IIABL 2023 Annual Convention Guide

Big I Annual Convention

June 18-21, 2023

Hilton Sandestin Beach Golf Resort & Spa 4000 S. Sandestin Blvd.

Miramar Beach, FL 32550

Independent Insurance Agents & Brokers of Louisiana www.IIABL.com | info@IIABL.com (225) 819-8007

Convention Guide

Agenda

Indicates a CE session - LDI has approved 12 hours of CE at the IIABL Annual Convention, including 2 hours of flood

Exhibitor Set up

10:00 am - 12:00 pm | Emerald Ballroom

Sunday, June 18

Opening Act: Welcome & Registration 1:00 pm - 6:00 pm | Emerald Ballroom Foyer

Exhibit Exposition & Welcome Refreshments 1:00 pm - 4:00 pm | Emerald Ballroom

Welcome Reception with Exhibitors 5:00 pm - 7:00 pm | Emerald Ballroom

Exhibitor Tear Down

7:00 pm - 9:00 pm | Emerald Ballroom

Registration

8:00 am - 1:00 pm | Emerald Ballroom Foyer

Monday, June 19

Headliner: Opening Business Session Keynote Speaker, Jay Dardenne

Stock up on swag at the Exhibit Exposition & Welcome Reception with Exhibitors

9:00 am - 12:00 pm | Emerald Ballroom

Providing the Ultimate Customer Experience Dustin Wambsgans, IIABL Agency Consultant 1:00 pm - 4:00 pm | Emerald Ballroom C

Frozen Drink Treats

Keynote Speaker: Jay Dardenne will give renowned presentation, "Why Louisiana Ain't Mississippi"

3:00 pm - 5:00 pm | The Veranda

Sunset Cocktail Reception 5:30 pm - 7:00 pm | Sunset Deck

Registration

8:00 am - 9:00 am | Emerald Ballroom Foyer

Tuesday, June 20

Flood Program Overview: NFIP Then & Now Gregg Porter, Selective Insurance Company 9:00 am - 12:00 pm | Emerald Ballroom E

Good Times & Tan Lines Beach Tailgate 9:00 am - 5:00 pm | Center Beach

Ice Cream & Beer Party

Enjoy the white sugary beaches of Florida at the 'Good Times & Tan Lines Beach Tailgate!'

2:00 pm - 4:00 pm | Barefoots Deck

Casino Night ~ Laissez le Bon Temps Rouler!

8:00 pm - 11:00 pm | Coastal Ballroom

Registration

Wednesday, June 21

8:00 am - 10:00 pm | Emerald Ballroom Foyer

Back by popular demand, we will host 'Casino Night' again with games, entertainment, prizes and casual networking!

Beach Babe Breakfast Buffet

8:00 am - 10:00 pm | Emerald Ballroom Foyer

Farewell Tour: Closing Business Session 9:00 am - 12:00 pm | Emerald Ballroom

Bye y'all! Convention Concludes 12:00 pm

W E L C O M E

Fabulous CASINO NIGHT to IIABL's

Tuesday Night | 8-11 pm

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General Information Table of Contents

Schedule of Events General Information Welcome IIABL Officers & Board of Directors Speakers Program - Sunday, June 18 Exhibitors Program - Monday, June 19 Program - Tuesday, June 20 Program - Wednesday, June 21 Lou Daniel Award Recipients IIABL Past Presidents IIABL Convention Sponsors

3 4 5 6 7 8 8 9 10 12 14 14 16

Table of Contents

IIABL Registration Center The IIABL staff is ready, willing and able to assist you. Convention registration and program information is available at the IIABL Registration Center. If you have questions, need information or assistance, contact the IIABL staff at the registration center.

Convention Registration, Badges, Tickets & Wristbands Each and every person attending the Convention must be registered. Convention attendees are issued badges which are to be worn in order to be admitted to all convention activities. Lost or damaged badges can be replaced at the IIABL Registration Center. The purple wristbands can be worn for outdoor activities in lieu of the convention badge.

Individual registrations for separate convention functions are not available.

