CONVO 2022 - Event Program

October 4 - 6, 2022

Crowne Plaza, Springfield

PROGRAM CONVO Program | 1

PERSONAL LINES • MIDDLE MARKET • AGENT-CENTRIC FOCUS • SPECIALTY • COMMERCIAL LINES

Breadth of capabilities We’ve built a broad portfolio of specialized personal and business coverage products, and continue to invest in new capabilities and innovative solutions.

Depth of expertise We’ve assembled teams of expert underwriters, risk managers and claims professionals with decades of expertise that are solely dedicated to each of our product lines.

Coordinated approach We are uniquely positioned to work across the personal and commercial lines enterprises to deliver tailored account solutions in an integrated manner.

Brent Timmerman, CIC, LUTCF Territory Sales Director Cell: 630.200.2382 Email: btimmerman@hanover.com 701-10617 (8/21)

hanover.com

TABLE OF CONTENTS 4 4 5 5 7 9 11

Advertiser Index IIA of IL Staff Directory Welcome 2022-2023 IIA of IL President Attendee Information Schedule at a Glance Concurrent Education Session List

11 13 15 16 20 22 29 29 31 33 34 44 46 49 50 53 54 54 56 58 59 60

Important Dates Mega Raffle - Chance to Win $10,000 IIA of IL Awards Day One Schedule Day Two Schedule Casino Night Big Party Complimentary Headshots Day Three Schedule IIA of IL Hiring, Training, & Recruiting Resources Speaker Bios IIA of IL Solution Center Exhibitor List Exhibit Hall Floor Plan IIAPAC Contributors InsurPAC Contributors IIA of IL Board of Directors Get Involved Past Presidents Cartwright Merit Award Winners CONNECT - An IIA of IL Member Community Sponsors CONVO Program | 3

PROGRAM ADVERTISERS 18 27 8 48 19 17 32 24 25 30 32 12 2 32 52 34 7 43 36

AAA Chicago AIS/Imperial PFS Arlington/Roe Berkshire Hathaway/Guard Big “I” Employee Benefits BluSky CRDN of Chicago Donald Gaddis Co., Inc. Donegal Insurance Group Forreston Mutual Insurance Company Grange Insurance Grinnell Mutual Hanover Insurance Group Homeowners of America Illinois Insurance Pre-Licensing Program Illinois Public Risk Fund IMT Insurance JM Wilson Mercury Insurance Group

Shannon Churchill Director of Information & Technology/FAC Liaison (217) 321-3004 schurchill@iiaofil.org

Jennifer Jacobs, SHRM-CP Director of Human Resources Board Administrator (217) 321-3013 jjacobs@iiaofil.org

4 | IIA of IL

38 40 35 32 14 22 21

Method Insurance Nationwide Insurance NHRMA Pekin Insurance Previsor Insurance Progressive PuroClean Rockford Mutual SECURA Insurance SPRISKA State Auto Synergy Select TAPCO Travelers UFG Insurance WA Shickedanz/Interstate Risk Placement West Bend Westfield

IIA of IL Staff Directory

Brett Gerger, CIC Director of Education & Agency Resources (217) 321-3006 bgerger@iiaofil.org Tami Hubbell, CIC Accounting & Administrative Services/Tradeshow Admin (217) 321-3016 thubbell@iiaofil.org

43 37 36 10 42 6 41 38 44 24 48

Mark Kuchar Chief Financial Officer AIS Administrator (217) 321-3015 mkuchar@iiaofil.org

Rachel Romines Director of Communications Young Agents Committee Liaison (217) 321-3024 rromines@iiaofil.org

Phil Lackman, IOM Chief Executive Officer (217) 321-3005 plackman@iiaofil.org

Tom Ross, CRIS, CPIA Director of Membership Northern IL Marketing Rep (217) 321-3003 tross@iiaofil.org

Lori Mahorney, CISR Elite Central/Southern IL Marketing Representative (217) 321-3008 lmahorney@iiaofil.org Evan Manning Director Government Relations (217) 321-3002 emanning@iiaofil.org Kristi Osmond, CISR Education Assistant (217) 321-3007 kosmond@iiaofil.org

Janet White, CISR Products & Services Administrator (217) 321-3010 jwhite.indep12@insuremail.net Carol Wilson, CPIA Director of Professional Liability & Insurance Products (217) 321-3011 cwilson.indep12@insuremail.net

WELCOME Welcome to CONVO 2022!

On behalf of the IIA of IL board of directors, committees, and staff, we would like to say thank you for choosing to be here, and we are so excited to see you all again. We cannot wait to get the fun started. Our team has put together a variety of programming, networking opportunities, and experiences to celebrate our being together again. Spend time over the next few days seeing familiar faces and meeting new people throughout the education sessions and social events. If you should need anything, the IIA of IL team is here for you. Visit our registration desk on the first floor, or look for one of our volunteers at the entrances to education sessions and events.

Finally, before we get the party started, I wanted to remind you of the resources provided to you, not only during CONVO but throughout the year. The entire team of the IIA of IL works all year long to meet our mission of providing a sustainable competitive advantage for our members. Check out the website at www.iiaofil.org to review what we can do for your agency. Or find an IIA of IL staff or board member. We would love to talk with you!

Interested in getting involved?

Participate • Share Advocate • Volunteer

Shannon Churchill CONVO Coordinator

See page 54 for details.

Introducing...

2022-2023 IIA of IL President Kevin Lesch, CBC, is the COO of Arachas Group, a Keystone Partner, located in Bartlett, IL. He began his career at his father’s agency focusing on Personal Lines before moving to Commerical Specialty, Commercial Lines, and then finally to Benefits. In 2013, he took over as President of the agency and then bought out both partners in 2015.

Check out the October issue of Insight magazine for an interview with Kevin outlining his goals for the year.

Independent Insurance Agents of Illinois 4360 Wabash Avenue, Springfield, IL (217) 793-6660 | info@iiaofil.org | www.iiaofil.org CONVO Program | 5

ALL WHEELS WELCOME. FOUR WHEELS, TWO WHEELS OR NO WHEELS AT ALL, WE CAN HELP YOUR CUSTOMERS INSURE ANYTHING It’s no secret why drivers use independent agents.

You offer quality service, and expertise that’s second to none. But Progressive can help too. We’re not only a leader in auto insurance, but also truck, boat, motorcycle and RV. Plus, our claims service keeps the promises we make to your customers.

So no matter what you’re helping your customers insure, together — we can provide peace of mind.

Choice and service made simple… now that’s Progressive.

Proud Platinum Sponsor of the IIA of Illinois since 2005!

Progressive Casualty Ins. Co. and its affiliates. 12A00257.05 (07/12)

ATTENDEE INFORMATION Name Badges

Admission to all meetings and entertainment events will be by name badge only. Please wear your name badge at all times. It is your ticket to education and social events.

Lanyard Colors

Blue: Agents Red: Company Representatives

Hotel Wi-Fi at the Crowne Plaza: Network: IIA of IL CONVO Password: iiaconvo22! (case sensitive)

Continuing Education Credit

Please wear your badge to all classes. A barcode will be printed on your badge. To receive CE credits, this barcode must be scanned during each class you attend. Listen during the class for specific scanning instructions. Each class, based on its length, might have different requirements for scanning. See classroom volunteer with questions.

Wednesday afternoon concurrent education sessions will begin at the top of the hour and end at the 50-minute mark, allowing attendees 10 minutes to switch classes. CE is awarded in one-hour segments allowing you to fully customize your schedule.

NOTE: You must be on time to each class. Anyone that is late to class, or leaves early, will NOT receive CE credit.

The maximum number of Illinois CE hours a licensed individual may earn is 12 for the entire event.

A staff representative will always be available at the Convention Registration Desk located on the main floor of the Crowne Plaza during education session hours.

CONVO Program | 7

We are more than a Wholesaler.

We are a reliable resource.

As a managing general agency and wholesale insurance broker, we have binding authority for multiple carriers and access to over 200 markets. We offer standard and non-standard, surplus lines and admitted solutions. The way we conduct business stems from our three core pillars of honesty, integrity and trust.

Get to know Arlington/Roe. Family-owned and Doing the Right Thing since 1964.

Managing General Agents | Wholesale Insurance Brokers

Let us help you find the right solutions.

