IIABL 2024 Wild West Convention Guide

WILD WEST CONVENTION

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AGEND A 2024 Sunday, June 16

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10:00 am - 12:30 pm Exhibit Set Up 1:00 pm - 6:00 pm Welcome & Registration 1:00 pm - 4:00 pm Exhibit Exposition & Welcome Refreshments 5:00 pm - 7:00 pm Exhibit Exposition & Welcome Reception 7:00 pm - 9:00 pm Exhibit Tear Down

WILD WEST CONVENTION

Monday, June 17 8:00 am - 12:00 pm Registration 8:30 am - 11:30 am Opening Business Session Navigating the Insurance Landscape: Reviving the Insurance Industry in Louisiana Commissioner Tim Temple, Louisiana Department of Insurance Keynote Presentation: Modernize & Transform Your Agency Marit Peters, IIAT President & Executive Director 11:30 am - 1:30 pm Lunch On Your Own 1:30 pm - 4:30 pm Cultivating Success: Building a Thriving Workplace Culture for Organizational Growth Marit Peters, IIAT President & Executive Director 3:00 pm - 5:00 pm Frozen Drink Treats 5:00 pm - 7:00 pm Reception

Tuesday, June 18 9:00 am - 12:00 pm Continuing Education (3 hours total; 1 hour each) Cyber Threats, Loss Prevention & Claims, James Oertling, Travelers Experience Rating Overview, Jamie Bourg & Kyle Rickards, LWCC The Reinsurance Market: What Agents Need to Know, Noel Bunol, Gulf States 9:00 am - 5:00 pm IIABL Beach Tailgate 2:00 pm - 4:00 pm Ice Cream & Beer Party 8:00 pm - 11:00 pm Wild West Casino Night

Wednesday, June 19 8:00 am - 10:00 am Breakfast Buffet 8:30 am - 10:30 am Closing Business Session National Insurance Industry Update Todd Jackson, IIABA Incoming Chairman 2024 IIABL Legislative Update Ben Albright, IIABL President & CEO and Jeff Albright, IIABL Consultant This agenda was accurate at the time of printing. We make every effort to present the topics, speakers, and events at the stated time. Due to unforeseen circumstances, and as the agenda continues to develop and evolve, there may be changes that are out of our control.

GENERAL INFORMATION Table of Contents Schedule of Events General Information Welcome IIABL Officers & Board of Directors Speakers Program - Sunday, June 16 Exhibitors Program - Monday, June 17 Program - Tuesday, June 18 Program - Wednesday, June 19 Lou Daniel Award Recipients IIABL Past Presidents IIABL Convention Sponsors

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

Ben Albright, President & CEO Jeff Albright, Consultant Karen Kuylen, Director of Accounting & Finance Jamie Newchurch, Director of Insurance Programs *Kathleen O'Regan, Director of Communications & Events Karson Roberts, Communications & Events Administrator Lyra Roberts, E&O Administrator *If you need immediate assistance, please call (225) 733-8317.

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.

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 posted to your IIABL Community Hub account within 2-4 weeks after the conclusion of the conference and you will be notified by email when this occurs. CE credit will not be provided to attendees who do not attend the entire seminar and/or fail to complete 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!

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IIABL PRESIDENT Armond Schwing Schwing Insurance Agency New Iberia, LA Dear Attendees, Welcome to the 120th Wild West Annual Convention of the Independent Insurance Agents & Brokers of Louisiana (IIABL)! We are thrilled to gather at the beautiful Hilton Sandestin Beach Golf Resort & Spa in Florida. This year’s convention promises to be an unforgettable experience, filled with valuable networking opportunities, informative sessions, and exciting social events.

As we celebrate over a century of excellence and camaraderie, I encourage you to take full advantage of everything this convention has to offer. From insightful presentations by industry leaders to our vibrant exhibit hall, there is something for everyone. Let’s use this time to share knowledge, foster relationships, and discuss the future of our industry.

A heartfelt thank you goes to our sponsors, exhibitors, and dedicated staff who have worked tirelessly to make this event possible. Your support and participation are vital to our success.

Enjoy the convention, and let’s make the 120th Wild West Annual Convention our best one yet!

