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JUNE 2017



NY Cyber Security Regulations- What EVERY Agency Needs To Know

Myron Steves Scholarship Winners NAF Next 2017 Academy of Finance Industry Update

Preparing for Water Damage Claims Official Publication of the Independent Insurance Agents of Dallas

June 2017 Issue Visit

.com to view

12001 N Central Expressway Suite 100 , Dallas, TX 75243 +214-217-2900 |



16-17, 21, 23, 26-27 GOLF  (continued) 19 IIAD YOUNG AGENTS











Bruce Sams, IIAD President

Thank you all for making this the best local association in the State and possibly the Nation.  It does not happen without the participation of our members, companies and associate members, and I encourage you to get involved."  5.



want to start off by expressly thanking IIAD’s Golf Committee (see list of committee members on page 16), led by chair Drew Brown of Texcap. The Committee started working in January, meeting monthly to decide important decisions and plan the event. Their duties culminated on “Game Day” by helping the IIAD Staff execute the plan. As a result of their hard work, we were all rewarded with a near-flawless event, and greatly appreciate their efforts. Volunteerism is the main cog in IIAD’s wheel, so please consider how you can get involved. The Jim Millerman Committee (formerly known as All Industry Day) is cranking up to plan our 30th Anniversary Event on November 2, 2017. Contact us if you would like to be a part of the team. Mother Nature hasn’t been kind this spring, with baseball-size hail, tornado and storm activity in North Texas ravaging Plano, McKinney, Canton and other neighboring areas. Hail litigation has spiraled out of control in Texas, and in an effort to curtail it, the “hailstorm” bill SB10 authored by Kelly Hancock was recently passed in the Senate. Steve Badger of Zelle LLP. will be our guest speaker at the June 21st membership luncheon. Steve has filed his presentation concerning the issues arising in hail damage claims and resulting litigation for one hour of CE. This will be an informative and entertaining presentation, and a “bonus” hour of CE in addition to the CE held prior to the luncheon. Next up in the way of big events for IIAD is our inaugural Clay Shooting Event on 9/21/17 at the Dallas Gun Club. Registration for the event will be available soon on our IIAD website. 7.

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YA PRESIDENTIAL ADDRESS Our Dallas insurance community played a big part in the successful fundraising efforts, of which I couldn’t be prouder."

Happy Spring fellow IIAD members!

It seems I blinked and springtime was here. Crazy how

that happens! Since the last article, there are a few items that I am very proud to share with all of you. March, normally one of my favorite months because of non-stop basketball games, had a much more significant meaning this year. Philip Lawson captained our group’s efforts to raise money as part of Team John Wayne, raising funds for The John Wayne Cancer Foundation. This foundation helps to fund novel and innovative programs that improve cancer patient’s outcomes. Its goal is to save lives through research, education, awareness and support. Out of the $12,285 our group collected, Philip was responsible for bringing in $11,610 on his own as he worked to raise enough money to name a research grant in memory of his father, Ron Lawson. Our Dallas insurance community played a big part in the successful fundraising efforts, of which I couldn’t be prouder.

But that’s not all we’ve been up to. May also means the annual IIAD golf tournament. With the help of three very brave IIAD representatives (Bruce Sams, Lance Goff and Stephen Pine), our group raised $585 to help fund this year’s MakeA-Wish event. On top of that, the Insurance Industry Charitable Foundation (IICF) came in big for us and matched all money raised. That’s $1,170 in one day! We are so grateful for everyone who participated in the fun, and I’d like to give a special shout out to my team members that helped the day be such a success (that means you Gary Lindsey, Shyla Lankford and Eric Hernandez!). As we roll into summer, keep an eye out for info on our partnership event to be held in July with IIATC’s Young Agents. You won’t want to miss it! Grab the sunblock, summer is upon us!

Lindsey Kluempers, YA President



"We hope to continue to bring value to all sponsors and attendees."