800.878.9891 ArlingtonRoe.com

Aviation | Bonds | Cannabis | Casualty | Commercial Agribusiness | Farm Healthcare & Human Services | Personal Lines | Professional Liability | Property | Transportation | Workers’ Compensation

SCHEDULE AT A GLANCE Tuesday, October 4 10:00 am - 4:00 pm Noon - 5:00 pm

Independent Agent Invitational Golf Outing - Piper Glen Golf Club Convention Registration - 1st Floor - Lobby E & O Considerations of Hyperinflation plus Ethics (CE)

1:00 - 4:00 pm

5:00 - 6:00 pm 6:00 - 8:00 pm

- Look for class details on page 16

Welcome Reception and Meet & Greet - 2nd Floor Dinner Break Dutch Dine Arounds - 1st Floor Lobby - Meet at 5:50 pm - Must sign up. See registration desk for details.

Past President’s Dinner (Invitation Only) - 12th Floor - Capital View Room

Young Agents Network Dinner

- Must sign up. See registration desk for details.

8:00 - 11:00 pm

Casino Night - 2nd Floor

Scan this code with your smart phone to view the schedule online.

Wednesday, October 5 7:00 am 7:00 - 8:00 am

Registration Opens - 1st Floor - Lobby Hot Breakfast - 2nd Floor - Prefunction General Session (CE) - 2nd Floor

8:00 - 11:30 am

11:30 am - 1:00 pm 12:15 - 1:00 pm

Food Truck Lunch and Networking - 1st Floor - Lobby 1752 Club Meeting (Company Representatives Only) - 1st Floor Concurrent Education Sessions (CE)

1:00 - 4:00 pm

3:30 - 6:30 pm 6:30 - 11:00 pm

- Look for session details on page 20

- Note varying start and end times for each session - see classes on page 21

Tradeshow - 1st Floor Big Party - 2nd Floor

Thursday, October 6 7:00 - 8:30 am 8:30 - 11:30 am

Hot Breakfast - 2nd Floor - Prefunction State of the Association Address and Keynote: Industry & Election Forecast... Association Resources, Industry Insights & Election Analysis (CE)

- 2nd Floor - Look for session details on page 31

CONVO Program | 9

BECOME AN AGENT

WHY WE DO WHAT WE DO

Seasons change, but

OUR COMMITMENT TO YOU DOESN’T

CONCURRENT SESSIONS

WEDNESDAY, OCTOBER 5 - 1:00 - 4:00 1:00 - 1:50 pm

2:00 - 2:50 pm

pm

3:00 - 3:50 pm

Stand Out in Your Marketplace

Selling with Video Proposals

Winning with Sales Psychology

Legislative & Regulatory Update

Is Your Agency Following Procedures? How to Achieve Staff Consistency

PFTA & Other Regulatory Compliance Guidance

Staffing Your Agency

Illinois Solar Incentives and Installation Best Practices

Navigating Employee Contract Provisions

Cyber Insurance 101

Agency Operations - Is Now the Right Time to Transition Leadership, Management and Ownership?

Blockchain • Bitcoin • Crypto: Fundamentals & The Future

IMPORTANT DATES October 27, 2022 – ABEN CE Day January 10, 17, 21, 2023 – Education Symposium – Virtual CE Sessions February 2-3, 2023 – Farm Agents Council Mid-Winter Meeting – Embassy Suites, East Peoria February 28 – March 2, 2023 – IIA of IL Roadshows March 2023 – Insurance Industry Legislative Day March 21-23, 2023 – IIA of IL Roadshows Spring 2023 – EDGE Conference April 26-28, 2023 – Big “I” Legislative Conference – Renaissance Hotel Downtown, Washington, DC June 14-16, 2023 – Farm Agents Council Golf Outing & Annual Meeting September 6-8, 2023 – Big “I” Fall Leadership Conference/Board Meeting – Grand Rapids, MI October 10-12, 2023 – IIA of IL CONVO – Peoria CONVO Program | 11

grinnellmutual.com

TRUST US TO BE THERE FOR THE LONG HAUL We’ve been protecting our customers with quality insurance since 1909. And we’re financially strong, earning an “A” (Excellent) rating from AM Best since 1991. We’ll be here when you need us, with coverage you can count on.

Come see us at booth # 510 to see what we can do for you.

AUTO | HOME | FARM | BUSINESS “Trust in Tomorrow.” and “Grinnell Mutual” are registered trademarks of Grinnell Mutual Reinsurance Company. © Grinnell Mutual Reinsurance Company, 2022.

r

ise a r d Fun for IIAPAC

Independent Insurance Agents

MEGA RAFFLE

Political Action Committee

$10,000 GRAND PRIZE 2nd: $500 • 3rd: $250 4th: $100 • 5th: $50

$20 each Go to www.iiaofil.org/MegaRaffle or scan this code Winners Pulled During Big Party Wednesday!

Need not be present to win.

CONVO Program | 13

Managing General Agency Excess Surplus Lines Broker

Commercial Insurance Solutions Since 1923 We are a fourth-generation family-owned commercial insurance agency.

Our mission is to bring Excess & Surplus lines & Specialty lines products to the marketplace. We do this by representing the industry’s highest regarded domestic and international top-rated A companies & with employees who surpass industry standards in ethics, education, underwriting knowledge, and service.

Property & Casualty Insurance

Transportation & Trucking

Liquor Liability / Bars & Taverns / Special Events Habitational / Vacants / Contractors / Oil & Gas

Commercial Auto / Public Transportation Garage / Repair Shops / Used Car Dealers

800.869.9976 | www.WAS-IRP.com

2022 IIA

of

IL AWARDS

Presented during the General Session on Wednesday, October 5, 8:00 to 11:30 am.

Agent of the Year

The Agent of the Year Award is given for the outstanding performance of an individual retail agent member of the IIA of IL in the categories of production, use of technology, professional development and civic responsibility.

Agency of the Year

The Agency of the Year Award is presented to an IIA of IL member agency that exemplifies leadership and innovation within the industry. The Agency of the Year demonstrates strong growth, innovative marketing strategies, creative utilization of evolving technology, top-level customer service and dedication to the community.

Young Agent of the Year

The Young Agent of the Year award recognizes the achievements of young agents in Illinois. The nominee must have demonstrated service to the insurance industry, professional trade associations, and community in a manner that would be considered exceptional for a person of his or her age. The award is given for career service and is not limited to activities during this past year.

Cartwright Merit Award

The Charles M. Cartwright Merit Award is considered the most prestigious award the IIA of IL presents. Named for Charles Cartwright, editor of the National Underwriter for more than 50 years, and champion of associations and the insurance industry, the award is presented at discretion of the IIA of IL Executive Committee to the “Person who has performed the most meritorious service for the good of the insurance agents of Illinois.”

Wondering how you can be a recipient next year?

Sign up to receive notifications when 2023 award applications are being accepted!

Go to www.iiaofil.org/ IIA-of-IL-Awards or scan the code below for details.

CONVO Program | 15

DAY ONE Tuesday, October 4 10:00 am - 4:00 pm Independent Agent Invitational Golf Outing - Piper Glen Golf Club Noon - 5:00 pm

Convention Registration - 1st Floor - Lobby

1:00 - 4:00 pm E & O Considerations of Hyperinflation plus Ethics (CE) - 2nd Floor

Nicole Broch

Inflation has been a factor in both commercial property and personal residential risk for a long time – but never like this! E & O Considerations of Hyperinflation will review the increasing E & O exposure for agents for property as well as both business and personal auto physical damage. Exploring both procedural and knowledge-based errors that could trip up even the most experienced agent. *Applicable towards three hours of the necessary credit for the E&O discount *Satisfies the IL Ethics credit requirement.

Sponsored by:

5:00 - 6:00 pm Welcome Reception and Meet & Greet - 2nd Floor Kick off CONVO at the Welcome Reception. Join us for a drink and hors d’ oeuvres before heading out to dinner at the Dutch Dine Arounds, with your company partners, with old friends or new acquaintances.

16 | IIA of IL

6:00 - 8:00 pm

Dinner Break

Don’t have dinner plans? Here are some options:

Dutch Dine Arounds (Sign up required) - 1st Floor Lobby - Meet at 5:50 pm - See registration area for sign up sheets.

Sign up to join a group dinner coordinated by IIA of IL staff. We’ve made the reservations and travel arrangements, you bring your awesome self as we discuss life, the insurance industry and anything you want! * Attendees are responsible for paying for their own dinner.

Past President’s Dinner (Invitation Only) - 12th Floor - Capital View Room

Young Agents Network Dinner (Sign up required)

- Rooftop (In case of inclement weather, this event will move to the Governor’s room on the 3rd floor.)

- See registration area for sign up sheet.

