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IIAC IIAC IIAC IIAC Mid Mid Mid Mid- - -Year Year Year Year Convention Convention Convention Convention Program Book Program Book Program Book Program Book Aqua Turf Club Aqua Turf Club Aqua Turf Club Aqua Turf Club Plantsville, CT Plantsville, CT Plantsville, CT Plantsville, CT October 16, 2014 October 16, 2014 October 16, 2014 October 16, 2014 2014 - 2015 Jim Suzio, CIC Chairman Suzio Insurance Center, Inc., Meriden Kim McGillicuddy, CPCU Chairman-Elect Pierson & Smith, Inc., a division of First Niagara Risk Management, Norwalk Jared Carillo, CIC Treasurer Charles S. Carillo Insurance, Windsor Locks Mike Rivers, AAI Secretary Tracy-Driscoll & Co., Inc., Bristol Jay Byrnes, CIC State Director Byrnes Agency, Inc., Dayville Michael Gergler, CIC Immediate Past Chairman Wilcox & Reynolds Insurance, LLC, Storrs Mary Pursell, CPCU Executive Committee Abbate Insurance Agency, New Haven William Pierz, CIC Executive Committee Shoff Darby Companies, Inc., Norwalk EXECUTIVE COMMITTEE OFFICERS

EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

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Page 1: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

IIACIIACIIACIIAC MidMidMidMid----YearYearYearYear

ConventionConventionConventionConvention Program BookProgram BookProgram BookProgram Book

Aqua Turf ClubAqua Turf ClubAqua Turf ClubAqua Turf Club Plantsville, CTPlantsville, CTPlantsville, CTPlantsville, CT

October 16, 2014October 16, 2014October 16, 2014October 16, 2014

2014 - 2015

Jim Suzio, CIC Chairman

Suzio Insurance Center, Inc., Meriden

Kim McGillicuddy, CPCU Chairman-Elect

Pierson & Smith, Inc., a division of First Niagara Risk Management, Norwalk

Jared Carillo, CIC Treasurer

Charles S. Carillo Insurance, Windsor Locks

Mike Rivers, AAI Secretary

Tracy-Driscoll & Co., Inc., Bristol

Jay Byrnes, CIC State Director

Byrnes Agency, Inc., Dayville

Michael Gergler, CIC Immediate Past Chairman

Wilcox & Reynolds Insurance, LLC, Storrs

Mary Pursell, CPCU Executive Committee

Abbate Insurance Agency, New Haven

William Pierz, CIC Executive Committee

Shoff Darby Companies, Inc., Norwalk

EXECUTIVE COMMITTEE OFFICERS

Page 2: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

Welcome!

On behalf of the Independent Insurance Agents of Connecticut, I welcome you to the 2014 IIAC Mid-Year Convention. We appreciate your attendance at the convention this year and hope that you enjoy the program. The morning program is approved for 3 LRE CE credits. There is also ample time for you to visit our exhibitors before the morning program begins and during the break at noon. We urge you to visit all of our exhibitors as you will have the opportunity to learn about the numerous programs and services to assist you in your agency management. Member agents will also become eligible to win our grand door prize of $500 once they have visited all exhibit booths and have turned in their completed punch card. Thank you for attending the convention and enjoy your day.

Jim Suzio, CIC Chairman IIAC

NAME BADGES

Your name badge serves as your admission pass to the exhibit hall, the morning business program and lunch. Please be sure to wear it at all times.

DOOR PRIZES

Member agents who have checked in and are present in the exhibit hall will be eligible to win a $100 cash door prize to be drawn every 15 minutes between 8:00 AM and 9:00 AM. All member agents were given a $500 Main Door Prize ticket upon checking in at the registration desk. When visiting the exhibit booths, please be sure to have your ticket punched. Once you have visited all of the booths and have all of the booth numbers on your ticket punched, you can enter the $500 drawing. The ticket box is located on the registration desk. The door prize will be drawn at the close of lunch.

GENERAL INFORMATION

Page 3: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

CE CREDITS

All participants wishing to receive continuing education credit must sign-in at the start of the morning program. Sign-in sheets will be located on the tables in the Morning Business Program and will be collected at the start of the session. If you do not sign the sign-in sheet on the day of the convention you will NOT receive the CE credit.

Participants are required to remain in the room for the entire program in order to receive credit. Continuing Education certificates will be e-mailed to all complying participants within 2 weeks after the convention.

CHECKING YOUR CE CREDITS

Transcripts can be obtained by accessing www.sircon.com. Once on the website, select “Look Up Education Courses / Credits” located under “Quick Start for Agents & Agencies.” This will bring you to an “Inquiries” page. Select “Continuing Education Transcript Inquiry.” Select “Connecticut” from the drop-down menu. Enter your license number and last name and click “submit.” You will now be able to view and print your transcript. Please note that transcripts are only accessible using producer license numbers.

