trade show - Independent Insurance Agents of Texas

Transcription

116TH ANNUAL
Omni Dallas • June 26-28
Independent Insurance Agents of Texas
& TRADE SHOW
The Largest Insurance Trade Show in the Southwest
Program & Trade Show Guide
Conference Schedule
Wednesday.................................... 11
Thursday....................................... 11
Friday............................................ 15
Schedule-at-a-Glance.........back cover
Trade Show Guide
Exhibitors by Category................... 26
Exhibitors by Booth Number........... 29
Exhibitors in Alphabetical Order..... 31
Floor Plan...................................... 46
Exhibit Hours
Thursday............................4 – 6 p.m.
Friday...............................9 – 11 a.m.
June 26–28, 2013
1
Save the Date
June 4-6, 2014
117th Annual
Conference
& Trade Show
SAN ANTONIO
Contents
Conference Details.................................................................5
Getting Around the Omni....................................................5
Ask-the-Experts
Pick Rick’s Brain...........................................................5
Stump the Tech Guy.....................................................5
Badges.............................................................................5
Continuing Education Credits.............................................7
Eagle Agency Recognition..................................................7
Exhibits............................................................................7
Handouts – Going Green....................................................7
IMPACT Silent Auction........................................................7
Kiosk – IIAT and IIAT Advantage..........................................7
Kiosk – Project CAP...........................................................7
Prize Drawings..................................................................7
Recorded Sessions...........................................................7
Registration Hours............................................................7
Social Media Networking....................................................7
Sponsors..........................................................................7
Spouse & Guest Information..............................................7
IMPACT Silent Auction.............................................................8
Schedule/Speakers..............................................................11
Wednesday.....................................................................11
Thursday........................................................................11
Friday.............................................................................15
Speaker Bios.......................................................................18
Sponsors.............................................................................21
Past Presidents....................................................................22
IIAT Volunteer Leaders..........................................................25
Drex Foreman Award Winners................................................25
TRADE SHOW......................................................................26
Exhibitors by Category.....................................................26
Exhibitors by Booth Number.............................................29
Exhibitors in Alphabetical Order........................................31
Maps..................................................................................46
Trade Show Floor Plan.....................................................46
Omni Map.......................................................................47
Schedule-at-a-Glance............................................... Back Cover
June 26–28, 2013
3
We Are VIP Insurance–IIAT Endorsed
Life Insurance
Life Retirement Plans (LRP’s)
Asset Based Insurance
Business Continuation
Buy/Sell Agreements
Key Man Insurance
Wealth Transfer
Estate Planning
Annuities
Long Term Care
Disability Insurance
5th Annual
Texas Country Music Bash
®
Doing the right thing is smart business.®
SM
Life Companies
g
featurin
tt Band
Josh Abbo
Visit us at booths 407 & 506
6.28.13
Your guide to
IIAT’s 116th
Conference
and Trade
Show
Conference Details
Getting Around the Omni
See the Omni map on page 47.
All IIAT conference events take place on Level 3 of
the Dallas Omni.
Ask-the-Experts
Pick Rick’s Brain
Thursday, June 27, 12:30 – 3 p.m.
Rick Bondurant, CIC, CRM, CAE
IIAT, Management Resources
Have an agency management issue you’re trying to get
resolved? Don’t miss the chance to pick Rick’s brain. With
more than 30 years of experience in the independent agency
system, IIAT’s Director of Management Resources Rick
Bondurant, CIC, CRM, CAE has proven experience and insight
that can help you find the solution to your most pressing
agency management problems.
Take a look at the new online Sales Management Toolkit.
Stump the Tech Guy
Friday, June 28, 9 – 11 a.m.
Steve Anderson
SteveAnderson.com
Tech expert Steve Anderson will be available to answer your
questions about technology. How will new technology affect
your business? What technology should you be using in the
office? What are the newest, most useful apps? Whether it’s
about technology in the office or home, Steve will have the
answer.
Badges
Badges must be worn for admission to all conference sessions,
social functions and exhibits. The color of the trim on badges
denotes:
Red................................. Agents
Green.............................. Registered exhibitors
Purple............................. Company representatives
Blue................................. Spouses/guests
Black............................... Exhibitors working trade show only
Solid Purple................... Thursday registrants
Solid Blue....................... Friday registrants
June 26–28, 2013
5
Continuing Education Credits
Many of the conference workshops have been approved for
CE credits. See credit information in the conference schedule
beginning on page 11. Only registered agents and company
representatives can earn CE credits.
Eagle Agency Recognition
Eagle Agency ribbons denote agencies that have been IIAT
members for at least 25 years.
Exhibits
Thursday, June 27.......... 4 – 6 p.m.
Friday, June 28............... 9 – 11 a.m.
Dallas Ballroom
Insurance companies, agency automation vendors, adjusting
firms, general agencies and premium finance companies display
the latest products and services at the conference’s trade show.
Prize drawings will be held in the Trade Show starting Friday at
9:30 a.m., see Prize Drawings for details.
Handouts – Going Green
The conference has gone green to reduce the amount of
materials distributed at sessions. Handouts and slide
presentations are available on the IIAT website at iiat.org.
IMPACT Silent Auction
Thursday, June 27.......... 8 a.m. – 6 p.m.
Friday, June 28 .............. 9 a.m. – 2 p.m.
Help support your political action committee by bidding on an
array of exciting items. Get complete details on page 8.
Kiosks – Learn more about...
IIAT and IIAT Advantage
Visit the IIAT kiosk located in the registration area to learn about
IIAT’s member services ranging from education programs to
regulatory and technical information to IIAT Advantage insurance
markets, business partners, E&O and more. Find out how IIAT
can help your agency grow!
Project CAP
Stop by IIAT’s Project CAP kiosk (Friday only) to learn more about
how you can join the cause to recapture your market share.
Backed by Trusted Choice®, Project CAP offers an array of digital
marketing programs, services and tools to help independent
agents increase their digital footprints and dominate local online
markets.
Don’t miss Project CAP’s session on Thursday from 3 to 4 p.m.
where Paul Martin explains how the portal will work in Texas.
Prize Drawings
Prize drawings will be held in the Trade Show on Friday. In
addition, attendance prizes will be drawn at each of the
conference sessions. The more sessions you attend, the greater
your chances of winning.
Grand Prizes — $500 Visa Cards (4)
General Session Attendance Prizes — $500 (2)
Workshop Attendance Prizes — $250 (11)
Sponsored by: Central Insurance Cos.
To qualify: For the grand prizes, complete the Grand Prize Entry
Form found in your registration packet and drop it in the hopper
in the IIAT registration area. Winning entries will be drawn in the
Trade Show on Friday. You must be present to win.
Note: Only agents who are registered for the full conference are eligible for
the Grand Prize drawings. For attendance prizes, complete the Attendance
Prize Entry found in your packet and drop it in the hopper at each session
you attend. You must be present to win. Open to all registrants.
Recorded Sessions
Recordings of most of the educational sessions will be available
for free download on iiat.org following the conference.
Registration Hours
The IIAT registration desk for agents and company
representatives is in the Dallas Ballroom Foyer on the
following days:
Agents/Company Representatives
Wednesday, June 26....... 4 – 7 p.m.
Friday, June 28............... 8 a.m. – 4 p.m.
Exhibitors
The exhibitor registration desk is in the Dallas Ballroom Foyer
and is open on the following days:
Wednesday, June 26....... 4 – 7 p.m.
Friday, June 28............... 8 – 11 a.m.
Social Media Networking
Arrange meetings with colleagues and vendors with tweetups.
Use hashtag #iiatconference to find your friends or comment
on sessions. Follow IIAT at twitter.com/iiatexas to get the latest
conference information.
Sponsors
Be sure to thank the company representatives with maroon
sponsor ribbons on their badges. Their companies are
conference sponsors. For a list of sponsors, see page 21.
Spouse & Guest Information
Registered spouses and guests are welcome at all conference
events including the Awards Luncheon on Friday, June 28.
Continuing education credits will be provided only to those who
are registered as agents or company representatives.
June 26–28, 2013
7
Silent Auction
IIAT is hosting a silent auction to benefit IMPACT, the political action committee of Texas independent
insurance agents. Don’t miss the chance to bid on great items to help support a great cause.
Friday, June 28 .............. 9 a.m. – 2 p.m.
Dallas Ballroom Foyer
King Ranch Nilgai Hunt for Four
Donated by Al Boenker, Al Boenker Insurance
Don’t pass up the hunting trip of a
lifetime on the world-renowned King
Ranch. Four hunters will enjoy three
days and two nights with a guide
hunting Nilgai and taking in the beauty
and history of the King Ranch while
enjoying complimentary meals and
drinks to boot!
Josh Abbott Band Signed Guitar
Donated by VIP Insurance
This top-of-charts band from Idalou
has made Texas music history.
Be a part of that history with this
autographed guitar by the full band.
Don’t forget to come see them at this
year’s closing party.
Panhandle Pheasant Hunt for Two
Donated by Mark Bridges and Bill Bridges, Edmond, Deaton &
Stephens Insurance
Enjoy a memorable hunt for two during
the 2013-14 season in the gamerich land of southeast Texas which
provides the right habitat for secondto-none pheasant hunts.
Fly Fishing Trip for Two
Donated by Josh Fields, Shepard Walton King Insurance
Experience a guided fly fishing trip
off the beautiful Texas coast chasing
redfish, trout, tarpon and snook all in
a single day.
Texas Rangers Evening for Four
Donated by Chubb Group
Go cheer on the first place Texas
Rangers in style with four tickets, 12
rows up from home plate. Pass up the
stress with your reserved parking spot
as well.
Lucchese Cowboy Boots
Donated by Ken Threlkeld, Threlkeld & Company Insurance
Lucchese boots have been crafted
in San Antonio since 1883 and the
tradition lives on. Own your own pair of
the legendary Texas-made boots.
8
IIAT Annual Conference & Trade Show
Hill Country Golf for Four
Donated by Independent Insurance Agents of San Antonio
Nestled in the beautiful Texas Hill
Country, the Flying ‘L’ golf course
is enjoyable for players of all skill
levels which is perfect for your
foursome. The award-winning course
is surrounded by majestic hills
and remarkable terrain. Make it
a family trip and enjoy the resort
accommodations!
Four UT Football Tickets
Donated by Bill Kliewer, Bigham-Kliewer-Chapman-Watts Insurance
Bring three of your friends to the
Darrell K. Royal Memorial Stadium
in Austin and sit on the 50-yard line
during the UT-New Mexico game on
Aug. 31.
Custom Texas Hatters Cowboy Hat
Donated by IIAT
Own a custom hat from the legendary
Texas Hatters in Lockhart who have
served many famous clients over the
years, from Stevie Ray Vaughan to
Burt Reynolds and more. The store is
home of the ‘half-breed’ and ‘hi-roller’
to name a few.
Laguna Madre Fishing Trip for Three
Donated by Independent Insurance Agents of the Rio Grande Valley
Enjoy five hours of a guided fishing
trip on the famed Laguna Madre with
tackle and bait included. The Laguna
Madre bays are as remote and pristine
as any in Texas.
Wood-Framed Texas Flag
Formula 1 US Grand Prix 3-day Pass for Two
Donated by Independent Insurance Agents of Austin
Witness the top drivers from around
the world at the Formula 1 races at
the Circuit of the Americas in Austin.
Formula 1 is considered one of the
most exciting motorsports events in
the world and the new COTA track
is now one of the best tracks in the
world. Get ready to start your engines!
Donated by IIAT
The Lone Star State has always
had a sense of pride and displays
that by flying its flag at the same
height as the U.S. flag across Texas.
Experience the same pride by getting
this Texas flag flown over the Capitol
to commemorate a special occasion
or to honor an individual or group.
A personalized certificate will be
included.
Longhorn Art Piece
Donated by IIAT
Every Texas home needs a display of
an infamous Texas state symbol – the
longhorn. This modern, multi-colored
hand crafted piece is the perfect
addition to any home décor.
Lone Star Legacies Cuff Links
Donated by IIAT
Own a pair of prestigious pewter Texas
State Seal cuff links.
Lake Fork Bass Fishing for Two
Donated by Rodney Watkins, Watkins Insurance Group
This guided fishing trip for two
includes a full day of scenic fishing
with Wood County Game Warden
Kurt Kelly at Lake Fork, the Big Bass
Capital of Texas. Includes $100 food
credit and a $100 Wal-Mart card.
Kids’ Activity Basket
Donated by IIAT
Have bored kids at home and need
to entertain them while educating
them at the same time? This basket
includes activities sure to keep them
busy for hours. It’s also a perfect aide
for the babysitter or nanny.
June 26–28, 2013
And more!
9
10
M-17184_150YearsAd_5.15.13_outlined_mary.indd 1
5/15/13 8:49 AM
Schedule
Wednesday, June 26
Thursday, June 27
11 a.m. – 5 p.m.
8 a.m. – 6 p.m.
Community Service Project
Registration: Agents/Company Reps
Exhibitor Registration and Move-In
Mi Escuelita Pre-School – Bethany Location
4523 Cedar Springs Rd., Dallas 75219
(Buses depart from main entrance of Omni Dallas lobby)
Hosted by Young Agents
8 a.m. – 6 p.m.
8 – 11 a.m.
Coffee Service
Sponsors: Safeco Insurance
Liberty Mutual Insurance
9 – 11:30 a.m.
Producer Sessions (open to all registrants)
Sponsor:
Travelers
$500 General Session Attendance Prize
Join your colleagues for what has become one of IIAT’s finest
traditions. Come to the conference early to help out at the
community service project benefitting a local Dallas charity. Get
your hands a little dirty and donate some time along with your
colleagues to help those in need. IIAT will supply transportation
to and from the location, materials and lunch.
Sponsor:
The Hartford
9 – 10 a.m.
Insuring Across the Generations
Jim Gavin
Insurance Information Services, IIAT
Trinity Ballroom 2, 3
Sponsor: Travelers
4 – 7 p.m.
1 CE Credit
Registration: Agents/Company Reps
Your customers have different ideas about what constitutes
great service. Understanding the differences between
generations is key to establishing service standards that
meet those needs.