8:00 - 11:00 pm Casino Night - All Attendees Welcome - 2nd Floor Hosted by the IL Young Agents Committee Feeling lucky? Spin the wheel at roulette, have the winning hand at poker, blackjack, or one of the many other games. Turn in your chips to win one of many great prizes. Everyone starts the night with $100 in chips.

Additional player’s cards can be purchased with proceeds benefitting the Make-A-Wish Foundation.

A cheap bottle of wine or an expensive bottle of whiskey?

Take your chance and pull from the Barrel of Booze! $20 per pull. Alcohol ranges from $10 to $100. *Alcohol cannot be opened in public spaces in the hotel.

Scan this code with your smart phone to view the schedule online, including specific room assignments.

CONVO Program | 17

More than a trusted brand, AAA ls the perfect lead — and close.

Every sale has a beginning and an end. AAA can help your independent agency with both.

Add AAA to your product mix and grow your bottom line by selling quality insurance through AAA and providing the extensive benefits of AAA Membership — an unbeatable combination of security and savings.

If you’re ready to grow, we’re here to help with the products and support that can help you earn more.

Quality insurance with competitive rates n Powerful brand recognition n Field leadership support n Product training n Extensive marketing co-op program n Competitive commission on insurance and membership n

Contact me to learn more.

Steve Lager (708) 821-4747 splager@acg.aaa.com Insurance underwritten by one of the following companies: Insurance underwritten by one of the following companies: Auto Club Insurance Association, MemberSelect Insurance Company, Auto Club Group Insurance Company, Auto Club Property-Casualty Insurance Company, Auto Club South Insurance Company, Auto Club Insurance Company of Florida, or non-affiliated insurance companies. ©2021 The Auto Club Group. All rights reserved. 22-RM-0677- LC 8/22

CONVO Program | 19

DAY TWO Wednesday, October 5 7:00 am

Registration Opens

7:00 - 8:00 am

Hot Breakfast

- 1st Floor - Lobby

- 2nd Floor - Prefunction

8:00 - 11:30 am General Session (CE) - 2nd Floor IIA of IL Agency of the Year, Agent of the Year, and Young Agent of the Year Awards will be presented. The Cartwright Merit Award Committee will address the audience.

Attendees will also hear state updates, and more.

Phil Lackman

Steve Anderson

20 | IIA of IL

Kevin Lesch

The Evolution of Insurance

Steve Anderson will lead us in a journey through “The Evolution of Insurance”. We will use where we have been to understand what is coming next. Steve will lead a panel of insurance professionals who will share what their agencies have done to combat some of the challenges agencies are facing from technology to staffing to increasing competition.

Linda Carlton-Huber

Halima Cegur

Amiri Curry

Kevin Lesch

11:30 am - 1:00 pm Lunch and Networking - 1st Floor - Lobby BBQ? Mexican? Pizza? What are you in the mood for? Take a break from learning to grab a bite to eat at one of the food trucks in the parking lot! Use this time to check in at the office and connect with people you’ve met throughout the event and catch up with old friends.

Attendees will be provided with tickets to use for this event. Make sure to grab yours as you head out the doors in the lobby.

12:15 - 1:00 pm

1752 Club Meeting (Company Representatives Only) - 1st Floor

Open to company representatives only, this meeting will discuss trends and issues facing the industry. If you are not familiar with 1752 Club, or have never been to a meeting make time to stop in and learn more about this organization. This meeting time has been selected to allow company representatives to attend CE sessions.

1:00 - 4:00 pm Concurrent Education Sessions (CE) - Each class is filed for CE in one-hour segments, allowing you to fully customize your schedule.

1:00 - 1:50 pm

Blockchain • Bitcoin • Crypto: Fundamentals & The Future - 2nd Floor

During the session, we will dive into the history of blockchain and bitcoin, the basics of what they are, how they operate, and finally we dive deeper into how they possibly could (and are) impacting the insurance industry now and into the future.

Because you believe in your gut-feeling.

Because you believe that you can make a difference.

Because you believe you are meant to do something more.

We believe in you.

Gregory Nguyen

WestfieldInsurance.com ©2022 Westfield Insurance. All rights reserved.

Day two continued on page 23.

CONVO Program | 21

Why Choose West Bend?

People

Ours are the best in the industry.

Relationships

Our agents are our partners, our customers, our front line.

Stability

We have over 125 years of experience, knowledge, and success.

Regional

We understand local and regional markets.

Products

Our offerings are well rounded, innovative, and diverse.

Service

Our dedication to service sets us apart from our competitors.

It doesn’t end there

Put all of these together – and more – and you’ll find West Bend offers distinct value through superior agency relationships, strong financial performance, stability, commitment to outstanding products and services, and knowledge and experience.

That’s why agents choose West Bend. www.thesilverlining.com

Tuesday, Oct. 4 8:00 - 11:00 pm BLACKJACK • CRAPS • POKER ROULETTE • LET IT RIDE Benefitting Make-A-Wish

Win Big!

Play for chances at some incredible prizes:

Bose Ear Buds • Solo Stove Galena Spa Package • Whiskey & Glasses Apple Watch • Yeti Cooler • Cash • And More!

DAY TWO 1:00 - 1:50 pm

Cyber Insurance 101 - 2nd Floor The cyber insurance market grew at the intersection of cybersecurity and insurance and might be hard to understand for the non-initiated. This session will cover the basics that agents, brokers, businesses, and security professionals should know about when approaching cyber insurance.

• Types of coverages available • Difference between packaged and standalone cyber • Myths about cyber insurance • What to look for when seeking insurance

Sponsored by:

Alexis Cierra Vaughn 1:00 - 1:50 pm

Legislative & Regulatory Update - 2nd Floor Attendees will gain insight into the latest statutory and regulatory changes in the business and insurance industry. Advocacy is one of the most important benefits for IIA of IL members. It is representing you, your agency, and your clients in front of the state and national legislative and regulatory bodies that oversee our industry. There is no better way for you and your staff to learn about the association’s advocacy efforts and the results accomplished. Topics covered include: • IIA of IL and Coalition Partners Legislative Victories & Proposed Legislation for new General Assembly • Department of Insurance Legislative Agenda – Market Conduct, Public Adjusters, Network Transparency • NAIC Cyber Security - What This Could Mean for Businesses

Brett Gerger

Evan Manning

Day two continued on page 25.

CONVO Program | 23

FIREARM LIABILITY INSURANCE

www.SPRISKA.com 800-252-2907 "Helping Protect You, Your Family, and Your Rights"

PERSONAL LIABILITY

SELF-DEFENSE LIABILITY

CRIMINAL DEFENSE REIMBURSEMENT

DAY TWO 1:00 - 1:50 pm

Staffing Your Insurance Agency - 2nd Floor Today’s job candidates spend an average of seven seconds looking at your insurance agency’s ad to determine if they want to apply and with the increase in open positions in the insurance industry today, rest assured candidates are applying to numerous positions. This workshop will take you through today’s top hiring challenges and give you the opportunity to discuss strategies with other insurance agency owners to find out what is working for other businesses in Illinois.

• Learn how to craft a compelling job description and make sure your hiring process is creating the best possible candidate experience to attract the best candidates.

• Hear what some agencies are doing to offer unique benefits and create a culture that attracts and retains top talent.

• Find out what onboarding and training strategies will help keep talent at your agency.

Jennifer Jacobs 1:00 - 1:50 pm

Sponsored by:

Stand Out in Your Marketplace - 2nd Floor Agents often struggle to differentiate themselves from competitors (and even non-competitors) in their marketplace. This session is designed to help agents break out of the norm and distinguish themselves from the pack. We’ll discuss: • Developing a unique value proposition • How to avoid blending in • Real examples of standout businesses • Creating a remarkable customer experience

There when it matters most.™

...since 1889

Day two continued on next page.

Learn more at DonegalGroup.com

Derek Hayden CONVO Program | 25

DAY T 2:00 - 2:50 pm

Agency Operations - Is Now the Right Time to Transition Leadership, Management and Ownership?

- 2nd Floor Agents will learn about the Top 10 factors about whether it is time to transition the leadership, management and ownership of their agency. Every agency will transition leadership, management and ownership at some point, this course will help agents understand the factors about whether now is the right time or identify when the right time is. It will help agents prepare for their future of their agency. It will give agents the tools to assess the health, planning and preparedness of their agency operations and client relationships.

