Program Book | Annual Conference 2024

JUNE 2-4, 2024 | HARD ROCK, ATLANTIC CITY, N.J.

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Sunday, June 2

12-7 p.m. PIA registration desk open

1:30-4:30 p.m.

The Seven-Ten Split Mock Trial: Navigating Agent Errors & Omissions

Presented by Utica National Insurance Group Moderated by Brad Lachut, Esq.

4-6:30 p.m. Trade Show open with cash giveaway

5 p.m. Networking Reception

9-11 p.m. YIP Nitecap Reception

Monday, June 3

7:30-12 30 p.m.

8-10 a.m.

PIA registration desk open

Education session: Bridge Over Troubled Water: Understanding & Navigating the Hard Market Brad Lachut, Esq.

9-10:30 a.m. Continental Breakfast in the Trade Show

9 a.m.-noon Trade Show open Exhibitor Micro-Sessions

9 a.m.-noon AUGIE User Group Meeting

Noon-1:45 p.m.

Featuring Corporate Entertainer, Chris Blackmore Schedule

Networking lunch

Schedule

1-6 p.m.

1:45-4 p.m.

2-3:30 p.m.

3-5:50 p.m.

PIA registration desk open

Trade Show open

—Wine and Cheese Reception

—Exhibitor Micro-Sessions

—Exhibitor door prize drawings

Deep Dive Live–Agency Perpetuation

Education session:

Builders Risk 2024—Unraveling the Maze of Coverage Differences

Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS, MLIS, AFIS

Tuesday, June 4

6:30 a.m.

7-8 a.m.

8-10:30 a.m.

8:30-9:30 a.m.

9:30 a.m.-12:30 p.m.

NJYIP Fun Run warm-ups

NJYIP Fun Run to benefit Special Olympics NJ

PIA registration desk open

NJYIP Fun Run breakfast with award presentations

Closing session:

Cyber Coverage Explained in Depth–Finally!

Jim Venezia, CPCU, CCIS, CCIC

12:30 p.m. Conference officially concludes

We pride ourselves on our unique solutions designed for your coverage needs.

Since 1991, Brooks Insurance Agency has successfully serviced the standard markets and brokered complex lines of business. We represent 80+ quality carriers nationwide, helping agents find the coverage their clients need.

MARKET STRENGTHS AND EXPERTISE

• Broad market reach (admitted and non-admitted markets)

• High-touch broker specialists

• Easy, online quoting process

• Collective approach to complex insurance needs Visit us at www.brooks-ins.com.