Some convention functions require tickets for drinks or door prizes. Tickets are included in your registration packet. Please make sure to bring your tickets to each function. Lost or damaged tickets can be replaced at the IIABL Registration Center.

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Staff

Jeff Albright, Chief Executive Officer Ben Albright, Vice-President of Strategic Initiatives Karen Kuylen, Director of Accounting & Finance Jamie Newchurch, Director of Insurance Programs Kathleen O'Regan, Director of Events Brandi Van Pelt, Insurance Programs Administrator Lisa Young-Crooks, Director of Member Relations Dustin Wambsgans, Agency Consultant If you need immediate assistance, please call (225) 236-1360.

Official Convention T-Shirts If you pre-ordered an official convention t-shirt, it will be available for pick up at the registration desk on June 18.

Continuing Education Convention business sessions and CE seminars are approved for Continuing Education credit.

Attendance is required for the complete program to qualify for CE credit. Please be sure to scan the QR code at the end of each session you attend and complete the electronic form to qualify for CE credit. Convention CE certificates will be mailed 6-8 weeks after the convention. CE credit will not be provided to attendees who do not attend the entire seminar and/or fail to complete and return the electronic CE form at the end of each individual CE session.

Convention Attire Casual attire will be appropriate for all Convention activities.

Attendance Prizes Door prize drawings will be held at all business sessions and seminars using the electronic CE form. You must be present to win!

Welcome!

IIABL PRESIDENT Mike Scriber Scriber Insurance Services Rustin, LA On behalf of the Independent Insurance Agents & Brokers of Louisiana Board of Directors and the staff, I would like to welcome you to the 119th Annual Convention & Exhibition! This event offers an excellent opportunity for education, fellowship and networking among agents, brokers and company representatives.

After a very difficult year we are excited to come together at the beach! Our theme this year, Louisiana Paradise, is inspired by the musical culture of our state. We have show stopper speakers & topics that are some of our industry's most knowledgeable leaders. Our speakers will discuss important and timely topics such as providing the ultimate customer experience, flood program, industry efforts at the business sessions and seminars. I am most excited to hear Jay Dardenne's presentation, Why Louisiana Ain't Mississippi.

We have brought back many attendee favorites such as the Exhibition Hall, Frozen Drink Treats, Ice Cream & Beer Party, and Casino Night where you can network with old friends and make new ones.

None of this would be made possible without the dedication and support of our Industry Partners, Convention Sponsors, and Exhibitors. Please take time during the events to thank them for all they do!

We hope you enjoy all that our convention has to offer this year!

Mike Scriber IIABL President 2022-2023

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Board of Directors PRESIDENT Michael Scriber Scriber Insurance Services

Ann Bodkin-Smith Thomson Smith & Leach Insurance

PRESIDENT-ELECT Armond K. Schwing Schwing Insurance Agency, Inc.

Matthew deBlanc Continental Insurance Services

SECRETARY-TREASURER Bret Hughes Hughes Insurance Services, LLC NATIONAL DIRECTOR Johnny Beckmann, III AssuredPartners PAST PRESIDENT Donelson Stiel David H. Stiel, Jr. Agency, Inc. YOUNG AGENTS CHAIR Krystal Gathe HUB International Gulf South Ltd.

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Craig Martel Insurance Unlimited of LA, LLC Lydia McMorris Alliant Insurance Services, Inc.

Christy Desoto 1st Insurance Marksville

Eugene Montgomery Community Financial Insurance Ctr.

Rob W. Eppers Risk Services of Louisiana

Joe King Montgomery McGriff Insurance Services

Matt Graham Lincoln Agency, Inc.

Hartwig "Robby" Moss Hartwig Moss Insurance Agency

Christopher Haik Higginbotham Insurance Agency

Robert Palmer, Jr. Insurance Underwriters, Ltd.

Stuart Harris McClure, Bomar & Harris, LLC

Randy Perise Blumberg & Associates, Inc.

Ross Henry Henry Insurance Service, Inc.

Robert Riviere Riviere Insurance Agency, Inc.

Charles "Chuck" Leblanc Bourg Insurance Agency, Inc.

Robert Stone Stone Insurance, Inc.