GENERAL INFORMATION

8:00 AM – 9:15 AM Exhibit Hall Open

Coffee & Danish provided courtesy of

MiddleOak

$100 Door Prize – drawn every 15 minutes

9:15 AM – 11:50 AM Morning Business Session

Kay’s Pier South

Scheduled Speakers

Welcome and Chairman’s Report Jim Suzio, CIC IIAC Chairman

Suzio Insurance Center, Inc. Meriden, CT

Meet the Candidates

Heather Somers Republican Candidate for Lt. Governor

Dan Malloy

Democratic Candidate for Governor

Make-A-Wish

The Implementation and Regulation of the new Coastal Legislation

George B. Bradner, Director Property & Casualty Division

Connecticut Insurance Department

PROGRAM

Page 4: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

(Continued)

IIABA – A View from our National Association David A. Walker, AAI, CIC, LIC, ARM

IIABA Chairman Hartland Insurance Agency

Hartland, MI

Insurance Industry Panel Moderator

Jim Suzio, CIC IIAC Chairman

Michael R. Christiansen, CPCU, ARM President, Northeast Region, Business Insurance

Liberty Mutual Insurance

Richard P. Creedon

President and Chief Operating Officer Utica Mutual Insurance Company

James J. Kennedy, CPCU, LUTCF

President and Chief Executive Officer Ohio Mutual Insurance Group

12:00 PM – 1:00 PM

Exhibit Hall Open

1:00 PM – 2:00 PM Lunch

MAIN DOOR PRIZE - $500 CASH Sponsored by

InsurBanc

PROGRAM

Please refer to the floor plan provided in your registration packet for the exhibit booth numbers and locations. The floor plan may contain additional exhibitor booths.

AmTrust North America

Apogee Insurance Group

Applied Systems, Inc.

Applied Underwriters

Auto Glass of New England, LLC

BH Burke & Co., Inc.

Capital Premium Financing

Coastal Agents Alliance, LLC

Connecticut Insurance & Fincial Services

State of Connecticut Insurance Department

Connecticut Underwriters, Inc.

Crystal Restoration Services of Connecticut

Crystal Restoration Services of Southington

The Entrepreneur Circle, LLC

Enviro-Clean, Inc.

EZLynx

EXHIBITORS

Page 5: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

(Continued)

Great American Insurance Group

Group Benefit Options

HawkSoft, Inc.

Heartland Ovation Payroll

Independent Insurance Agents of CT Programs & Services

Infinite Technology Consulting, LLC

Insurance Agency Accounting & Bookkeeping

JN Phillips Auto Glass

JP Maguire

Lancer Insurance Company

Maritime Program Group

McNeil & Company Insurance & Risk Services

Meadowbrook TPA Associates

MEMIC

New England Excess Exchange

Payless Auto Glass

Philadelphia Insurance Company

Plymouth Glass & Mirror

Premium Assignment Corp.

EXHIBITORS

(Continued)

Robert Hensley & Associates, LLC

R-T Specialty, LLC

Russell Bond & Co., Inc.

Safeco Insurance

Safelite Auto Glass

ServiceMaster Restore

Standard Publishing Corporate

Steamatic of Connecticut & New York

Stillwater Insurance

The Thompson Agency, Inc.

Total Program Management

United Cleaning & Restoration

UPC Insurance

Utica National Insurance Group

Work at Home Vintage Employees (WAHVE)

Workers' Compensation Trust

XS Brokers Insurance Agency, Inc.

EXHIBITORS

Page 6: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

The Independent Insurance Agents of Connecticut would like to thank our sponsors of this year’s Mid-Year Convention. It is their sponsorship that makes it possible for us to bring the best to our membership at an affordable price.

Platinum Plus Sponsors

Chubb Group of Insurance Companies

The Hartford

Liberty Mutual Insurance

MiddleOak

Travelers

SPONSORSHIP

Platinum Sponsors

Central Mutual Insurance

Connecticut Underwriters

Crystal Restoration Services of CT

Hanover Insurance

Independent Agents Services, Inc.

InsurBanc

MEMIC

Plymouth Rock Assurance Corp.

Quincy Mutual

RT Specialty

Safeco Insurance Company

Swiss Re Corporate Solutions

UPC Insurance

SPONSORSHIP

Page 7: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

Gold Sponsors

Acadia Insurance

ACE Private Risk Services

Andover Companies

C.N.A.

Computer Rescue

Harleysville Insurance

Iroquois New England, Inc.

The Main Street America Group

MAPFRE Insurance

MetLife Auto & Home

NLC Insurance Companies

Plymouth Glass & Mirror, Inc.