Exhibitors

Acrisure/Acrisource www�acrisure�com

Adapt API www�adaptinsurance�com

AFCO Direct www�afcodirect�com

American Collectors Insurance www�americancollectors�com

AmTrust www�amtrustgroup�com

AmWins Group Inc. www�amwins�com

Aon Programs www aonprograms com

Applied General Agency www appliedga com

Applied Systems /EZLynx www appliedsystems com

Applied Underwriters www�auw�com

ARC Excess & Surplus LLC www�ARCBrokers�com

Associated Specialty Insurance Agency Inc. www�asiaworkerscomp�com

Assurant Flood Solutions www�assurant�com

BASS Underwriters www�bassuw�com

BBSI www�bbsi�com

Benefit Providers Inc. www�benefitprovidersdirect�com

Berkley Management Protection www�berkleymp�com

BrightFire www�brightfire�com

Brooks Insurance Agency www�brooks-ins�com

Burns & Wilcox www�burnsandwilcox�com

Capital Premium Financing www capitalpremium net

Chenango Brokers LLC www chenangobrokers com

ClientCircle www clientcircle com

Coface www�coface-usa�com

Convelo Insurance Group www�conveloins�com

Crazy Rich Agents www�crazyrichagents�com

David J Louie Inc. www�davidjlouie�com

Decision HR www�decisionhr�com

Distinguished Programs www�distinguished�com

Dyad www�dyadtech�com

Elevate Teams www�elevateteams�io

ePayPolicy www�epaypolicy�com

Excess Line Association of New York www�elany�org

First Connect Insurance www�firstconnectinsurance�com

First Insurance Funding www firstinsurancefunding com

First Nonprofit www firstnonprofit com

Bernard Fleischer & Sons www bfbond com

FloodFlash www�floodflash�com

FOCUS Adjusters www�focusadjusters�com

Friedlander Group Inc www�friedlandergroup�com

FTP Inc. www�ftpins�com

Gallagher www�ajg�com

Exhibitors

Garlic Insurance Wholesalers www�garlicinsurance�com

Gillespie Public Adjusters LLC www�gillespieadjusters�com

gotoPremiumFinance www�gotopremiumfinance�com

Graber Agency Inc. www�graberagency�com

Granada Indemnity Company www�granadaindemnity�com

Great Bay Insurance Group www�greatbayinsurancegroup�com

Great American Insurance Fidelity & Crime www crimeinsurance com

Great American Insurance GroupProperty & Inland Marine www�gaig�com/pim

Great Bay Insurance Group www�greatbayinsurancegroup�com

Hagerty Insurance Agency www�hagerty�com

Hamond Safety Management LLC www�hamondgroup�com

The Hartford www�thehartford�com

Hartford Flood www thehartford com

HawkSoft Inc. www hawksoft com

The Heffner Agency Inc. www�heffneragency�com

Highview National Insurance Company www�highviewnational�com

ICW Group www�icwgroup�com

Imperial PFS www�ipfs�com

Inchanted www�inchanted�com

InsBOSS USA Inc. www�insboss�net

Insurance Express & Member Companies www insuranceexpress com

Integrated Specialty Coverage www iscmga com

The Iroquois Group www iroquoisgroup com

Irwin Siegel Agency www�siegelagency�com

Jencap Group www�jencapgroup�com

Jimcor Agencies www�jimcor�com

Johnson & Johnson www�jjins�com

Lancer Insurance Co. www�lancerinsurance�com

Lava Automation www�lavaautomation�com

Loadsure www�loadsure�net

Lovell Safety Management Co. LLC www�lovellsafety�com

M. Miller & Son www�mmillerson�com

Marble Box www�marble-box�com

MarshBerry/FirstChoice www�marshberry�com

McGowan Companies www mcgowancompanies com

McKee Risk Management Inc. www mckeerisk com

McNeil and Company www mcneilandcompany com

Method Insurance Services www�methodinsurance�com

Morstan General Agency/Bridge Specialty Group www�morstan�com

Motiva Networks www�motiva�net

National General, an Allstate company www�nationalgeneral�com

National Alliance for Ins. Education & Research www�scic�com

Exhibitors

NEC Specialty www necspecialty com

Neptune Flood Inc. www�neptuneflood�com

New England Excess Exchange www�neee�com

New Jersey Agency Network Inc. www�njansiaa�com

NEXT Insurance www�nextinsurance�com

NIP Group www�nipgroup�com

Novatae Risk Group www�novatae�com

Omaha National www omahanational com

One80 Intermediaries www one80 com

Openly Insurance www openly com

Orchid Insurance www�orchidinsurance�com

Palomar Specialty Insurance www�plmr�com

Payrolling Partners Inc. www�payrollingpartners�com

PCF Insurance Services www�pcfins�com

Pennsylvania Lumbermens Mutual Insurance Co. www plmins com

People’s Premium Finance www�peoplespf�com

Perfect Restoration & Cleaning www�perfectrestoration24�com

Philadelphia Insurance Companies www�phly�com

Preferred Mutual Insurance Company www�preferredmutual�com

The Premins Company www�premins�com

Premium Paybacks www�premiumpaybacks�com

Price and Price Enterprises Inc. www melwainbonds com

Prime Insurance Company www primeis com

PIA Northeast www pia org

Program Brokerage Corporation www�programbrokerage�com Progressive www�progressive�com/Agent