Meet Our Speakers Jay Dardenne

Jay Dardenne was appointed commissioner of the Division of Administration in January 2016 by Gov. John Bel Edwards. In this capacity, he serves as the state's chief administrative officer.

Dardenne was elected twice as Louisiana lieutenant governor. He previously served four years as secretary of state, 15 years as a state senator and three years as a Baton Rouge metro Councilman. Dardenne conducts many special presentations about Louisiana, including Why Louisiana Ain't Mississippi, a lively and colorful look at Louisiana's culture, history, music, literature and politics.

Dustin Wambsgans Dustin Wambsgans is IIABL's Agency Consultant. He is a results-driven agency consultant successful in sales management, competitive analysis, and operational management. He has demonstrated success in growth and innovation capitalizing on new trends and technologies to boost business initiatives and reach sales objectives. IIABL Agency Consulting, a service of IIABL, was created in 2022 to help improve insurance agency sales, operations, and profitability.

Gregg Porter Gregg Porter is a Flood Territory Manager for Selective Insurance Company of America.

Selective Insurance Company of America has been a Write Your Own Company (WYO) for the National Flood Insurance Program (NFIP) since 1984. Selective Insurance is the 4th largest WYO and the endorsed carrier for the Independent Insurance Agents & Brokers of America (IIABA). Gregg has been working with agents since 2013 on flood underwriting, education, and marketing. On a regular basis Gregg instructs FIRA compliant flood seminars so agents can share the information with their customers.

Tim Temple, Candidate for Insurance Commissioner Tim Temple is a native of DeRidder, Louisiana and is a successful insurance professional with over 20 years of experience in every facet of the insurance industry. He worked his way up in the industry from neighborhood insurance agent to insurance executive helping businesses recover from the BP oil spill. Presently, Tim serves as President of Temptan, a family-owned business in Baton Rouge.

Charles E. Symington, Jr.

Charles E. Symington, Jr., is the Executive Vice President with the Independent Insurance Agents & Brokers of America (IIABA). Mr. Symington has been with the Big "I" since 2004 and oversees federal and state government affairs, political affairs, grassroots, industry relations, and media affairs for the association. He has been regularly recognized by The Hill newspaper as one of the top lobbyists in Washington, D.C. In September 2023, Charles will assume the role of Chief Executive Officer for the Big "I" when the current CEO Bob Rusbuldt retires.

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Sunday, June 18 Programs Welcome Refreshments

Welcome Reception & Exhibit Exposition

1:00 pm - 4:00 pm Emerald Ballroom Bring Your Drink Ticket for a Welcome Cocktail!

Convention Registrants ONLY! After the trip from home, stop and quench your thirst and enjoy a box of popcorn with our Welcome Refreshments

5:00 pm - 7:00 pm Emerald Ballroom Bring Your Drink Tickets!

Convention Registrants & Spouses/Guests ONLY! Children are NOT eligible to participate in the exhibits, exhibit games, or to win prizes!

Enjoy food & drinks while visiting with our exhibitors at the Opening Reception. A great way to start off a great convention! This is also another opportunity to check out the exhibitors and get your IIABL Door Prize Tickets from the exhibitors you visit! Door Prizes will be drawn every hour!

Registration Center

1:00 pm - 6:00 pm Emerald Ballroom - Pre-Function Area

Exhibit Exposition

1:00 pm - 4:00 pm Emerald Ballroom Convention Registrants & Spouses/Guests ONLY! Children are NOT eligible to participate in the exhibits, exhibit games, or to win prizes!

Visit our awesome exhibitors and don't forget to fill in your IIABL Convention door prize tickets that each exhibitor has waiting for you. Door Prizes will be drawn every hour!

Exhibitors ABA Insurance Services

Geoux Teche

Pie Insurance

Agile Premium Finance

Gulf Coast Senior Health LLC

Prime Insurance Company

Allied Trust Insurance Co.

Homebuilders SIF

Progressive

Allstate Insurance Company

IIABL Agency Consulting

Amerisafe

IIABL Young Agents Committee

Property Insurance Association of Louisiana

AmWINS Access Insurance Services, LLC

IPFS

Applied Systems, Inc.