5:30 – 6:30 p.m.
10 – 11:30 a.m.
Community Service Project Reception
Trinity Ballroom Foyer
Sponsor: The Hartford
Discovering Your Memory Power
8 p.m.
Jana Owen
Young Agent Evening Out
Iron Cactus
1520 Main St.
Enjoy a night out on the town at the Iron Cactus.
Freedom Personal Development, Inc.
Sponsor:
Travelers
No CE
Back by popular demand! Jana’s session was a hit among
Joe Vincent Management Seminar attendees in January.
Sorting through today’s rapid-fire flow of information and
absorbing what’s relevant is increasingly difficult. This
session will show you how to train your memory and mind to
remember names, faces, presentations, key client info and
important details from books, meetings and conversations.
June 26–28, 2013
11
At United Fire Group...
Service
is no
accident
United Fire Group is committed to our independent
agents, listening closely to their ideas and concerns
in order to provide the innovative products and
superior service they want and deserve. We don’t
take this commitment to our independent agents
lightly. At United Fire Group, our underwriters, marketing and claims personnel are recognized for their:
• Reliability,
• Honesty,
• Responsiveness,
• Compassion,and
• Fairness.
Thesearequalitieswepracticeeverybusinessday,
becauseatUnitedFireGroup,service is no accident.
United Fire Group
Cedar Rapids, Iowa www.UnitedFireGroup.com
Our agents say it best:
“United Fire is an insurance company you can rely on to do
everything possible to get the customers back in business as
soon as possible.” —Bill Southworth, United Fire agent
COM8852_Service_TXIIA_13.indd 1
5/17/13 9:21 AM
11:30 a.m. – 12:30 p.m.
Boxed Lunch
Sponsors: Liberty Mutual Insurance
Safeco Insurance
UPC Insurance
Texas Surplus Lines Association
12:30 – 3 p.m.
Ask-the-Expert: Pick Rick’s Brain
Have an agency management issue you’re trying to get
resolved? Don’t miss the chance to pick Rick’s brain. With more
than 30 years of experience in the independent agency system,
IIAT’s Director of Management Resources Rick Bondurant, CIC,
CRM, CAE has proven experience and insight that can help you
find the solution to your most pressing agency management
problems.
Take a look at the new online Sales Management Toolkit.
12:30 – 1:30 p.m.
2013 Legislative Update
Panelists:
Sen. Larry Taylor, Friendswood
Texas Senate
Rep. John Smithee, Amarillo
Texas House
Moderator:
Lee Loftis
Best Practices for Handling Certificates
Panelists:
Tim McClendon, CIC, CWCA
Hertel McClendon, LLP
David Surles
Contributing Editor, IIAT
Moderator:
Jim Gavin
Sponsor:
American Hallmark
1 CE Credit
This panel discussion will address one of the major
processing challenges facing agencies today. Learn the best
practices for handling certificates that comply with the law
and reduce your E&O exposure.
$250 Attendance Prize
Marketing Yourself Electronically
Trinity Ballroom 5
Steve Anderson
SteveAnderson.com
Sponsor:
Progressive Insurance
No CE
Automation is revolutionizing the way agents reach
customers and promote their agencies. Learn how agents
are using YouTube, Facebook, LinkedIn and other electronic
tools to gain exposure with a wide audience.
Governmental Affairs, IIAT
Sponsor:
1:45 – 2:45 p.m.
1 CE Credit
Changes made by the 83rd Legislature will impact your
business in the next two years. This panel of legislators and
experts will analyze the session and the results.
The New Role of the Health Insurance Broker Under
the Affordable Care Act
Trinity Ballroom 1
Dan Meylan
National Sales Director, Allied National
Cool Business Apps
Trinity Ballroom 5
Sponsor:
IIAT Advantage
1 CE credit
Steve Anderson
SteveAnderson.com
Sponsor:
IIAT Advantage
The Affordable Care Act requires that agents adapt to a new
environment and develop new capabilities. Dan Meylan,
National Sales Director at Allied National, provides a look at
the future role of agents in health insurance.
No CE
Insurance industry tech expert Steve Anderson shares his
favorite business applications for busy, on-the-go producers.
Yes, you can do just about everything on your phone, and
Steve shows you how.
1:30 – 3 p.m.
Afternoon Break
Sponsor: Insurors Indemnity Cos.
June 26–28, 2013
13
“Texas Mutual bends over backwards,
not just for their insureds,
but for their agents.”
“T
exas Mutual is an outstanding carrier. They’re very reliable, and they stand behind what they sell.
When we talk to them, they ask us, ‘What do we need to accomplish? What’s urgent? What’s the
timeline?’ And they give us what we ask for. In our relationship, the lines of communication are always
© 2013 Texas Mutual Insurance Company
open. I’ve never called and had someone say, ‘I can’t help you.’ Instead, they’ll ask, ‘What can we do better?’”
Kellie Jones
Marketing Coordinator/Account Manager
K&S Insurance Agency
To learn more about workers’ comp insurance from
Texas Mutual Insurance Company, call (800) 859-5995 or visit www.texasmutual.com.
Texas Mutual Insurance Company is rated ‘A’ by A.M. Best Company.
3 – 4 p.m.
How the Consumer Agent Portal Works for Texas
Agents
Trinity Ballroom 5
Friday, June 28
8 a.m. – 4:30 p.m.
Registration
Paul Martin, CPCU
State Association Liaison, Project CAP
8 – 11 a.m.
Exhibitor Registration
Sponsor:
State Auto Insurance Co.
No CE
Consumer Agency Portal (CAP) expert Paul Martin steps
agents through the new quoting portal, demonstrates how
consumers find your agency and develop quotes using the
new Consumer Agent Portal at trustedchoice.com.
Terms of Sale:
How Agencies Are Bought and Sold Today
Rick Bondurant, CIC, CRM, CAE
Management Resources, IIAT
Sponsor:
8 – 9:30 a.m.
Prayer Breakfast
Fair Park 1
(purchase tickets at registration area)
9 – 11 a.m.
Breakfast in the Trade Show
Dallas Ballroom
Sponsor: United Fire Group
With no competing sessions to divide your attention, you’ll
have plenty of time to visit with more than 170 companies.
Plus, don’t miss prize drawings throughout the show.
1 CE Credit
What are typical terms on which agencies are sold? What
drives valuation of business today and in the future?
Rick Bondurant describes his experience with the IIAT
Matchmaker program.
Defined Contribution and
Private Exchanges
Trinity Ballroom 1
Joshua Hilgers
President, Health Partners America
Prize drawings will be held throughout the trade show on
Friday morning. You must be present to win. Only fully
registered member agents are eligible.
Grand Prizes — $500 Visa Cards (4)
Sponsor:
Sponsor:
IIAT Advantage
1 CE Credit
Many benefits of a group plan are neutralized by the health
reform legislation. This session explains how brokers can
help their clients stabilize their premium contributions to
make budgeting easier while offering benefits that are still
beneficial to their employees – all with less work and more
income potential for the broker.
4 – 6 p.m.
Welcome Party in the Trade Show
Dallas Ballroom
Sponsor: The Republic Group
Mingle with your colleagues at the largest trade show in the
Southwest featuring more than 170 companies.
Central Insurance Cos.
Ask-the-Expert: Stump the Tech Guy
Tech expert Steve Anderson will be available to answer your
questions about technology. How will new technology affect
your business? What technology should you be using in the
office? What are the newest, most useful apps? Whether
it’s about technology in the office or home, Steve will have
the answer.
9 a.m. – 2 p.m.
11 – 11:30 p.m.
IMPACT Reception and Awards
Southside 1
(open to all 2013 IMPACT contributors)
6 p.m.
Company Hospitalities
June 26–28, 2013
15
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EXPERTISE. EXPERIENCE. SOLUTIONS.
11:30 a.m. – 1 p.m.
Awards Luncheon and IIAT Business Meeting
Trinity Ballroom 4, 5, 6, 7, 8
Sponsor: Union Standard Insurance Group
Honor your colleagues who have gone above and beyond,
hear the state of your association and vote for new board
representatives.
3 – 4:15 p.m.
Texas Ethics for Agents
Trinity Ballroom 1
Jim Gavin
Sponsor:
1 CE Credit
ACSR of the Year Award Presentation
Sponsor: Myron Steves
Insurance agents sell products that few people read
or understand. Learn the key ethical challenges facing
insurance agents today.
Andrè P. Juneau Young Agent of the Year Presentation
Paige Eiland Political Action Award Presentation
E&O Mock Trial
Drex Foreman Award Presentation
Presiding
Plaintiff’s Attorney, Jim Redeker
Swiss Re
Patrick Watkins
IIAT President
Watkins Insurance, Austin
Defendant’s Attorney, Tom Culpepper
Thompson-Coe
Sponsor:
AIG
1 CE Credit
Election of IIAT Directors
Officer Installation
Annual Business Meeting
1:15 – 2:30 p.m.
Keynote Address
Real attorneys grill fake defendants in this enactment of
typical E&O claims. See the action, feel the fire and learn
the lessons.
The Marketplace: A New Way to Get Health
Insurance
Marjorie McColl Petty
Evan Smith
Health and Human Services, Regional Director
Editor in Chief and CEO, The Texas Tribune
Sponsors: Safeco Insurance
No CE
Evan Smith is the Editor in Chief and CEO of The Texas Tribune,
a non-profit, non-partisan digital news organization based in
Austin. The Tribune’s coverage of Texas politics and public policy
can be found at its website, texastribune.org; in the pages of
The New York Times; and in newspapers and on TV and radio
stations across the state. Evan also spent 18 years at Texas
Monthly, including eight years as Editor and a year as President
and Editor in Chief.
Sponsor:
IIAT Advantage
No CE
Many agents are confused about the new health insurance
exchange. How will clients apply for coverage? Will it be
easy to receive a subsidy? What will the health plans
look like? These are just some of the questions Health
and Human Services Regional Director Marjorie Petty
will answer during this informative session. Learn about
the Marketplace and how it works, enrollment, premium
assistance and how qualified health plans may vary in the
marketplace.
2 – 3:30 p.m.
Afternoon Break
Sponsor: Encompass Insurance
6 – 8:30 p.m.
Casino Party
Join your colleagues and friends for an evening of fun with food,
beverages and a prize-filled casino.
Sponsor:
Service Lloyds Insurance Co.
8:30 – 11 p.m.
Live Concert With the Josh Abbott Band
Dallas Ballroom
Sponsor: VIP Insurance
June 26–28, 2013
17
Speakers
Steve Anderson
steveanderson.com
Steve Anderson provides information to insurance agents
about how they can use technology to increase revenue and/
or reduce expenses. He speaks professionally to hundreds of
agents each year at National Alliance events and at many state
association conventions and technology forums on the future
of technology, the social web and how insurance agencies
can establish their Internet presence. He has authored many
articles that have appeared in virtually every insurance industry
publication. Anderson has more than 30 years of experience in
the insurance community.
Joshua Hilgers
Health Partners America, President
Josh Hilgers is America’s leading authority on the strategic use
of tax and legal structures of benefit plans, private exchanges,
and plan design. Since 2007, he’s been pioneering the training
concept of Defined Contribution Plans to minimize risk, increase
profits and provide tax free raises to employees without
costs to employers. His visionary strategies – long before the
Affordable Health Care Act was even a bill – have made him
a sought after speaker for Associations, Unions, Fortune 500
companies and many more. His articles have been featured
in Employee Benefits Advisor, Benefits Selling Magazine, and
CDHC Solutions, and he’s a frequent expert for Radio stations
nationally such as The Lee Davis Show, and The Michael Hart
Show. In 2012, Hilgers was inducted into the League of Leaders
of the Institute for Healthcare Consumerism for his leadership
on national healthcare issues. He has trained over 10,000
insurance professionals, financial advisors and benefits experts
in the past three years. He is a member of the Professional
Development Committee of the National Association of Health
Underwriters, and one of its Certified CDHC Instructors.
18
Paul Martin, CPCU
Project CAP, State Association Liaison
Jana Owen
Freedom Personal Development, Inc.
Paul Martin, CPCU is ProjectCAP’s State Association Liaison.
Martin works with the various Big I associations around the
country, helping them communicate the message of how CAP
will positively impact the industry. He assists independent
insurance associations in their efforts to educate members
regarding the goals, resources, benefits and operations of the
CAP Project, and gaining adoption by the agencies in the various
states. Martin has spent his entire career in the industry serving
in a variety of roles including: multi-line adjuster, commercial
underwriter, independent agent, company manager, association
education director, and industry consultant.
Marjorie McColl Petty
Department of Health and Human Services,
Regional Director
Prior to her appointment as HHS Regional Director in 2009,
Marjorie McColl Petty served as director of public affairs and
consumer protection for the Kansas Corporation Commission
for six years. She also served as chair of the board of directors
of the Delta Dental of Kansas, beginning in August 2008 after
serving on the company’s board of directors since 2001. From
2006-2008, she was president of the board of directors of the
Delta Dental Foundation, where she reviewed and granted $2.9
million for oral health projects for Kansans. Previously, she
served as a subcontractor for two regional offices of the U.S.
Department of Health and Human Services as a public policy
manager. The Hon. Petty has also served as a State Senator in
Kansas, and a member of the Topeka City Council. She received
a JD from Washburn University School of Law and a Masters in
Education/Counseling from the University of Kansas.
Strong. Inspiring. Captivating. Those words describe Jana Owen
both on and off the stage. A former speaker in the commercial
lending industry, Owen has traveled the country sparking clients’
enthusiasm for boosting their careers. Approachable and
outgoing, Owen brings an intensity to her presentations that
calls clients to action.
With a background in marketing, Owen began her career in the
marketing industry in London. These days she particularly loves
any time work takes her to the Pacific Northwest. When she’s
not helping clients, you can find Owen training for a triathlon or
in the yoga studio.