Quandri www�quandri�io

Risk Placement Services www�rpsins�com

RMS Hospitality Group www rmshg com

ROCKET MGA LLC www�rocketmga�com

Rosen Affiliates LLC www�rosenaffiliates�com

The Rough Notes Company www�roughnotes�com

RT Specialty www�rtspecialty�com

Ryan Specialty www�rtspecialty�com

SageSure www�sagesure�com

ShelterPoint Life Insurance Co. www shelterpoint com

Simon Agency www simonagency com

SIR Services NY Inc. www sirservicesny com

Special Olympics of NJ- Fun Run www�sonj�org

Strand Finance Inc. www�strandfinance�com

Strategic Comp www�strategiccomp�com

Synergy Professional Associates Inc. www�synergy-ins�com

Exhibitors

TAPCO Underwriters www gotapco com

Total Program Management/Oryx Insurance www�tpmrisk�com

Total Restoration Industries LLC www�totalresto�com

TTS Technologies www�TTSCyber�com

USG Insurance Services www�usgins�com

US Risk LLC www�usrisk�com

Utica First Insurance Co. www�uticafirst�com

Utica National Insurance Group www uticanational com/eo

V3 Insurance Agency www�v3ins�com

Venture Insurance Programs www�ventureprograms�com

Vertafore www�vertafore�com

Victor Insurance Managers www�victorinsurance�com

WH Greene & Associates www�whgreene�com

Wholesure www�specialriskup�com

Wilkoff Bonds www wilkoffbonds com

WN Tuscano Agency www�tuscano�com

Wright Flood Insurance Co. www�wrightflood�com

XS Brokers www�xsbrokers�com

Young Insurance Professionals www�younginsuranceprofessionals�org

JUNE

MAP KEY

1ST FLOOR - CASINO LEVEL

2ND FLOOR - MEETING LEVEL

2023 CONTRIBUTORS THANK YOU

$2,500+

Excelsior Club

David L. Sidle Agency Inc.

$1,000-2,499

Platinum Club

Bartow Insurance Agency & Jebb Brokerage Inc.

Parsons & Associates Inc.

Skeele Agency Inc.

Gary Slavin, CLTC, CIC

John Tomassi, CPCU

Utica First Insurance Co.

P.W. Wood & Son Inc.

$750-999

Diamond Club

Andrews Agency Inc.

NGL Group LLC

$500-749

Gold Club

Broadfield Group—a Member of PCF

Insurance

Tim Dean

Lawley LLC

Millennium Alliance Group LLC

The Roffe Group P.C.

Ten Eyck Group

$250-499

Capitol Club

Associated NY Insurance Agencies Inc.

Fire Mark Insurance Agency Inc.

Lynne R. Frank, CPCU

Garber, Atlas, Fries & Associates

Jon Lipton, CIC

Alan M. Plafker, CPIA

Prime Coverage Corp.

Leslie C. Rogoff

J.B. True Co. Inc.

XS Brokers Insurance Agency Inc.

$100-249

Century Club

Ability Service Agency Inc.

Shirley Albright, CPIA, CISR

Azby Brokerage Inc.

Benefit Quest Inc./Eric Cohen Insurance

Brown & Stromecki Agency

Gabriel Bundschuh & Associates

Chautauqua Patrons Insurance Co.

Coverage Concepts Inc.

David Dickson

Marshall Glass

Jorge Hernandez

A.L. Hofaker Inc.

Interwest United Insurance Brokerage

Bradford J. Lachut, Esq.

Parente Agency/Nationwide

Michael Stamp

Stephen Ruchman

Tanner-Ibbotson Inc.

Ryan and Ryan Insurance Brokers

Wallin Insurance Agency Inc.

$1-99

AAC Club

ALSR Agency Inc.

Brooke & Irwin Insurance Agency

Dowden Agency Inc.

Mary Ellen Hern

Shore Line Insurance Agency Inc.

www.pia.org/donateaac

2748-D-2024

FEATURED INSTRUCTORS

Brad Lachut, Esq. is the PIA Northeast director of government & industry affairs He is responsible for all legal, government relations, and insurance industry liaison programs for the assocation� Lachut has spent more than a decade studying and learning about New York’s unique insurance marketplace�

Steve Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, has more than 35 years of agency-management experience owning, operating, and managing an independent insurance agency He uses his experience to conduct more than 150 insurance-related classes each year for agencies and companies throughout the U�S�

Jim Venezia, CPCU, CCIC, CCIS, is a seasoned insurance professional and a specialist in cyber and innovation risk/insurance He has more than 30 years of experience in creating, implementing, and improving insurance solutions�

Sunday, June 2, 1:30-4:30 p.m.