ISC - Integrated Specialty Coverages

Aspera Insurance Services

Jencap Insurance Services

Bass Underwriters

Johnson & Johnson

Berkshire Hathaway GUARD Insurance Companies

Lane & Associates, Inc.

Burns & Wilcox Commercial Sector Insurance Brokers CRC Group ePayPolicy First Insurance Funding First Onsite Property Restoration FloodFlash Foremost Insurance Group

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LCI Workers' Comp LHBA GL Trust ISC Integrated Specialty Coverages

RISCOM RPS/Risk Placement Services SageSure SAYATA Selective Insurance Group SERVPRO Metairie/New Orleans Skyward Specialty Insurance South & Western

Louisiana Restaurant Association

STONEMARK, INC. "Premium Finance Group"

LUBA Workers' Comp

Stonetrust Commercial Insurance Co.

LWCC

TAPCO Underwriters, Inc.

Motiva Networks

The Gray Insurance Company

National General, an Allstate company

Vintage Underwriters

Pennsylvania Lumbermens Mutual Insurance List as of May 31, 2023

Monday, June 19 Programs Registration Center

CE Seminar (3 CE)

Opening Business Session (3 CE)

Providing the Ultimate Customer Experience Creating the ultimate customer experience doesn’t have to be overwhelming. Everyone talks about creating a great customer experience, but few people really deliver one that’s special in any way. Dustin Wambsgans is a results-driven agency consultant who will discuss professional standards of customer care, how to use your AMS to serve customers, and the role of agency procedures in providing the ultimate customer experience during this 3 hour workshop.

8:00 am - 12:00 pm Emerald Ballroom - Pre-Function Area 9:00 am - 12:00 pm Emerald Ballroom Convention Registrants & Spouses/Guests!

President, Mike Scriber Installation of IIABL Officers & Directors IIABL Awards Presentation Outgoing Board Members Robert Riviere, Riviere Insurance Agency, Inc. Donelson Stiel, David H. Stiel Jr. Agency, Inc. Distinguished Service Awards Commissioner Jim Donelon, LA Dept. of Insurance Kevin Cunningham, Partner with Southern Strategy Group Jimmy Ordeneaux, Partner with Plauche Maselli Parkerson LLP Lou Daniel Award Rep. Mike Huval, House Committee on Insurance Chairman Why Louisiana Ain't Mississippi Jay Dardenne, Commissioner of Administration, will give his renowned presentation which will showcase how Louisiana differs from every other state. The presentation will provide a look at Louisiana's geography, demography, history, culture, and politics and include a "whirlwind tour of every parish, laced with fact, lore trivia, and music."

1:00 pm - 4:00 pm Emerald Ballroom C

Frozen Drink Treats

3:00 pm - 5:00 pm The Veranda Wear your purple wristbands!

Convention Registrants, Spouses/Guests & Children!

Enjoy these frozen concoctions poolside with adult & kid-friendly varieties.

Sunset Cocktail Reception

5:30 pm - 7:00 pm Sunset Deck Bring your Drink Tickets!

Convention Registrants, Spouses & Guests!

Come have a cocktail before dinner while watching the sunset with IIABL.

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Tuesday, June 20 Programs Registration Center

8:00 am - 9:00 am Emerald Ballroom - Pre-Function Area

CE Seminar (3 CE)

9:00 am - 12:00 pm Emerald Ballroom E Flood Program Overview: NFIP Then & Now Spend a few hours with Selective’s Flood Territory Manager, Gregg Porter, to get up to speed on the most recent flood industry news, including NFIP policies, flood rating guidelines and claims processing. Selective’s three hour CE course not only offers you the opportunity to work one on one with an experienced flood insurance professional, but it also provides you the tools and information needed to effectively speak flood.

Beach Tailgate

9:00 am - 5:00 pm Center Beach Wear your purple wristbands!

Convention Registrants, Spouses/Guests & Children!

Enjoy a day at the beach with IIABL which includes: Beach set-ups Bocce Ball Corn Hole Ladder Ball Music

Ice Cream & Beer

2:00 pm - 4:00 pm Sunrise Deck Wear your purple wristbands!