Evan Smith
The Texas Tribune, Editor in Chief and CEO
Evan Smith is the Editor in Chief and CEO of The Texas Tribune,
a non-profit, non-partisan digital news organization based in
Austin. The Tribune’s deep coverage of Texas politics and public
policy can be found at its website, texastribune.org; in the
pages of the New York Times; and in newspapers and on TV and
radio stations across the state. In three years of operation, the
Tribune has won four Edward R. Murrow Awards from the Radio
Television Digital News Association, two general excellence
awards from the Online News Association and a Knight-Batten
award for innovations in journalism. Before co-founding the
Tribune, Evan spent nearly 18 years at Texas Monthly, including
eight years as Editor and a year as President and Editor in
Chief. On his watch, Texas Monthly twice won the National
Magazine Award for General Excellence.
Dan Meylan
Allied National, National Sales Director
Dan Meylan has more than 40 years insurance experience. His
primary responsibility at Allied National is to expand distribution
channels for Allied’s products. He formerly was Chief Executive
Officer of Western Pacific Insurance, a wholesale insurance
operation, and was owner of Tapadero Partners, a consulting
firm to small business owners and insurance agencies.
June 26–28, 2013
19
Lead Underwriters
*Indicates sole sponsorship
VIP Insurance
Mercury Brokerage Group
Central Insurance Cos.
Union Standard Insurance Group
Safeco Insurance
Josh Abbott Band Concert*
Lanyards*
Closing Party Casino*
Friday Awards Luncheon*
United Fire Group
Prize Drawings*
Friday General Session*
Thursday Registration Coffee*
Thursday Box Lunch
Breakfast in the Trade Show*
The Republic Group
Travelers
Welcome Party in the Trade Show*
Producer Sessions Programs*
Texas Mutual Insurance Co.
Totebags*
Supporters
IIAT Advantage
2013 Legislative Update*
Marketing Yourself Electronically*
Terms of the Sale: How Agencies Are Bought and Sold Today*
Texas Ethics for Agents*
Cool Business Apps*
The New Role of the Health Insurance Broker
Under the Affordable Care Act*
Defined Contributions and Private Exchanges*
The Marketplace: A New Way to Get Health Insurance*
The Hartford
Young Agents Community Service Project*
Community Service Project Reception*
Backers
McClelland & Hine, Inc.
Registrants List*
Encompass Insurance
Friday Afternoon Coffee Service*
Thursday Box Lunch
Myron Steves
ACSR of the Year Award*
Insurors Indemnity Cos.
Thursday Afternoon Coffee Service*
State Auto Insurance Co.
How the Consumer Agent Portal Works for Texas Agents*
American Hallmark
Best Practices for Handling Certificates*
UPC Insurance
Thursday Box Lunch
AIG
E&O Mock Trial*
June 26–28, 2013
21
Past Presidents
* Deceased (year) (I) IIAT Past President (P) PIAT Past President
1898* Walter Fort (1911).......................................... (I) Waco
1899* Wm. L. Stiles (1954)............................. (I) San Antonio
1901* Charles R. Brown (1916).......................... (I) Galveston
1902* Stuart Harrison (1920).............................(I) Fort Worth
1903* Stuart Harrison (1920).............................(I) Fort Worth
1904* Thos. L. Conroy (1917).......................... (I) San Antonio
1905* Thos. L. Conroy (1917).......................... (I) San Antonio
1906* W. L. Foster (1964)..................................(I) Fort Worth
1907* W. L. Foster (1964)..................................(I) Fort Worth
1908* O. H. Millican (1930)......................................(I) Austin
1911* F. W. Offenhauser (1926).......................... (I) Texarkana
1912* F. W. Offenhauser (1926).......................... (I) Texarkana
1913* G. Mabry Seay (1936)....................................(I) Dallas
1914* G. Mabry Seay (1936)....................................(I) Dallas
1915* Cruger T. Smith (1961)...................................(I) Dallas
1916*E. W. Marshall (1930)..................................... (I) Waco
1917* Walter Torrey (1945)....................................(I) Houston
1918* Craig Belk (1945).......................................(I) Houston
1921* C. H. Walton (1940) ................................(I) Fort Worth
1922* A. P. Cunningham (1952).................................(I) Dallas
1923* A. P. Cunningham (1952).................................(I) Dallas
1924* L. O. Jarrell (1947)......................................(I) Houston
1925* H. A. Lawrence (1974).............................(I) Fort Worth
1926* R. W. Thompson (1959).................................(I) Dallas
1927* Fred M. Burton (1938)............................. (I) Galveston
1928* C. L. Duncan (1937)............................ (I) Mt. Pleasant
1929* C. L. Duncan (1937)............................ (I) Mt. Pleasant
1930*E. M. Polk (1948)..................................... (I) Corsicana
1931* A. D. Langham (1966).................................(I) Houston
1932* A. D. Langham (1966).................................(I) Houston
1933* John K. Boyce Sr. (1975)............................. (I) Amarillo
1934* John H. Chiles Jr. (1985)................................(I) Austin
1935* Tom S. Gillis (1966).................................(I) Fort Worth
1936* Tom P. Ellis (1953)..........................................(I) Dallas
1937* Josh R. Morriss Sr. (1988)........................ (I) Texarkana
1938* D. A. Clark (1957).................................. (I) Sweetwater
1939* Frank C. Gittinger (1983)....................... (I) San Antonio
1940* Ben A. Calhoun...........................................(I) Houston
1941*Eric C. Gambrell (1953)..................................(I) Dallas
1942* Willard Brown (1985)......................... (I) Corpus Christi
1943* Alden A. Evans (1945)..............................(I) Fort Worth
1943* Lee E. Davis.................................................(P) Dallas
1944* B. B. Greever (1978).............................(I) Wichita Falls
1944* Harry A. Kinney.............................................(P) Dallas
1945* Claude P. Coates.....................................(P) Fort Worth
1945* Richard H. McLarry (1954).............................(I) Dallas
22
1946*
1946*
1947*
1947*
1948*
1948*
1949*
1949
1950*
1950*
1951*
1951*
1952*
1952*
1953*
1953* 1954*
1954
1955*
1955
1956*
1956*
1957*
1957
1958*
1958*
1959*
1959*
1960*
1960*
1961*
1961*
1962*
1962*
1963
1963*
1964*
1964*
1965*
1965
1966
1966*
1967*
1967
1968*
1968
1969*
1969*
1970*
1970
1971
1971
1972*
1972*
L. T. Barton.............................................(P) Fort Worth
William M. Keller (1961)............................ (I) Palestine
Melvin J. Miller (1968).............................(I) Fort Worth
W. Earl Hall......................................... (P) San Antonio
Sterling Sasser Sr.........................................(P) Austin
T. Champe Fitzhugh Sr. (1982)......................... (I) Waco
Russell R. Trimble (1973)....................... (I) San Angelo
Clarke Wood..............................................(P) Lubbock
Dick Long............................................(P) Wichita Falls
Hollis F. Danvers (1972)..............................(I) Houston
Joe Reiss, CIC...........................................(P) Houston
Travis D. Bailey (1994).......................... (I) San Antonio
James L. Randel (1984)........................(I) Wichita Falls
T. E. Bullington........................................(P) Fort Worth
Forest S. Pearson (1982)...............................(I) Austin
Mick Williams (1999)........................... (P) San Antonio
Joe E. Vincent, CPCU (2003)........................(I) Houston
John M. Hefner.............................................(P) Dallas
Porter Ellis, CPCU (1981)...............................(I) Dallas
Sam Carlisle..............................................(P) Houston
Marion Sanford (1994)................................(I) Lubbock
Jack Howard...........................................(P) Fort Worth
M. Storey Lindsay (1966)............................(I) Houston
Sterling Sasser Jr..........................................(P) Austin
J. H. Bankston............................................(P) Victoria
Gordon W. Friedrich (2008).................... (I) San Antonio
Henry D. Mason (1978).........................(I) Wichita Falls
J. W. Bill Roten.................................... (P) San Antonio
Robert Goehrs...........................................(P) Houston
Worley Jones (1999)................................(I) Fort Worth
Durward L. Anderson (1988)........................(I) Houston
Milton Broyles.........................................(P) Fort Worth
Carl H. Hunt, CPCU (1978).............................(I) Dallas
Mel Fiser............................................. (P) San Antonio
Grant Jones, CPCU....................................... (I) Abilene
H. Ward Collier (2005).............................(P) Fort Worth
James K. Ruble, CIC (1996).................. (P) San Antonio
R. L. Kenderdine Jr. (2001)........................ (I) Palestine
Luther C. Beery (1989).......................... (I) San Antonio
A. W. Bill Bailey Jr., CIC................................... (P) Waco
Harlin Morrison Jr........................................ (P) Annona
William E. Larmer (2001).............................(I) Lubbock
Marion Wheeler (1998)............................(I) Fort Worth
Orric W. Freeman........................................ (P) Denton
Gamewell D. Gantt (1992)...........................(I) Houston
Harry Keetch, CIC............................................ (P) Alice
Dwight W. Sleeper Jr. (1987)...........................(I) Dallas
Lloyd George (2003)....................................... (P) Tyler
Fred E. Bosworth (2006).................................. (I) Tyler
W. H. Bill Hawkins......................................(P) Houston
Bob Long.............................................(P) Wichita Falls
Josh R. Morriss Jr., CPCU......................... (I) Texarkana
L. B. Stover Jr. (2009)...........................(I) Madisonville
Marvin Strunk, CIC (2009).................... (P) San Antonio
1973* J. P. Houstoun Jr. (1976)..............................(I) Houston
1973 Hayes Tucker, CPCU, CIC..........................(P) Fort Worth
1974* Ben R. Binford (1978)........................... (I) San Antonio
1974 C. R. Bob Hefner Jr........................................(P) Dallas
1975* David B. Noel, CPCU (1992)............................(I) Dallas
1975 Robert Epstein, CIC, CPIA, ARM...................(P) Houston
1976 Robert D. Bergman, CPCU..................... (I) Weatherford
1976 Wilmot Davis, CIC...................................(P) Fort Worth
1977 J. D. Wysong, CIC..........................................(P) Dallas
1977* Les N. Pruett (2009)..................................(I) Longview
1978* W. E. Peavy Jr., CPCU, CLU (2004)................ (I) Garland
1978 Winnell Herrington, CIC, CPCU..................... (P) Whitney
1979 Hilton Hilliard, CIC......................................(P) Houston
1979 Thomas J. Baker Jr., CIC..............................(I) Houston
1980* Dan B. Flemming (2007)............................. (I) Amarillo
1980Earl Collins, CIC, CPCU............................(P) Fort Worth
1981 Cruger S. Ragland, CPCU, CIC.........................(I) Dallas
1981 Willis Hargrave, CIC, CPIA...........................(P) Houston
1982* Clay Tucker, CIC, CPIA, ARM (1994)................(P) Dallas
1982 John F. Brimberry.........................................(I) Victoria
1983 DeValse Cox.........................................(I) Wichita Falls
1983 Paul McCaffrey, CIC.......................................(P) Dallas
1984 Dan Ross, CIC..............................................(P) Austin
1984* Richard E. Marks, CIC (2001)......................(I) Houston
1985 Ray Hughston, CIC, CPCU...................... (P) Brownsville
1985 Richard H. Roach........................................ (I) Garland
1986* William R. Black (1989)........................ (I) Breckenridge
1986 Richard Meek, CIC, CPIA.............................(P) Houston
1987 Harland Gaskill, CIC......................................(P) Dallas
1987 William E. Strother, CPCU...............................(I) Dallas
1988 Charles Bill Preston, CIC, CPCU,
ARM, CPIA ............................................ (P) Henderson
1988 Will E. Watt, CIC....................................... (I) Texas City
1989 Carl Bell, CIC, CPIA......................................... (P) Irving
1989 Marietta McCain, CIC............................ (I) San Antonio
1990 John Burkholder, CIC, CLU, RHU, CPIA.............(P) Dallas
1990 Matt Berry, CLU.............................................(I) Austin
1991 Douglas Sanford, CIC..................................(I) Lubbock
1991 Tom Blomstrom, CIC, CPIA..........................(P) Houston
1992 Donald E. Bowles Jr., CPCU, CLU, CIC..............(I) Dallas
1992 A. W. Bill Bailey Jr., CIC,
Honorary IIAT Past President ........................... (I) Waco
1992 Robert Bentley, CIC.................................... (P) Amarillo
1993 H. Lee Loftis Jr. ................................................... Tyler
1994 Rick Clements, CIC............................................Austin
1995 Don N. Morriss, CPCU, AAI............................ Texarkana
1996 Timothy J. Brady, CIC...................................... Houston
1997 A. John Opie, CIC..................................... Wichita Falls
1998 W. Scott Ragland, CPCU, CIC, AAI....................... Dallas
1999 Wallace C. Goodman, CPCU, CIC............. Corpus Christi
2000 Don Medlin....................................................... Dallas
2001 Ken Kapelka.................................................. Houston
2002* André Juneau, CPCU, CIC, ARM, CRM (2006).......Austin
2003 Jim Berger..................................................... Houston
June 26–28, 2013
2004
2005
2006
2007
2008
2009
2010
2011
Bill Harrison Jr.......................................... San Antonio
Randy Reynolds, CPCU, CIC, CRM........................Austin
Robert Hempkins............................................Denison
Frank Swingle................................................... Dallas
Garry P. Kaufman.......................................... Galveston
Bryan Shofner................................................ Lubbock
David L. Wood..................................................Odessa
Bob Shepard................................................Harlingen
Save the Date
Small Agency
Conference
Oct. 6-7, 2013
San Marcos
23
IIAT Volunteer Leaders
Officers
President
Patrick L. Watkins, CIC, CRM, Austin
President-Elect
Don Whitaker, San Antonio
Vice President
Pat Arthur, Dallas
State National Director
Robert Hempkins, Denison
Board of Directors
Bob Dean, Houston
Curtis Fendley, CIC, Paris
Bill Kliewer, Killeen
Peter Lauve, CPCU, Abilene
Ramon Montalvo, CIC, Weslaco
Rowdy Nutt, CIC, Tyler
Mark Ray, Corpus Christi
Gordon Sorrel, El Campo
Greg Stevens, CIC, San Antonio
Immediate Past President
Bob Shepard, Harlingen
The IIAT Services Co. Board of Directors
Bill Bridges, CIC, Pampa
Wallace C. (Wally) Goodman, CPCU, CIC, Corpus Christi
Garry P. Kaufman, Galveston
Don Morriss, CPCU, AAI, Texarkana
Don Whitaker, San Antonio
IIAT Industry Organization Liaisons
Insurance Services Office
Tim McClendon, CIC, Fort Worth
Texas Windstorm Insurance Association
Texas FAIR Plan
Wallace C. (Wally) Goodman, CPCU, CIC, Corpus Christi
Texas Automobile Insurance Plan Association
Peter H. (Pete) Hamel, CIC, Houston
June 26–28, 2013
Drex Foreman Award Winners
* Deceased
1968* Joe E. Vincent, CPCU...................................... Houston
1969* Arthur Randol........................................... San Antonio
1970* T. Champe Fitzhugh Sr.........................................Waco
1971* Marley Styner.................................................Crockett
1972* Porter Ellis, CPCU............................................. Dallas
1973* Drex G. Foreman......................................... Fort Worth
1974* Forest S. Pearson..............................................Austin
1975* Mary Doug Stephens....................................Beaumont
1976* Marion Sanford.............................................. Lubbock
1977* Dwight W. Sleeper Jr.......................................... Dallas
1978* J. P. Houstoun Jr............................................. Houston
1979* Josh R. Morriss Sr........................................ Texarkana
1980* Fred E. Bosworth................................................. Tyler
1981* Ben R. Binford.......................................... San Antonio
1982* Durward L. Anderson...................................... Houston
1983* David B. Noel, CPCU.......................................... Dallas
1984 Grant Jones, CPCU........................................... Abilene
1985* Wade F. Spilman................................................Austin
1986 Robert D. Bergman, CPCU......................... Weatherford
1987* L. B. Stover Jr...........................................Madisonville
1988* W. E. Peavy Jr., CPCU, CLU............................... Garland
1989 Thomas J. Baker Jr., CIC................................. Houston
1990 A. W. Bill Bailey Jr., CIC........................................Waco
1991* Cam Fannin................................................... Lubbock
1992* T. Champe Fitzhugh Jr., CPCU, CIC, ARM, AAI, CLU,
ChFC, AIC, AFSB, ADA, AIS...................................Waco
1993 Josh R. Morriss Jr., CPCU............................. Texarkana
1994 DeValse Cox............................................ Wichita Falls
1995* Al Purifoy......................................................... Temple
1996 Richard Roach.................................................. Dallas
1997 John F. Brimberry.............................................Victoria
1998 Cruger S. Ragland, CPCU, CIC............................ Dallas
1999* Richard E. Marks, CIC.................................... Houston
2000* Lloyd L. Grove Jr..................................... Corpus Christi
2001 Will E. Watt, CIC........................................... Texas City
2002 Ernest Stromberger, AAI, CAE..............................Austin
2003 Matt Berry, CLU.................................................Austin
2004 Donald E. Bowles Jr., CPCU, CLU, CIC ................ Dallas
2005 Marietta McCain, CIC................................ San Antonio
2006 Douglas Sanford, CIC..................................... Lubbock
2007* James P. Elbert, CIC................................. Lake Jackson
2008 Don Morriss, CPCU, AAI................................ Texarkana
2009 Don Medlin.........................................................Plano
2010 Wallace C. Goodman, CPCU, CIC............. Corpus Christi
2011 Timothy J. Brady, CIC...................................... Houston
2012 Loyd Neal.............................................. Corpus Christi
25
Exhibitors by Category
Agency Group
CoVerica Agency Alliance
GMI Insurance
1008
302
Grayhawk General Agency, Inc.