The Seven-Ten Split Mock Trial: Navigating Agent Errors & Omissions^UN^FF

Presented by Utica National Insurance Group; Moderated by Brad Lachut, Esq

Approved for NY: 3 BR, C1, C3, LA, LB, LSB, PA, PC (NYCR-278831); NJ: 3 GEN (88906683); PA: 3 GEN (136826)

Sponsored by: Utica National Insurance Group

This mock trial is designed to simulate a trial based on real errors that arose under errors-and-omissions liability for insurance agents. During this seminar, the presented facts will be from an actual claim that went to trial with a rendered verdict. The participants will observe what transpired during the trial, and they will learn about the issues that came to light and how they affected the eventual outcome. Those in attendance will participate—some by playing roles in the litigation and the remainder by acting as the jury—and will provide their own thoughts and observations on the verdict slip. This educational session will end with an overview of E&O liability, including an examination of what the agent could’ve done differently to avoid this lawsuit, and common causes of E&O claims against insurance agents. Guidance also will be given to help agents if they are faced with an E&O claim or lawsuit.

^FF^UN –This course has been approved for E&O loss prevention credit by Utica Mutual and Fireman’s Fund. Call the PIA E&O Dept. for details.

Monday, June 3, 8-10 a.m.

Bridge Over Troubled Water: Understanding & Navigating the Hard Market

Brad Lachut, Esq�

Approved for NY: 2 BR, C3, PA, PC (NYCR-278830); NJ: 2 GEN (88906682); PA: 2 GEN (136825)

Sponsored by: Excess Line Association of New York

In the ever-evolving landscape of the insurance industry, insurance producers are witnessing a significant shift. The marketplace is moving toward a hard market, marked by limited availability, rising prices, and more stringent underwriting standards. Insurance producers and their clients are both feeling the impact of these changes. So, what strategies can insurance producers employ to manage these challenges effectively? This comprehensive course is designed to arm insurance producers with essential skills and knowledge to address the hard-market dynamics with their clients. Participants will delve into the intricacies of reinsurance and its influence on the retail insurance sector; understand and explore statespecific factors driving costs upward, such as extreme weather events and escalating litigation expenses; and learn about legal and contractual protections critical for agency’s experience commission cuts or agency terminations.

Monday, June 3, 3–5:50 p.m.

Builders Risk 2024–Unraveling the Maze of Coverage Differences

Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS, MLIS, AFIS

Approved for NY: 3 BR, C3, PA, PC (NYCR-278829); NJ: 3 GEN (88906684); PA: 3 GEN (136824)

Sponsored by: Brooks Insurance Agency

Understanding your client’s exposures to buildings under construction or renovation, and matching those exposures to the proper coverages, endorsements and products can be tricky and confusing—especially in New York. Simply put, builders risk policies are nonstandard, which means someone must read them, analyze the coverages, limitations and exclusions to be sure they meet your client’s needs and contractual responsibilities. This class will walk you through the maze of coverage differences and discuss the following topics: when a builders risk policy starts and automatically terminates; what’s covered property and what’s not; insuring to completed value–coinsurance and change orders; how to handle existing structures and renovations properly; who is an insured; occupancy prior to completion; and hard versus soft costs. Additionally, Lyon will explore New York Labor Laws and their impact on the insurance marketplace and availability of coverages.

Tuesday, June 4, 9:30 a.m.-12:30 p.m.

Cyber Coverage Explained in Depth–Finally!

Jim Venezia, CPCU, CCIS, CCIC

Approved for NY: 3 BR, C3, PA, PC (NYCR-278832); NJ: 3 GEN (88906681); PA: 3 GEN (136827)�

Cyber liability attacks continue to occur at almost lightning speed, and they have become much more complex and sophisticated. Do insurance producers who sell this coverage truly feel prepared to assess an insured’s risk and to provide the correct coverage remedy adequately? Finally, here is a cyber security class that digs deeper—concentrating on all the aspects, details and nuances of this often-mysterious coverage. To date, many of the cyber security classes only touched on the basics, but they didn’t provide the in-depth knowledge and tools insurance producers need to understand this coverage fully and offer it to insureds confidently. This class will leave participants prepared with the knowledge to examine their insured’s cyber security exposures and then help them obtain the limits and coverages appropriate for their situations.

Deep Dive Live:

Perpetual Perpetuation Planning

In the fast-paced world of insurance agencies, ensuring continuity is paramount for securing your legacy. Whether you’re eyeing agency acquisition, contemplating retirement, or striving for seamless transitions, mastering perpetuation is the cornerstone of your strategy.

Join us for an immersive journey into the heart of perpetuation planning at PIANJ’s Deep Dive Live event. Our mission? To equip you with the insights and tools to navigate this vital aspect of agency management with confidence.

