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INDEPENDENT INSURANCE AGENTS & BROKERS OF SUFFOLK COUNTY S UFFOLK Big Eye 2 0 1 2 M A R / A P R I S S U E the Don’t Miss the April Meeting Projectcap - The Game Changer Tuesday April 17, 2012 Visit www.suffolkagents.com 75% of Today’s Consumers Make Insurance Buying Decisions Online. If You’re Not Online You’re Not In The Game! This is the most important industry initiative ever undertaken to help independent agents & brokers take back market share. Project CAP offers a range of digital marketing packages supported by a consumer portal tied to the Trusted Choice® brand.

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Page 1: The Suffolk Big Eye Mar/Apr Issue

I N D E P E N D E N T I N S U R A N C E A G E N T S & B R O K E R S O F S U F F O L K C O U N T Y

SUFFOLK Big Eye2 0 1 2 M A R / A P R I S S U E

the

Don’t Miss the April Meeting Projectcap - The Game Changer

Tuesday April 17, 2012Visit www.suffolkagents.com

75% of Today’s Consumers Make Insurance Buying Decisions Online.

If You’re Not Online You’re Not In The Game!

This is the most important industry initiative ever undertaken to help independent agents & brokers take back market share. Project CAP offers a range of digital marketing packages supported by a consumer portal tied

to the Trusted Choice® brand.

Page 2: The Suffolk Big Eye Mar/Apr Issue

President

Earl Eaton

nnn

Spring is in the air with the days becoming longer, the sun getting warmer and your Suffolk

Big “I” association in full gear with some exceptional event offerings for the remainder of

our term which runs through June…….

On April 17, at the Hauppauge Sheraton, IIABNY President & CEO, Dick Poppa will be in

town to present ‘ProjectCAP’ an exciting new program designed by Big “I” National to help

member agents capture more personal lines business via the internet. Whether your agency is already internet savvy or whether your agency has

no internet presence at all, ProjectCAP will be an important meeting to attend. The trial operations

have produced very favorable results not only for those agencies new to the internet but also those agencies with sophisticated internet marketing.

Register now at www.suffolkagents.com

On May 10, IIABSC past president Tom

Crowley of Maran Corporate Risk Associates in Southampton will be installed as IIABNY Chair of the Board at the Hyatt Regency in Hauppauge.

President’s Messagethe

Page 4: The Suffolk Big Eye Mar/Apr Issue

Go to www.iiabny.org and click on the ‘Events’ tab and ‘Annual Business Meeting’ for full details and registration form. Let’s all congratulate Tom on

May 10 for being chosen by his peers throughout the state to this prestigious position as head of the NY Big “I” association. Tom will make an excellent

spokesperson for all of us.

May 23 is the date for our annual installation dinner where David M. Borg will be installed as IIABSC president at the beautiful Harbor Club in

Huntington. This promises to be a memorable evening and we hope you will plan to join us. Invitations will be in the mail mid April and a detailed flyer

can be downloaded from on our website – www.suffolkagents.com

June 25 is the last event of the season when our annual golf outing will take place at the Port Jefferson County Club. This is a very popular outing

offering a spectacular golf course overlooking L.I. Sound and fabulous food. A real golfer’s paradise! Go to our website for details and to register.

As I mentioned in my first message as president we are seeking ideas and feed-back from our membership on programs and matters of interest to you.

Please feel free to contact me or any board member as we welcome your ideas.

If you have an interest in becoming more involved with your association please call me to discuss some opportunities. Thank you.

President’s Message cont’dthe

Page 5: The Suffolk Big Eye Mar/Apr Issue

Sponsorship Opportunity75% of Today’s Consumers Make Insurance Buying Decisions Online.

If You’re Not Online You’re Not In The Game!Join us for dinner on

Tuesday, April 17, 2012and learn about

projectcap - The Game Changer!This is the most important industry initiative ever undertaken to help independent agents & brokers take

back market share. Project CAP offers a range of digital marketing packages supported by a consumer portal tied to the Trusted Choice® brand.

* * * * Our featured speaker will be Dick Poppa, IIABNY President & CEO

Place: Sheraton Long Island Hotel 110 Vanderbilt Motor Parkway Hauppauge. (LIE Exit #53) Time: 6:00 pm Cocktails reception 7:00 pm Program and dinner

Cost: IIAB Suffolk and NextGen Members: $53.00 per person All Other Guests: $58.00 per person

All ‘Walk-in’ guests, please add $5.00.

