2022 IIABL & IIAM Young Agents Conference Guide

Young Agents Conference August 18-20, 2022 Sheraton New Orleans Hotel 500 Canal Street, New Orleans, LA

Conference Guide

IIABL & IIAM Young Agents Conference

TABLE OF CONTENTS General Information .......................................................................

Welcome from the IIABL Young Agents Chair ...............................

August 19, 2022 Schedule of Events .............................................

Meet the Speakers .........................................................................

Exhibitor Listing ..............................................................................

Meet the Panelists .........................................................................

August 20, 2022 Schedule of Events .............................................

Thank You to Our Sponsors ..........................................................

2 3 4 5 5 6 7 8

GENERAL INFORMATION Registration Center The IIABL & IIAM staff is ready, willing and able to assist you. Conference registration and program information is available at the Registration Center. If you have any questions, need information or assistance, contact our staff at the Registration Center.

Conference Registration, Badges & Tickets Each and every person attending the conference must be registered. Conference attendees are issued badges which are to be worn in order to be admitted to all conference activities. Lost or damaged badges can be replaced at the Registration Center. Individual registrations for separate conference functions are not available.

Some conference functions require tickets for drinks. Tickets are included in your badge. Please make sure to bring your tickets to each function.

Lost or damaged tickets can be replaced at the Registration Center.

Continuing Education Conference general sessions are approved for Continuing Education credit in Louisiana and Mississippi. 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.

Conference certificates will be mailed 2-4 weeks after the conference. 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.

The general session on Aug. 19 is approved for 3 hours of CE on general insurance principals.

The general session on Aug. 20 is approved for 3 hours of Ethics CE & qualifies for the 10% RMC Credit for Westport & Allianz E&O Products.

IIABL & IIAM Young Agents Conference

WELCOME! Krystal G. Gathe, IIABL Young Agents Chair HUB International Gulf South, Baton Rouge, LA On behalf of IIABL and IIAM’s Young Agents Committees, welcome to New Orleans! This year’s Young Agents Conference was tailored with all agents in mind. You will hear directly from company and broker experts in an open forum along with having relevant, roundtable discussions with colleagues. This year’s conference is sure to be valuable and informative for Young Agents and the Young at Heart.

Thank you to all of our sponsors and exhibitors for their unwavering support throughout the years!

And to you, our Agents/Industry Partners, thank you for always entrusting your staff to be a part of IIABL and IIAM’s Young Agents Committee.

We trust that our time in New Orleans will be well spent – Laissez Les Bon Temps Rouler!

Krystal G. Gathe LA Young Agent Chair 2022-2023.

YOUNG AGENTS COMMITTEE LEADERSHIP

Krystal G. Gathe

Kristin Swanson

IIABL YA Chair HUB International Golf South Ltd.

Maggie Landry

IIABL YA Vice-Chair Swanson & Associates

Jed James

IIAM YA Chair Renasant Insurance

IIABL YA Secretary Perkins-McKenzie Insurance Agency, Inc.

Jared Thames

IIAM YA Vice-Chair Hennessey, Thames & Leavitt Ins. Agency

IIABL & IIAM Young Agents Conference

SCHEDULE OF EVENTS AUGUST 19, 2022 12:00 pm - 4:00 pm Registration Rhythms Ballroom Foyer (2nd Floor) 12:00 pm - 4:00 pm Exhibitor Setup Armstrong Ballroom (8th Floor) 1:00 pm - 2:30 pm

Reinsurance: What Does It Mean for Retail Agents Like Me? Matthew P. Cohen & Megan P. Smith, Guy Carpenter Rhythms Ballroom (2nd Floor) Reinsurance plays an important tole in insurance markets, particularly in Gulf Coast states. Learn how reinsurance markets work, current challenges reinsurers face, and what the future may hold for reinsurance markets.

2:30 pm - 4:00 pm

Markets Panel Discussion Rhythms Ballroom (2nd Floor) Insurance company & broker representatives will discuss current market conditions in LA and MS and how we compare to other areas of the country. Panelist will also discuss future trends and challenges for insurance markets.

