IIABL 2021 Virtual Spring Conference (Part 1) Program

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Apr 9:00 i l 2 - 10 9 :30 , am 2 0 | Vi 2 rtua l Ex 1 po

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CONFERENCE Independent Insurance Agents & Brokers of Louisiana 18153 East Petroleum Drive, Baton Rouge, LA 70810 www.IIABL.com | Info@IIABL.com | Ph: (225) 819-8007 | Fax: (225) 819-8027

Message from the IIABL President...............................................................

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Conference Agenda.......................................................................................

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Meet Our Speakers........................................................................................

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How to Participate..........................................................................................

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Continuing Education Credit.........................................................................

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Virtual Expo Access........................................................................................

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Save the Date - 2 More Spring Conference Events!..................................

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IIABL Board of Directors................................................................................

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IIABL Member Benefits..................................................................................

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IIABL Staff........................................................................................................

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Thank You To Our Partners..........................................................................

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Welcome to the 2021 IIABL Virtual Spring Conference!

We hope this message finds you and your families healthy and well.

We are happy you have decided to join us and hope you find the conference presentations full of valuable information that you can take back to your agencies and companies.

First, thank you to our partners without whom events like this would not be possible. Please visit the Virtual Expo to thank them for their support and learn more about their company, products, and services.

Second, I would like to thank our Board of Directors. Their vision and hard work allows IIABL to continue to grow and evolve for our membership and provide valuable resources for you now and into the future.

The Spring Conference comes at a wonderful time this year as we transition into a season of new beginnings. IIABL has been busy at work and we are excited to share with you our progress of many new and ongoing initiatives as well as insights into many frequently requested statutes and how they affect your agencies.

While the Spring Conference may look different than normal, and we are anxious to get back to in person events, we are excited to offer you the same, if not better, quality event in a virtual experience. We hope that you find this event valuable and informational. As we continue to navigate through these uncertain times, we want to remind you that IIABL is here for you as a resource to help you and your companies be successful.

Sincerely, Brenda Case IIABL President

April 29, 2021 | 9:00 am - 10:30 am 9:00 am - 9:30 am

IIABL Strategic Initiatives Update Ben Albright, VP of Strategic Initiatives

9:30 am - 10:30 am

Frequently Requested Statutes Jeff Albright, CEO Producer Compensation

Filed for 1 Hr CE

Agency Fees (R.S. 22:855) Producer Compensation P&C (R.S. 22:1568) Producer Compensation Health Insurance (R.S. (22:1568) LDI Advisory Letter 2015-01 LDI Advisory Letter 2015-02

Producer of Record (R.S. 22:1564) Unfair Trade Practices (R.S. 22: 1964 Surplus Lines Cancellation

LDI Advisory Letter 2019-01 Cancellation by the Insurer (R.S. 22:887)

Workers Comp

Employees Covered (R.S. 23:1035) Persons Exempt from Coverage (R.S. 23:1045)

10:30 am

Virtual Expo

Jeff Albright serves as the Chief Executive Officer of the Independent Insurance Agents & Brokers of Louisiana.

Jeff represents Independent Insurance Agents & Brokers in legislative and regulatory affairs, insurance industry relations, with the consumer public, and is responsible for the overall management of IIABL.

Jeff Albright IIABL Chief Executive Officer

Jeff has extensive experience as an Independent Agent since 1979. In addition, he has taught a wide variety of professional continuing education insurance courses for Independent Agents and served as adjunct professor of insurance at Louisiana State University.

Ben Albright is the Vice President of Strategic Initiatives at the Independent Insurance Agents & Brokers of Louisiana.

Ben leads various projects within IIABL to accomplish the organization's strategic goals including agency technology innovation, agency market access programs, and developing training and benchmarks for successful agency management.

Ben Albright

IIABL Vice President of Strategic Initiatives

Ben spent the first seven years of his insurance career in the marketing department of an IIABL member agency. In addition, he has experience on the company side and at an information technology Company.

Navigating the IIABL Virtual Spring Conference 1) The week of the event, you will receive an email from Jeff Albright titled "IIABL Virtual Spring Conference Confirmation."

2) You can add the details to your calendar by clicking on the appropriate link next to "Add to Calendar."

3) On the date and time of the event, click on the green "Join Webinar" button.

4) The link that is emailed to you is unique to you.

DO NOT share this link with others.

5) Before joining, be sure to check system requirements to avoid any connection issues.

6) If you need to cancel your registration, please contact Kathleen O'Regan, IIABL Director of Communications & Events, at (225) 2361360 or KORegan@IIABL.com.

Obtaining Credit, Reporting to LDI 1) The presentation, "Frequently Requested Statutes" has been approved by the Louisiana Department of Insurance for 1 hour of CE credit.

2) As mentioned on page 11, the link emailed to you is unique and should not be shared with others. We will be tracking attendance and will award 1 hour of credit to those that attend for the duration of the "Frequently Requested Statutes" presentation.

3) Within 2 weeks of the conference, IIABL will report the hours to LDI and mail certificates of attendance to attendees who successfully complete the course.

4) Please be on the lookout for poll questions during the presentation that will also help verify attendance.

Accessing the Virtual Expo The IIABL Virtual Spring Conference would not be possible without the support of our Partners! We encourage you to visit the Virtual Expo to thank them for their support and learn more about their company, products, and services!