Sincerely, Armond Schwing President, IIABL

BOARD OF DIRECTORS PRESIDENT Armond K. Schwing Schwing Insurance Agency PRESIDENT-ELECT Bret Hughes Hughes Insurance Services SECRETARY-TREASURER Ross Henry Henry Insurance Service NATIONAL DIRECTOR Johnny Beckmann, III AssuredPartners PAST PRESIDENT Michael Scriber Scriber Insurance Services IASC REPRESENTATIVE Joey O’Connor O’Connor Insurance Group YOUNG AGENTS CHAIR Kristin Swanson Scott Swanson & Associates

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Dominique DiCarlo Crouch Riverlands Insurance Agency

Charles "Chuck" Leblanc Bourg Insurance Agency, Inc.

Ann Bodkin-Smith Thomson Smith & Leach Insurance

Craig Martel Insurance Unlimited of LA, LLC

Matthew deBlanc Continental Insurance Services

Lydia McMorris Alliant Insurance Services, Inc.

Christy Desoto 1st Insurance Marksville

Eugene Montgomery Community Financial Insurance Center

Rob W. Eppers Risk Services of Louisiana Matt Graham Lincoln Agency, Inc. Christopher Haik Higginbotham Insurance Agency Stuart Harris McClure, Bomar & Harris, LLC Beau Hearod Jeff Davis Insurance

Joe King Montgomery McGriff Insurance Services Hartwig "Robby" Moss Hartwig Moss Insurance Agency Robert Palmer, Jr. Insurance Underwriters, Ltd. Randy Perise Blumberg & Associates, Inc. Robert Stone Stone Insurance, Inc.

DYNA M I C SPEAKERS

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Commissioner Tim Temple, LA Department of Insurance Tim Temple was elected Commissioner of Insurance in 2023. Tim worked in the insurance sector for over two decades and is dedicated to leveraging his extensive industry experience to shape a regulatory and statutory environment that not only ensures competitiveness, but also enhances the attractiveness of Louisiana’s insurance market. As the state’s top insurance official, Tim is committed to protecting the interests of policyholders while promoting a flourishing insurance market that benefits all residents and businesses in the great state of Louisiana.

Marit Peters, IIAT President & Executive Director Marit Peters has been the President & Executive Director of the Independent Insurance Agents of Texas (IIAT) since January 2015. She has been working with agencies for years as an executive coach helping leaders untap human potential and create winning cultures. Marit has worked in a variety of industries over her career including healthcare, technology, insurance, associations, and aviation manufacturing. Her core management modeling is developed from LEAN methodology. She is certified with both the WHY INSTITUTE and KOLBE for leadership and talent management. Marit is a passionate, innovative, success-oriented leader whose specialty lies in using strong relationship and business skills complimented with organizational design and strategic planning to create and sustain organizational growth and productivity.

Todd Jackson, IIABA Incoming Chairman Todd Jackson, CIC, is the owner and partner at McGowan Insurance Group in Indianapolis, with multiple Indiana locations. He has been a key figure in the insurance industry since 1989, serving as Big "I" vice chair in 2022 and leading Big I Indiana as president in 2013. Todd's contributions extend to the national stage, with four years on the Big "I" Board of Directors and participation in the Trusted Choice® board. He's also been involved with the Society of Certified Insurance Counselors and served as the president of the Brownsburg Education Foundation.

James Oertling, Travelers James has worked in the insurance industry the past 22 years. He has been with Travelers since 2011 as a management liability underwriter. He also serves on the board of governors at Magnolia Community Services which provides services to adults with developmental disabilities. He currently lives in New Orleans with this wife and three daughters.

Kyle Rickards & Jamie Bourg, LWCC Kyle is the VP of Policyholder Services and Underwriting at LWCC. Kyle has 13 years of experience at LWCC ranging from underwriting to premium audits to management and policyholder services. He has worked closely with agents for many years and has a deep expertise in pricing, underwriting, and administering workers compensation insurance in Louisiana.

Jamie is the SVP of Policyholder Services at LWCC. She has 23 years of experience at LWCC, and she is an expert in both workers compensation, generally, and the Louisiana workers comp claims environment, specifically. From her start in claims, Jamie also brings a different view of E-mods and Workers Comp claims to the table than what agents might be used to seeing.

Noel Bunol, Gulf States Insurance Company Noel is the executive Vice President at Gulf States Insurance Company. With over 25 years of experience in Louisiana insurance, Noel is well versed in navigating the unique challenges of writing insurance on the coast. At Gulf States, Noel is involved in managing the company’s overall risk portfolio and in procuring sufficient reinsurance to cover their growing exposure in our state.