4:00 pm - 5:30 pm

Registration Armstrong Ballroom Foyer (8th Floor)

5:00 pm - 6:30 pm

Opening Reception with Exhibitors Armstrong Ballroom (8th Floor)

6:30 pm

Exhibitor Teardown Armstrong Ballroom (8th Floor)

PERSONAL NOTES

IIABL & IIAM Young Agents Conference

MEET OUR SPEAKERS Matt has over 19 years of reinsurance experience and specializes in placing property reinsurance programs for a diverse group of insurers with an emphasis on property catastrophe reinsurance placements. His client base includes residual markets, Farm Bureaus, Florida-domiciled insurers, a national E&S insurer, and a southeast regional insurer. Matt is adept at all aspects of the reinsurance placement process but specifically focuses on large placement capacity/solutions, developing alternative capacity/solutions, and the analytics associated with his clients’ placements.

Matt Cohen Managing Director Guy Carpenter

Beyond his client-specific responsibilities, Matt is the branch manager of the Atlanta office. He is also a member of our Residual Market segment that identifies, analyzes, and addresses the trends and activities of residual markets. Matt also serves on the leadership committee for our Florida segment.

Matt is a Summa Cum Laude, First Honor Graduate from the University of Georgia with a BBA in Risk Management and Insurance. He holds the Chartered Property Casualty Underwriter (CPCU) and Associate in Reinsurance (ARe) designations.

Megan has over 9 years of reinsurance experience and began her career in the casualty lines of reinsurance. She now specializes in property catastrophe placements for residual markets and regional property reinsurance placements.

Megan Perkins Smith Sr. Vice President Guy Carpenter

Megan’s client base includes residual markets, coastal and non-coastal Farm Bureau companies, a national E&S company and a Southeast-focused regional insurer. Megan is adept at all aspects of the reinsurance placement process but specifically focuses on large placement capacity/solutions, developing alternative capacity/solutions, and the analytics associated to support her clients’ beyond their reinsurance placements.

In addition to her client-specific responsibilities, Megan leads Guy Carpenter’s Residual Market Practice that identifies, analyzes, and addresses the trends and activities of residual markets. She is also responsible for the coordination of Guy Carpenter Atlanta’s new business development efforts.

Megan was a Suma Cum Laude Graduate from the Georgia Institute of Technology with a BS in Business with Finance and Math concentrations. She holds the Chartered Property Casualty Underwriter (CPCU), Associate in Reinsurance (ARe), Associate in Risk Management Enterprise (ARM-E) and Associate in Data Analytics (AIDA) designations.

THANK YOU TO OUR EXHIBITORS Agile Premium Finance AmWINS Access Insurance Services Bankers Insurance Group Berkley Southeast Insurance Group Berkshire Hathaway GUARD Insurance Co Builders Mutual Insurance Co. Burns & Wilcox, Ltd. CNA Insurance Emergency Restoration EMC Insurance Companies Forest Insurance Facilities The Gray Insurance Company List as of August 9, 2022

Homebuilders SIF Hull & Company Imperial PFS Jencap Insurance Services LWCC LCI Workers' Comp LUBA Workers' Comp Mathison Insurance Partners Mountain Life Insurance Company National General, an Allstate company Pie Insurance Risk Management Services

RT Specialty of Alabama Safepoint Insurance Company SageSure Insurance Managers Sola Southern Access Capital STONEMARK, INC. 'Premium Finance Group' Stonetrust Commercial Insurance Co. Travelers United Fire Group United Midwest Savings Bank Vault Insurance

IIABL & IIAM Young Agents Conference

MARKETS PANELISTS Rhonda Crisp Assistant Vice-President & Region Director Safeo Insurance

Tammy Culmone Executive Vice President & Regional Underwriting Leader AmWINS

Rhonda is an Assistant Vice President and Region Director for Safeco Insurance, where she leads a team of sales professionals across the states of Arkansas, Louisiana and Oklahoma to deliver Safeco Personal Lines products to over 1,100 Independent Agents. Rhonda’s entire career has been in the Independent Agency Channel, which began 28 years ago working in a large Independent Agency while earning her degree from Texas A&M University. She has a strong passion and belief in the Independent Agency Channel and is focused on her company’s primary goal – to be #1 in the IA Channel. She knows that this goal is not possible without the partnership from the amazing IA agencies she and her team partner with across her three state territory.

Tammy Culmone is an Executive Vice President, Regional Underwriting Leader of the Gulf Region.