1) From the Spring Conference home page, click HERE or on the button.

2) This will bring you to our Virtual Expo landing page.

3) Click on the company Logo/company name to get a brief description of the company.

4) Click [more] to visit their individual page that will include primary contact's personal information.

Additional information or other available links may also be included including virtual meeting rooms, videos, handouts, etc.

5) If a exhibitor has a virtual meeting room set up, they will be active during the scheduled Virtual Expo hour, April 29, 2021 from 10:30 - 11:30 am, following the "Frequently Requested Statutes" presentation.

Please make plans to join us virtually two more times!

IIABL offers a variety of insurance products for your agency and your customers.

Market Access

Advocacy

For your Customers: Personal Umbrella Policy & Home Business Insurance Big I Markets Flood Insurance Premium Finance

IIABL offers marketing and staffing resources to help your agency operate as efficiently as possible.

Agency Management

Sales & Marketing: TrustedChoice.com Digital Marketing TrustedChoice.com Brand Tools

For your agency: Errors & Omissions, Excess E&O, Umbrella, and Employment Practices Cyber Liability

Agency Operations: Big I Best Practices Library Docusign E-Signatures Agency Council on Technology Real Time Agency Automation

IIABL has become a strong voice on both state and national legislative issues. As your unrelenting advocate, we work to monitor the ever-changing status of governmental regulations that affect your business and profession.

IIABL's education program consists of innovative delivery methods and a variety of content to fit your unique educational needs.

Big I Louisiana Presence: Louisiana Legislature Louisiana Department of Insurance Industry Affairs Congress

Communications

IIABL keeps you at the forefront of issues. Our communications provide important, timely, and relevant information that could affect your profession and business.

Communication Mediums: Agent Updates News Brief (weekly) Louisiana Agent Newsletter (monthly) Legislative Updates & Alerts Website Social Media

Education & Events

Educational Opportunities: Classroom Online New Hire Training Events Annual Convention Educational Conferences Young Agents Conference

Visit our website www.IIABL.com for more information!

2020-2021 PRESIDENT, BRENDA CASE Lowry-Dunham, Case & Vivien - Slidell PRESIDENT-ELECT, DONELSON P. STIEL David H. Stiel, Jr. Agency - Franklin SECRETARY-TREASURER, MIKE SCRIBER Scriber Insurance - Ruston NATIONAL DIRECTOR, JOHNNY BECKMANN, III Assured Partners - Metairie PAST PRESIDENT, JOEY O'CONNOR, III The O'Connor Insurance Group - Metairie YOUNG AGENT REPRESENTATIVE, BRITTNI LAGARDE Southern Insurance Agency - New Orleans ANN BODKIN-SMITH Thomson Smith & Leach Ins - Lafayette MATTHEW DEBLANC Continental Insurance Services - Marrero ROB EPPERS Risk Services of Louisiana - Shreveport MATT GRAHAM Lincoln Agency - Ruston CHRIS S. HAIK Haik Insurance Holdings - Lafayette STUART HARRIS McClure, Bomar & Harris - Shreveport ROSS HENRY Henry Insurance Service - Baton Rouge BRET HUGHES Hughes Insurance Services - Gonzales HARRY B. KELLEHER, III Harry Kelleher & Co - Harahan PHILIP "PHE" MCMAHON Paul's Agency - Morgan City LYDIA MCMORRIS Alliant Insurance Services - Baton Rouge EUGENE MONTGOMERY Community Financial Ins Center - Monroe JOE KING MONTGOMERY Thomas & Farr Agency - Monroe ROBBY MOSS, IV Hartwig Moss Insurance - New Orleans PAUL OWEN John Hendry Insurance - Zachary MARTIN "TEENY" PERRET Quality Plus - Lafayette ROBERT RIVIERE Riviere Insurance Agency - Thibodaux ARMOND SCHWING Schwing Insurance Agency - New Iberia

JEFF ALBRIGHT Chief Executive Officer (225) 236-1366 jalbright@iiabl.com

RHONDA MARTINEZ Director of Insurance Programs (225) 236-1352 rmartinez@iiabl.com

BEN ALBRIGHT Vice President of Strategic Initiatives (225) 236-1357 balbright@iiabl.com

JAMIE NEWCHURCH Director of Insurance Programs (225) 236-1350 jnewchurch@iiabl.com

KATHLEEN O'REGAN

Director of Communications & Events

(225) 236-1360 koregan@iiabl.com

LISA YOUNG-CROOKS KAREN KUYLEN Director of Member Services Director of Accounting & Finance (225) 236-1351 (225) 236-1353 lyoung@iiabl.com kkuylen@iiabl.com

GOLD LEVEL

SILVER LEVEL

BRONZE LEVEL Accident Fund Insurance Company of America Allied Trust Insurance Co. Americas Insurance Co. Berkshire Hathaway GUARD Insurance Companies EMC Insurance Companies FCCI Insurance Group

Foremost Insurance Group

LUBA Workers' Comp

Forest Insurance Facilities

Maison Insurance Company

Gulf States Insurance Company

National General Insurance

Homebuilders SIF

RPS/Risk Placement Services

Iroquois South, Inc.

Summit Consulting, Inc.

Lane & Associates, Inc.

Wright Flood

LCTA Risk Services