Sponsored by:

Jeff Smith 2:00 - 2:50 pm

Is Your Agency Following Procedures? How to Achieve Staff Consistency - 3rd Floor During this session attendees will dive deeper into these four areas: • Attaining Invariable Practice • Training Staff • Measuring Success • E&O Defense; Rules of Evidence Sponsored by:

Eric Moberg 2:00 - 2:50 pm

Selling with Video Proposals - 2nd Floor 72% of consumers say they would prefer to learn about a product or service by way of video. So, how can insurance professionals capitalize on this statistic? The answer is video proposals. In this session we’ll discuss: • Why video proposals work • What software to use • How to increase your hit ratio Sponsored by:

Derek Hayden 26 | IIA of IL

Y TWO 2:00 - 2:50 pm

Illinois Solar Incentives and Installation Best Practices - 2nd Floor This presentation by StraightUp Solar, a long-standing residential and commercial solar installation company in Illinois, will provide an overview of the growing solar development outlook in Illinois, how solar works, and residential and small commercial roof installation best practices and considerations.

Shannon Fulton 3:00 - 3:50 pm

Navigating Employee Contract Provisions - 2nd Floor HeplerBroom, LLC will present best practices for drafting employment contracts that will keep your agency and clients protected. Learn important distinctions between employee and independent contractor and review the elements of an employment contract including: terms and renewal, compensation, termination, insurance and indemnification. Covenants (Non-Solicitation, Non-Competition, Confidentiality) and recent Illinois law changes will be discussed. HeplerBroom will also address considerations and contract provisions regarding purchase of agency interest.

Sponsored by:

Lance Jones

Day two continued on next page.

CONVO Program | 27

DAY T 3:00 - 3:50 pm

PFTA & Other Regulatory Compliance Guidance - 2nd Floor This session will help you better understand what the laws and rules are regarding the Premium Fund Trust Account (PFTA), service Fees, return premiums, certificates of insurance, producer bonds, who needs licensed, rebating, referral fees, and all aspects of a regulatory examination. For each section we will dive-in to what the governing law or rule is, what the regulatory body will look for in the examination or investigatory process, and ultimately how can you comply along with best practices.

This course will provide you with critical insight to save you and your agency from potential regulatory actions that may have sizeable fines attached.

Brett Gerger 3:00 - 3:50 pm

Winning with Sales Psychology - 2nd Floor Most consumers don’t want to be “sold”, especially in the modern marketplace.

Using negotiation tactics and sales psychology can reduce the friction between you and the prospect and give you the upper hand in the sales process.

• Labeling and mirroring • Getting to no • Identifying issues and wedges

Derek Hayden 3:30 - 6:30 pm

Tradeshow - 1st Floor

Meet with over 120 vendors and learn about the valuable industry products and services which will make your agency stand out.

6:30 - 11:00 pm

Big Party

- 2nd Floor In keeping with the evolution theme, join us for a celebration as we party through the decades. The evening will include food, drinks, friendships, music, and lots of fun!

Attendees are encouraged to dress in attire from your favorite decade, whether it is your favorite concert t-shirt or rocking the 50’s poodle skirt, your outfit is up to you.

28 | IIA of IL

TWO

ne o y r e Ev come!

We l

Atte nd Com ees & p a ny Reps

CONVO Program | 29

Agents For Unique Opportunities!

Manufactured Homes

Rental Dwellings

We seek to increase our presence in the manufactured home (1977 or newer) and rental dwelling insurance markets.

If you are interested in learning more, please contact us.

• No supporting business requirements • Competitive pricing • Attractive commission and contingency schedules • Fast, friendly claims service

Contact: Carl Beebe 309-303-1490 208 S Walnut Ave · P.O. Box 686 · Forreston, IL 61030 (815) 938-2273 · (800) 938-2270 (309) 303-1490 · (815) 938-2273 Fax (815) 938-2785 · Email info@forrestonmutual.com www.fmic.org

DAY THREE Thursday, October 6 7:00 - 8:30 am

Hot Breakfast

8:30 - 11:30 am

State of the Association Address and Keynote: Industry & Election Forecast...Association Resources, Industry Insights & Election Analysis (CE)

- 2nd Floor - Prefunction

- 2nd Floor

Going back to our advocacy roots, we will close out CONVO with a legislative and political lineup like you’ve never seen! The session will feature three speakers: Illinois Director of Insurance Dana Popish Severinghaus, Hannah Meisel - NPR State Government and Political Editor (Q&A with Phil Lackman), and Amy Walter, publisher and editor-in-chief of the non-partisan Cook Political Report with Amy Walter (Q&A with Charles Symington).

Phil Lackman Moderator

Charles Symington Moderator

Dana Popish Severinghaus

Hannah Meisel

Amy Walter

Sponsored by:

Scan this code with your smart phone to view the schedule online.

CONVO Program | 31

TRUSTED DEPENDABLE CUSTOMER-FOCUSED

Insurance the Homeowners Way Our Homeowners product is only offered through our channel of independent agents.

To apply to become an agent partner, visit www.hoaic.com/become-an-agent.

Products not available in all states. Products and features vary by state and may be subject to additional premium. Availability of coverage is determined at the time of application based upon applicable underwriting guidelines and state regulations.

Finding A GREAT CARRIER TO WORK WITH is easy peasy.

Restoring Textiles, Electronics, & Art

— Said no insurance agent ever

At UFG Insurance, we pride ourselves on delivering the broad protection and competitive pricing of a large national carrier but with the dependable service and trusted knowledge of a small regional insurer.

If you’re interested in a rewarding partnership with a national carrier that doesn’t feel like one, think UFG. It’s that easy (peasy)!

Clothing Footwear Linens Drapery Luggage

TVs Computers Appliances Power Tools Speakers

Paintings Photos Frames

Sculptures Tapestries Collectibles

24/7 Claim Assignment 800-963-CRDN | CRDN.com

CRDN of Chicago Locally at 630-759-2477

UFG INSURANCE 118 Second Avenue SE, Cedar Rapids, Iowa 52401 ufginsurance.com | 800-332-7977 © 2022 United Fire & Casualty Company. All rights reserved.

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No matter where you are in the hiring cycle, IIA of IL has a solution to fit your needs.

CAREER PLUG: PROVEN HIRING SOFTWARE TO HELP YOU HIRE THE RIGHT PEOPLE FASTER. Finding and hiring the right staff to maintain and grow your business is an important key to your success, and likely your biggest challenge. The IIA of IL has partnered with CareerPlug, our recruiting software of choice, to support all members in hiring. Post to the new IIA of IL Careers Page using a free CareerPlug account, or upgrade to pro for enhanced features.

Recruit

DIY RECRUITING TOOLS THROUGH BIG “I” HIRES Templates to help you design job descriptions, employment ads, applications, screening questions, offer letters, training schedules, and more!

WAHVE: INSURANCE REMOTE STAFFING SOLUTIONS Work At Home Vintage Experts (WAHVE) provides an innovative contract talent solution to help retiring insurance professionals stay productive longer, feel valued, and achieve greater work-life balance; and to help insurance firms have continued access to experienced insurance talent regardless of location, with less time invested than traditional hiring and at a cost-savings for IIA of IL members. WAHVE's unique qualifying process and technology platform matches the right vintage talent wherever they may live to the needs of our clients wherever their offices are located.

MEMBER RATES ON PRE-LICENSING COURSES This course and accompanying study tools have been designed and by industry professionals at IIA of IL to help students pass the licensing exam the first time!

SCHOLARSHIP FUNDS

Train

NEW HIRE TRAINING THROUGH NEW LEVEL PARTNERS Online learning that is designed for new hires and those ready to expand into new roles is an excellent way to fit education into the workday. Choose from general education or coverage-specific learning.

DESIGNATION PROGRAMS AND CE OPPORTUNITIES

IIA of IL is proud to offer our members and their staff the opportunity to earn educational scholarships to education programs to qualifying applicants through the Eugene Sberna Educational Scholarship (www.iiaofil.org/Education/Scholarships-Awards) program and through a newly-established Diversity and Inclusion Scholarship (https://tinyurl.com/IIA-DEI).

The IIA of IL offers numerous CE opportunities to keep your staff in compliance and designation programs to reward employees that excel and provide them with opportunities to grow.

HR RESOURCES

Retain

Big “I” has partnered with Affinity HR because every organization, regardless of size or number of employees, should have basic human resource policies and procedures in place to both ensure legal compliance and serve as a resource for employees and their supervisors. Access a full array of HR support tools that are customized to meet the unique needs of your agency at a discounted rate by calling (877) 660-6400 and identifying yourself as a Big “I” /IIA of IL member.