She also leads the Louisiana offices. Tammy joined AmWINS in 2013 by way of the acquisition of Gresham & Associates. She began her career with Gresham & Associates in 2005 as a commercial lines underwriter. In 2011 Tammy was named Assistant Vice President. Then in 2012 she was named Branch Leader and Vice President of the Gresham & Associates Baton Rouge location.

Tammy began her insurance career as a premium accounting clerk for a life & health insurance company. Through the years she worked various insurance related positions learning different aspects of the business. Tammy worked 8 years for State Farm Insurance as a sales associate and office manager. In 2001 she joined AIG as a personal lines underwriter and in 2003 moved to the commercial department as a property & casualty underwriter.

Blaise D’Antoni is an Executive Vice President at Burns & Wilcox, where he oversees the growth and operations of the South Region, with offices that extend from Texas to the Carolinas. With more than two decades of experience at the company, Blaise is instrumental in strategically building expertise in the offices he supports and offering direction for best practices and management-driven initiatives.

Blaise D'Antoni Executive Vice President Burns & Wilcox

James L. Oertling Account Executive & Officer Travelers

He is known for leading the New Orleans office through significant natural catastrophes, such as Hurricane Katrina, and providing brokers and agents commercial and personal wholesale surplus lines expertise after the standard admitted markets pulled out of the region. He is also known for securing exclusive contracts for the Natural Catastrophe and Property markets in Louisiana, which have been critical in the company’s long-term production for both Commercial and Personal Insurance.

Oertling has a bachelor’s degree in Business Administration from University of Georgia with a double major in Risk Management Insurance and Management Information Systems. He also received his MBA from Loyola University in New Orleans. He spent his first six and half years in the insurance industry working at Marsh with another two years at a local independent agent. He has spent the past 11 years as underwriter in the Travelers Private and Non Profit Management Liability Group . Recently, he finished a three-year term as President of the Board of Governors at Magnolia Community Services, a non profit that provides support to adults with developmental disabilities.

Oertling currently resides in New Orleans with his wife and three daughters.

IIABL & IIAM Young Agents Conference

SCHEDULE OF EVENTS AUGUST 20, 2022 8:30 am - 12:00 pm

Registration Rhythms Ballroom Foyer (2nd Floor)

9:00 am - 10:00 am

Big I Brunch Rhythms Ballroom (2nd Floor)

10:00 am - 1:00 pm

Best Practices: Agency Operations & Workflows with Roundtable Discussions, Kym Martell, K.M. Associates Rhythms Ballroom (2nd Floor) Best practices for agency policies, procedures, workflows and operations... how you can improve the way your agency operates with roundtable discussions to see how other agencies operate.

5:00 pm - 6:00 pm

Cocktail Reception Rhythms Ballroom (2nd Floor)

MEET OUR SPEAKER 38 years’ experience as an insurance & risk management professional with a diverse background in both agency and company operations. In 1995, I began my own training and consulting firm specializing in training for property & casualty professionals.

Kym Martell K.M. Associates

Practice includes continuing education training, specialized training programs, E&O loss control audits, E&O loss control training, Performance Coaching, and Expert witness & litigation support services.

Speaker and presenter for various professional and private organizations on property and casualty insurance, errors & omissions, national certification programs, Accredited Customer Service Representative (ACSR), Construction Risk Specialist (CRIS), Accredited Advisor of Insurance (AAI), including Big I NJ, and IIABA, as an approved instructor to facilitate E&O Risk Management Program.

PERSONAL NOTES

IIABL & IIAM Young Agents Conference

THANK YOU TO OUR SPONSORS!

List as of August 9, 2022

Accident Fund Insurance Company of America Allied Trust Insurance Co. Aspera Insurance Services Berkshire Hathaway GUARD Insurance Companies Commercial Sector Insurance Brokers EMC Insurance Companies FCCI Insurance Group Foremost Insurance Group Forest Insurance Facilities Gulf States Insurance Company Homebuilders SIF Imperial PFS

Iroquois South, Inc. Lane & Associates, Inc. Louisiana Restaurant Association LUBA Workers' Comp National Security Fire & Casualty Company RPS/Risk Placement Services Selective Insurance Company of America Summit Consulting, Inc. Travelers Vault Insurance Wright Flood