Led by a panel of seasoned PIANJ experts, we’ll delve deep into the nuances of retirement and succession planning. From unraveling valuation mysteries, to crafting robust buy/sell agreements, and understanding the critical role of succession planning, we’ve got you covered.

Panelists will include Tim Latimer, vice president of The Barclay Group, Brooke DeWyze, chief development officer at PCF Insurance, Everett Shaw, ASA, of BH Burke & Co., and Chris Weldon, Esq., partner at Winget, Spadafora & Swartzberg LLP.

The session will be moderated by Kenneth Bull, regional manager at Iroquois Mid-Atlantic Group.

Gold Club ($2,000-2,999)

Hardenbergh Insurance Group

Diamond Club ( $1,000-1,999)

AssuredPartners of NJ

Michael Beckerman, CPCU

Blum & Walsh Group Inc.

Liberty Insurance Associates Inc

Otterstedt Insurance Agency Inc.

Keith A. Savino, CPIA

Emerald

Club ($750-99 9)

ADP Partners Insurance Agency Inc

McMahon Agency Inc

Sapphire Club ($500-749)

Louis Beckerman, CIC, CPCU

Philip R. Bogle

J.S. Braddock Agency

Fraser Brothers Group LLC

Clyde Paul Agency

Capitol Club ($250-499)

All Insurance Services Inc

Mark Anthony Associates

Barclay Group

Kenneth Bull

Community Insurance Associates Inc.

GJEM Insurance Agency Inc.

Insurance Center of North Jersey

Carol Katz

Aaron Levine, CIC

Merwin & Paolazzi Insurance Agency Inc.

Paul Monacelli, CIC, CPIA

Osborn Insurance Agency LLC

Quantum Insurance Services LLC

Coryn Thalmann, CIC, CIW

Vozza Agency Inc.

NJPIAPAC Club ($1-249)

Shirley Albright, CPIA, CISR

Allen & Allen Insurance Agency

John Anderson

Roger C Butler, CIC

Charles J. Caruso, CIC, CPIA

COE Inc. dba Ciardelli

M.L. Cutler & Co. Inc

Alyssa Delaney

Karen Hivry

Lloyd Humphrey

Jimcor Agencies Inc.

Kando Service Agency Inc.

Kape Insurance Agency Inc

Keer & Heyer Inc.

George Lista

A.C. Marmo & Sons Inc

David Massey

Horace E. McCurdy Insurance Agency LLC

Peter J. Russo Agency

Stephen P. Tague, CPIA

Logan True, CRIS

Voluntary Risk Managers

Samuel A. Wierman

Casey Yarger, CIC, CRM

Yossi United Insurance Agency LLC

www.pia.org/donateNJPAC/ gova airs@pia.org

Networking Events!

Drops of Jupiter

Networking Cocktail Reception

Sunday, June 2, 5 p.m.

Sponsored by: Jimcor Agencies

Kick off the conference the right way–meet up with colleagues and friends in the networking lounge. Hors d’ oeuvres and cocktails await, and so do new business connections. Refreshments available for purchase during the event.

Moondance

YIP Nitecap

Sunday, June 2, 9–11 p.m.

Sponsored by N2G Worldwide

Don’t miss the most popular party in town! Join the Young Insurance Professionals for great music, dancing, and craft drinks at the Hard Rock Café Backstage! Meet the young minds shaping the insurance industry.

Explore the Galaxy

Trade Show

Sunday, June 2, 4–6:30 p.m.

Monday, June 3, 9 a.m.-Noon; 1:45–4 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.

Exhibitor Micro-Sessions: Monday, 9:30 a.m–3:30 p.m.

Wine and Cheese Reception: Monday, 1:45–4 p.m.

Sponsored by Price & Price Enterprises Inc.

Networking Events!

Space Jam

Networking Lunch featuring Corporate Entertainer, Chris Blackmore

Monday, June 3, 12-1:45 p.m.

Sponsored by: Plymouth Rock Assurance

Through the use of comedy and amazing magic, Chris Blackmore stirs the imagination and unlocks the mind. He is one of the most requested corporate entertainers by Fortune 500 companies in America.

Bark at the Moon

Nighttime Beach Party

LandShark Bar & Grill

Monday, June 3, 6:30–9 p.m.