Progressive Insurance Company

Renaissance Alliance

State Auto

Union Mutual of Vermont

Utica National Insurance Group

SPONSORSHIP

Silver Sponsors

Auto Glass of New England, LLC

Heartland Ovation Payroll

Pro-Klean Cleaning & Restoration

Steamatic of Connecticut & New York

XS Brokers Insurance Agency, Inc.

SPONSORSHIP

Page 8: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

Proudly

Supporting

the

Independent

Insurance

Agents of

Connecticut

Please contact Hank Dominioni, CPCU

[email protected] 860-547-6495

www.thehartford.com

Page 9: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica
Page 10: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica
Page 11: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

CONNECTICUT

UNDERWRITERS, INC.

WWW.CTUNDERWRITERS.COM

Proud Sponsor of the

Independent Insurance Agents of Connecticut

Connecticut Underwriters, Inc. is the Northeast's

leading independent excess and surplus lines

insurance broker. We pride ourselves on being able

to provide broader market coverage and higher

limits to independent insurance agencies. All our

markets are rated A- or better.

Along with our Pennsylvania branch and our

subsidiary agencies, CONEXCO Insurance Agency

and New Hampshire Underwriters, we provide

insurance underwriting for needs ranging from

Adult Day Care and Alarm Installers to Terrorism

Coverage and Vacant Properties.

In conjunction with CUINCO, our in-house premium

financing company, we are pleased to offer our

clients financing on the policies we write. CUINCO

offers low down payments, competitive rates and

flexible payment options.

CONNECTICUT UNDERWRITERS, INC.

421 Wadsworth Street

P.O. Box 2784

Middletown, CT 06457-9284

Phone 860-347-9600 • Fax 860-347-9611

Toll Free 800-982-3881 (inside CT)

800-243-3712 (outside CT)

Email [email protected]

CCRRYYSSTTAALL RESTORATION SERVICES

OF CONNECTICUT

More Than 40 Years Experience In Restoration

• Residential Homes • Office Buildings

• Industrial Facilities • Hospitals

• Schools • Houses of Worship

• Condo Complexes • Municipality Buildings

Experts in Restoring Property Damage From

• Fire • Water

• Furnace Puff backs • Sewage Backups

• Smoke • Mold

• Soot • Vandalism

CERTIFIED IN MOLD REMEDIATION

Complete Insurance Complete Insurance Complete Insurance Complete Insurance Claim RestorationClaim RestorationClaim RestorationClaim Restoration

One of Connecticut’s Largest and Oldest

Independent Catastrophe Cleaning &

Restoration Specialists

Minority Owned by Women

No rwa l k O f f i c e

1 - 8 0 0 - 4 4 2 - 7 9 7 8

www.crystal1.com

24 Hour - 7 Day Emergency Service

Page 12: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

THE BIG “I” PROFESSIONAL LIABILITY PROGRAM – ERRORS AND OMISSIONS FOR YOUR AGENCY

Swiss Re / Westport Insurance Corporation – an exclusive policy form and premium credits filed on a Risk Purchasing Group basis to give Big “I” members coverage tailored to their needs.

Fireman’s Fund - is an industry leader in providing liability coverage for agents and brokers against errors and omissions. Fireman’s Fund has 25+ years experience and is the second largest writer of Agents E&O coverage in the country.

For further details on both of these E&O markets, please contact Laura Szatkowski at IAS, Inc. Phone: (860) 563-6510 or (800) 255-9787 E-mail: [email protected] _________________________________________________________________________________

RLI’s STAND-ALONE PERSONAL UMBRELLA With our expanded underwriting guidelines, the RLI umbrella can respond to more of your customers. Plus now it’s easier to use! Agents can check on policy status, print renewals, run reports or convert on-line quotes to an application to email to customers for an electronic signature and payment with a credit card. Another improvement is RLI’s new easy to use website, www.rlipersonalumbrella.com. These changes have proven to be a huge convenience and time saver for both agents and customers.

LAWYERS PROFESSIONAL LIABILITY IIAC members have access to Lawyers’ Professional Liability Coverage to sell to their clients. This program, underwritten by Westport Insurance Corporation, has been a leading insurer of Connecticut law firms for over 15 years.