701
Greenway Insurance
223
Guardian
Pacific Interstate Insurance Brokers
421
IMS/London American
319
The Insurancenter
722
Insurance Market Solutions Group
619
LevelFirst, LLC
721
718
Automation
The Agency Advantage
Applied System, Inc.
707
600, 602
1121
Fonality, Inc.
304
M.D. Jensvold & Co., Inc.
HawkSoft, Inc.
216
Macafee and Edwards
218
McGowan, Donnelly & Oberheu, LLC
209
Mexico Insurance Professional
121
MexiPass International Insurance Services
422
Midlands
317
Insurance Technologies Corp.
QQ Solutions
Strategic Insurance Software
1139
303
1222
Employee Benefits
BenefitMall
700
National Insurance Underwriters
601
Combined Worksite Solutions
201
One Star Insurance Solutions, LLC
212
Health Partners America
320
Orchid Underwriters Agency, Inc.
902
U. S. Consolidated Health Exchange
607
Pat Moore Insurance Services
818
PointSure Insurance Services, Inc.
621
RCA Insurance Group
905
RSI International, Inc.
215
Ryan Specialty Group, LLC
814
Financial Products
BBA Life Brokerage Agency
723
Illinois Mutual
620
901
The Insurance Group
615
VIP Insurance
407, 506
Marketing
ALC Marketing Services
402
Cole Information
208
Floodsmart
605
Quotewizard
217
MGA/Wholesale
Agents Access
617
All Risks, Ltd.
423
American Specialty Insurance & Risk Services, Inc.
904
AmWINS Transportation Underwriters, Inc.
503
Ascinsure Specialty Risk, LLC
804
ASPN Programs
705
Bass Underwriters
618
Bliss & Glennon Inc.
604
Brecht & Associates, Inc.
716
Britt Paulk Insurance Underwriters
523
The Combined Group
1003
Copeland Group USA, Inc.
301
CPro Associates
109
Delta General Agency Corp.
517
Francis L. Dean & Associates, Inc.
214
26
South & Western General Agency
709
Southern Cross Underwriters
1125
Specialty Insurance Managers, Inc.
906
Superior Access Insurance Services
808
Surety Solutions, LLC
222
Swett & Crawford of Texas, Inc.
704
TAPCO Underwriters, Inc.
205
Texas Security General Insurance
702
Texas Specialty Underwriters, Inc.
606
Towerstone, Inc.
1010
Wellington Risk Insurance Agency
202
Other
A.M. Best Co.
404
Blue Jay Wireless, LLC
501
Deal Masters, Inc.
623
Insurance Journal
418
The Insurance Record
1220
Merchants Bonding Co.
706
Montgomery Chandler, Inc.
305
National Insurance Producer Registry (NIPR)
822
Quick Life
505
Texas Automobile Theft Prevention Authority
105
103
Trak-1
719
PEO/Employer Services
Selective Insurance Company of America
307
FrankCrum
717
STICO Mutual Insurance Co.
G & A Partners
507
Swiss Re
iiStaffing
812
Universal North America
115
1119
Western General Insurance Co.
609
715
Winery Pak Insurance Program
300
Peigo, LLC
Work At Home Vintage Employees (WAHVE)
1137
207
Restoration
Premium Finance
AFCO Credit Corp.
206
Blackmon Mooring
720
BankDirect Capital Finance
204
Dalworth Restoration
820
Bulldog Premium Finance
622
Mooring USA
Capital Premium Financing, Inc.
113
Rainbow International Restoration
GBC Premium Finance
318
Workers’ Compensation
General Agents Acceptance Corp.
420
AIM Association Insurance Management, Inc.
613
Imperial PFS
708
AMERISAFE
321
Premium Assignment Corp.
714
Associated Security Guards & Investigators
1109
Care Providers Social Services Agencies/Care
Providers Texas Church Group
1210
Comp Group AGC/Texas Sign Association Comp
Group
1117
Premium Funding Associates, Inc.
Select Premium Services, Inc.
1004
400
Property/Casualty
Allied Insurance
107
Allied National
117
ASI
323
Atlas General Agency, LLC
616
Bankers Insurance Group
903
Beazley Group
213
Columbia Lloyds Insurance Co.
Commercial Alliance Insurance Co.
Continental Western Group
Cypress Texas Lloyds
Empower Insurance
1009
603
1002
322
417, 516
1006
419
Employers
123
FirstComp Insurance
800
Great American Insurance Agency
518
Hertel Agri-Comp
1214
Lone Star Auto/Texas Auto Repair
1212
National Federation of Business Safety Groups
1107
Summit Consulting
401, 500, 403,
502, 405, 504
816
Texas Construction Association/Texas Food and Fuel
Association
1204
Federated National Insurance Co.
219
Texas Green Industry/Texas Home Builders
1206
Foremost Insurance Co.
806
Texas Medical Group/HOTComp
1113
GAINSCO Auto Insurance
Global Hawk Insurance Co. (RRG)
Hagerty Insurance
Hallmark Insurance Co.
312, 314, 316
101, 200
521
1000
Texas Mutual
Texas Oil and Gas/Texas Association of Manufacturers
1103
Texas School Group
1218
1208
Homeowners of America Insurance
203
Texas Wood and Lumber/Texas Machinery and
Equipment/Texas Recreation Group
Houston International Insurance
306
Zenith Insurance
ICW Group Insurance Cos.
416
1007
Infinity Insurance Cos.
520
Kemper Preferred
119
Mercury Insurance Group
713
MetLife Auto & Home
712
National Lloyds Insurance Co.
406
Pennsylvania Lumbermens Mutual
703
Philadelphia Insurance Cos.
519
Prime Insurance Co.
308
Professional Liability Insurance
802
June 26–28, 2013
1101, 1202
27
Service Lloyds...
A Texas Tradition
Service Lloyds has provided workers’ compensation to Texas
employers since 1982. We conduct our business with integrity
and respect, making good on our promises, so our agents can
make good on theirs.
That’s what Service Lloyds is built on.
...and the tradition continues!
I N S U R A N C E C O M PA N Y
www.servicelloyds.com
Service is more than our name...
It is our way of doing business.
Exhibitors by Booth Number
Booth� Exhibitor Full Name
101�� Global Hawk Insurance Co. (RRG)
103�� Texas Surplus Lines Association
105�� Texas Automobile Theft Prevention
Authority
107�� Allied Insurance
109�� CPro Associates
113�� Capital Premium Financing, Inc.
115�� Universal North America
117�� Allied National
119�� Kemper Preferred
121�� Mexico Insurance Professional
123�� Employers
200�� Global Hawk Insurance Co. (RRG)
201�� Combined Worksite Solutions
202�� Wellington Risk Insurance Agency
203�� Homeowners of America Insurance
204�� BankDirect Capital Finance
205�� TAPCO Underwriters, Inc.
206�� AFCO Credit Corp.
207�� Swiss Re
208�� Cole Information
209�� McGowan, Donnelly & Oberheu, LLC
212�� One Star Insurance Solutions, LLC
213�� Beazley Group
214�� Francis L. Dean & Associates, Inc.
215�� RSI International, Inc.
216�� HawkSoft, Inc.
217�� Quotewizard
218�� Macafee and Edwards
219�� Federated National Insurance Co.
222�� Surety Solutions, LLC
223�� Greenway Insurance
300�� Winery Pak Insurance Program
301�� Copeland Group USA, Inc.
302�� GMI Insurance
303�� QQ Solutions
304�� Fonality, Inc.
305�� Montgomery Chandler, Inc.
306�� Houston International Insurance
307�� Selective Insurance Company of America
308�� Prime Insurance Co.
312�� GAINSCO Auto Insurance
317�� Midlands
318�� GBC Premium Finance
319�� IMS/London American
320�� Health Partners America
321�� AMERISAFE
322�� Cypress Texas Lloyds
323�� ASI
400�� Select Premium Services, Inc.
401�� Service Lloyds Insurance Co.
402�� ALC Marketing Services
404�� A.M. Best Co.
406�� National Lloyds Insurance Co.
407�� VIP Insurance
416�� Zenith Insurance
417�� Empower Insurance
June 26–28, 2013
418�� Insurance Journal
419�� Rainbow International Restoration
420�� General Agents Acceptance Corp.
421�� Pacific Interstate Insurance Brokers
422�� MexiPass International Insurance
Services
423�� All Risks, Ltd.
501�� Blue Jay Wireless, LLC
503�� AmWINS Transportation
Underwriters, Inc.
505�� Quick Life
506�� VIP Insurance
507�� G & A Partners
516�� Empower Insurance
517�� Delta General Agency Corp.
518�� Great American Insurance Agency
519�� Philadelphia Insurance Cos.
520�� Infinity Insurance Cos.
521�� Hagerty Insurance
523�� Britt Paulk Insurance Underwriters
600�� Applied System, Inc.
601�� National Insurance Underwriters
602�� Applied System, Inc.
603�� Commercial Alliance Insurance Co.
604�� Bliss & Glennon Inc.
605�� Floodsmart
606�� Texas Specialty Underwriters, Inc.
607�� U. S. Consolidated Health Exchange
609�� Western General Insurance Co.
613�� AIM Association Insurance Management,
Inc.
615�� The Insurance Group
616�� Atlas General Agency, LLC
617�� Agents Access
618�� Bass Underwriters
619�� Insurance Market Solutions Group
620�� Illinois Mutual
621�� PointSure Insurance Services, Inc.
622�� Bulldog Premium Finance
623�� Deal Masters, Inc.
700�� BenefitMall
701�� Grayhawk General Agency, Inc.
702�� Texas Security General Insurance
703�� Pennsylvania Lumbermens Mutual
704�� Swett & Crawford of Texas, Inc.
705�� ASPN Programs
706�� Merchants Bonding Co.
707�� The Agency Advantage
708�� Imperial PFS
709�� South & Western General Agency
712�� MetLife Auto & Home
713�� Mercury Insurance Group
714�� Premium Assignment Corp.
715�� Work At Home Vintage Employees
(WAHVE)
716�� Brecht & Associates, Inc.
717�� FrankCrum
718�� M.D. Jensvold & Co., Inc.
719�� Trak-1
720�� Blackmon Mooring
721�� LevelFirst, LLC
722�� The Insurancenter
723�� BBA Life Brokerage Agency
800�� FirstComp Insurance
802�� Professional Liability Insurance
804�� Ascinsure Specialty Risk, LLC
806�� Foremost Insurance Co.