Sponsored by: Selective Insurance

By popular demand, we’ll be taking over the LandShark Bar & Grill for a nighttime beach party! Party like a rock star with one of the top cover bands on the East Coast—GoodMan Fiske. Enjoy dinner and open bar on the beach.

Heart of the Sunrise

Fun Run to Benefit Special Olympics New Jersey

Tuesday, June 4, 6:30-8 a.m.

Sponsored by: Franklin Mutual Insurance

For almost 40 years, the Annual Fun Run has raised money for Special Olympics New Jersey. To date, PIANJ and NJYIP have raised more than $3.9 million for SONJ. Run, jog or walk and help make this the best one yet.

Sponsors

AIS Brokerage LLC

www�aisrisk�com

Floor Decals

AmWins Group

www amwins com

Beer & Soda Garden

Berkshire Hathaway GUARD Insurance Cos.

www�guard�com

Silver Host

Brooks Insurance Agency

www brooks-ins com

Education Session & Silver Host

Burns & Wilcox

www burnsandwilcox com

Gold Host

Cincinnati Insurance Company

www cinfin com

Silver Host

Continental Heritage Insurance Co.

www continentalheritage com

Silver Host

CRC Group

www crcgroup com

Floor Decals

Cumberland Mutual

www cumberlandmutual com

Silver Host

ePayPolicy

www epaypolicy com

Floor Decals

Excess Line Association of New York

www�elany�org

Education Session

Sponsors

First Connect Insurance

www�firstconnectinsurance�com

Hot dog Booth

Franklin Mutual Insurance

www fmiweb com

Silver Host

Great American Insurance Group-Property & Inland Marine

www�gaig�com/pim

Conference App

Hagerty Insurance Agency

www hagerty com

Coffee Booth

ICW Group

www icwgroup com

Floor Decals

Inchanted

www�inchanted�com

Badge Lanyards

The Iroquois Group

www iroquoisgroup com

Silver Host

Jencap Grroup

jencapgroup�com

Conference Badges

Jimcor Agencies

www jimcor com

Networking Lounge and Reception

Johnson & Johnson Inc.

www�jjins�com

Silver Host

Marble Box

www marblebox com

Charging Station

Sponsors

Merchants Insurance Group

www�merchantsgroup�com

Silver Host

Mercury Insurance

www mercuryinsurance com

Lunch Table Programs & Silver Host

N2G Worldwide

www�ng2�com

YIP Nitecap Reception

Narragansett Bay Insurance Co.

www nbic com

Silver Host

Novatae Risk Group

www novatae com

Shoeshine Booth

PCF Insurance Services

www�pcfins�com

Platinum Host

Philadelphia Insurance Companies

www phly com

Tote Bag Booth

Plymouth Rock Assurance

www�plymouthrock�com

Monday Luncheon & Platinum Host

Preferred Mutual Insurance Co.

www preferredmutual com

Platinum Host

Price & Price Enterprises Inc.

www�melwainbonds�com

Wine & Cheese Reception

Progressive Insurance

www progressive com

Gold Host

Sponsors

Risk Placement Services

www�rpsins�com

Silver Host

Selective Insurance

www selective com

Beach Party & Platinum Host

Seneca Insurance Co.

www�senecainsurance�com

Silver Host

Strategic Agency Partners

www�strategicagencypartners�com

Floor Decals

Synergy Professional Associations Inc.

www�synergy-ins�com

Gold Host

Travelers

www�travelers�com

Gold Host

Utica National Insurance Group

www uticanational com

Continental Breakfast & Education Session

Vertafore

www�vertafore�com

Neck & Shoulder Massages

Wright Flood Insurance Co.

www�wrightflood�com

Gold Host

XS Brokers

www xsbrokers com

Gold Host

Are you ready to take your insurance agency to new heights? PCF Insurance Services is a first-in-class insurance brokerage seeking to acquire partners in growth.

We o er a host of shared services to accelerate growth to add more value to principles while we take care of these: WHAT

“PCF is about long-term, sustainable growth, which is why we’re intentional in selecting businesses, as well as insurers, that believe in the PCF growth strategy, possess a proven track record of success, are highly collaborative and entrepreneurial, and looking to expand beyond their current capacity.”

Brooke King DeWyze, Chief Development O cer

Be part of our growth.

THANK YOU

Connie Mahoney For all your hard work.