Cost of Sponsorship $275.00 Includes 1 Dinner Ticket, $53.00 for each additional ticket.

To Sponsor This Event Please Contact Jeanne Abatelli by April 16thAt [email protected] or 516-681-6265

Please make checks payable to IIABSC Mail to: Jeanne Abatelli 150 Dartmouth Dr. * Hicksville, NY 11801

orRegister Online at Suffolk Agents

Use a credit card or mail a check before April 16th

The Independent Insurance Agents & Brokers of Suffolk County, Inc.

Page 6: The Suffolk Big Eye Mar/Apr Issue

NextGen members David "Iron Man" Borg (right) and Jarrett "Killa Gorilla" Plafker (left) stepped in the ring March 5 for the ninth annual Long Island Celebrity Fight for Charity at Hilton Long

Island, Melville. Before stepping in the ring they held a fundraiser which earned over $2,000 for various charities.

Page 7: The Suffolk Big Eye Mar/Apr Issue

Mark Your Calendar!IIABNY’s Annual Business Meeting

will be held onThursday May 10, 2012 at

Hyatt Regency in Hauppauge

Thomas J. Crowley, CPCU, CRM, CIC

of Maran Corporate Risk Associates, Inc in Southamptonwill be installed as Chair of the Board at a special cocktail reception

and dinner that evening! Please join us in congratulating Tom, a

past president of IIABSC, to this prominent position!

For details and to register, go to www.IIABNY.orgUnder the ‘Events’ tab, select Annual Business Meeting.

Page 8: The Suffolk Big Eye Mar/Apr Issue

(DeWitt, New York, Mar. 21, 2012) — The Independent Insurance

Agents & Brokers of New York and the Council of Insurance Brokers of Greater New York today announced that they will not appeal a recent state

appellate court decision upholding a controversial regulation. The IIABNY board of directors made the decision at a conference call this week.

“We did all that we could to fight this misguided regulation,” said

IIABNY Chair of the Board Christopher A. Brassard. “The board has concluded that the likelihood of the New York Court of Appeals overturning

the decisions of the two lower courts is small. IIABNY spent all of 2009 negotiating with regulators on this issue and was able to achieve some positive changes. We spent the last two years arguing our case before trial and

appellate courts. Unfortunately, those arguments have been unsuccessful, and it is time for IIABNY to focus its energies and resources on helping its

members comply and on other issues that affect our members.”

New York Insurance Regulation 194, titled Producer Compensation Transparency, requires insurance producers to give their clients unrequested

information about how companies pay them. Should any client request more information about the producer’s compensation, the producer must then

provide detailed information about several things regarding the transaction. For example, he must disclose his earnings for the policy sold and the pay he

IIABNY, CIBGNY Say They Won’t Take Producer Compensation Disclosure Case To New York’s High Court

By Tim Dodge, IIABNY

Page 9: The Suffolk Big Eye Mar/Apr Issue

would have received had the client chosen a different one. The New York Department of Financial Services (formerly known as the Department of

Insurance) argues agents and brokers may have incentives to recommend insurance companies that pay them better. This rule, the department claims,

makes consumers aware of that.

IIABNY (which in 2004 called on insurance agents and brokers to voluntarily disclose to their clients the existence and nature of all their

compensation) and CIBGNY have opposed required disclosures as a burden for producers and of little benefit to consumers. The two groups were part of

an industry effort throughout 2009 to convince the department to drop Regulation 194 or minimize its burdens on producers. After the department adopted the rule in early 2010, IIABNY and CIBGNY took legal action to

Page 10: The Suffolk Big Eye Mar/Apr Issue

block implementation. A trial court upheld the regulation, and the two groups appealed last summer.

The New York State Supreme Court Appellate Division, Third Department heard oral arguments in the case last January. On March 8, the

five-justice panel unanimously affirmed the trial court’s decision. IIABNY’s and CIBGNY’s only further recourse was an appeal to New York’s highest court, the Court of Appeals. During its conference call this week, IIABNY’s

board of directors considered and rejected the idea of appealing to the high court.

“The board looked at the projected cost in terms of time and resources that an appeal would entail,” Brassard said, “and compared that to the probability that the court would rule in our favor. After a thorough discussion,

the board concluded that it would not be in the members’ best interest to continue.”