808�� Superior Access Insurance Services
812�� iiStaffing
814�� Ryan Specialty Group, LLC
816�� Summit Consulting
818�� Pat Moore Insurance Services
820�� Dalworth Restoration
822�� National Insurance Producer Registry
(NIPR)
901�� Mercury Brokerage Group
902�� Orchid Underwriters Agency, Inc.
903�� Bankers Insurance Group
904�� American Specialty Insurance & Risk
Services, Inc.
905�� RCA Insurance Group
906�� Specialty Insurance Managers, Inc.
1000�� Hallmark Insurance Co.
1002�� Continental Western Group
1003�� The Combined Group
1004�� Premium Funding Associates, Inc.
1007�� ICW Group Insurance Cos.
1008�� CoVerica Agency Alliance
1009�� Columbia Lloyds Insurance Co.
1010�� Towerstone, Inc.
1101�� Texas Mutual
1103�� Texas Oil and Gas/Texas Association of
Manufacturers
1006�� Mooring USA
1107�� National Federation of Business Safety
Groups
1109�� Associated Security Guards &
Investigators
1113�� Texas Medical Group/HOTComp
1117�� Comp Group AGC/Texas Sign Association
Comp Group
1119�� Peigo, LLC
1121�� Guardian
1125�� Southern Cross Underwriters
1137�� STICO Mutual Insurance Co.
1139�� Insurance Technologies Corp.
1202�� Texas Mutual
1204�� Texas Construction Association/Texas
Food and Fuel Association
1206�� Texas Green Industry/
Texas Home Builders
1208�� Texas Wood and Lumber/
Texas Machinery and Equipment/Texas
Recreation Group
1210�� Care Providers Social Services Agencies/
Care Providers Texas Church Group
1212�� Lone Star Auto/Texas Auto Repair
1214�� Hertel Agri-Comp
1218�� Texas School Group
1220�� The Insurance Record
1222�� Strategic Insurance Software
29
Exhibitors in Alphabetical Order
Exhibitor Full Name
Booth
Product
Phone Web Address
Notes
A.M. Best Co.
404
Other
908-439-2200
www.ambest.com
Best’s Agent Center is a convenient, cost-effective online center
that brings together a variety of A.M. Best Co. resources useful
for the community-focused, independent agent. By offering a
targeted selection of rating updates, reports, news and other
information, A.M. Best has created a budget-friendly solution for
any size agency.
AFCO Credit Corp.
206
707
214-402-3137
www.afco.com
800-833-5179
www.agencyadvantage.com
AFCO has provided premium financing to independent agency
customers for more than 50 years.
The Agency Advantage
Premium
Finance
Automation
Agents Access
617
MGA/
Wholesale
www.agents-access.com
Agents Access is a national preferred provider of personal,
commercial and specialty insurance products for the Chubb
Group of Insurance Companies, to the independent insurance
agent community.
AIM Association Insurance
Management, Inc.
613
Workers’
Compensation
[email protected]
AIM, in partnership with OneBeacon Insurance Co., provides
one of the most comprehensive occupational accident and
employers liability policies available in Texas. Underwritten by
Homeland Insurance Co. of New York, a OneBeacon company,
the policy is available to virtually every business class. AIM has
monoline and package.
ALC Marketing Services
402
Marketing
817-742-0758
www.alc.com
ALC Marketing helps independent insurance agents succeed.
ALC Marketing increase sales and premiums while decreasing
costs. ALC Marketing will take your business to the next level.
All Risks, Ltd.
423
MGA/
Wholesale
480-776-9235
www.allrisks.com
As one of the largest wholesale insurance brokers in the
country, All Risks provides the solutions that fit the smallest
commercial buyers to the largest global industries. From full
service wholesale brokerage to our specialty programs, workers’
compensation, contract binding, transportation and public
livery, All Risks covers the spectrum with products and market
access to meet every need.
Allied Insurance
107
Property/
Casualty
817-771-6129
www.alliedinsurance.com
Throughout its more than 75-year history as a regional carrier,
Allied Insurance has distinguished itself in the industry with
quality products and financial stability. At a time when other
carriers struggle to serve agents and customers profitably,
Allied out-performs the industry in trade combined ratio and
is consistently rated A+ by A.M. Best Company, the nation’s
leading insurance carrier rating service.
Allied National
117
Property/
Casualty
888-767-7133
www.alliednational.com
Allied National has drawn on their 40 years of small group TPA
experience to offer a creative solution to the ACA crisis. Funding
Advantage is a self-funded small group product that looks, feels
and acts like a fully insured plan without the ACA rate impact.
Come talk to us.
American Specialty
Insurance & Risk Services,
Inc.
904
MGA/
Wholesale
260-673-1131
www.amerspec.com
American Specialty is a leading provider of multi-line P&C
insurance programs for the recreation, entertainment,
motorsports, sports, and family attraction industries. They
offer specialized programs through exclusive relationships with
“A” rated, admitted carriers. Their programs are distributed on
a nationwide, open-market basis through local independent
agents.
June 26–28, 2013
The Agency Advantage provides full-featured agency
management software that is powerful, innovative, yet easy
to learn and use. Its logical organization coupled with its
intuitive operation enables agencies to quickly automate. The
Agency Advantage helps agents write more business, increase
renewals, better manage their business and make more money!
31
AMERISAFE
321
Workers’
Compensation
800-897-9719
www.amerisafe.com
Amerisafe is a specialty provider of workers’ compensation
insurance specializing in hazardous industries such as:
aggregates, agribusiness, construction, manufacturing, oil and
gas, trucking, USL&H and wood products manufacturing.
AmWINS Transportation
Underwriters, Inc.
503
MGA/
Wholesale
336-538-2959
www.amwins.com/atu
AmWINS Transportation Underwriters (ATU) is a managing
general agent dedicated to the wholesale insurance
marketplace. As specialists in the trucking industry since 1957,
ATU (formerly Seaboard Underwriters, Inc.) currently operates
three offices, each with its own dedicated staff of specialists
servicing the following classes of business: trucking/commercial
auto, public auto, and motorsports.
Applied System, Inc.
600,
602
Automation
800-999-5368
www.appliedsystems.com
Leading the insurance industry in technology innovation for
nearly 30 years, Applied Systems has been at the forefront
of agency management systems and data exchange between
agencies, brokers, carriers and their clients. By automating the
insurance lifecycle, Applied Systems’ software helps millions of
people around the world to safeguard and protect what matters
most.
Ascinsure Specialty Risk,
LLC
804
MGA/
Wholesale
412-224-5505
www.ascinsure.com
A niche wholesaler/open brokerage specializing in equipment/
party rental stores, mobile crane operators, scaffold erectors
and inland marine.
ASI
323
Property/
Casualty
866-274-8765
www.americanstrategic.com
American Strategic Insurance (ASI) and its commercial lines
managing general agency, Safe Harbour Underwriters (SHUW),
offer condominium association, apartment complex and office
building programs in Texas. ASI and SHUW are two of the seven
companies that make up the ASI group. The Florida-domiciled
group also offers residential property insurance in 25 states.
ASI is rated A (Excellent) by A.M. Best Co., and has more than
$850 million in written premiums.
ASPN Programs
705
Associated Security Guards
& Investigators
1109
MGA/
Wholesale
Workers’
Compensation
818-742-1429
www.askaspn.com
713-521-9251
www.eldoradoinsurance.com
Atlas General Agency, LLC
616
Property/
Casualty
972-592-5628
www.atlasgeneral.com
Atlas General Agency offers a comprehensive line of residential
property products. They offer Texas property forms, including
HOA, HOA+ and HOB for your homeowner clients; and TDP-1,
TDP-2 and TDP-3 for your dwelling fire business. Experience the
difference with Atlas General Agency.
BankDirect Capital Finance
204
Premium
Finance
210-393-3429
www.bankdirectcapital.com
BankDirect Capital Finance is a division of Texas Capital Bank in
Dallas. They offer insurance premium financing on commercial
lines of coverage. Clients are independent insurance agents and
brokers, including small agencies, top 100 national agencies
and brokers. BankDirect has the expertise to handle larger and
more complex transactions.
Bankers Insurance Group
903
Bass Underwriters
618
Property/
Casualty
MGA/
Wholesale
800-627-0000
www.bankersinsurance.com
www.bassuw.com
32
Qualifying security guards, investigators and alarm installers
can lower their premiums, improve their workplace safety
programs, and potentially earn group and individual dividends
by joining the Associated Security Services and Investigators
(ASSIST) safety group.
Driven by relationships, not statistics, Bass Underwriters
provides critical facilities necessary to deliver quality insurance
products to their clients. Bass has grown from a vision that a
select agency should develop quality relationships with a select
group of agents, and they now span to 15 different locations
across the US.
BBA Life Brokerage Agency
723
Financial
Products
361-993-3820
www.bbalife.com
BBA Life Brokerage is an insurance services firm who partners
with producers to help them meet their clients’ needs and grow
their revenue. Since 1981 our firm has built relationships with
producers giving them a competitive
Beazley Group
213
Property/
Casualty
214-543-7561
www.beazley.com
Beazley plc (BEZ.L), is the parent company of specialist
insurance businesses with operations in Europe, the U.S.,
Asia and Australia. Beazley manages five Lloyd’s syndicates
and, in 2012, underwrote gross premiums worldwide of
$1,895.9 million. Beazley is a market leader in many of its
chosen lines, which include professional indemnity, property,
marine, reinsurance, accident and life, and political risks and
contingency business.
BenefitMall
700
Employee
Benefits
469-791-3402
www.benefitmall.com
Working with more than 20,000 trusted brokers and CPAs,
BenefitMall provides the nation’s largest portfolio of employee
benefit and payroll products and services designed to help
small- and medium-sized businesses successfully focus on their
businesses while knowing that their benefit and payroll needs
are addressed.
Blackmon Mooring
720
Restoration
512-434-9394
www.blackmonmooring.com
Since 1948, Blackmon Mooring has offered cleaning and
restoration services to help keep your home clean and safe.
When disasters strike, Blackmon Mooring is there to help you
get life back on track with a full range of disaster recovery
services that include fire damage restoration, water damage
restoration and mold remediation. Their superior carpet
cleaning, air duct cleaning, tile cleaning and furniture cleaning
will remove common allergens.
Bliss & Glennon Inc.
604
MGA/
Wholesale
936-442-7487
www.bgsurplus.com
A leading national managing general agent and surplus lines
broker with experience offering retail brokers creative solutions,
exceptional service, quality carriers, and a full range of products
and services designed for hard-to-place risks. Our products
include property, casualty, professional liability and personal
insurance, as well as other special coverages. Simply put, we
handle the tough stuff.
Blue Jay Wireless, LLC
501
Other
972-788-8860
www.bluejaywireless.com
Blue Jay Wireless™ was founded to provide superior wireless
service for lower-income and under-banked consumers. We
strive to give customers what they want at prices they can
afford.
Brecht & Associates, Inc.
716
MGA/
Wholesale
817-424-5335
www.brechtassoc.com
Brecht & Associates, Inc. is an insurance marketing
intermediary and managing general agent. They represent
financially stable insurance companies that specialize in
insuring risks with unique characteristics. With Brecht &
Associates, you can assist your clients in attaining the coverage
they need with service, reliability & results.
Britt Paulk Insurance
Underwriters
523
MGA/
Wholesale
800-842-8917
www.brittpaulk.com
Britt/Paulk is a niche focused, program administrator,
underwriting on behalf of multiple A-rated, admitted and
non-admitted carriers. Britt/Paulk serves the construction,
agriculture, forestry, self storage, aviation, tool & die, pest
control and marine industries via its unique program approach.
Bulldog Premium Finance
622
Premium
Finance
877-537-8454
www.financebulldog.com
Bulldog Premium Finance offers solutions for both commercial
and personal insurance. They have superior customer service,
flexible programs with accessibility and easy-to-use online
tools. They call before requesting cancellation on policies and
offer highly competitive rates. Along with their partners, Bulldog
has innovative services to grow your business.
Capital Premium Financing,
Inc.
113
Premium
Finance
214-673-7675
www.capitalpremium.net
Capital Premium Finance Lending offers three proprietary
revenue programs to earn agencies additional income.
June 26–28, 2013
33
Care Providers Social
Services Agencies/Care
Providers Texas Church
Group
1210
Workers’
Compensation
800-761-7072
www.ins-cps.com
Care Providers Insurance Services is designed for organizations
which provide a broad base of services to the community.
Generally, the services provided include all forms of counseling,
workshops, outreach, special education, in-home services,
under privileged youth & senior programs and many more.
Cole Information
208
Marketing
623-236-9730
Cole X-Dates provides agents with homeowners expiration dates
along with other personal and commercial lines lead generation,
in an easy to use online service. The ability to find auto, renters,
condos, multiline, life/financial and neighbors of existing
policyholders is also included. Annual subscription gives
unlimited searches and downloads. Visit Cole at Booth 208.
Columbia Lloyds
Insurance Co.
1009
Property/
Casualty
800-275-6768
www.columbialloyds.com
Columbia Lloyds Insurance Co. is a privately held company that
was incorporated in 1983. The Company received its certificate
of Authority from the Texas Department of Insurance in June,
1985. Since its inception, the Columbia Lloyds has written
residential property insurance exclusively. They market their
products directly through independent agents in the state of
Texas.
The Combined Group
1003
MGA/
Wholesale
214-295-1651
www.combinedgroup.com
A full-service wholesaler and binding authority MGA
for commercial lines insurance. Leading writer of Texas
nonsubscription and occupational accident Insurance for
Texas agents since 1989. Commercial lines wholesaler for
small commercial BOP, property, general liability, commercial
auto and workers’ compensation business using the on-line
comparative rater platform of Quote Express.
Combined Worksite
Solutions
201
Employee
Benefits
Combined Worksite Solutions is an innovative voluntary
979-417-3461
www.combinedinsurance.com employee benefits company. CWS is owned by the ACE group
and is A+ rated. CWS offers competetive products for groups
of six or more and innovative hybrid workforce products for
larger groups. CWS is looking for business partners to become
an extension of your agency to build or improve your revenue
stream.