WELCOME

Andrew Harris, Jr

We look forward to all that 2024 has in store!

Plymouth Rock proudly supports our Independent Agents and PIA of New Jersey & New York.

Thank you for all that you do for the industry.

Congratulations, David Gant!

We’re proud to work alongside the 2024 PIA New Jersey “Company Person of the Year!”

– The Plymouth Rock Team

•

•

•

AGENTS OF Exploration

Tech solutions for you and your customers—now and into the future

At Progressive, we’re always thinking about ways to push our business forward with innovations like our leading telematics solutions: Snapshot® for personal auto and Snapshot ProView® and Smart Haul® for your commercial customers. Plus, we’ve rolled out a multi-product quoting platform that makes bundling easier than ever.

With breakthroughs like these and more, you can feel con dent that while you’re focused on your customers, we’re focused on what’s ahead.

Tech leadership—it’s in our DNA.

TO LEARN MORE

Search for us online at Agents of Progressive, Progressive Connect, or Progressive Appointment.

programs not available in all states. 21A00108.EP08 (04/22)

PIANY New Member Sponsors

Marshall Glass, CPIA

Iroquois Insurance Group Inc.

Olean, NY

Jamie Ferris, CIC, CRM, AAI, CPIA

PW Wood & Son, Inc.

Ithaca, NY

2023-2024 PIANJ Administration

President Connie Mahoney

President-elect

Andrew Harris Jr., CIC, AAI

Vice Presidents

Roger Butler, CIC

Beth Frederickson, CPIA

Treasurer

Aaron Levine, CIC

Secretary

Lisa Hamm, CIC

Immediate Past President

Thomas Wilkens

National Director

Paul Monacelli, CIC, CPIA

Active Past Presidents

Anthony Bavaro, CIC, CRM

Louis Beckerman, CIC, CPCU

Bruce Blum, CPIA, TRA

Rip Bush Jr., CPIA

Charles Caruso, CIC, CPIA

Donna Cunningham, CPIA

Michael DeStasio Jr., TRIP

Donald LaPenna, Jr.

John Latimer, Esq.

Steven C. Radespiel

Keith Savino, CPIA

Stephen Tague, CPIA

William Vowteras

Directors

Lydia Bashwiner, Esq., CWCP, NJWCP

Michael Beckerman, CPCU

Yossi Bolanos

Ken Bull

Walter Conroy

Alyssa Delaney

Maria Escalona, CPIA

William McMahon III, CIC, CWCA

Christopher Powell

Logan True, CRIS

Casey Yarger, CIC, CRM

2024-2025 PIANJ Administration

President

Andrew Harris Jr., CIC, AAI

President-elect

Roger Butler, CIC

Vice Presidents

Beth Frederickson, CPIA

Aaron Levine, CIC

Treasurer

Lisa Hamm, CIC

Secretary

Michael Beckerman, CPCU

Immediate Past President

Connie Mahoney

National Director

Paul Monacelli, CIC, CPIA

Active Past Presidents

Anthony Bavaro, CIC, CRM

Louis Beckerman, CIC, CPCU

Bruce Blum, CPIA, TRA

Rip Bush Jr., CPIA

Charles Caruso, CIC, CPIA

Donna Cunningham, CPIA

Michael DeStasio Jr., TRIP

Donald LaPenna, Jr.

John Latimer, Esq.

Steven C. Radespiel

Keith Savino, CPIA

Stephen Tague, CPIA

William Vowteras

Thomas Wilkens

Directors

Lydia Bashwiner, Esq., CWCP, NJWCP

Yossi Bolanos

Ken Bull

Walter Conroy

Alyssa Delaney

Maria Escalona, CPIA

William McMahon III, CIC, CWCA

Christopher Powell

Logan True, CRIS

Casey Yarger, CIC, CRM

Newly elected for a three-year term ending in 2027

Becky Mateus, CIC, CPIA, ANFI, CFM

Director Nominees

Renewing for a three-year term ending in 2027

Roger Butler, CIC

Beth Frederickson, CPIA

Andrew Harris, Jr., CIC, AAI

Aaron Levine, CIC

Logan True, CRIS

Casey Yarger, CIC, CRM

2023-2024 PIANY Administration

President

Gary Slavin, CLTC, CIC

President-elect

Richard Andrews, LUTCF

Vice Presidents

Jason Bartow, AAI, CPIA

Michael Loguercio Jr.