Also, don’t forget to check out the IIA of IL Solution Center for answers to common agency operations questions. Members can also access one free Legal Consultation with our partner HeplerBroom each year.

FIND OUT MORE: WWW.IIAOFIL.ORG/PRODUCTS-SERVICES/RECRUIT-TRAIN-RETAIN

SPEAKER Steve is the Co-Founder and CEO of Catalyit™, The Insurance Agency Technology Resource Company. Backed by 17 Big “I” state associations, Catalyit™ helps busy insurance agency owners discover, evaluate, select, and implement the technology they need to thrive.

Steve Anderson

Steve is a trusted authority on risk, technology, productivity, and invention and has over thirty-five years of experience in the insurance industry. He holds a master’s degree in Insurance Law. LinkedIn selected Steve to participate in their prestigious Influencer Program and has over 340,000 followers.

Steve is the author of the international bestselling book The Bezos Letters: 14 Principles to Grow Your Business Like Amazon. In this very readable and practical book, he takes a unique perspective on business growth by analyzing and demystifying how Amazon’s CEO Jeff Bezos has grown Amazon, arguably one of the most successful companies in the world.

He appeared in USA Today, Wall Street Journal, Investors Business Daily, Forbes, CEO Magazine, and FOX News Extra.

Nicole Broch

Nicole Broch spent over a decade as an Independent Insurance Agent and Manager of a successful partnership between a community financial institution and a local independent agency in Springfield, Illinois. She attended The Hartford School of Insurance and achieved her National Underwriter awarded Personal Lines Coverage Specialist (PLCS) designation in 2005. Broch went on to receive the National Alliance CISR designation in 2007 and CIC designation in 2009.

In addition to teaching National Alliance CIC Personal Lines, CISR modules, IIABA Errors & Omissions, Ethics, and customer service and professional development topics for IIAs, PIAs, and trade associations throughout the country, Broch is the Territory Sales Manager for The Hanover Group, supporting independent agents throughout Central and Southern Illinois.

Originally from Florida, Broch has a Bachelors degree in English from Florida State University and a Masters degree in Public Administration from the University of South Florida.

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34 | IIA of IL

ER BIOS Linda Carlton-Huber is the COO for Loman-Ray Insurance Group, LLC. She has worked in the insurance industry since 1984, initially joining CF&H Insurance in 1998, where she served as President, and has been with Loman-Ray Insurance since 2021 following a merger with CF&H.

Linda Carlton-Huber

Linda’s career began in banking. When she heard there was an opening at an insurance office, she applied thinking she would be a customer service representative, but the owner suggested sales instead. It turned out to be a serendipitous arrangement and her career took off.

Today, Linda prides herself and her organization on evaluating each situation, providing a broad range of premium insurance carriers, and offering personalized service to every client.

Her dedication and talent won her organization “Business of the Year” in Sullivan, which is voted on by local business owners.

Linda takes inspiration from her mother, who taught her that she can do anything she puts her mind to. Her lesson proves true in everything from Linda’s career to playing the piano, sewing, and gardening. She is motivated to be as efficient and productive as possible in everything she does, so she can accomplish all her dreams – personal and professional.

Halima Cegur

Halima Cegur is the Director of Human Resources at Worthy Insurance. She comes to Worthy with over 20 years of experience in leadership, training, and development. Halima is a strategic business partner who understands the importance and value of investing in people and culture. She focuses on employee relations – provides guidance, counsel, and mentorship for staff at all levels, assisting with professional development and their educational and academic goals. Halima has designed and implemented various training programs, employee engagement initiatives and has assisted in the agency focus on automation. Her expertise centers around DEI in the workspace, Team Development, Verbal and Written Communication as well as Performance Metrics for success.

She is a North Park University graduate, earning her degree in Organizational Leadership and Management and an active member of the SHRM organization.

CONVO Program | 35

SPEAKER Amiri Curry is Vice President of Client Services at Assurance who specializes in the senior living and not for profit industries. With over 20 years of experience, Amiri’s main responsibility is to listen intently to diagnose and asses his clients’ needs. Then he provides responsive, accurate and complete information on the best solutions. Amiri takes time to research all options available before providing a strategic solution for not only today, but the future. Prior to Assurance, Amiri was the Director of Property & Casualty Operations at another multi-line insurance agency. He was responsible for the strategic oversight and direction of the Illinois segment of the Property & Casualty division.

Amiri Curry

Shannon joined StraightUp Solar in 2013 as a roof installer and system designer. She currently serves as the Vice President of Development, and directs StraightUp Solar’s Central Illinois office in Bloomington. She also lives her passion for advancing the use of renewable energy by serving in leadership on the Board of the Illinois Solar Energy Association and as a Solar Ambassador in various countries in east Africa and Nepal for WeCare Solar, which is a non-profit organization focused on reducing infant and maternal mortality by equipping off-grid medical clinics in developing nation-states with solar power for lighting and emergency communication. She is also a Licensed Professional Geologist with many years of experience in environmental consulting in Illinois and holds degrees in renewable energy, geology, and geohydrology from Illinois State University, where she also took the court as a Redbird basketball player.

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ER BIOS

Brett Gerger

Brett Gerger is the Director of Education and Agency Resources for the IIA of IL. Previously, he served as the Chief Deputy Director of Product Lines and Licensing at the Illinois Department of Insurance and was responsible for management of Licensing and Continuing Education Units; Property & Casualty; Life & Annuity; Health; and Producer Regulatory.

Prior to that Brett served as the Deputy Director for Property & Casualty at the Department which oversaw Producer Regulatory Unit; Licensing & Continuing Education; and Property & Casualty consumer and compliance units. Gerger served on many insurance license test development panels throughout his career as a subject matter expert. Most recently, Gerger served as the State of Illinois Group Insurance Division Manager with the Illinois Department of Central Management Services. In that role, he had oversight and management for the planning and implementation of policy and operations of the State’s insurance programs, including property, liability and benefits. Gerger started his 25+ year career at the Illinois Department of Insurance in the Producer Regulatory Division. Brett has his bachelor’s degree from the University of Illinois at Springfield.

In September of 2021, Derek Hayden exploded onto the insurance influencer scene when he was announced as the winner of The Protégé, an insurance sales-based reality show. An insurance sales producer from small town America, Derek made waves by utilizing the tools and strategies he learned on the reality show to lead the competition in sales and ultimately take home the title of The Protégé.

Derek Hayden

As an insurance and risk management professional with 10 years of sales experience, Derek understands that insurance professionals often struggle to differentiate themselves in the marketplace. By expanding on the concepts he learned throughout The Protégé, Derek aims to solve this problem by giving agencies and producers a proven roadmap to a lucrative insurance sales career in 2022 and beyond. His focus on modern sales techniques will give new and seasoned agents a refreshing view on how to build their books of business and gain the success they desire.

Partnership matters Take advantage of all the ways we can help you grow.

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CONVO Program | 37

SPEAKER Jennifer Jacobs, SHRM-CP, is the Director of Human Resources for the Independent Insurance Agents of Illinois (IIA of IL). As Director of HR, Jacobs serves as the leader of talent acquisition, onboarding, employee relations and performance management for the association. She also provides guidance and resources for agencies seeking assistance with human resources and management issues.

Jennifer Jacobs

Jacobs also serves as the administrator for the association’s board of directors, ensuring processes such as volunteer recruitment and onboarding and all aspects of association governance run smoothly.

Her career with the Independent Insurance Agents of Illinois began in the Communications Department in 2001 and since that time she has held roles in public relations, editing and managing advertising for the association’s publications, assisting the Government Relations department, and most recently Human Resources.

Lance T. Jones is a trial attorney with HeplerBroom, LLC. He focuses his practice on litigation cases involving civil rights, employment & labor law, construction, environmental law, fraud, personal injury, and general tort liability lawsuits. Since 1984, Jones has tried numerous employment discrimination, wrongful termination, retaliation and wage cases in the Illinois state and federal courts and the Illinois Human Rights Commission and Illinois Department of Labor.

Lance Jones

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38 | IIA of IL

ER BIOS Phillip Lackman serves as the Chief Executive Officer of the IIA of IL and has served as lobbyist for the IIA of IL, the Illinois Association of Insurance and Financial Advisors (NAIFA IL), Illinois State Association of Health Underwriters (ISAHU) and the Illinois Association of Mutual Insurance Companies (IAMIC). In his role as CEO, he works with the Board of Directors to develop goals and initiatives in response to the developing needs of membership and guides the IIA of IL staff in implementation of those initiatives.