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Sunday, June 16, 2024 Welcome Reception & Exhibit Exposition

Welcome Refreshments

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 AFCO Credit Corporation | BankDirect Capital Agile Premium Finance Allied Trust Insurance Co. Amerisafe AmTrust North America AmWINS Access Insurance Services Applied Systems Assurant Specialty Property Berkshire Hathaway GUARD Insurance Companies

First Onsite Property Restoration

National General, an Allstate company

Foremost Insurance Group

NBIS Construction & Transportation Insurance Services, Inc.

HawkSoft, Inc. Homebuilders SIF

Pennsylvania Lumbermen’s Mutual Insurance Company

Honor Capital

Prime Insurance Company

IIABL E&O

Progressive

IIABL Young Agents Committee

Property Insurance Association of Louisiana

IPFS Jencap Insurance Services Johnson & Johnson

Burns & Wilcox

Lane & Associates

Commercial Sector Insurance Brokers

LCI Workers’ Comp

CRC Group

LHBA GL Trust

Dealer Plus Insurance

Louisiana Restaurant Association (WC)

ePayPolicy

LUBA Workers’ Comp

First Insurance Funding Corporation

LWCC

RISCOM SageSure South & Western SteadPoint Insurance Group Stonetrust Commercial Insurance Co. TAPCO Underwriters The Gray Insurance Company USI Insurance Services Vintage Underwriters List as of May 30, 2024

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Monday, June 17, 2024 Registration Center

8:00 am - 12:00 pm Emerald Ballroom - Pre-Function Area

Opening Business Session (3 CE) 8:30 am - 11:30 pm Emerald Ballroom Convention Registrants & Spouses/Guests!

Navigating the Insurance Landscape: Reviving the Insurance Industry in Louisiana Commissioner Tim Temple will address the insurance crisis in Louisiana and legislative actions taken in the 2024 session to tackle it. He will outline the Department of Insurance initiatives supporting agents, customers, and companies to revive the insurance industry. Attendees will gain insights into challenges faced, legislative measures enacted, and departmental efforts fostering a future focused on a vibrant insurance marketplace in Louisiana.

Installation of IIABL Officers & Directors IIABL Awards Presentation Outgoing Board Member Mike Scriber, Scriber Insurance Lou Daniel Award David Tatman, IIABL Lobbyist, The Tatman Group Modernize and Transform Your Agency Marit Peters, IIAT President & Executive Director, has been working with agencies for years as an executive coach helping leaders untap human potential and create winning cultures. During her keynote presentation, she will discuss how you should invest now in your agency’s culture, talent, tech, and tools. She will also discuss how you should focus on building a forward thinking environment to attract and inspire top talent. This program offers tools to tackle challenges and create a sustainable, thriving agency. Get actionable steps to strengthen your team and prepare for the future workforce.

CE Seminar (3 CE)

1:30 pm - 4:30 pm Coral Ballroom A Cultivating Success: Building a Thriving Workplace Culture for Organizational Growth Join Marit Peters, IIAT President & Executive Director, for an afternoon that will provide actionable insights on creating a culture of trust, communication, and collaboration that leads to higher levels of employee satisfaction, productivity, and organizational success. It will highlight the business problem of declining employee engagement affecting customer retention and draw a direct correlation between engaged employees and organizational growth.

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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.

Jeff Albright‘s Retirement Celebration

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

Convention Registrants, Spouses & Guests!

Please join us for cocktails & light hors d’oerves as we celebrate the outstanding 45 year career of Jeff Albright, an esteemed independent insurance agent at his retirement celebration.

Tuesday, June 18, 2024 CE Seminars (3 CE)

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Beach Tailgate

9:00 am - 5:00 pm 9:00 am - 10:00 am Center Beach Coral Ballroom A Wear your purple wristbands!

Cyber Threats, Loss Prevention & Claims Join us for an informative session led by James Oertling Convention Registrants, Spouses/Guests & Children! from Travelers Bond & Specialty Insurance. This program Enjoy a day at the beach with IIABL which includes: Beach set-ups will cover the most pressing cyber threats and effective Bocce Ball strategies for loss prevention. This session is essential for Corn Hole professionals seeking to enhance their knowledge of Ladder Ball cyber threats and the measures needed to protect their Music organization and customers.