Convention Registrants, Spouses/Guests & Children!

Ice Cream and Beer will be served poolside to enhance your pool activities. In case of rain, relocate to lounge.

Casino Night

8:00 pm - 11:00 pm Coastal Ballroom Bring your Drink Tickets!

Convention Registrants & Spouses/Guests!

IIABL is celebrating being "Together Again" with a special one time party this year and we are rolling out the red carpet! Attendees will be welcomed by casino "show girls" and receive "funny money" that you can use to play casino games that will be set up in the ballroom. We will have evening snacks, a live band - Tim Jackson & the New Orleans Ramblers - playing your favorite Louisiana tunes, and a photobooth sponsored by RISCOM to capture your favorite party pics throughout the night. As Casino night comes to a close, winnings will be turned in for raffle tickets to win exciting prizes!

Personal Notes

Wednesday, June 21 Programs Registration Center

8:00 am - 10:00 am Emerald Ballroom - Pre-Function Area

Beach Babe Breakfast Buffet

8:00 am - 10:00 am Emerald Ballroom - Pre-Function Area Convention Registrants & Spouses/Guests!

Farewell Tour Closing Business Session (3 CE)

9:00 am - 12:00 pm Emerald Ballroom Convention Registrants & Spouses/Guests!

Candidate Spotlight - Tim Temple Hear from Candidate for Louisiana Insurance Commissioner, Tim Temple, on his perspective on insurance, where we have been, and where we are going.

Top Initiatives from IIABA The work in the insurance industry doesn't stop in our state. IIABA is hard at work for our agents with new and ongoing initiatives that can impact your agency. Charles E. Symington Jr., IIABA Executive Vice President, will give an overview to our members.

Outgoing President's Address Mike Scriber, Scriber Insurance Services Incoming President's Address Armond K. Schwing, Schwing Insurance Agency, Inc. IIABL Legislative Update Jeff Albright & Ben Albright will review the legislation that IIABL tracked during the 2023 Regular Legislative Session with guest speakers: Rep. Mike Huval, House Committee on Insurance Chairman, and Kevin Cunningham, Partner at Southern Strategy Group

Bye Y'all!

Convention Concludes 12:00 pm

Save the Date!

IIABL Annual Convention June 16-19, 2024 Hilton Sandestin

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Personal Notes

Personal Notes

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Lou Daniel Award Recipients 1965 1966 1970 1971 1972 1985 1989 1992 1993 1994 1995 1996

Harold Boling Lou W. Daniel Herman Katten Charles E. McKenzie, Jr. H. Leslie McKenzie Philip H. Jacobs Richard L. Katten Dick Dethloff Gus Englehardt William M. Marks, Jr. John Guice Lou W. Daniel Thomas D. Oglesby J. David Daniel

1997 1998 1999 2004 2006 2008 2010 2013 2014 2015 2016 2019

Henry C. Mullin William M. Marks, Jr. Ronald S. Paulin Joseph A. O'Connor, Jr. Donald E. Beery Steve Cavanaugh Lee Schilling Jeff Albright Randy Lanoix Marc Eagan Barry O. Blumberg Jeff Mohr Parke Ellis Mike Edwards

Past Presidents 1902-1903 J. W. Alexander* 1920-1920 W. J. O'Pry* 1921-1922 M. J. Hartson* 1924-1925 J. H. Percy* 1925-1927 George A. Petrie* 1927-1929 Frank G. McElroy* 1929-1931 Matt G. Smith* 1931-1932 William D. H. Rodriguez* 1932-1933 Capt. Emmett L. Kidd* 1933-1934 James E. Hassinger* 1934-1935 Alphonse Davis* 1935-1937 Terrell Woosley* 1937-1938 Thomas G. Grace* 1938-1939 Albert M. Dreyfuss* 1939-1940 O. Wharton Brown* 1940-1941 Charles P. Gould* 1941-1942 Alvin S. Hahn 1942-1944 Leonard M. Wise* 1944-1946 Edward J. Seymour* 1946-1947 Lancaster W. Collens* 1947-1948 W. Eugene Bingham* 1947-1948 A. Heath Petrie* 1948-1949 Harold A. Boling* 1949-1950 Cecil R. Middleton* 1950-1951 B. Horace Talbot, Jr.* 1951-1952 Emmett A. Herring* 1952-1953 Roscoe A. Bolton* 1953-1954 Gibson Stevenson* 1954-1955 E. A. Veillon* 1956-1957 Harold A. Mouk, Sr.* 1957-1958 I. T. Hart* 1958-1959 A. L. Schlesinger, Jr.* 1959-1960 Philip A. Jacobs*