Phil Lackman

In 2011, Lackman was named Speaker of the Illinois Third House, the professional organization for registered lobbyists in Illinois, and served a one-year term. He was inducted into the Samuel K. Gove Illinois Legislative Intern Hall of Fame in 2016, which honors former legislative interns whose careers have exemplified distinguished public service. ​Previously, Lackman held the position of Director of Legislative Affairs for the Illinois Life Insurance Council and served as Secretary of State Jim Edgar’s Deputy Director of Legislative Affairs.

He began his career in Springfield as a Legislative Analyst with the Senate Republicans.

Kevin Lesch started in the industry at his father’s agency. In 2013, he took over as President of the agency and then bought out both partners in 2015. Currently, Kevin is the COO of Arachas Group, a Keystone Partner.

CONVO 2022 launches Kevin’s IIA of IL presidency. Find out more about him and his goals in the October issue of Insight magazine.

Kevin Lesch As IIA of IL Government Relations Director, Evan Manning is responsible for all aspects of the association’s government relations program. IIA of IL also represents NAIFA-Illinois, Illinois State Association of Health Underwriters, and Illinois Association of Mutual Insurance Companies, collectively referred to as the Illinois Coalition of Insurance Brokers and Financial Advisors. The Coalition represents thousands of individuals and firms providing insurance and financial advice to Illinois consumers and businesses.

Evan Manning

Manning has experience in the private sector and most recently was an Appropriations Budget Analyst on the Senate Republican Staff.

Hannah Meisel covers state government and politics for Springfield-based NPR Illinois along with 10 other public radio stations throughout the state. She’s been on the statehouse beat since January of 2014 and holds two journalism degrees from the University of Illinois’ Urbana-Champaign and Springfield campuses.

Hannah Meisel Eric Moberg, The Moberg Group’s founder, and CEO, has an extensive insurance background that spans five decades. Eric’s career has included management and executive positions with insurance companies, vendors providing services to the insurance industry, as a successful agency producer and owner, and currently as President/CEO of The Moberg Group, Inc. TMG is the largest provider of E&O Risk Management Services for Independent Agents and Brokers.

Eric Moberg

Eric is an approved E&O Auditor for SwissRe/Westport, Great American Custom, and Utica National Insurance Group.

CONVO Program | 39

SPEAKER Greg Nguyen started his career as a systems engineer developing Airborne Doppler Radar Systems for fighter jets (e.g. “Top Gun”). He transitioned into electronic and semiconductor test systems, ultimately investing in semiconductor venture startups with two successful IPO exits. He is also an investor/co-founder in computer hardware, software, medical device, precious metals, fin-tech, cryptocurrency, private equity and capital markets. He has been an advocate of Bitcoin since 2013.

Gregory Nguyen

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ER BIOS

Dana Popish Severinghaus

Dana Popish Severinghaus, Director of the Illinois Department of Insurance, has served since January 2021. She brings extensive legal, policy, government relations and insurance industry-related experience to her role heading a state regulatory agency. Popish Severinghaus was formerly Legislative and Regulatory Counsel at Allstate Insurance Company where she advised Allstate and its subsidiaries on legal, regulatory and legislative matters across the Midwest. Before that, she served as Senior Policy Advisor at the State of Illinois in Central Management Services where she oversaw the Bureau of Benefits.

Prior to that, Popish Severinghaus was the Director of Government Relations for Blue Cross Blue Shield of Illinois. She is a Member of the Association of Corporate Counsel, Board Member of the Illinois Insurance Guaranty Fund, Secretary of the Illinois Insurance Association, Advisory Board Member and Co-Chair of Government Relations Advisory Council for the Chicago Children’s Advocacy Center, Women in Law Mentor at Chicago Kent College of Law and Auxiliary Board Member of ChildServ. Popish Severinghaus also serves on National Association of Insurance Commissioners (NAIC) letter committees, including the “International Insurance Relations” and “Innovation, Cybersecurity, and Technology committees”. Popish Severinghaus earned her Bachelor of Arts in Communication Studies and Journalism & Mass Communications from the University of Iowa and Juris Doctor from Chicago Kent College of Law. Jeffrey S. Smith, JD, CIC, CAE serves as Chief Executive Officer for Ohio Insurance Agents Association (OIA) and IA Valuations. He is responsible for leading the organization’s strategic initiatives and day to day operations.

Jeff Smith

As CEO of IA Valuations, Smith has consulted and reviewed over 200 agency valuations for independent agents across the US. IA Valuations serves independent agencies as a trusted advisor and strategic business partner as they implement strategies to increase their agency value, grow their businesses and transition their agencies. Smith provides insights into the agency’s operations, risk factors and legal guidance on how to perpetuate and maximize value in a sale.

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Smith is an active member of the Ohio State Bar Association Insurance Committee, Ohio Society of Association Executives and Ohio Lobbying Association.

He also served on the Village of Marble Cliff Council and as Chairman of the Board of Trustees for the Sequent Midwest Business Health Fund.

CONVO Program | 41

SPEAKER

Charles Symington

Charles E. Symington, Jr. is Senior Vice President of External, Industry & Government Affairs with the Independent Insurance Agents & Brokers of America, also known as the Big “I”, which is the largest property-casualty insurance trade association in the country.

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. Symington manages the association’s Capitol Hill office and directs the day-to-day activities of the association’s legislative, political, communications and company relations staff. He also serves on the Big “I” Management Operating Committee which advises the President & CEO on general oversight and administration of the association.

Previously, Symington served as a Senior Counsel with the United States House of Representatives Committee on Financial Services from 2000 to 2003 where he focused on insurance issues. During that time he was actively involved in drafting the Terrorism Risk Insurance Act of 2002, the SMART Act to modernize state insurance regulation, and other pieces of legislation. Symington also worked as a Majority Counsel for the House Committee on Energy & Commerce where he concentrated on health care policy and oversight.

Prior to working on Capitol Hill, Symington was an attorney with the law firm of Matricardi & Moylan in Springfield, VA and previous to that was an associate attorney with the firm of Drew, Eckl & Farnham in Atlanta, GA where he specialized in insurance defense litigation.

Symington graduated from the University of Virginia in Charlottesville, VA with a Bachelor’s Degree in History and graduated with a Juris Doctorate from Emory University, School of Law in Atlanta, GA. Mr. Symington also currently serves as the immediate past chairman of the National Down Syndrome Society and has served on the NDSS board since 2014. He and his wife Cathy reside in Alexandria, VA with their three children.

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42 | IIA of IL

ER BIOS

Alexis Cierra Vaughn

Alexis Cierra Vaughn joined Cowbell Cyber in 2021 as the Director of Agency Marketing, where she leads agency engagement efforts, such as building loyalty and marketing engagement programs, developing association relationships, agency training, and more.

Alexis is also the Producer and Host of “The Cowbell Factors” Podcast, a show created for agents/broker and policyholders, to help bridge the gap between the cybersecurity and cyber insurance industries, which gives listeners a better understanding of the cyber insurance marketplace, through weekly interviews with insurance and cybersecurity industry leaders. The podcast is the first of its kind to gain mainstream distribution on iHeartRadio and to reach the Top 20 Apple Podcast shows for Business News.

She is a 14-time award-winning 12 year insurance expert and has previous experience in sales, ranking as a Top 50 Producer as a full-service agent and successfully starting her own insurance agency of 26 single moms that she taught the business to, worth $3.1 million in premium. Alexis was recently named by Insurance Business America as one of 85 trailblazers, Elite Women of 2022 and she was recognized on the 2022 Top 100 Insurance Innovators list as an Influencer for the industry.

She also previously worked as a broker and business development leader for Mercer (A Marsh and McLennan Company), State Farm, and Country Financial, prior to transitioning into the InsurTech space with Cowbell Cyber. Alexis is currently licensed as a property and casualty producer, life and health producer, and a life and health Counselor in Georgia and Alabama. Alexis volunteers on boards in both the non-profit and professional community in various states, Alexis is also the APIW Atlanta Network Chair.

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44 | IIA of IL

Amy Walter

For more than 20 years, Amy Walter has built a reputation as an accurate, objective, and insightful political analyst with unparalleled access to campaign insiders and decisionmakers. Known as one of the best political journalists covering Washington, she is the publisher and editor-in-chief of the non-partisan Cook Political Report with Amy Walter, where she provides analysis of the issues, trends, and events that shape the political environment. A contributor to the PBS NewsHour, she provides weekly political analysis for the popular “Politics Monday” segment. She is also a regular Sunday panelist on NBC’s Meet the Press and CNN’s Inside Politics, and appears frequently on Special Report with Bret Baier on Fox News Channel. From 2017 until early 2021, Walter was the host of the weekly nationally syndicated program “Politics with Amy Walter” on The Takeaway from WNYC and PRX. She’s also the former political director of ABC News.