“Our opinion of Regulation 194 is unchanged,” Brassard added. “We support transparency and disclosure when the client wants it, but this regulation is burdensome and unnecessary. It places unprecedented obligations

on law-abiding insurance producers, and it provides no additional benefit to consumers. However, we must respect and abide by the court’s decision. We

are prepared to assist our members as they try to comply with the regulation, and we will put our best efforts toward other causes that are important to them.”

The Independent Insurance Agents & Brokers of New York, Inc. has represented the common business interests of independent insurance

professionals since 1882. More than 1,750 agencies and their 13,000 plus employees currently rely on the DeWitt, New York-based not-for-profit trade association for legislative advocacy, continuing education and other means of

Page 11: The Suffolk Big Eye Mar/Apr Issue

industry support. In addition, most IIABNY members proudly

identify themselves as Trusted Choice® agents and brokers, a

national consumer brand uniting more than 21,000 independent agencies across the

United States. For more information, go to

www.trustedchoice.com or www.iiabny.org.

Tim Dodge, AU, ARM, CPCUDirector of Research and Media

RelationsIndependent Insurance Agents & Brokers of New York, Inc.

5784 Widewaters Parkway, 1st Floor

Dewitt, NY 13214Phone: 800-962-7950 ext. 229800-851-8853 ext. 229 (direct)           

Fax: 888-432-0510  E-mail: [email protected]

Page 12: The Suffolk Big Eye Mar/Apr Issue

VICE PRESIDENT

DAVID M. BORG,

CPCU, CIC, ARA, CRM

[email protected]

TREASURER

PAULETTE KATZ,

CIC

insurance@cunning

hamagency.com

SECRETARY

John V. Stype, CIC

[email protected]

IMMEDIATE PAST PRESIDENTRUSS VOLLMER

[email protected]

JOANNE BENTIVEGNA, CIC, CRM [email protected]

DAVID H. BORG, [email protected]

RICHARD DE LA SOTA, CPCU [email protected]

JOSEPH A. GUNDERMANN, AAI [email protected]

ERIC KEIFFERT, [email protected]

Michael J. Romeo ll, [email protected]

AARON STEIN, CPCU, [email protected]

Directors

Board of Directors

EDITOR: Don Hester PRODUCER: Aaron Stein

NEWSLETTER COMMITTEE: Aaron Stein, Joanne Bentivegna, David H. Borg, Pat Calvert

Eric Keiffert and Jeanne Abatelli. AD SALES/SPONSORSHIPS: Jeanne Abatelli - [email protected]

Publication Staff

Page 13: The Suffolk Big Eye Mar/Apr Issue

Business owners continue to look for ways to contain and reduce expenses. Reducing workers’ compensation medical costs may be one

overlooked area. The National Council on Compensation Insurance reports that medical services represent 60 percent of workers’ compensation claim

costs. Historically, indemnity costs were the largest portion of claims.

To an extent, business owners can contain and reduce medical costs through prescription drug plans, medical provider networks and other

proactive cost-containment measures. However, a key driver to lower claim costs is the absence of workers’ compensation claims. In past columns, we

presented the business case for a zero injury workplace embedded within an organizational culture of safety and employee wellness.

A culture of safety and employee wellness is essential in sustaining a

zero-injury work environment. That said, employees filing bogus workers’ compensation claims can create enormous costs and challenging problems for

employers. Business owners must also take proactive measures to identify and aggressively dispute fraudulent claims. The key to Identifying them is consistent and ongoing communication with medical providers.

Containing and reducing workers’ comp medical costs is all about hiring the right employees. Drug screening, background checks, testing and accurate

Ask the Workers’ Comp Expert: Controlling Medical Costs

by Robert G. Jones, Vice President, PMC Insurance

Page 14: The Suffolk Big Eye Mar/Apr Issue

job descriptions help business owners avoid hiring employees with high claim risk potential.

PMC Insurance Group is IIABNY’s endorsed workers’ compensation specialist. Our insurance professionals have extensive experience helping

IIABNY members expand their marketing capabilities by providing workers’ compensation solutions for their clients. Give Bob Jones a call at (440) 313-5002.

Ask the Workers’ Comp Expert: Controlling Medical Costs con’t

Page 15: The Suffolk Big Eye Mar/Apr Issue

INDEPENDENT INSURANCEAGENTS AND BROKERS OF SUFFOLK COUNTY

ANNUAL GOLF OUTINGwill take place on

MONDAY, June 25, 2012At the Beautiful Port Jefferson Country Club at Harbor Hills!