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1960-1961 Felix L. Aucoin, Jr.* 1961-1962 Thomas Q. Winkler* 1962-1963 H. Leslie McKenzie* 1963-1964 Hartwell A. Lewis* 1964-1965 Jules H. Dreyfuss* 1965-1966 Lou W. Daniel* 1966-1967 Charles E. McKenzie, Jr.* 1967-1968 Herman Katten* 1968-1969 David D. Dupuy* 1969-1970 Robert A. Bogan, Jr. 1970-1971 Warren Graham* 1971-1972 William A. Baker, Jr.* 1972-1973 A. G. Howard* 1973-1974 H. A. Mouk Jr.* 1974-1975 William T. Lowry* 1975-1976 Arthur G. Randol, Jr.* 1976-1977 Richard M. Wise* 1977-1978 Jack E. Duke* 1978-1979 David J. Dessauer, Jr.* 1979-1980 Arthur M. Beveridge* 1980-1981 C. R. Dethloff* 1981-1982 L. Brian Duke* 1982-1983 John McCants 1983-1984 John B. Tyner* 1984-1985 Gus Englehardt* 1985-1986 Gerald M. LeBlanc* 1986-1987 Charles Shaver 1987-1988 M. J. Hartson, III* 1988-1989 M. B. Kornegay, Jr.* 1989-1990 Philip H. Jacobs* 1990-1991 Ben Talbot* 1991-1992 Henry Mullin* 1992-1993 Brian Couvillion

1993-1994 Ronald S. Paulin 1994-1995 Richard L. Katten* 1995-1996 John Guice 1996-1997 William M. Marks, Jr.* 1997-1998 J. David Daniel 1998-1999 L. Brian Duke, Jr. 1999-2000 Donald E. Beery 2000-2001 Randy Lanoix 2001-2002 Jeffrey Fields 2002-2003 Joseph A. O'Connor, Jr. 2003-2004 Wayne Cunningham 2004-2005 Craig Thomas 2005-2006 H. Lee Schilling 2006-2007 John Smestad* 2007-2008 Jeff Mohr 2008-2009 Clay Mullin 2009-2010 Cindy Alexander 2010 Bernard McKenzie* 2010-2011 Brad Bourg 2011-2012 Marc Eagan 2012-2013 Barry Blumberg 2013-2014 Parke Ellis 2014-2015 Mickey Bennett 2015-2016 David Dethloff 2016-2017 Richard Jenkins 2017-2018 Neil Record 2018-2019 Johnny Beckman, III 2019-2020 Joseph A. O'Connor, III 2020-2021 Brenda Case 2021-2022 Donelson Stiel

Activate at IIABL.com

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RS SO

UR

O

List As of May 31, 2023

K YO N A H

TO

Blues Sponsors

Zydeco Sponsors

U

T

Jazz Sponsors

SPON

Accident Fund Insurance Company of America Allied Trust Insurance Company Aspera Insurance Services Berkshire Hathaway GUARD Insurance Companies Commercial Sector Insurance Brokers CRC Group EMC Insurance Companies ePayPolicy FCCI Insurance Group Foremost Insurance Group

Cajun Sponsors Forest Insurance Facilities Gulf States Insurance Company Hartford Financial Services Group Homebuilders SIF Iroquois South, Inc. Lane & Associates, Inc. Louisiana Restaurant Association (WC) LUBA Workers' Comp National General, an Allstate company RPS/Risk Placement Services Stonemark, Inc. "Premium Finance Group" Summit Consulting, Inc. Vintage Underwriters Wright Flood