nother huge success at the IIAD 2017 Golf Tournament held at the Dallas Athletic Club on Monday, May 15th. Each year gets better and better. Thanks to the golf committee, volunteers, sponsors, and attendees for coming together for a first-class event. This year’s theme was the “County Fair” theme. The weather was nice and both courses were filled with golfers, sponsors, county fair food, and beverages. Drew Brown (golf committee chair) headed the first golf meeting at the beginning of this year. All committee members showed up with creative ideas and enthusiastic attitudes in order to prepare for a favorable outcome. We had over 20 volunteers on the day of the event. This event would not be possible without the tireless efforts they did to prepare for this day. There were 288 golfers plus lunch and dinner attendees and over 50 sponsors. Located near registration, Herbs’ brats and hot dogs trailer and Service Lloyd’s Chipping contest was IIAD Young Agents (YA) first annual Dunking Booth sponsored by Great American. IIAD President Bruce Sams, Treasurer Stephen Pine, and Lance Golf were the lucky dunkees. Thanks to IICF for agreeing to match funds raised by the YA. Our sponsors (see page 21) were set up throughout the courses, some with County Fair Décor. Attendees enjoyed the premium food hole sponsors corn dogs and Frito pies. The beverage and margarita hole sponsors provided a variety of drinks to quench thirst. Following the tournament, attendees sat by the newly designed pool area and savored their choice of BBQ Brisket or Pecan Crusted Chicken along with varies sides and desserts. Dinner was sponsored by Safeco and Liberty Mutual. During dinner, several door prizes and awards were given, MC’d by IIAD President Bruce Sams (see winners on page 23). An enormous thank you to our main sponsors: Burns & Wilcox, Assured Partners of Texas, Texas Mutual, Midlands, Safeco, Liberty Mutual, and Herb’s Paint & Body. We hope to continue to bring value to all sponsors and attendees. See you next year! Article by IIAD Staff

Tournament photos are featured throughout this magazine.

Insurance Employment Services sends out emails describing the candidates we are

currently helping to find new career homes. IES sends these updates out 2 or 3 times a month. The candidate “snap shots” describe their skills sets, experience, and position they are looking for. IES is typically working with 40 to 50 candidates that represent many different skill sets needed within the insurance industry.  If you are not receiving our “snap shot” email updates please ask and we will put you on the list.  Many people have stated “we weren’t looking to hire, but the right “snap shot” was in your email blast that motivated us to interview.”  If you wish to receive these, or you have questions please contact John Spicer, IES Director, John Spicer- IES Director

Independent Insurance Agents of Dallas 12001 North Central Expressway, Suite 100 Dallas, TX 75243 Cell:(214)957-4816 Office:(214) 360-0794 Fax: (214) 360-9989 

11. 11.



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NAF Â NEXT 2017 ACADEMY OF FINANCE INDUSTRY UPDATE PANEL "The Industry Update panel provides educators with the unique opportunity to hear from leaders in industry about the workforce needs of their companies and what educators and academies can do to prepare students to excel in the workforce."



IIAD Golf 2017 Mira Andreeva   AIG Tony Campbell     Midlands


Nicole Raupp   FCCI

Eric Hernandez   IIGI

Bruce Sams   Champion

Debbie Hubbell   Questpro

Conner Sparks   IIGI

Deborah Isch   NFIB

Ryan Sillers   Questpro

Tammy Land   IIAD

Laura Shone   IIGI

Christina Lehman   IIAD

John Spicer   IIAD

Gary Lindsey   Hotchkiss

Lisa Steele   Higginbotham

Genise May   Myron Steves

Jennifer Turner   IIAD

Tara Puetz   FCCI

Erin VanGieson   State Auto

Lauren Bankston   Chubb Charla Brown     ATI Restoration Drew Brown     TexCap Lynnette Chastain     CoVerica Jim Freeland     FCCI Marsha Hammond     Travelers

Golf Committee Drew Brown   TexCap

Matt Orlie   Wood Wilson

Toni Campbell   Midlands

Raeshel Parker   ICW

Will Chambers   AmWins

Bruce Sams   Champion

Lynette Chastain   CoVerica

Laura Shone   IIGI

Robert Ferguson  Family Financial

Lori Snelson   Blackmon Mooring

Eric Hernandez   IIGI

Connor Sparks   IIGI

Bill Jackson   TX Mutual

Jennifer Turner   IIAD

Tammy Land   IIAD

Erin VanGieson   State Auto

Christina Lehman   IIAD



Independent Insurance Agents of Dallas 12001 N Central Expressway Suite 100 Dallas, TX 75243    


2016-2017 Board of Directors

L To R Back Row: Allen Sparks, Vince Bell, Robbie Smith, Stephen Pine, Charles Lipscomb, Rhonda Cox, Bruce Sams LTo R Front Row: Jim Hamby, Matt Orlie Tammy Land, Royce DeRouen, Jeff Strahan, John Losurdo, Ben Patterson

Community Service

Aim To Make A Difference in Someone’s life Every Day!


The IIAD Young Agents collected many canned foods during their annual Food Drive this year. THANKS to all who participated. Erin Eisenrich (YA Philanthropy Director) delivered the food to the White Rock Center of Hope last month. The White Rock Center of Hope is an organization that strives to making a difference in people’s lives by providing services to assist with individual’s basic needs.