***************************************************

Event Schedule:11:00 am - Registration and Lunch

1:00 pm – Shotgun Tee-Off - ‘Best Ball’6:00 pm Cocktails, Buffet Dinner, (Including Deluxe Seafood) & Prizes.

Caterer: Lombardi’s On the Sound

Golf, Cocktails & Buffet Dinner - $295.00 per personCocktails and Buffet Dinner only -$95.00 per person

Golf Includes: greens fees (18 holes), electric cart, lunch, cocktails, open bar all evening and a buffet dinner including deluxe seafood.

Prizes include winners of longest drive, hole-in-one, and nearest the pin. Numerous prize drawings throughout the evening.

Proper golf attire required. Metal golf spikes not permitted. Reservations on a ‘first come’ basis & must include your credit card or check payable to IIABSC Golf. 48-hour

cancellation notice to receive refund.

Directions to Port Jefferson Country Club at Harbor Hills - Tel: 631-473-1440 From the LIE: Exit #63 (County Rd 83, aka North Ocean Ave) make a left onto County Rd 83 - proceed North to Rte 112. Make a left onto Rte 112. Take Rte 112 to the end (Port Jefferson Harbor). Turn right at blinking light (E. Broadway). Take E. Broadway through a stop sign and make left turn at top of hill onto Cliff Rd (through gates). Take Cliff Rd to Old Homestead Rd turn right. Take Old Homestead Rd to the end and turn left onto Winston Drive. Drive to the end – and you have arrived at the club.

Register On Line @ www.suffolkagents.com / Click on ‘Meetings & Events’

.............................................................……………………………......................................................Mail In Registration: I am enclosing a check in the amount of $ ________________ for ______players, payable to IIABSC.

Name: __________________________________Company: ______________________________________________

Additional Names: ________________________________________________________________________________

Tel: ___________________________________Email _________________________________________________

PLEASE SEND TO:David M. Borg

Borg & Borg, Inc.148 East Main Street, Huntington, NY 11743

Any questions, call David or Janice at 631-673-7600 or Email: [email protected] orJoe Gundermann at 631-271-0600 or Email: [email protected]

Page 16: The Suffolk Big Eye Mar/Apr Issue

* IIABSC * Golf Outing * June 25 2012*Port Jefferson Country Club at Harbor Hills

SPONSORSHIP OPPORTUNITIES***************************************************

! ! ! ! ___ EVENT PACKAGE SPONSORSHIP - $2500.00Includes: Cocktail & Dinner Sponsorship, Golf Hole Sponsorship, a full day of golf for a foursome including dinner. An Event Table during

cocktails and dinner to distribute promotional materials, and speak with attendees about your program.

___ SPECIAL PACKAGE SPONSORSHIP - $750.00Includes: Cocktail & Dinner Sponsorship, Golf Hole Sponsorship

+ a full day of golf for one person including dinner. Value $825.00 (a 15% discount!)

___ HOLE-IN-ONE SPONSORS - $350.00(A special sign will be prominently displayed at the hole)

___ COCKTAIL & DINNER SPONSORS - $395.00 each!! ___ BEVERAGE STATIONS - $350.00 each Sponsors will be listed on a sign displayed during cocktails A sign will be displayed at the beverage station all dayand the buffet Add $60 for dinner for one individual at each station

___ GRAND PRIZE SPONSOR - $350.00 (1 only) ! ! ___ DRIVING RANGE SPONSORS - $350.00 eachYour photo with the Grand Prize winner will be in ‘SUFFOLK BIG EYE’ A special sign will be displayed at the driving range(Includes sign)

___ NEAREST THE PIN SPONSORS - $350.00 each! ! ___ GOLF “TEE” SPONSORS - $225.00 eachYour name will appear on a sign at the putting green. Your name will appear on an individual sign posted at tee

____ LUNCH SPONSORS- $250.00 eachYour name will appear on a sign as a lunch sponsor.

DOOR PRIZES (including golf balls for the players) Even if you choose not to sponsor, we would appreciate a gift.

Add your name or business card to the prize for acknowledgement.