In her presentations, Walter expertly breaks down the electoral process, congressional culture, and the Washington political scene. Her astuteness, wit, and range of expertise creates an engaging, compelling presentation, and her reliable and accurate analysis has earned her numerous accolades. Exclusively represented by Leading Authorities speakers bureau, Amy Walter takes audiences on an insider’s tour of Washington through the eyes of the woman with her finger on the pulse of politics.

Political History. Before ABC, she was the editor-in-chief of The Hotline, Washington’s premier daily briefing on American politics. There she served as the political publication’s primary voice for three years, and she provided regular analysis of the national political environment in her weekly National Journal column, On the Trail. Walter has provided election night coverage and analysis since 1998 and was a member of CNN’s Emmy-award winning election night team in 2006.

Accolades and Education. Named one of the “Top 50 Journalists” by Washingtonian magazine, Walter was dubbed one of the most powerful people in politics in George magazine for her insights into the mechanics that make the political machine run. She also won the Washington Post’s Crystal Ball Award for her spot-on election predictions and has been frequently quoted as a congressional election expert in newspapers such as the Wall Street Journal, Washington Post, and the New York Times. Charlie Cook, editor and publisher of the Cook Political Report, said, “Today, her work is trusted and respected

by Democrats and Republicans alike. She knows how to get beyond bluster and spin to unearth– and explain – what really matters in a political arena. And, she has a proven track record of success, which is essential for those whose jobs depend on accurate political forecasting.”

Walter graduated summa cum laude from Colby College. She was also honored by her alma mater her with an honorary PhD, and now serves on the Board of Advisors. She is also a member of the Board of Advisors for the University of Chicago’s Institute of Politics, where she was an inaugural fellow.

CONVO Program | 45

EXHIBITO

Alphabeticall

413

AAA The Auto Club Group |||||

603

Don R. Jensen & Company ||

103

Agents Alliance Services

605

Donald Gaddis Company |||

203

AIS Premium Finance/Imperial PFS ||||

402

Donegal Insurance Group |||

505

AJ Wayne |||

606

DropTicketLife.com ||

709

AMERISAFE |||

102

EBRM

607

AmTrust Financial Services, Inc. |||

308

EMC Insurance |||

1109

Appalachian Underwriters ||

705

Emerge Apps

www.aaa.com

www.agentsalliance.insure www.ipfs.com

www.ajwayne.com www.amerisafe.com www.amtrustfinancial.com www.appund.com

www.donrjensen.com

www.gaddiscompany.com www.donegalgroup.com www.dropticketlife.com www.ebrm.com www.emcins.com

www.emergeapps.com

501/502 Applied Underwriters

811

509/601 Arlington/Roe |||||

112

Encova Insurance |||

www.auw.com

www.arlingtonroe.com

Employers

www.employers.com www.encova.com

1100

Berkley Management Protection |||

706

ePayPolicy ||

507

Berkshire Hathaway GUARD Ins. Companies |||

101

Erie Insurance

712

Berkshire Hathaway Homestate Companies |||

207

Family Financial Solutions Group |||

209

Bliss McKnight, Inc. ||

1110

Farm Agents Council

303

BluSky Restoration Contractors |||

1102

FIRST Insurance Funding

900

Branch Insurance ||

408

Foremost Insurance Group |||

111

Burns & Wilcox

105

Forreston Mutual Insurance Company |||

1108

Central Illinois Mutual

109

FrankCrum

407

Chicagoland SIA & Valley Ins. Agents Alliance |

304

Frontier-Mt Carroll Mutual ||

1101

Chubb |||

812

Gainsco Auto Insurance ||

302

Columbia Insurance Group |||

208

Glatfelter ||

806

Conifer Insurance Company ||

1103

Grand General Agency ||

104

Cornerstone National Insurance |||

206

Grange Insurance |||

401

Cowbell Cyber |||

510

Grinnell Mutual Reinsurance Company |||||

1112

CRC Group |||

707

Hastings Mutual Insurance Company ||

301

CRDN of Chicago (formerly Restoronics) |||

www.berkleymp.com www.guard.com www.bhhc.com

www.blissmcknight.com

(formerly J.C. Restoration, Inc) www.goblusky.com www.ourbranch.com

www.burnsandwilcox.com www.cimico.net

www.chicagolandsia.com & http://viaa4u.com www.chubb.com www.colinsgrp.com

www.coniferinsurance.com

www.cornerstonenational.com www.cowbell.insure www.crcgroup.com www.crdn.com

46 | IIA of IL

www.epaypolicy.com www.erieinsurance.com www.ffsginspartner.com www.ilfarmagents.com

www.firstinsurancefunding.com www.foremost.com www.fmic.org

www.frankcrum.com www.fmcmutual.com www.gainsco.com

www.glatfelters.com www.thehelpfulpeople.com

www.grangeinsurance.com www.grinnellmutual.com

www.hastingsmutual.com

503/504 HawkSoft ||

www.hawksoft.com

710

Hippo

www.hippo.com

TOR LIST

lphabetically 411 406 309 802 704 311 500 609 312 310 604 600 708 1107 412 200 204 210 1111

Homeowners of America Insurance Company |||

404

Pennsylvania Lumbermens Mutual Ins.

HoundDog

409

Philadelphia Insurance Companies ||

HSB ||

701

Pie Insurance||

IA Valuations

211

Pouch Insurance and Stable Insurance |||

Illinois Casualty Company ||

813

Previsor Insurance |||

Illinois Public Risk Fund |||

212/300 Progressive ||||||

IMT Insurance ||||

800

PuroClean Disaster Services |||

Indiana Farmers Mutual |||

403

Risk Placement Services ||

Insurance Program Managers Group |||

610

Rockford Mutual |||

JM Wilson |||

307

Roush Insurance Services, Inc. ||

Liberty Mutual |||

506

Safeco Insurance |||

Madison Mutual Ins Co. |||

100

SECURA Insurance ||

Main Street America Insurance |||

106

Selective Insurance ||

Markel

410

Sensa, Inc. |||

MAXIMUM |||

901

ServiceMaster DSI |||

Mercury Insurance |||

110

SERVPRO ||

Method Workers Comp |||

306

Society Insurance |||

www.hoaic.com

www.hounddog.com www.hsb.com www.iavaluations.com www.ilcasco.com www.iprf.com

www.imtins.com

www.indianafarmers.com www.ipmg.com

www.jmwilson.com www.libertymutual.com www.madisonmutual.com www.msainsurance.com

www.markelinsurance.com www.maxib.com www.mercuryinsurance.com www.methodinsurance.com

405

www.previsorinsurance.com

www.puroclean.com/pds-il www.rpsins.com

www.rockfordmutual.com www.roushins.com www.safeco.com www.secura.net

www.selective.com

www.JoinSensa.com www.smdsi.com

www.servprogurnee.com www.societyinsurance.com

Moberg Group

1106

State Auto Insurance Co ||

400

Surplus Line Association of Illinois ||||||

202

Swiss Re Corporate Solutions

www.moberggroup.com

Nationwide Insurance |||

www.nationwide.com

www.spriska.com

www.stateauto.com www.slai.org

www.corporatesolutions.swissre.com

NHRMA Mutual |||

Continued on next page.

www.nhrma.com

Old Republic Surety Company ||

www.orsurety.com

www.omahanational.com

313

www.pouchinsurance.com

Spriska (Specialty Risk of America) |||

1104/1105 Omaha National || 201

www.agencies.pieinsurance.com

Michigan Commercial Insurance Mutual (MCIM) || 608

www.ngic.com & www.allstate.com

804

www.phly.com

www.progressive.com

www.mcim.com

808/809 National General, an Allstate company || 108

www.plmins.com

Openly ||

www.openly.com

Pekin Insurance |||||

www.pekininsurance.com

IIA of IL Company Members - Icon Key ||||||| - Diamond Member |||||| - Platinum Member ||||| - Gold Member |||| - Silver Member

||| - Bronze Member || - Copper Member | - Agency Member - IIA of IL Sponsored Program

CONVO Program | 47

EXHIBITOR LIST Alphabetically

305

TAPCO UNDERWRITERS, INC || www.gotapco.com

508/602 The Hanover Insurance Group ||||||| www.hanover.com

107

US Pro Insurance Services ||

803

Venture Insurance Programs

www.usproins.com

www.ventureprograms.com

810

Titan Digital ||

711

W.A. Schickedanz/Interstate Risk Placement Inc |||

700

Travelers |||

713

West Bend Mutual Insurance Company ||||

801

U.S. Insurance Company of America ||

703

Western National Insurance |||

702

UFG Insurance |||

805

Westfield |||

205

UIG |||

807

Zywave

www.titandigital.com www.travelers.com www.usicoa.com

www.ufginsurance.com www.uigusa.com

www.WAS-IRP.com

www.thesilverlining.com www.wnins.com

www.westfieldinsurance.com www.zywave.com

IIA of IL Company Members - Icon Key ||||||| - Diamond Member |||||| - Platinum Member ||||| - Gold Member |||| - Silver Member

||| - Bronze Member || - Copper Member | - Agency Member - IIA of IL Sponsored Program

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48 | IIA of IL

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CONVO Program | 49

IIAPAC CON

Your Independent Insurance Agents Political Action Committee (IIA who support the legislative agenda of independent agents. IIAPAC i Independent and Democratic candidates for state office.