Commercial Alliance
Insurance Co.
Property/
Casualty
713-823-5032
www.caicautoinsurance.com
Offers non-standard auto insurance in TX, AL, CA, GA, MS,
SC. Tourist auto, non-resident auto (Mex.) liability, repatriation
insurance, additional coverage for Mex. commercial vehicles,
Texas non-subscription (occupational injury) coverage.
Comp Group AGC/Texas Sign 1117
Association Comp Group
Continental Western Group
1002
Workers’
Compensation
Property/
Casualty
972-770-4472
txsigns.org
214-883-0079
www.cwgcollectorcar.com
Texas Sign Association Comp Group Workers Compensation
Copeland Group USA, Inc.
301
CoVerica Agency Alliance
1008
MGA/
Wholesale
Agency Group
903-295-4300
www.copelandgroupusa.com
972-490-2230
www.covericaaa.com
34
603
Continental Western Group Collector Car program has been
insuring classic cars, exotic cars, antique tractors and
motorcycles and military vehicles since 1974. We are a member
of the W.R Berkley group of companies which, along with CWG,
is rated A+ by AM Best. We offer the financial stability that
a fortune 500 company can provide along with personalized
service through local agents and representatives at extremely
competitive rates. We look forward to providing for all your
classic vehicle needs.
CoVerica Agency Alliance is dedicated to the creation, retention
and growth of independent agencies. Our alliance brings you
instant access to regional and national carriers, increased
commissions on your new and existing book, as well as
additional opportunities to strengthen your business. We are a
member of the Strategic Independent Agents Alliance, whose
program has been helping agents across the U.S. remain
independent and profitable since 1995.
CPro Associates
109
MGA/
Wholesale
214-601-2179
www.cproassociates.com
CPro is a wholesaler broker specializing in hard-to-place
workers’ compensation and property risks. In property coverage,
they specialize in tier 1 and 2 windstorm-only policies, from
frame and above. They specialize in multi-state, $100k +
accounts in workers’ compensation and can offer three-year
policies as well.
Cypress Texas Lloyds
322
Property/
Casualty
361-288-8807
www.cypressig.com
Cypress Texas Lloyds is an admitted property and casualty
carrier that is now offering a Specialty Artisan G.L. Policy that
can be quoted bound and issued online via their proprietary
software. Additionally Cypress writes “investor grade” rental
property, HO, condominium and renters products.
Dalworth Restoration
820
Restoration
Dalworth Restoration is a water and fire restoration and
817-992-7596
www.dalworthrestoration.com reconstruction company that has served the Dallas Fort Worth
Metroplex since 1976. In the event that your residential or
commercial property is in need of emergency service, call
Dalworth Restoration.
Deal Masters, Inc.
623
Other
904-451-7604
www.dealmastersinc.com
Deal Masters, Inc. is a leading expert in mergers and
acquisitions for the insurance industry. Brokers Marc Greene
and Kathryn Christ offer the professional knowledge and
marketplace connections to lead our clients to a successful
sale.
Delta General Agency Corp.
517
MGA/
Wholesale
800-666-2678 ext. 2751
www.deltains.com
Established in 1959, Delta General Agency provides Texas
agents with access to both standard and surplus lines
companies. Products include homewoners, dwelling Fire,
umbrella (personal and commercial), watercraft, commercial
auto, commercial P&C, artisan contractor program and flood
insurance. Premium financing available thru Delta Premium
Finance of TX, Inc.
Employers
123
Workers’
Compensation
972-672-5695
www.employers.com
EMPLOYERS® focuses on workers’ compensation insurance
and services for America’s small businesses. They provide
targeted insurance solutions for independent, entrepreneurial
companies. With roots stretching back to 1913, Employers has
the experience, financial stability, knowledge and resources to
provide the coverage and specialized services that America’s
small businesses need.
Empower Insurance
417,
516
Property/
Casualty
817-944-4263
www.empowerins.com
Empower Insurance Group, Inc. is an award winning company
with more than 2,000 independent insurance agents across
Texas. Empower is dedicated to seeking unique market
opportunities through consistent product review and targeted
research from a nimble and creative team. Our proprietary
Intelliwrite software empowers our agents to sell and manage
policies online effectively and easily. In 10 short years,
Empower has become a leader in the Texas nonstandard auto
insurance market with continuous growth to our bottom line and
influence.
Federated National
Insurance Co.
219
Property/
Casualty
954-308-1312
www.fednat.com
Federated National offers a vast array of general liability
offerings for your small business clients. An admitted carrier in
Texas for nearly 10 years, our artisan contractor program insures
plumbers, electricians, painters, remodelers, handypersons,
etc. Our habitational/mercantile program offers general liability
for restaurants, apartments, retail operations, agriculture risks,
hotels and motels, warehouses, etc. All in all, expect to find
over 380 classes for your clients. We also have an in-house
brokerage service with access to additional carriers.
FirstComp Insurance
800
Workers’
Compensation
888-500-3344
www.firstcomp.com
FirstComp, through Markel Corp., offers appointed independent
insurance agents an innovative and flexible workers’
compensation product. FirstComp’s proprietary quoting system
makes the job of submitting and quoting business easy and fast
for the agents, allowing them to spend time with clients.
June 26–28, 2013
35
Floodsmart
605
Marketing
703-539-6612
[email protected]
The Federal Emergency Management Agency’s National Flood
Insurance Program developed FloodSmart after identifying
the need to educate communities nationwide about the risk of
flooding and importance of flood insurance. FloodSmart is a
comprehensive campaign to educate partners, stakeholders,
property owners and renters about financially protecting their
property from flood damage.
Fonality, Inc.
304
Automation
214-326-6697
www.fonality.com
Fonality is the only national provider that offers business
phone systems customized for insurance agencies. Fonality’s
communication solutions provide agencies with the power
to boost productivity, deliver superior customer experience
and enhance communication efficiencies -- all while saving
you money. Foremost Insurance Co.
806
Property/
Casualty
972-795-1080
www.foremost.com
Foremost provides agents with targeted products, intuitive
systems, and tools that help them add and retain more
customers. They offer a portfolio of solution-focused products
that can be written together or mono-line, with a broad
underwriting appetite. Foremost product offering include
specialty property, recreational products, non-standard auto
and business insurance.
Francis L. Dean &
Associates, Inc.
214
MGA/
Wholesale
800-986-5350
www.fdeanco.com
A managing general underwriter (MGU) specializing in sports,
leisure and entertainment insurance, including: sports camps,
clinics, leagues, tournaments, clubs, facilities (including martial
arts, cross-fit, dance, yoga and pilates schools), special events,
vendors/exhibitors, productions, and much more.
FrankCrum
717
PEO/Employer
Services
727-729-1229
www.frankcrum.com
Professional Employer Organization - FrankCrum partners with
insurance agents to greatly enhance workers’ compensation
commission potential without any volume commitments. By
offering small and medium-sized businesses a combination
of insurance policies and payroll/HR services (including group
health and health reform compliance services), agents multiply
client value and dramatically increase income.
G & A Partners
507
PEO/Employer
Services
713-784-1181
gnapartners.com
G&A Partners is a Houston-based HR outsourcing firm and
professional employer organization (PEO) serving growing
businesses throughout the U.S. and in Latin America. Founded
in 1995, G&A Partners specializes in human resource
consulting, employee benefits, payroll administration and risk
management.
GAINSCO Auto Insurance
312,
314,
316
Property/
Casualty
800-699-1561
www.gainsco.com
GAINSCO Auto Insurance®, specializes in minimum-limits
personal auto coverage. Established in 1978, they distribute
specialty and nonstandard personal auto policies through
a network of independent retail agents in Arizona, Florida,
Georgia, New Mexico, Oklahoma, South Carolina, Texas, and
Virginia. GAINSCO’s insurance company subsidiary is MGA
Insurance Company, Inc.
GBC Premium Finance
318
Premium
Finance
213-244-9500
www.gbcpf.com
GBC Premium Finance provides fast and customer service
oriented services to all its partners. Understanding the
uniqueness of each agency, they provide flexible and custom
made services that fit your agency needs. Licensed in CA, TX,
and NJ.
General Agents Acceptance
Corp.
Global Hawk Insurance Co.
(RRG)
420
Premium
Finance
Property/
Casualty
949-633-1610
www.mygaac.com
925-493-7500
[email protected]
Rates are very competitive and we call the insured before
cancelling.
36
101,
200
Global Hawk Insurance Co. specializes in commercial auto/
trucking, general liability, physical damage and cargo. With
superior service, products, and quick response, we will work
with you and your clients to achieve the level of success you
strive for. We are here to serve you.
GMI Insurance
302
MGA/
Wholesale
610-933-4993
www.gmi-insurance.com
GMI Insurance is an MGA for national commercial auto
programs including auto rental, auto lease, monoline business
auto and used car dealers.
Grayhawk General Agency,
Inc.
701
MGA/
Wholesale
480-245-5995
www.ggagency.com
Grayhawk General Agency is a wholesale broker and managing
general agent specializing in writing lawyers professional
liability. They are the managing general agent for the LawyerCare
program by the ProAssurance Group Cos. With LawyerCare’s
unique features and customizable options, it adds up to a
comprehensive solution.
Great American Insurance
Agency
518
Workers’
Compensation
214-693-7931
Great American is a leading specialist in work related injury
programs for employers who are nonsubscribers to the workers’
compensation system. Great American assists business
partners in finding the most cost effective solutions for their
clients with the highest level of honesty, integrity, and loyalty.
Greenway Insurance
223
Agency Group
713-568-5994
www.greenway-ins.com
Greenway Insurance is an established retail agency network.
They are committed to partner centricity, and focus on service,
technology, agent marketing, profitable growth and retention.
Partners have direct access to carriers. Their agents are paid
top commissions and profit sharing. There is no minimum
premium to become a partner. They are seeking agents that are
looking for opportunities to grow.
Guardian
1121
MGA/
Wholesale
682-233-7738
www.rethink-wealth.com
As a local general agency for Guardian, we offer our brokers
access to our flagship products -- disability insurance income
and life insurance with generous compensation and residuals.
Our brokerage management team brings more than 50 years
of industry experience, offering prompt, same-day illustrations
with personal dedication and product expertise.
Hagerty Insurance
521
Property/
Casualty
469-404-1282
www.hagerty.com
Hagerty Collector Insurance insures more than 700,000 classic
vehicles nationwide and also provides agreed value insurance
for exotic vehicles, boats, motorcycles, race cars and tractors.
We are known for our excellent customer service, industry
knowledge and ease of use. Hagerty can help your agency grow
through marketing to the appealing collector demographic in
your area.
Hallmark Insurance Co.
1000
Property/
Casualty
800-486-5616
www.hallmarkinsco.com
Hallmark is the personal lines unit of Hallmark Financial
Services and provides personal auto, multi-line property, light
commercial auto, and motorcycle insurance to independent
agents nationwide. They offer competitive rates, generous
commission structures and contingency bonuses, all backed
by a new commitment to serving your agency efficiently and
effectively.
HawkSoft, Inc.
216
Automation
866-884-4680
www.hawksoftinc.com
The HawkSoft Client Management System features quick,
easy access to the most common tasks performed daily in
your insurance office. New tools have been added to increase
your productivity. Upgrades are included to add value to your
investment. HawkSoft, the smart choice to enhance office
productivity, profitability and customer service
Health Partners America
320
Employee
Benefits
205-949-9735
We create tools, training and technology for financial service
professionals to help them sell more effectively. Through our
thought leadership whitepapers, media appearances and
keynote speaking, we build awareness around the real solutions
to America’s health care crisis.
Hertel Agri-Comp
1214
Workers’
Compensation
Homeowners of America
Insurance
203
Property/
Casualty
June 26–28, 2013
Qualifying members of the Lone Star Agribusiness Association
can lower their premium and improve their safety program by
joining the AgriComp safety group.
972-607-4263
www.hoaic.com
Texas-based property and casualty insurance company offering
homeowners, dwelling fire, tenant/condo and flood products.
37
Houston International
Insurance
ICW Group Insurance Cos.
306
Property/
Casualty
Property/
Casualty
PEO/Employer
Services
713-935-7412
www.hiig.com
858-350-2844
www.icwgroup.com
214-872-9227
www.iiastaffing.com
iiStaffing
812
Illinois Mutual
620
Financial
Products
Premium
Finance
800-473-7355
www.illinoismutual.com
214-273-7259
www.ipfs.com
Imperial PFS
708
IMS/London American
319
MGA/
Wholesale
713-243-4350
www.londonamericantx.com
IMS/London American is a company of dedicated insurance
professionals whose focus is on the needs of independent
agency clients. They have the expertise and experience
to provide innovative, cost-effective solutions through a
broad array of underwriting and brokerage facilities. Their
long-standing relationships and excellent reputation in the
marketplace ensure that they can provide the insurance
products that your clients require.
Infinity Insurance Cos.
520
615
830-237-5058
www.infinityinsurance.com
800-460-5567
www.theinsgroup.net
Offers personal auto, mono-line commercial auto and classic
auto.
The Insurance Group
Property/
Casualty
Financial
Products
Insurance Journal
418
Other
800-897-9965
www.insurancejournal.com
InsuranceJournal.com is the highest trafficked personal
and commercial insurance news website. It’s award-winning
content is also available via a national magazine, videos on
InsuranceJournal.tv, and on iPad, iPhone, and Android apps.
Insurance Journal is the flagship product of Wells Media Group,
Inc. which also includes Claims Journal, IJAcademy.com,
MyNewMarkets.com, and CarrierManagement.com.
Insurance Market Solutions
Group
619
MGA/
Wholesale
713-667-4674
www.imsgtx.com
Insurance Market Solutions Group is a general agency that
provides direct access to personal lines markets. We offer
a broad range of programs and products from high quality
national and regional carriers at competitive commissions.
IMSG specializes in working with former captive and established
agencies to grow their businesses.
The Insurance Record
1220
Other
214-343-9844
www.insrecord.com
The Insurance Record is a fortnightly insurance news magazine
targeting the Texas insurance industry with news, features,
editorial comment, and advertising from great vendors.