Please select a sponsorship & send below contract with your check payable to IIABSC Golf to:

Jeanne Abatelli * 150 Dartmouth Drive * Hicksville, NY 11801

Contact Jeanne Abatelli @ 516-681-6265 or [email protected]

.............................................................……………………………......................................................I am enclosing a check for $ ________________ for the ______________________________________sponsorship.

Your name: _____________________________Company: ______________________________________________

Address: ______________________________________________________________________________________ Tel: ___________________________________Fax: ______________________ Email _______________________

THIS FORM DOES NOT INCLUDE YOUR GOLF OR DINNER RESERVATION!!

Make Reservations for Golf and Dinner online at www.suffolkagents.com orContact David M. Borg - Phone: 631 673 7600 or Email: [email protected] or

Joe Gundermann - Phone: 631-271-0600 or Email: [email protected]

Page 17: The Suffolk Big Eye Mar/Apr Issue

Big “I” CE Classes on L.I.

IIABNY SEMINAR CALENDAR – First half of 2012

in Suffolk and Nassau Counties (also Queens, Kings & NYC)

* * * * * * * *The following seminars will be held at Belfor Restoration

in Ronkonkoma, NY unless noted otherwise.

5/22/12 E&O LIVE ………………………Hauppauge Hyatt.....(half day AM)6/06/12 E&O Video ………………Suffolk Coop. Extension…. (half day AM)

The following seminars will be held at Four Points Sheratonin Plainview(Pl) or LaQuinta Inn & Suites in Garden City (GC).

4/18/12 Commercial Lines Related (ACSR Mod 9)…………..Pl (full day)4/20/12 NYAIP Producer Procedures……................................Pl (half day-AM)4/24/12 10 Hot Coverage Issues………………………………..Pl (half day-AM)5/01/12 Commercial Property (AAI-81-C)……………………Pl (full day)5/30/12 Principles of Insurance (AAI-81-A)…………………..Pl (full day)6/08/12 NYAIP Producer Procedures……................................Pl (half day-AM)6/06/12 E&O Video*……………………….......NYIT,Westbury (half day-AM)

The following seminars will be held at the Adria Ramada, Bayside, NY

6/23/12 (Sat.) NYAIP Producer Procedures……………………(half day-am)

The following seminar will be held at the Best Western, Brooklyn, NY

5/18/12 NYAIP Producer Procedures……………………(half day-am)

Page 18: The Suffolk Big Eye Mar/Apr Issue

The following seminar will be held at Swiss Re in NYC (location TBA)

5/23/12 E&O LIVE ……………………………………....(half day-am)6/06/12 E&O Video ……………………………………….(half day-am)

For a complete schedule and registration form, log on to www.iiaany.org. Go to the ‘Education’ link and click ‘Ed Calendar. For more information, call IIABNY’s Education Department at 1-800-962-7950.

Big “I” Classes con’t

Page 19: The Suffolk Big Eye Mar/Apr Issue

Note your calendar now to attend this special event.It’s our biggest and most elegant affair of the year!

**********************************The IIABSC Installation Dinner

will be held onWednesday, May 23, 2012

at the beautiful Harbor Club95 New York Avenue

Huntington, NYWatch for your invitation early April.

For event details, contact Pat Calvert 516-621-2209 or email [email protected]

For registration and sponsorship information, contact Jeanne Abatelli 516-681-6265 or email [email protected]

Page 20: The Suffolk Big Eye Mar/Apr Issue

IIABSC COMMITTEES2011 – 2012

WE INVITE MEMBERS TO JOIN A COMMITTEE!

Please Contact the committee chair or Pat Calvert for further information.

Audit Committee David H. Borg and John Stype.

Budget & Finance Paulette Katz (Chair), Earl Eaton and Russ Vollmer.

Communications Committee Aaron Stein (Chair), Joanne Bentivegna, David H.

Borg, Eric Keiffert and Jeanne Abatelli.

Sub-Committees Public Relations

Speakers Bureau

Suffolk Big Eye

Technology & Web site

Downstate Representatives Earl Eaton and Rich de la Sota.

Scholarship Rich de la Sota (Chair)

Legislation/InsurPac Joe Gundermann (Chair), John Stype, Tom Crowley,

Don Hester and Jeff Rehm

Coastal Task Force Legislative committee and Jim Sutton

Meetings & Programs David M. Borg (Chair) + Communications Committee

plus Jim Karras and Pat Calvert.

