Active Past Presidents
James R. Berliner, CPCU
Mark Connelly, CIC
John DiMatteo, CFP, CPFA
Peter Frascarelli, CPIA
Michael F. Keating
Howard S. Olderman
Bud O’Neil, CPIA
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 2027:
Nick Khamarji Jr., Easton
Nick Ruickoldt, CPIA, Southport
Nathan L. Shippee, Wallingford
2024 Connecticut Convention Program Book 13
2024 Convention Committee
Chair
Katie Bailey, CPIA, ACSR, CLCS
Vice Chair
Kimberly A. Tompkins, CIC, AIS, AINS, PHM, CRIS, ACSR, CPIA
James R. Berliner, CPCU
Anthony DeSalva
John DiMatteo, CFP, CPFA
J. Kyle Dougherty, CIC
Nick Khamarji Jr.
Kevin P. McKiernan, CIC, CPIA
Howard S. Olderman
Bud O’Neil, CPIA
Gerard Prast, CPIA
Shannon Rabbett, CIC
2024 Connecticut Convention Program Book 14
2024 Connecticut Convention Program Book 15 2024 Award Winners Community Service Award Bouvier Insurance Melissa Yuchniuk Professional Agent of the Year Charter Oak Agency
Company Persons of the Year Plymouth Rock
DePalma Heather Griffith Plymouth Rock DIGITAL PIA.org • 10‑15,000 visits each month. PIA digital news • Distributed as a member-exclusive benefit. • Drive traffic to your website. Advertise with PIA Northeast PRINT PIA Magazine • Gives readers power to grow their business in a competitive marketplace. • Single- and multi-state options available. (800)424‑4244, ext. 231 Reach the insurance industry’s property/casualty segment
Marissa Barbera
Mike
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AFCO
Anthem
Applied
BELFOR
Berkley
Connecticut
Convelo
Crystal
Elevate
Envirocheck
FrankCrum
Friedlander
2024 Connecticut Convention Program Book 20 www.ajg.com Gallagher
www.afco.com
Direct www.hagerty.com Hagerty www.appliedsystems.com
Systems Inc.
www.friedlandergroup.com
Group Inc. Method Insurance Services www.methodinsurance.com
www.belfor.com
Property Restoration Honeycomb Insurance www.honeycombinsurance.com
www.berkleymp.com
Management
www.ctyip.org
Protection
Young
Professionals www.iroquoisgroup.com Iroquois Group www.jjins.com Johnson & Johnson www.conveloins.com
Insurance
Insurance Group www.brite.co
www.jencapgroup.com Jencap Group www.mcgowancompanies.com McGowan Companies www.frankcrum.com
BriteCo
www.jkrar.com Joseph Krar & Associates Inc. www.crystalrestorationservices.com
Restoration Services of CT www.jimcor.com Jimcor Agencies www.libertymutual.com / www.safeco.com Liberty Mutual / Safeco
www.envirocheck.com
Inc.
www.anthemsoftware.com
Business Software LLC www.greatamericaninsurancegroup.com Great American Insurance Co.
www.elevateteams.io
Teams www.lancerinsurance.com Lancer Insurance Co. www.mapfreusa.com MAPFRE Insurance
Exhibitors
www.epaypolicy.com ePayPolicy
2024 Connecticut Convention Program Book 21 www.selective.com Selective Insurance www.motiva.net Motiva Networks www.nextinsurance.com NEXT Insurance www.servpro.com SERVPRO www.rtspecialty.com RT Specialty www.shelterpoint.com ShelterPoint Life Insurance Co. www.omahanational.com Omaha National www.standardpremium.com Standard Premium Finance Management Corp. www.openly.com Openly Insurance www.gotapco.com TAPCO Underwriters www.unitedprs.com United Property Restoration Services www.p1finance.com P1 Finance www.spcpub.com Standard Publishing Corporation www.rpsins.com Risk Placement Services www.uticanational.com Utica National Insurance Group www.phly.com Philadelphia Insurance Cos. www.primeis.com Prime Insurance Co. www.wctrust.com Workers Compensation Trust www.servicemasterrestore.ca ServiceMaster www.neee.com New England Excess Exchange www.plymouthrock.com Plymouth Rock Assurance www.vertafore.com Vertafore www.xsbrokers.com XS Brokers www.pia.org/CT PIA Northeast Exhibitors www.pauldavis.com
Davis Restoration www.plmr.com Palomar Specialty Insurance
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Sponsors
The Andover Cos.
Entertainment
Aon Edge
Continental Breakfast
Arbella Insurance Group
Convention Badges and Lanyards
Business Risk Partners
Meeting Refreshments
Central Insurance Cos. Convention Host
Chubb Convention Host
Glass America
Coffee & Dessert
Jencap Group
Tote Bag Booth
Liberty Mutual / Safeco
Wine & Cheese Reception
Networking Reception
NJM Insurance Group
MAPFRE Insurance Convention Host
NLC Insurance Cos.
Education Session
Connecticut Convention Program Book 24
2024
2024 Connecticut Convention Program Book 25 Networking Luncheon PCF Insurance Services Lunch Table Programs
Davis Restoration
Mary/Mimosa Bar
Rock Assurance Grand Door Prize & Mobile Website
Insurance E&O Education Session and Convention Host
Mutual Group Convention Host
Mutual Insurance Group Charging Station and Convention Host RT Specialty Cash Giveaways SERVPRO MILFORD – ORANGE – STRATFORD SOUTHBURY/TORRINGTON (203) 301-0500 Hand Sanitizers United Property Restoration Services Coffee & Dessert
Alliance Sponsors
Decals
National
Paul
Bloody
Plymouth
Progressive
Quincy
Ohio
Renaissance
Floor
Omaha
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