Insurance Technologies
Corp.
1139
Automation
972-820-1189
www.getitc.com
Insurance Technologies Corp. develops innovative technology
exclusively for Insurance Agencies to operate more efficiently
and generate more leads to grow their business.
38
1007
Independent Insurance Staffing Services offers recruiting
and staffing expertise to companies throughout Texas,
Georgia, and Florida. They are known for finding and providing
quality personnel for property and casualty and life and
health companies including: independent agencies, carriers,
MGAs, TPAs, program administrators, and medical bill review
companies. iiStaffing has licensed insurance professionals
who are trustworthy, ethical, customer service oriented and
committed to delivering quality work.
Imperial PFS is The Natural Choice® for premium financing,
offering solutions for the commercial and personal insurance
industry. For more than 35 years, we have built solid
relationships with our agency partners. Together, we’ve
developed innovative services and flexible programs that
provide additional resources to grow your business.
A life, annuities, long-term coverage broker representing more
than 40 companies. Our objective is to put the producer’s
needs above all, provide a complete portfolio of products while
providing fast and courteous service, all accomplished with
honesty and integrity.
The Insurancenter
722
MGA/
Wholesale
800-444-8675
www.carwashinsuance.com
Kemper Preferred
119
LevelFirst, LLC
721
Property/
Casualty
MGA/
Wholesale
972-980-3000
www.kemper.com
214-702-9706
www.level1st.com
Lone Star Auto/
Texas Auto Repair
1212
Workers’
Compensation
325-437-0677
210-220-6424
www.lonestar
autodealers.com
The Lone Star Auto Dealers (LSA) workers’ compensation
model comes fully loaded at no extra charge. LSA Safety Group
members get a premium discount based on an estimate of the
group’s total written premium, an industry-specific safety plan,
and potential individual and group dividends.
M.D. Jensvold & Co., Inc.
718
218
806-790-3781
www.mdjensvold.com
800-334-7950
www.macafee
andedwards.com
A full-service independent managing general agency and
surplus lines broker.
Macafee and Edwards
MGA/
Wholesale
MGA/
Wholesale
McGowan, Donnelly &
Oberheu, LLC
Merchants Bonding Co.
209
MGA/
Wholesale
Other
901
Financial
Products
440-333-6300
www.mdoinsurance.com
512-970-4001
www.merchantsbonding.com
877-842-1212
www.mercury-brokerage.com
Mercury Insurance Group
713
MetLife Auto & Home
712
Property/
Casualty
Property/
Casualty
800-503-3724
www.mercuryinsurance.com
210-428-3589
www.metlife.com
Mexico Insurance
Professional
121
MGA/
Wholesale
956-584-3727
www.mexicoinsurance
online.com
Providing liability and full coverage insurance up to $500k
for vehicles entering Mexico; including autos, trucks, RVs,
boats, and motorcycles. Also available is Mexico Homeowners
insurance.
MexiPass International
Insurance Services
422
MGA/
Wholesale
800-639-4727
www.MexiPass.com
MexiPass International Insurance Services is the leading
managing general agent in the U.S. for placement of insurance
in Mexico. MexiPass serves more than 6,000 independent
insurance agents and brokers appointed throughout U.S.,
Canada and Mexico. MexiPass products offer quality protection
for the personal insurance needs of americans in Mexico
(auto, home, boat, aircraft & family protection); as well as
comprehensive commercial insurance and risk management
solutions for American entities with exposures in Mexico and
other foreign countries (property, earthquake-hurricane-flood,
all casualty lines, transportation, vehicles, crime, energy, bonds
and employee benefits).
June 26–28, 2013
706
The Insurancenter established a nationwide carwash insurance
program in 1986 available to agents in all states utilizing an
A+ rated carrier. Their dedicated insurance professionals have
the experience and expertise in the carwash industry to bring
your clients an affordable insurance program all with quick turn
around and excellent service.
LevelFirst is a diversified wholesale broker and managing
general agent primarily serving retail agents in the Southwest
and licensed in 13 states. The company has expertise with
casualty, property, energy, transportation and financial services.
A surplus line insurance broker specializing in all lines of
insurance for Mexico, offering auto, aircraft, watercraft,
homeowner, etc. We have more than 50 years combined
experience in special programs in commercial and personnel
lines.
Merchants Bonding Co. specializes in contract, commercial and
fidelty bonds. They only write one line of business -- bonds.
Mercury Brokerage partners with advisors and agents to guide
them through the life insurance process. By providing expertise
and innovative ideas for your clients in less time, we help you
maximize profitability and customer satisfaction. MetLife Auto and Home offers best-in-class products for your
customers needs along with a strong reputation providing
product innovation. Their signature product Grand Protect
(one policy package, one bill, one deductible and one renewal
date). Their value proposition makes it easy to sell MetLife Auto
and Home. MetLife and its affiliates also offer a full range of
financial products and services.
39
Midlands
317
MGA/
Wholesale
972-588-2000
www.midlandsmgt.com
Montgomery Chandler, Inc.
305
Other
Mooring USA
1006
Restoration
800-385-3303
www.montgomery
chandler.com
888-239-9953
www.mooringusa.com
National Federation of
Business Safety Groups
National Insurance Producer
Registry (NIPR)
1107
Workers’
Compensation
Other
National Insurance
Underwriters
601
National Lloyds
Insurance Co.
816-783-8467
www.NIPR.com
The National Insurance Producer Registry (NIPR) is the premier
public-private partnership supporting the work of the states
and the NAIC in re-engineering and streamlining the insurance
producer licensing process through uniformity. Available
products include the Producer Database (PDB) and electronic
applications for Non-Resident and Resident Licenses (initial and
renewal).
MGA/
Wholesale
800-338-2680
www.niuw.com
NIU is a national MGA/Wholesaler of both personal and
commercial lines products including homeowners, renters,
flood along with coverage for restaurants and hospitality risk
including bars and nightclubs.
406
Property/
Casualty
254-981-7183
www.natlloyds.com
National Lloyds is an A. M. Best A (Excellent) rated company
based in Texas that provides property insurance coverage for
mid to low value dwellings, mobile homes and small commercial
risk. National Lloyds also provides flood coverage through our
Write Your Own flood department.
One Star Insurance
Solutions, LLC
212
MGA/
Wholesale
940-397-2779
One Star Insurance Solutions, LLC formerly CertEssentials, LLC,
is a MGA and the marketing arm of the insurance programs
for the Texas Alliance of Energy Producers, Texas Propane Gas
Association and Electrical Safety & Insurance Group. Programs
include: general liability/business auto/pollution, guaranteed
cost workers’ compensation, control of well and excess.
Orchid Underwriters Agency,
Inc.
902
MGA/
Wholesale
772-538-4601
www.orchidinsurance.com
Non-admitted, higher-value coastal homeowners insurance
underwritten by companies with an A.M. Best rating of ”A-” for
Texas and for other coastal states
Pacific Interstate Insurance
Brokers
421
Agency Group
916-941-0518
www.plib.com
Pacific Interstate Insurance Broker is a cluster that offers direct
access to admitted carriers, 100 percent commission and 90
percent profit sharing.
Pat Moore Insurance
Services
818
MGA/
Wholesale
800-214-9294
www.patmooreins.com
Pat Moore Insurance Services is a property and casualty
Insurance wholesale agency specializing in professional
liability for all industries. We began 20 years ago as a service
specializing in professional liability for attorneys in Texas. We
have since expanded and now operate in all 50 states. We are
based in Dallas, but plan to open additional offices in strategic
locations around the nation.
Peigo, LLC
1119
PEO/Employer
Services
214-501-1500
www.peigollc.com
Peigo is a full-service, web-based payroll company established
to support the independent insurance agent. Peigo is the only
payroll company that was designed by insurance agents for
insurance agents. Peigo brings years of experience in delivering
payroll solutions to the clients of the independent insurance
agent.
40
822
Midlands provides a strong collection of insurance products
focusing on many specialty programs for areas such as
commercial P&C, alternative workers’ compensation, self
insured workers’ compensation, and personal auto. Midlands
delivers superior program management capabilities,
underwriting expertise and service standards to both their
program agents and the broker market.
Pennsylvania Lumbermens
Mutual
703
Property/
Casualty
800-752-1895
www.plmins.com
PLM specializes in property and casualty insurance for the
lumber, woodworking and building material industries. They offer
competitive rates, loss control programs and prompt claims
response and handling. PLM is financially strong and carries an
A.M. Best rating of A-(Excellent).
Philadelphia Insurance Cos.
519
621
469-221-7932
www.phly.com
682-777-6616
www.pointsure.com
A commercial property niche carrier.
PointSure Insurance
Services, Inc.
Property/
Casualty
MGA/
Wholesale
Premium Assignment Corp.
714
281-726-5442
Premium Assisgnment Corp. has been in business for over 50
years. Premium financing made easy.
Premium Funding
Associates, Inc.
1004
Premium
Finance
Premium
Finance
214-572-9666
www.pfausa.com
Founded in 1983, PFA is a family owned, full service premium
finance company specializing in personal and commercial lines.
They will help you gain a competitive advantage by offering
value-added services to your clients’ premium finance needs.
They have one of the easiest quoting systems available in the
industry. PFA takes pride in keeping a reputation for superior
service unsurpassed in our field.
Prime Insurance Co.
308
Property/
Casualty
801-304-5573
www.primeis.com
Prime Insurance Co. is an excess and surplus lines carrier that
provides solutions for very hard-to-place risks and has decades
of experience in underwriting, risk management and claims
expertise. Prime provides solutions that traditional markets
do not offer and specializes in specialty liability, professional,
property and casualty insurance.
Professional Liability
Insurance
802
Property/
Casualty
800-761-7547
plisinc.com
PLIS, Inc. provides a variety of unique programs including
business interruption coverage for food borne illness outbreaks
for the restaurant and hospitality industry, products recall
coverage, new bed bug coverages for the lodging industry,
miscellaneous E&O and employment practices liability.
QQ Solutions
303
Automation
954-312-0954
www.qqsolutions.com
QQ Solutions provides insurance agency automation software
and comparative rating software designed to help insurance
agents automate time consuming tasks, manage documents
electronically, market more effectively, lower E & O exposure,
and ultimately write more insurance. We’ve been in business
for almost 25 years and are the country’s third largest provider
of insurance agency management software for independent
agents.
Quick Life
Quotewizard
505
217
Other
Marketing
Rainbow International
Restoration
419
Restoration
830-249-7160
206-838-3517
www.quotewizard.com
936-291-0968
www.rainbowintl.com
RCA Insurance Group
905
MGA/
Wholesale
214-765-6242
www.rca-insurance.com
RSI International, Inc.
215
Ryan Specialty Group, LLC
814
MGA/
Wholesale
MGA/
Wholesale
817-524-1360
www.rsimga.com
312-784-6043
www.ryansg.com
June 26–28, 2013
Offers contractors, bars/taverns, builders risk, commercial
auto, commercial property, apartments, garage, habitational
risk, liquor liability, products liability, professional, umbrella,
environmental, oil & gas, inland marine, restaurants/liquor,
vacant property, special events, contractors equipment.
An Internet lead generator.
Property and casualty full restoration company including fire,
water and smoke mitigation. They represent all of the Rainbow
International franchises in Texas.
Industry leading hospitality MGA with over 30 years experience
offering brokers an uninterrupted market for restaurants, bars,
taverns and nightclubs. Coverage includes CGL with liquor
liability and property (x-wind).
Ryan Specialty Group, LLC (RSG) is a global organization
consisting of a wholesale brokerage, numerous MGA/MGU
facilities, and other specialty insurance services to agents,
brokers and insurance carriers.
41
Select Premium
Services, Inc.
400
Premium
Finance
866- pay-prem
www.selectpremium.com
Selective Insurance
307
Company of America
Service Lloyds Insurance Co. 401,
500,
403,
502,
405,
504
Property/
Casualty
Workers’
Compensation
210-793-6105
www.selective.com
800-299-6977
www.servicelloyds.com
South & Western General
Agency
MGA/
Wholesale
800-492-5351
www.SouthandWestern.com
South & Western provides specialty, standard, and E&S
products to independent agents for personal lines, farm, and
commercial lines.
MGA/
Wholesale
MGA/
Wholesale
972-455-6814
www.scui.com
800-876-3278
www.simtexas.com
Offer all lines of business: general liability, property, excess,
environmental, and medical exposures.
Property/
Casualty
847-253-5701
www.sticomutual. Com
STICO Mutual provides CGL and pollution liability to pressure
vessel and storage tank manufacturers and petroleum
equipment contractors. Their paper is admitted, A-rated and
is custom-tailored to our insureds’ unique needs. STICO also
offers a policyholder dividend program that has historically
returned 10 to 15 percent of premium back to its membership.
Strategic Insurance Software 1222
Automation
614-850-2684
www.sisware.com
Strategic Insurance Software (SIS) proudly supports some of
Texas’ finest independent insurance agencies through Partner
XE, a leading web-based agency management system. Agencies
enjoy the easy workflows which combine comprehensive
capabilities including the most effective Outlook email
integration as well as integrated accounting. Owners appreciate
the ease of use, reporting, ability to get most of their data from
their existing system into Partner XE during a conversion and the
affordability.
Summit Consulting
816
Workers’
Compensation
1-800-421-2944
www.summithholdings.com
Summit provides workers’ compensation products and services
to businesses in Alabama, Arkansas, Florida, Georgia, Kentucky,
Louisiana, Mississippi, North Carolina, South Carolina,
Tennessee and Texas. Summit is a business unit of the Liberty
Mutual Group.
Superior Access
Insurance Services
808
MGA/
Wholesale
800-272-7550
www.sais.com
Superior Access provides instant access to preferred personal
and commercial lines carriers. Our online system provides
comparative raters for instant quotes, an innovative dashboard
management system, continued education and ongoing carrier
training. Superior Access gives agents the flexibility of no
volume requirements and ownership of their book.
709
Southern Cross Underwriters 1125
Specialty Insurance
Managers, Inc.
906
STICO Mutual Insurance Co.