Meeting Reservations Jeanne Abatelli

NextGen David H. Borg and Mickey Romeo (co-chairs)

Disaster Preparedness Task Force John Mulvey and Mike Romeo.

Advertising & Sponsor Sales Jeanne Abatelli.

2012 Golf Outing David M. Borg and Joe Gundermann (Co-chairs)

2012 Installation Earl Eaton, David M. Borg, Jeanne Abatelli and Pat Calvert.

Page 21: The Suffolk Big Eye Mar/Apr Issue

3 CE credits

(All Licenses) NYPO-100001 NYCR-236001

Explore the Value of Membership…

www.iiabny.org

New course approval number so you can disregard the rule about not taking a course

more than one time to satisfy the NYSID requirement

I N D E P E N D E N T I N S U R A N C E A G E N T S & B R O K E R S O F N E W Y O R K , I N C .

2012 IIABNY Errors &Omissions Video Seminar

About the Program In this program, Jim Keidel and Chris Weldon will review trends and answer questions regarding the frequency and types of claims, development in NY law affecting agents and brokers and special E&O concerns of specific types of insurance.

The entire video seminar will be broadcast live from NY Network Studios in Albany. This three hour video seminar will be instructed by Jim Keidel and Chris Weldon of the law firm KWC. It will be offered at 15 different locations across New York State simultaneously. At various times during the program, Jim Keidel and Chris Weldon will answer questions faxed in from attendees at the 15 locations.

General Information We invite all registrants to advise us of any disability and any requests for accommodation to that disability. Please contact IIABNY’s Education Department at 1-800-962-7950. Full and half-day programs will have morning and/or afternoon refreshments. Lunch is not provided.

Registration Information Member: $85 (each registrant) Non-member: $139 (each) Registration: 8:00 a.m. – 8:45 a.m. Workshop: 9:00 a.m. – 12:15 p.m. Fee will increase $10 for registering “at the door.”

Full payment must be received prior to admittance! Photo I. D. must be presented at registration!

Instructors: Well-known and respected E&O attorneys, Jim Keidel and Chris Weldon will bring their own vast experiences in representing and defending our members in IIABNY’s errors and omissions program.

Continuing Education 2012 IIABNY Errors & Omission Video Seminar has been approved for 3 CE credits applicable to All Licenses. IMPORTANT: You must register at least two weeks prior to the seminar to receive your CE certificate on site. Please be on time for the seminar. Continuing Education rules will not allow CE credit to be awarded to anyone arriving after the start of the program.

**Because most of the videoconferences will be held at SUNY college campuses throughout New York, extra time should be allowed for accessing the proper parking lot and building.

The following are minimum requirements. You are encouraged to send as many of your office staff as is practicable.

How to Qualify for the Credit Swiss Re/Westport IIABNY members whose E&O coverage is written by Swiss Re/Westport Insurance Corp. through IAAC can qualify for a 10% premium reduction if they meet the following criteria:

Agency Size Who Must Attend* 1 1 Active Agency Principal 2 - 7 1 Active Agency Principal

1 Producer (commercial or personal)* 8 - 20 1 Active Agency Principal

1 Producer (commercial or personal)* 1 CSR (commercial or personal)*

21 - 50 1 Active Agency Principal 1 Office Manager or Supervisor 1 Producer (commercial or personal)* 1 CSR (commercial or personal)*

51+ 1 Active Agency Principal 1 Office Manager or Supervisor 1 Producer (commercial or personal)* 2 CSR (commercial or personal)*

*Additional Seminar Options for Producer & CSRs Only: x ACSR 4-Errors & Omissions Lost Control x Essentials for CSRs-Understanding & Avoiding

Potential E&O Issues Multiple offices – The attendance requirements apply to total agency staff of all offices.

Fireman’s Fund IIABNY members whose E&O coverage is written by Fireman’s Fund through IAAC can qualify for a 10% reduction on their 2013 renewal if they meet the attendance criteria above Or qualify for 7.5% reduction if they choose to send 20% of management to a designated loss control seminar in 2012. Management includes Office Managers, Agency Principals or Supervisors.

Please note – These requirements must be met on an annual basis. Attending previous E&O seminars will not qualify an agency for the 2013 premium reduction.

Page 22: The Suffolk Big Eye Mar/Apr Issue

Buffalo – May 15, 2012 Holiday Inn Amherst, 1881 Niagara Falls Blvd

Syracuse – May 16, 2012 Holiday Inn, 441 Electronics Pkwy.