Golf 2017 The YA Dunking Booth @ the IIAD Golf Tournament was a hit. The Funds raised (matched by IICF) will go to Make-a-Wish of North TX

Brown Bag Luncheon DON'T FORGETYA Brown Bag Luncheon's are every 1st Wednesday of the month. All YA members are welcome to attend. Contact IIAD for more information @ 214-217-2900 Sam Best & Stephen Pine....Patterson Twins (Picture taken after YA Brown Bag meeting last month)

Thanks to our March and April Sponsors


Top Sponsors Jumbo-TronÂ

Team Photo


Pin Flag


poker chip


Putting Contest


Golf Cart

Guts & Glory

chipping green

driving range

bag drop

morning band


grand prize scoreboard & Â Scorecard

door prize name badge

Hole Sponsors

Food Hole


Longest drive overall

unattended holes


closest to pin group

closest to pin overall

Beverage Hole Sponsors

Longest Drive Overall & Beverage Hole

craft brew hole




Blue Course First Place Winners

Gold Course First Place Winners

Patrick Burns Matthew Vahala Chris Long Shannon Bartek

Kyle Stevens Jarrod Gardner Greg Boots Lucas Boyd

Gold Course Second Place Winners

Blue Course Second Place Winners

Michael Reeves Nick Galati Jared Hariman Matthew Smith

Collin Gillaspie Mark Sangenito Taylor Mabra Travis Brown

Blue Course Third Place Winners

Gold Course Third Place Winners

James Wheeler Scott Spence Greg Paterek Greg Grider

Jared Davis Phillip Lawson Stephen Pine Kevin Risen

Service Master-Longest Drive in Fairway Blue Course

IIAD Golf 2017

Award Winners

Bob Shuey Nexsure- Longest Drive in Fairway Gold Course Matthew Smith Genesis- Closest to the Hole Blue Course

5/15/17 @ Dallas Athletic Club

Greg Gider Genesis- Closest to the Hole- Gold Course Brett Robinson

Grand Prize Winner Wayne Usie


NY CYBERSECURITY REGULATIONS What EVERY Agency Needs to Know There is new regulation in NY that will require agencies’ to comply with cybersecurity regulations on their websites by 3/1/18 or pay fines.This applies not only to agencies in NY, but also to agencies that do business in NY, which could be a number of our member agents.


IIAD Golf 2017

Lee Loftis- IIAT

Robbie Smith- MHBT

105/130 231lbs/286lbs)


Christina Lehman- TRIIAD Director 29. or 214-217-2900

March Account Manager for Commercial Lines (AMCL) Completions

Patty LaCoume with Hotchkiss  teaching April AMPL class @ IIAD

Continuing Education Contact IIAD Today @ 214-217-2900

April Account Manager for Personal Lines (AMPL) Completions


Money Talks. $2.2 Billion Sings.

Texas Mutual celebrates another year of safe Texas employers with a high note — a record $260 million dividend. Our policyholder owners’ strong commitment to preventing workplace injuries and sending their workers home each and every day has helped us return more than $2.2 billion since 1999. Now that’s something to sing about. Safety and dividends can work in harmony for your clients. To learn more about the financial rewards of safety, go to Dividends are based on performance and are not guaranteed. © 2017 Texas Mutual Insurance Company

Myron Steves has teamed up with IIAD for the past five years to offer 3 - $300 scholarships annually to insurance students at Woodrow Wilson High School, a school with a high percentage of the student population living at the poverty level. That translates to $4,500 (for those needing math assistance) in scholarship money that Myron Steves has donated to students in need. IIAD has developed a relationship with the school over the past 5+ years by teaching InVEST, helping with insurance concepts, providing internships and mentoring the young people in the Academy of Finance. To be eligible for the scholarships, the students are required by their teacher to write an essay describing their needs, and how they would use the $300 scholarship if awarded. Books for college, professional clothing for job interviews and laptops rank at the top of their “Wish” lists. A number of the low income students find themselves studying at the public library where they can access computers. Imagine life without a home computer.

On May 10th, Genise May & Barbara Murray of Myron Steves, along with Tammy Land of IIAD presented this year’s three scholarships to Wendy Reyes, Esmeralda Miguel and Angel Montelongo. Angel is attending El Centro after graduation and will use his scholarship to help pay for books and supplies. Esmeralda, a new mom, will be the first in her family to attend college. She will use the money to buy a laptop. Wendy will also be attending El Centro this fall, and will put the scholarship money towards her college tuition.

"IIAD has developed a relationship with the school over the past 5+ years by teaching InVEST, helping with insurance concepts, providing internships and mentoring the young people in the Academy of Finance." Please join me in thanking Myron Steves for their generous support of the next generation: our future workforce.