Beverages 10:00 am - 11:00 am Coral Ballroom A Ice Cream & Beer Experience Rating Overview 2:00 pm - 4:00 pm Enhance your understanding of experience rating with Sunrise Deck this comprehensive session hosted by LWCC. This Wear your purple wristbands! program will cover the fundamental aspects of Convention Registrants, Spouses/Guests & Children! experience rating and its practical applications. This session is ideal for professionals looking to deepen their Ice Cream and Beer will be served poolside to enhance your pool activities. In case of rain, relocate to lounge. expertise in experience rating and its impact on insurance premiums and risk management.

Casino Night

11:00 am - 12:00 pm 8:00 pm - 11:00 pm Coral Ballroom A Emerald Ballroom The Reinsurance Market: What Do Agents Need to Know Bring your Drink Tickets!

Join Noel Bunol for an insightful session that will cover Convention Registrants & Spouses/Guests! the fundamentals of reinsurance, the process of IIABL is rolling out the red carpet again for our fan purchasing reinsurance, and the various reinsurance favorite “Casino Night”! Attendees will receive "funny models. Noel will delve into the key factors influencing money" that you can use to play casino games that will reinsurance pricing, its impact on the pricing and capacity be set up in the ballroom. We will have evening snacks, a of primary insurance, and its effects on underwriting DJ to play all of your favorite music and a photobooth practices. Attendees will also gain an understanding of sponsored by RISCOM to capture your favorite party the current state of the property reinsurance market, pics throughout the night. As Casino night comes to a equipping agents with essential knowledge to navigate close, winnings will be turned in for raffle tickets to win this critical aspect of the insurance industry. exciting prizes!

Wednesday, June 19, 2024 Breakfast Buffet

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

Closing Business Session (2 CE) 8:30 am - 10:30 pm Emerald Ballroom Convention Registrants & Spouses/Guests!

Outgoing President's Address Armond K. Schwing, Schwing Insurance Agency, Inc. Incoming President's Address Bret Hughes, Hughes Insurance Services National Insurance Industry Update 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. Todd Jackson, IIABA Incoming Chairman, will give an overview of what IIABA has been working on including critical legislative and market concerns facing the insurance industry that they have been advocating for at Congress.

IIABL 2024 Legislative Update Our association has been hard at work to bring Louisiana out of the insurance crisis. 2024 has been a pivotal year for insurance reform. With a new Commissioner of Insurance, Governor, and many new legislators, we have embraced the opportunity to be a resource and provide education to the new leadership and bring about the chance to improve the insurance industry. After an intense legislative session, we all want to know what happened and how it affects us. Jeff & Ben Albright will review the legislation that IIABL tracked during the 2024 Regular Legislative Session and break it down for you.

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Personal Notes

Lou Daniel Award Recipients 1965 1966 1970 1971 1972 1985 1989 1992

Harold Boling Lou W. Daniel Herman Katten Charles E. McKenzie, Jr. H. Leslie McKenzie Philip H. Jacobs Richard L. Katten Dick Dethloff Gus Englehardt 1993 William M. Marks, Jr.

1994 John Guice 1995 Lou W. Daniel Thomas D. Oglesby 1996 J. David Daniel 1997 Henry C. Mullin 1998 William M. Marks, Jr. 1999 Ronald S. Paulin 2004 Joseph A. O'Connor, Jr. 2006 Donald E. Beery Steve Cavanaugh

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2008 Lee Schilling Jeff Albright 2010 Randy Lanoix 2013 Marc Eagan 2014 Barry O. Blumberg 2015 Jeff Mohr 2016 Parke Ellis 2019 Mike Edwards 2023 Rep. Mike Huval

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*

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 2022-2023 Mike Scriber

T HT OAONU RKS P OYN S OO R U S

WILD WEST CONVENTION

Big Guns Sponsor

Sharp Shooter Sponsor

Silver Spurs Sponsor

Accentus Insurance Group AFCO Credit Corporation | BankDirect Capital AF Group Allied Trust Insurance Co. AmTrust North America National General, an Allstate company Berkshire Hathaway GUARD Insurance Companies Commercial Sector Insurance Brokers

EMC Insurance Companies FCCI Insurance Group Foremost Insurance Group Forest Insurance Facilities Hartford Financial Services Group Homebuilders SIF Iroquois South, Inc. Jencap Insurance Services

Lane & Associates, Inc. RPS/Risk Placement Services SafeCo Liberty Mutual Swiss Re Summit Consulting, Inc. United Midwest Savings Bank Vintage Underwriters Wright Flood

List as of May 29, 2024

Bronze Buckle Sponsor