Hauppauge – May 22, 2012 Hyatt Regency, 1717 Motor Pkwy.

NYC – May 23, 2012 Swiss Re America, 55 East 52nd Street

*Armonk – May 24, 2012 Swiss Re America, 175 King Street *Limited seating. PM option 1-4:45pm

4 CE credits NYCR-236000 NYPO-100001 (All Licenses)

Explore the Value of Membership… www.iiabny.org

New course approval number so you can disregard the rule about not taking a course more than one time to satisfy the

NYSID requirement

Dates & Locations

I n d e p e n d e n t I n s u r a n c e A g e n t s & B r o k e r s o f N e w Y o r k , I n c .

2012 IIABNY E&O Seminar LIVE

About the Program Jim Keidel and Chris Weldon will bring their own vast experiences in representing and defending our members in IIABNY’s errors and omissions program by reviewing trends and answering questions regarding the frequency and types of claims, development in NY law affecting agents and brokers and special concerns regarding specific types of insurance.

How to Qualify for Renewal Credit IIABNY members whose E&O coverage is written by Swiss Re/Westport Insurance Corp. through IAAC can qualify for a 10% premium reduction if they meet the following criteria: Agency Size Who Must Attend* 1 1 Active Agency Principal

2 - 7 1 Active Agency Principal 1 Producer (commercial or personal)*

8 - 20 1 Active Agency Principal 1 Producer (commercial or personal)* 1 CSR (commercial or personal)*

21 - 50 1 Active Agency Principal 1 Office Mgr or Supervisor 1 Producer (commercial or personal)* 1 CSR (commercial or personal)*

51+ 1 Active Agency Principal 1 Office Manager or Supervisor 1 Producer (commercial or personal)* 2 CSR (commercial or personal)*

Multiple offices – The attendance requirements apply to total staff of all offices. Fireman’s Fund IIABNY members whose E&O coverage is written by Fireman’s Fund through IAAC can qualify for a 10% reduction on their 2012 renewal if they meet the attendance criteria above Or qualify for 7.5% reduction if they choose to send 20% of management to a designated loss control seminar in 2011. Management includes Office Managers, Agency Principals or Supervisors.

The above are minimum requirements. You are encouraged to send as many of your office staff as is practicable.

Registration Information Member Discount: $150 (each registrant) Non-member: $185 (each registrant) Fee will increase $10 for registering “at the door.” Registration: 8:00 a.m. Workshop runs: 8:30 a.m. – 12:15 p.m. Morning refreshments will be served. See below for info regarding a free luncheon.

General Information We invite all registrants to advise us of any disability and any requests for accommodation to that disability. Please contact IIABNY’s Education Department at 1-800-962-7950.

Photo I.D. must be presented at registration! Continuing Education 2012 E&O… has been approved for 4 CE credits applicable to All Licenses. IMPORTANT: You must register at least two weeks prior to the seminar to receive your CE certificate on site. Please be on time for the seminar. Continuing Education rules will not allow CE credit to be awarded to anyone arriving more than 10 minutes after the start of the program.

Registration Form (Please photocopy for additional names) LIVEO12

Name (please indicate if changed) E-mail Workshop date/location

NYS License Number(s)

Agency (please indicate if changed)

Agency Street Address City, State, Zip

Phone Fax # of registrants

Return to: Independent Insurance Agents & Brokers of New York, Inc. 5784 Widewaters Pkwy., 1st Floor, Dewitt, NY 13214 Phone: (800) 962-7950, Fax: (888) 432-0510 E-mail: [email protected]

CANCELLATION POLICY: Full credit toward another seminar will be allowed for cancellation requests received at least 3 business days before a seminar. Any cancellation request received less than 3 business days prior to the seminar will receive a 50% credit. Cancellation requests received on or after the date of the seminar will NOT be eligible for credit. ALL CANCELLATION REQUESTS MUST BE IN WRITING.

Payment Method

� Check (made payable to IIABNY, Inc.) � American Express � MasterCard � Visa � Corporate card � Personal card (check one)

Amount of check $ _______________ Amount of charge $ _______________

Card # __________________________________________

Expiration Date ___________________________________

________________________________________________ Name on Card (please print)

Authorized Signature

*Additional Seminar Options for Producer & CSRs Only:

x ACSR 4 – Errors & Omissions Lost Control

*These seminars are sponsored by Swiss Re Corporate Solutions.