1137
42
Select Premium Services, Inc. is a premium financing company
based out of El Campo, TX. They act as a partner to insurance
agents by lending funds to insureds to cover the cost of the
insurance premium.
Service Lloyds is the IIAT-endorsed workers’ compensation
carrier through the CompConnection Work Comp Program. SLIC
is a standard admitted family owned carrier rated A- (Excellent)
VII by A.M. Best with more than 175 employees in its Austin
home office. For more than 30 years, the company has been
committed to providing unsurpassed service to both agents and
policyholders through all aspects of the company whether that
is marketing, underwriting, loss control or claims.
We answer our phones! Commercial Lines MGA/Wholesale
for all Commercial Lines (General Lines/Transportation/
Professional). We at Specialty enjoy the relationships and don’t
have voicemail. We want to hear from you! We have web tools
built with you in mind for quick access. Easy to use online
comparative rating (multiple quotes in less than 5 seconds)
and Certificates of Insurance generated real-time! Give us a
call and let our service teams go to work to help you place your
commercial business!
Surety Solutions, LLC
222
MGA/
Wholesale
503-371-2190
www.suretysolutionsllc.com
Surety Solutions is a wholesale bonding agency that has
changed how surety bonds are done. They make commercial
and contract surety easy. With more than 30 carriers, specialty
markets, in-house underwriters, and unique programs, they
are ready to save you time and money on your next surety
bond. Plus, you’ll find all of your Texas bonds online with Surety
OneClick – the most advanced surety bond system in the nation.
Swett & Crawford
of Texas, Inc.
704
MGA/
Wholesale
214-672-2753
www.swett.com
Swett & Crawford is a commercial wholesale insurance
brokerage/underwriting operation. We focus on the following
lines of insurance: property, casualty, transportation, oil and
gas, professional lines.
Swiss Re
207
Property/
Casualty
972-776-8544
www.swissre.com
Uses Westport Insurance Corp. admitted paper to insurance
agency E&O, employment practices liability as an endorsement
to the E&O policy or via a stand-alone policy, umbrella liability
including E&O coverage, real estate E&O as an endorsement
to the E&O policy. Limits up to $20MM for E&O and $2MM
for EPLI. Uses First Specialty non-admitted paper to include
primary E&O coverages for both new agency start-ups or larger
agencies needing unique coverages, and excess E&O layers.
TAPCO Underwriters, Inc.
205
MGA/
Wholesale
877-827-2699
www.gotapco.com
TAPCO is a veteran MGA with more than 30 years of experience
handling specialty lines business. The TAPCO service model is
uniquely different from other MGAs. A professional call center
staffed by experienced underwriters provides immediate
quoting and binding. We have turned a process that once took
days into a five-minute phone call. Call. Quote. Bind.
Texas Automobile Theft
Prevention Authority
105
Other
214-671-3738
www.txwatchyourcar.com
The Texas Auto Burglary and Theft Prevention Authority (ABTPA),
a division of the Texas Department of Motor Vehicles, funds
vehicle crime task forces within law enforcement entities
throughout the state. Task forces provide free investigative
assistance as well as public awareness materials to entities
statewide. ABTPA is funded by an annual assessment on Texas
auto insurance policies, and free informational literature and
promotional items are available for insurers and customers.
Texas Construction
Association/Texas Food and
Fuel Association
1204
Workers’
Compensation
The Texas Construction Association (TCA) safety group was
designed by subcontractors to benefit subcontractors. By
working with Texas Mutual Insurance Company, the state’s
leading provider of workers’ compensation insurance, TCA offers
an unbeatable combination of strength and value.
Texas Green Industry/Texas
Home Builders
1206
Workers’
Compensation
800-899-3750 The Texas Green Industry Safety Group (TGI) consists primarily
of growers, landscape contractors, retail nursery, irrigation
contractors and other green industry businesses, and the Texas
Home Builders Safety Group (THB) is open to most residential
general contractors including; home builders, engineers,
architects and interior carpentry firms. The two safety groups
provide qualifying members with a competitive option for
workers’ compensation coverage and are open programs,
allowing any Texas insurance agent to place a qualifying client
into the group.
June 26–28, 2013
43
Texas Medical Group/
HOTComp
1113
Workers’
Compensation
806-792-5564
www.tmgworkcomp.com
The Texas Green Industry Safety Group (TGI) consists primarily
of growers, landscape contractors, retail nursery, irrigation
contractors and other green industry businesses, and the Texas
Home Builders Safety Group (THB) is open to most residential
general contractors including; home builders, engineers,
architects and interior carpentry firms. The two safety groups
provide qualifying members with a competitive option for
workers’ compensation coverage and are “open” programs,
allowing any Texas insurance agent to place a qualifying client
into the group. Offering incredible benefits such as premium
discounts and two dividend opportunities annually, the TGI and
THB Safety Groups are excellent tools for increasing retention.
Texas Mutual
1101,
1202
Workers’
Compensation
800-859-5995
www.texasmutual.com
Austin-based Texas Mutual Insurance Co. is the state’s
leading provider of workers’ compensation insurance, with
approximately 35 percent of the market. Since 1991, the
company has provided a stable, competitively priced source
of workers’ comp insurance for Texas employers. Helping
employers prevent workplace accidents is a major part of Texas
Mutual’s mission. Texas Mutual has returned over $1.2 billion
in dividends to its policyholders and has been designated as a
high-performing insurance carrier by TDI.
Texas Oil and Gas/
Texas Association of
Manufacturers
1103
Workers’
Compensation
512-478-6631
512-796-4026
www.txoga.org
Texas Oil & Gas Association and the Texas Association
of Manufacturers Workers’ Compensation Safety Groups,
underwritten by Texas Mutual Insurance Co., are designed to
save oil & gas and manufacturing companies on their workers’
compensation premiums with larger premium discounts and
potential safety group dividends. The TAM Safety Group is open
to most manufacturing codes. Benefits include an 11 percent
premium discount and the possibility of receiving two dividends
from TMIC -- one for being an individual policyholder and one
for participating in the TAM Group. The TAM Group has earned
$3.4M in dividends since 2008.
Texas School Group
1218
Workers’
Compensation
325-673-6414 Find out if your clients qualify for the Texas Mutual® Texas
Schools Safety Group. You increase your book of business. Your
clients get premium discounts, industry-specific safety services,
and possible group dividends.
Texas Security General
Insurance
702
MGA/
Wholesale
210-764-1233
www.texassecurity
general.com
Texas Security General Insurance Agency offers both personal
lines and commercial lines policies. We have markets for HOA,
HOB, TDP 1,2,3 and mobile home policies. Commercial lines
offers artisan contractors, specialty property and liability, inland
marine, directors & officers and professional liability. We also
offer financing options through CK Premium Finance.
Texas Specialty
Underwriters, Inc.
Texas Surplus Lines
Association
606
MGA/
Wholesale
Other
817-688-2077
Managing General Agency and Premium Finance
512-343-9058
www.tsla.org
TSLA is a non-profit trade association for surplus lines agents,
brokers & companies. They provide a product guide that is a
valuable resource for retails agents that will help with finding
where to place their E&S business.
1208
Texas Wood and Lumber/
Texas Machinery and
Equipment/Texas Recreation
Group
Workers’
Compensation
The Texas Lumber and Wood Products (TLWP) Safety Group is
open to loggers, sawmills and most forms of wood products
manufacturing. Members earn a premium discount, and
they have access to a Texas Mutual® safety plan developed
specifically for their industry.
Towerstone, Inc.
MGA/
Wholesale
972-725-2100
www.towerstonecorp.com
Towerstone is a wholesale operation with extensive experience
in a broad spectrum of industries, with expertise in energy and
construction. They are a strong force in the market, providing
knowledge, markets and services which gives them a strategic
advantage as they work to find effective solutions for your risk
management needs.
44
103
1010
Trak-1
719
Other
918-779-7000
www.trak-1.com
U.S. Consolidated Health
Exchange
Universal North America
607
Employee
Benefits
Property/
Casualty
888-979-9724
www.uschx.com/tx
941-378-8851
www.universal
northamerica.com
VIP Insurance
407,
506
Financial
Products
800-847-5433
vipinsurance.com
IIAT Advantage and VIP Insurance have joined forces to offer
IIAT members life insurance products, annuities, long-term care,
disability, and wealth transfer products. With a staff of more 40
employees and an in-house underwriter call 1-800-VIP-LIFE and
discover why VIP Insurance is truly ”The Best In Life”!
Wellington Risk Insurance
Agency
202
MGA/
Wholesale
817-732-2111
www.wellingtoninsgroup.com
Wellington Risk Insurance Agency (”Wellington”) is licensed in
all states and as an MGA in many states. Wellington deploys
a robust collection of product tiers issued through multiple
insurance carriers to create a virtual insurance marketplace
in which agents can efficiently provide policyholders choice,
and subsequently, close sales. Wellington has underwriting
expertise in numerous lines of business, but currently writes
only residential property through retail agencies in Texas for
several highly rated insurance carriers.
Western General
Insurance Co.
609
Property/
Casualty
805-358-6958
westerngeneral.com
An auto insurance company specializing in the standard and
non-standard private passenger auto business. We have been in
business for more than 40 years and are admitted in 42 states.
Our goal is to offer a competitive product to most drivers and
provide exceptional customer service to both our producers and
their clients.
Winery Pak
Insurance Program
300
Property/
Casualty
888-386-5701
www.pakprograms.com
Insurance programs designed exclusively for wineries and
vineyards, breweries and distilleries. Underwritten by Great
American Insurance Cos.
Work At Home Vintage
Employees (WAHVE)
715
PEO/Employer
Services
646-807-4372
www.wahve.com
WAHVE is a unique, cost-saving, domestic remote contract
staffing solution for the insurance industry. WAHVE uses an
innovative, work-at-home model to engage skilled insurance
”phased” retirees who understand the business and technology.
By outsourcing process and customer service work to wahves,
insurance firms can leverage these vintage professionals to
improve efficiency and profitability.
Zenith Insurance
416
Workers’
Compensation
512-306-2894
www.thezenith.com
For more than 30 years, Zenith has achieved a loss ratio 20
to 30 points better than the workers’ compensation industry.
Zenith’s results have consistently proven that we help
businesses lower their experience modifications over time. They
employ a high-touch service model with in-house employees to
create this result.
June 26–28, 2013
115
Trak-1 is an NAPBS accredited background screening company
with expertise in the employment, volunteer and tenant
markets. Our custom online screening tools and commitment
to unprecedented client service assist our clients with making
consistent decisions and minimizing their organization’s
exposure to potential incidents, accusations, and legal action.
Universal North America Insurance Co. is a property & casualty
insurance provider serving customers in 17 states. When it
comes to agents and policyholders, exceptional service and
first-class program and products are our hallmarks.
45
Trade Show Floor Plan
46
Skybridge
June 26–28, 2013
D
C
Dallas BallroomPrefunction
F
Dallas
Ballroom
B
E
G
H
A
Balcony
5
4
3
Escalator / Stairs
Women’s
Registration
Men’s
South Side1
Me
n’s
Unisex
South
Side2
Wo
me
n’s
Ele
va
tor
s
Ele
va
tor
s
6
Trinity
Ballroom
2
Trinity BallroomPrefunction
7
8
1
Fair Park 1
Fair Park 2
Omni Hotel, Level 3 Floor Plan
47
Schedule-at-a-Glance
All events are on Level 3
Wednesday, June 26
Community Service Project
Mi Escuelita Pre-School
4 – 7 p.m.
Registration
5:30 – 6:30 p.m.
Community Service Project Reception
8 p.m.
Young Agent Evening Out
Iron Cactus
8 a.m. – 6 p.m.
Registration
8 a.m. – 6 p.m.
9 – 11:30 a.m.
Producer Sessions (Open to all registrants)
11 a.m. – 5 p.m.
Buses depart from main entrance of Omni Dallas lobby
Thursday, June 27
9 – 10 a.m.
Insuring Across the Generations
10 – 11:30 a.m.
Discovering Your Memory Power
11:30 a.m. – 12:30 p.m.
Box Lunch
12:30 – 3 p.m.
Ask-the-Expert: Pick Rick’s Brain
12:30 – 1:30 p.m.
2013 Legislative Update
12:30 – 1:30 p.m.
Cool Business Apps
Trinity Ballroom 5
1:45 – 2:45 p.m.
Best Practices for Handling Certificates
1:45 – 2:45 p.m.
Marketing Yourself Electronically
Trinity Ballroom 5
1:45 – 2:45 p.m.
The New Role of the Health Insurance Broker Under the Affordable Care Act
Trinity Ballroom 1
3 – 4 p.m.
How the Consumer Agent Portal Works for Texas Agents
Trinity Ballroom 5
3 – 4 p.m.
Terms of Sale: How Agencies Are Bought and Sold Today
3 – 4 p.m.
Defined Contribution and Private Exchanges
Trinity Ballroom 1
4 – 6 p.m.
Welcome Party in Trade Show
Dallas Ballroom
6 p.m.
Company Hospitalities
Friday, June 28
8 – 11 a.m.
Exhibitor Registration
8 a.m. – 4 p.m.
Registration
8 – 9:30 a.m.
Prayer Breakfast
Fair Park 1
9 a.m. – 2 p.m.
9 – 11 a.m.
Trade Show With Continental Breakfast
Dallas Ballroom
9 – 11 a.m.
Ask-the-Expert: Stump the Tech Guy
11 – 11:30 a.m.
IMPACT Reception
Southside 1
11:30 a.m. – 1 p.m.
Awards Luncheon and IIAT Business Meeting
Trinity Ballroom 4, 5, 6, 7, 8
1:15 – 2:30 p.m.
Keynote Address
3 – 4:15 p.m.
Texas Ethics for Agents
Trinity Ballroom 1
3 – 4:15 p.m.
E&O Mock Trial
3 – 4:15 p.m.
The Marketplace: A New Way to Get Health Insurance
6 – 8:30 p.m.
Casino Party
8:30 – 11 p.m.
Concert With the Josh Abbott Band
Dallas Ballroom
48

trade show - Independent Insurance Agents of Texas

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