Treasurer

Raymond Gillis, Sr., FIC, FICF

Secretary

Jorge Hernandez

Immediate Past President

David L. Sidle, CIC, CPIA

National Director

Michael Skeele, CIC, CPIA

Directors

Peter Buccinna

Ed Chadwick

Eric Cohen

Justin Fries, CIC, CPCU, CPIA

Marshall Glass, CPIA

Leslie C. Rogoff

Richard Signorelli

Active Past Presidents

Tim Dean, CIC, CRM

David Dickson

Jamie Ferris, CIC, AAI, CPIA, CRM

Lynne Frank, CPCU

Jeffrey Greenfield

Fred Holender, CLU, CPCU, ChFC, MSFS

Erik Nicolaysen III, CPCU

John Parsons II, CIC, AAI, CPIA

Gene Sandy, CIC

Richard Savino, CIC, CPIA

John Tomassi, CPCU

J. Carlos “Shawn” Viaña

PIANJ 2024

Conference Committee

PIANY 2024

Conference Committee

Vice President

Beth Frederickson, CPIA

Co-Chair

Michael Beckerman, CPCU

Michael S. DeStasio, MBA

Members

Bruce Blum, CPIA, TRA

Ken Bull

Rip Bush

Laura Castellano

Stephanie Danzis

Alyssa Delaney

Michael DeStasio, Jr., TRIP

Lisa Glesias, CPIA

Karen Hivry

Peter Leone

Connie Mahoney, ex officio

Dave Massey

Becky Mateus, CIC, CPIA, ANFI, CFM

Paul Monacelli, CIC, CPIA

Shanna Muscavage

Thomas Wilkens

Conference Chair

Leslie C. Rogoff

Conference Vice Chair

Dina Bruno, CPIA

Members

Daniel Abrams

Paul Casciaro, CIC, CSRM, CPIA

Ed Chadwick

Eric Clauss

Eric Cohen

Matthew Davoult

Lynne Frank, CPCU

Ray Gillis, Sr., FIC, FICF

Marshall Glass, CPIA

Bruce Rowledge

Richard Savino, CIC, CPIA

Fran Scott

Richard Signorelli

Gary Slavin, CLTC, CIC, ex officio

Mike Skeele, CIC, CPIA

John Tomassi, CPCU

• A Rated carriers

• Competitive rates

• Same-day turn around

• In-house binding authority

• Comprehensive coverage

• Brick or better construction

• Lead coverage available

• Apartment buildings with/ without commercial exposure

• Boiler

• Property

• Casualty

Saucedo, Ext. 123 nsaucedo@sirservicesny.com

FLOOD INSURANCE CHANGES EVERYTHING

Proven claims service - nationwide

Sales, marketing support and training to grow your business

Excess flood coverage options to insure up to replacement cost*

*Subject to underwriting guidelines

Offering private and excess flood products† from:

Personalized customer service to meet your needs online via chat or by phone (8 a.m. – 8 p.m. EST)

Technology designed for ease of use, accuracy, and NFIP compliance

†Certain coverages not available in all states. Some coverages may be written on a non-admitted basis through licensed surplus lines brokers.

WEBINAR

Summer Series

and Insurance Dynamics Catastrophes Natural

An eye-opening exploration of catastrophic losses and proven risk-mitigation techniques

JUNE 5 | JULY 10

When Nature's Fury is Unleashed on Your Insured’s Town—Part I & II

Bobby Shomo, CIC

Submitted for 6 CE credits In partnership with PIA Nebraska & Iowa

AND, SIGN UP TO ATTEND:

June 4 CRM: Financing of Risk

June 10 CRM: Control of Risk

June 12 NY CE Insurance Law: Addressing Three Topics in One Session

June 12 NFIP–What is a Flood?

June 20 Resolving Ethical Dilemmas

June 20 Diversity, Inclusion, and the Elimination of Bias

June 26 CPIA Advanced: Special Topic

Bobby Shomo, CIC, president of Shomo-Madsen Insurance, Iowa, survived the devastating aftermath of an EF3 tornado, a hailstorm, and a derecho (a widespread, long-lived, straight-line wind storm), that ravaged Marshalltown, Iowa. Drawing from these harrowing experiences, he developed this two-part, six-hour training course to equip fellow agents with invaluable insights and strategies.