For more information on the above programs, please contact Rose Mullaly at IAS, Inc. Phone: (860) 563-6510 or (800) 255-9787 E-mail: [email protected]

Page 13: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica
Page 14: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

For more information and about the

products and services we offer,

please contact our

Connecticut Marketing Representatives:

Matt Cronin

[email protected]

Frank Pearson

[email protected]

Page 15: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica
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Page 18: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica
Page 19: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

NEW LONDON COUNTY

MUTUAL INSURANCE COMPANY 101 HIGH STREET, NORWICH, CT 06360

PHONE 1-800-962-0800

FAX 1-860-887-2898

HOMEOWNERS ♦ AUTOMOBILE ♦

DWELLING FIRE ♦ COMMERCIAL ♦

HIGH VALUE DWELLINGS

WORKING WITH INDEPENDENT AGENTS IN CONNECTICUT FOR OVER 150 YEARS

Page 20: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica
Page 21: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

VISIT US ON OUR WEBSITE:

WWW.AUTOGLASSOFNEWENGLAND.COM

LOCATIONS IN: STRATFORD AND DANBURY

FAMILY OWNED AND OPERATED, 24/7 ON CALL

SERVICE,

MOBILE & IN-SHOP SERVICE PROVIDED

COVERING ALL OF CONNECTICUT

Page 22: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

DISCOVER THE BENEFITS OF

ASSOCIATE MEMBERSHIP

WITH THE

INDEPENDENT INSURANCE AGENTS

OF CONNECTICUT, INC.

Businesses other than independent property and casualty agencies are offered Associate Membership with IIAC. Associate Membership is available to those persons and firms who are directly engaged in the insurance industry or who have some other professional or business relationship with one of our members doing business under the American Agency System.

ASSOCIATE MEMBER BENEFITS

� LISTING ON OUR WEBSITE WITH A HYPERLINK TO YOUR WEBSITE

� EDUCATION / LUNCHEON SPONSORSHIP OPPORTUNITIES

� BI-WEEKLY NEWSLETTER

� LEGISLATIVE AND REGULATORY UPDATES

� CONVENTION BOOTH DISCOUNT

� MEMBER RATES FOR PROGRAMS & EVENTS

� DIRECT MAIL TO AGENCIES

For complete details and an application, please visit our website at www.iiact.org, hover over the “Resources” tab and select “JOIN IIAC.”

Discover the benefits IIAC membership has to offer . . .

Coverage for Your Agency Errors & Omissions Insurance

Employment Practices & Discrimination Liability Retirement Services

Group LTD & Term Life Insurance

Revenue Producing Coverage for Your Clients Lawyers’ Professional Liability

Personal Umbrella (stand-alone) In-Home Business Policy (BOP)

Selective Flood Insurance Program Big I Markets

Research / Technical Issues Virtual University

Frequently Asked Questions Interpreting Technical Issues

Carrier Contract Review

Publications Weekly News Release

Technical, Legislative, Education Bulletins Agent Alerts

Independent Agent Magazine

Management Tools Trusted Choice – Consumer Branding Program

TrustedChoice.com Personality Assessment Tools

Ovation Payroll Wahve

www.InsuranceCareerFinder.com

Networking Opportunities Local Events & Meetings

State & National Conferences Young Agents Committee Events

Advocacy & Legislative State & Federal Lobbyists

Carrier Advocacy and Grass Roots Coalition National Legislative Conference

Education Opportunities Year-round Continuing Education E&O Loss Prevention Seminars

ACSR & AAI Designation Program Tailored Training (in-house)

On-line CE Programs Best Practices Resources

State Licensing Courses for P&C and L&H

Page 23: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

Young Agents Spring Conference Date & Location

Will be posted on our website

IIAC Annual

Membership Meeting Wethersfield Country Club

June 9, 2015

IIAC Annual Golf Tournament

Sponsored by the Young Agents Committee

Blackledge Golf Course, Hebron

Thursday, August 6, 2015

IIAC Mid-Year Convention

Aqua Turf, Plantsville

Thursday, November 12, 2015 Thursday, November 10, 2016 Thursday, November 09, 2017

Each year will provide 3 LRE CE credits

Event information and registration forms for all of the above can be obtained on the “Events and Conferences” page of our website at www.iiact.org

2015 IIAC EVENTS

Warren C. Ruppar President

[email protected]

Tracy Hearn Office Manager

Event Coordinator [email protected]

Laura Szatkowski E & O Administrator [email protected]

Barbara Spear

Education Director [email protected]

Rosemary Mullaly

Education Administrator Program Administrator for RLI and Lawyers’ Liability

[email protected]

IIAC Staff and

INDEPENDENT AGENTS SERVICES STAFF

Page 24: EXECUTIVE COMMITTEE OFFICERS - IIACT Book/2014WEBPROGRAM4x8.pdfPlymouth Glass & Mirror, Inc. Progressive Insurance Company Renaissance Alliance State Auto Union Mutual of Vermont Utica

INDEPENDENT INSURANCE AGENTS OF

CONNECTICUT, INC.

30 Jordan Lane Wethersfield, CT 06109

Phone (860) 563-1950 (800) 842-2208

Fax (860) 257-9981

Web Site www.iiact.org