Page 23: The Suffolk Big Eye Mar/Apr Issue

“Don’t Take Yourself So Seriously”by Yvonne Conte

March 27, 2012

Page 24: The Suffolk Big Eye Mar/Apr Issue

Door Prize Drawing Winners

Page 25: The Suffolk Big Eye Mar/Apr Issue

INSURANCE COMPANIES & MARKETS

Excise Bond Underwriters John L. Comeau 15 Maiden Lane, Suite 800 New York, NY 10038 Tel: 212-363-2950 Fax: 212-425-2539

Magna Carta Companies Wanda Napolitano 1 Park Avenue New York, NY 10016 Toll Free: 1-888-ONE PARK Phone: 212-591-9500 Fax: 212-591-9621

NIF Group Michael Orlando, Nancy Williams 30 Park Avenue Manhasset, NY 11030 Phone: 516-365-7440Fax: 516-496-7356 Email: [email protected] www.nifgroup.com

Quaker Special Risk Camille Windler226 5th Avenue, 4th Flr.New York, NY 10001 Phone: 516 428 0716. Fax: 732-223-9072 Email: [email protected] Botwinick Eatontown, NJ Toll Free: 800-447-4180 Email: [email protected]

INSURANCE SERVICES

Pryor Personnel Agency Patricia Pryor Bonica 147 Old Country Road Hicksville, NY 11801 Phone: 516-935-0100 Fax: 516-931-7842Email: [email protected]

RESTORATION SERVICES

Belfor Property Restoration Gary J. Alexander 60 Raynor Ave. Ronkonkoma, NY 11779 Phones: 631-471-3131 x121 Fax: 631-471-2905

Advertisersthe

Page 26: The Suffolk Big Eye Mar/Apr Issue

Sponsorsthe

Complex CoveragePhilip Ginexi Jr.7 High Street, Suite 408Huntington NY 11743 Phone: 631-547-5959 Fax: 631-547-5005Email: [email protected]

Great American Restoration Services, Inc.David Pinto2623 N. Jerusalem Rd.East Meadow, NY 11554Phone: 516-783-5053Fax: 516-783-5054Email: [email protected]

Harleysville GroupTracy Benison120 Front StreetWorcester MA 01608Phone: 800-225-7387Fax: 617-899-5937 Email: [email protected]

Kingstone Insurance Company John Reiersen, CPCU15 Joys Lane Kingston, NY 12401 Phone: 845-340-8366 Fax: 845-340-8393

March Meeting Sponsor

Complex Coverage Management

Great American Restoration

Harleysville Group

Kingstone Insurance Company

New Empire Group

NIF Group Inc.

PMC Insurance

Pryor Personnel Agency Inc.

Quaker Special Risk

Total Restoration Inc.

Please remember these companies support our association, please help support them whenever possible!

Page 27: The Suffolk Big Eye Mar/Apr Issue

Sponsors con’tthe

New Empire Group214 W Park AvenueLong Beach, NY 11561Phone: 866-431-8100Fax: 516-431-5351

NIF Group Michael Orlando, Nancy Williams 30 Park Avenue Manhasset, NY 11030 Phone: 516-365-7440Fax: 516-496-7356 Email: [email protected] www.nifgroup.com

PMC Insurance GroupRobert Jones50 Cabot Street PO Box 920179 Needham, MA 02492-0002 Phone: 1-877-PMC-COMP, (781)-449-7744 Fax: (781)-449-7889 Email: [email protected]

Pryor Personnel Agency Patricia Pryor Bonica 147 Old Country Road Hicksville, NY 11801 Phone: 516-935-0100 Fax: 516-931-7842Email: [email protected]

Quaker Special Risk Camille Windler226 5th Avenue, 4th Flr.New York, NY 10001 Phone: 516 428 0716. Fax: 732-223-9072 Email: [email protected] Botwinick Eatontown, NJ Toll Free: 800-447-4180 Email: [email protected]

Total RestorationDennis Lombardi285 Post AvenueWestbury NY 11590Phone: 516-333-5333Fax: 516-333-5489Email: [email protected]

Page 28: The Suffolk Big Eye Mar/Apr Issue

2 0 1 2 M A R / A P R I S S U E

SUFFOLK Big Eye

Contact Us:[email protected]

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