L to R: Ms. Monday, Genise May, Esmeralda Miguel, Wendy Reyes, Angel Montelongo, Ms. Hilliard, Tammy Land

- IIAD Staff


JUNE ISSUE | 2017 MYRON STEVES                                          02 WWW.MYRONSTEVES.COM AMWINS                                                           04 WWW.AMWINS.COM HULL & CO                                                      06 WWW.HULLCO.COM BURNS & WILCOX                                         08 WWW.BURNSANDWILCOX.COM LUBA                                                                    14 WWW.LUBAWC.COM BLACKMON MOORING                                20 WWW.BLACKMONMOORING.COM

DCS                                                                           26 WWW.DCSINFOSYS.COM

CRC                                                                    22 WWW.CRCINS.COM

UPC                                                                            28    WWW.UPCINSURANCE.COM                       

MIDLANDS                                                   22 & 30 WWW.MIDLANDSMGT.COM

Download the current issue to your tablet @

.com Publication Orders214-217-2900 12001 N Central Expressway Suite 100 Dallas, TX 75243

REPUBLIC                                                                 30 WWW.REPUBLICGROUP.COM                      TX MUTUAL                                                               32 WWW.TEXASMUTUAL.COM TX CONSTRUCTION                                               36  WWW.TXCONSTRUCTIONWC.COM SUMMIT                                                                      38 WWW.SUMMITHOLDINGS.COM PHILADELPHIA                                                         39 WWW.PHLY.COM

SERVICE LLOYD                                                     40 WWW.SERVICELLOYDS.COM


Upcoming CE & Luncheons



June 21, 2017- CE & Luncheon with Guest Speaker Steve Badger of Zelle August 16, 2017- CE & Officer Installation Luncheon September 20, 2017- CE & Legislative Update Luncheon October 18, 2017- CE & CSR Appreciation Luncheon

INDEPENDENT INSURANCE AGENTS OF DALLAS 12001 N Central Expwy Suite 100 Dallas, TX 75243

Visit or call 214-217-2900 for more information.

IIAD STAFF Tammy Land Executive Director

Jennifer Turner Marketing & Communications Director

Christina Lehman TRIIAD Director

John Spicer Insurance Employment Services Director

Preparing for Water Damage Claims

Now let’s talk about Texas Deductibles. Depending on the carrier you place the policy with, When your client experiences a deductibles can and do vary from 1 water loss, it is necessary on the to 3% (or more) of the dwelling front end to explain the importance limits.  Unlike many popular myths, qualified contractors do not of getting the water damage     ind and hail losses continue to lead routinely “waive” customer mitigated as soon as possible.  This the pack in total claim volume and deductibles, so the lower the will help prevent further damage, deductible that can be afforded, the dollars paid, particularly in Texas, meanwhile control loss cost on the more likely a customer is to receive which had 3 times the total claim costs back end. In fact, in most property some benefit when they have a in 2016 compared to any other state covered water loss.  Somewhat policies it is a requirement for (Xactimate 2016 Property Report). related to this is always offering Insureds to mitigate their  Furthermore, water losses continue to damages, whether the loss is caused your customer a flood policy – even be a significant driver of claim if they are not in a designated flood by a plumbing failure, system zone.   frequency and severity as well, and I overflow, or rain.  Most agents and would like to provide you with helpful carriers will immediately call out a With average home values currently tips as we partner to service your qualified, licensed restoration going up at a greater than 5% a year clients who experience the dreaded clip (and in parts of Texas even company like ATI, to mitigate the water loss.   more), customers more than ever water damages – basically dry out need to keep their properties in top the property to prevent further condition.  Help your customers by There’s not much you as an insurance damage – especially mold.   educating them upfront on what to agent can do to help your clients avoid do when they experience a water wind and hail losses, however, you can Companies like ATI are trained and loss.  Like many of your fellow be an asset to your client when it agents and brokers in Texas, qualified to minimize your client’s comes to getting their damages partner with ATI in helping serve loss and will work with you and properly handled upfront when they your clients when it matters most. insurance carriers/adjusters, if do occur.   By Jeff Taxier applicable, to obtain the best


possible outcome.





DII JUNE 2017  

Special Coverage is the IIAD Annual Golf Tournament. Other features include: NAF Next 2017 Academy of Finance Industry Update, NY Cyber Secu...

DII JUNE 2017  

Special Coverage is the IIAD Annual Golf Tournament. Other features include: NAF Next 2017 Academy of Finance Industry Update, NY Cyber Secu...