IIAPAC

Insurance Agents

Political Action Committee

Thank you to our IIAPAC Contributors & Supporters

$5,000

The Hanover Insurance Group, Inc.

$4,500

IIA of IL Region 1

$2,500

IIA of Northeastern IL Michael Mackey

$1,001 - 2,000

Chicagoland IIA The Plexus Group, LLC DuPage IIA IL Farm Agents Council Michael Wojcik Chris Leming

$500 - 1,000

Chimino, Anthony Poljak, Diane Smith, Elizabeth IIA of IL - Young Agents Taphorn, Patrick J. Arlington/Roe Corkill Insurance Agency (Assured Partners)

$250 - 499

AAdvantage Insurance Group LLC Acrisure, LLC dba Presidio Arachas Group, LLC Buttrey-Wulff-Mamminga Agency, Inc. Chartwell Insurance Services, Inc. Clemens & Associates, Inc. Connor & Gallagher Ins. Services, Inc. Cornerstone Agency, Inc. Crum-Halsted Agency, Inc. Cunningham Group First State Insurance Freiburg Insurance Agency GCG Risk Management Consultants LLC Guy Viti Insurance Agency, Inc. Hruska Insurancenter, Inc. James T. Shanahan Agency, Inc. James Unland & Co., Inc. Lagestee Ins. Agency, Ltd. McCutcheon Insurance Agency, Ltd. Oliver & Associates, LLC Peterson Insurance Services, Inc. Porter-Hay Insurance Agency Ramsey Financial Services Inc. RBN Insurance Services Rosenthal Brothers, Inc. Sedlak LLC dba Schmale Insurance Agency Snyder & Snyder Agency, Inc. The Daniel & Henry Co.

50 | IIA of IL

The David Agency Insurance, Inc. The Horton Group, Inc. TW Group Inc. West Central Insurance Agency, Inc. Winters, LLP Yaekel & Associates Ins. Service, Inc. Banterra Insurance Services Bassler & Co. Insurance Agency Blank’s Insurance Agency Bob Korvas Agency, Inc. Combined Services, Inc. Crossroads Insurance Services Dasco Insurance Agency, Inc. Dykstra & Law Insurance Agency, Inc. First State Insurance Frisbie & Lohmeyer, Inc. Frost Group Inc. Heneghan, White, Cutting, & Roentz Insurance Agency I I P Insurance Agency, Inc. Imming Insurance Agency Insurance Planning & Management, Inc. Insurance Providers Group of Illinois, LLC Langlois Insurance Agency Leffelman & Associates, Inc. LLC Insurance Agency, Inc. Lohman Companies Lutz Agency, Inc. McMillan Insurance Services, Inc. Meyer-Jochums Agency, Inc. Minton Insurance & Associates, LLC Ogden Insurance Agency, Inc. P/L/R Insurance Services Patton Insurance Group LLC dba Howell Insurance Agency Paul W. Kaiser & Associates, Inc. North Shore Insurance Agency, Inc. Ramey Insurance Agency, Inc. S.C.D. Rea & Sons Insurance Agency S.T. Neswold & Associates, Inc. Saliba-Yewell Insurance Services, Inc. Schwaller Insurance Agency, Inc. Secure Futures, Ltd. Sedlak LLC dba Schmale Insurance Agency Squier Insurance Agency, Inc. Stockyards Insurance Agency, Inc. The Owens Group, Inc. Wirth Agency Charles Hruska IV

$1 - 249

1st Fed Insurance Services, LLC dba Killam Englund Ins Agency, Inc. A & S Insurance Services LLC A F I Insurance Agency, Inc Affiliated Insurance Agencies AgData Insurance Services, Inc. Anderson Insurance Agency Anthem Insurance Group, Inc. Assurance Brokers, Ltd. Bair Insurance Agency Beck Insurance Agency

NTRIBUTORS

IIAPAC) supports candidates for and members of the Illinois General Assembly C is a bi-partisan committee, making significant contributions to both Republican

Beil & Stromberg Insurance BGS Insurance Agency, Inc. Biglow & Company, Inc. (Assured Partners) Bob Korvas Agency, Inc. Bob White Insurance Agency, LLC Callender & Company Christian Rebello Clennon Insurance Agency Concklin Insurance Agency, Inc. Dozier Insurance Agency, Inc. ENGS Insurance Agency LLC Erland Insurance Agency Fergurson Insurance Agency, Inc. First Insurance Group, LLC dba FNIC First National Insurance Services, Inc Forest Insurance Galena Financial Group, Inc. GALO Insurance Agency Inc. Graves Financial Services, Inc. Gully & Hechler Insurance Agency Harnist Insurance Agency, Inc. Hartauer Insurance Agency Henderson-Weir Agency Inc. Heneghan, White, Cutting, & Roentz Insurance Agency Hepner Insurance Agency, Inc. Hill & Stone Insurance Agency, Inc. Hi-Way Insurance Agency, Inc. Holman-Dahms, Inc. Inner-City Underwriting Agency, Inc. Insurance Support Systems, Inc. ISU Insurance Services - R. Pucin & Associates, Inc. J. Krug & Associates, Inc. Jackson & Gray Co., Inc. James R Favor & Company, LLC d/b/a Favor & Company Jennifer Jacobs Jim Lyons Insurance Agency Jim Simpson Insurance & Investments Joe Black Agency, Inc. John E. Horn & Associates, Inc. Johnson Agency Kane Insurance Group, Inc. Kenneth M. Samson Kensington Insurance Kevin S. Dougherty Insurance Agency, LTD Kiesewetter Insurance Agency, LLC Kirkpatrick Jones & Herzog Ins Agy. Inc. Koch Insurance Agency, Inc. Lane Insurance Group, Ltd. Leonardi Insurance Agency Libertyville Insurance Agency LiFonti Insurance Services, Ltd. Lincoln Insurance Agency Lincoln Logan/May Enterprise Ins. Agcy MAS Insurance Consultants, Inc Matzenbacher Insurance Agency McKellar, Robertson, McCarty & Click Insurance Agency Meyer Agency Midstate Insurance Agency Inc. Midwestern Insurance Associates Agency

Musso Insurance Agency Myers Insurance Group, Inc. Nold-Hamann Agency Northern Illinois Insurance Clinic, Inc dba Marvin Uecker Insurance Agency Northwest Ins. Services, ISU Northwest Ins. Services, Arlington Financial Nowacki Insurance Agency Oak Knoll Insurance Strategies Ogden Insurance Agency, Inc. Olds Insurance Agency Olsick & Company Insurance Partners Hometown Insurance Agency LLC Partners Insurance Agency, Inc. Patrick Roe Peak Insurance Agency, Inc. Pelz Agency Premier Ag Partners, LLC Prime Insurance Agency, Ltd. R. C. Keller & Company R.W. Gipson Agency, Inc. Resource Insurance Advisors, Inc. Richard E. Bechtold Agency, Inc. Risk Management Solutions of America, Inc. Robertson Ryan & Associates Sager Insurance Group, LLC Samson, David A. SC Crop Insurance Inc Siegert-Lees Insurance Services, LLC Smart Risk Insurance LLC Smeltzer Insurance Agency Stateline Insurance Services, Inc. Stoutenborough Insurance Agency Tammi L. Irving The Liddle Agency, Inc. The Whitworth-Horn-Goetten Ins. Agency The Williamson Agency Thompson Insurance Tony Marvin Enterprises/Dedicated Ins. Services Ulrich Insurance Agency VanDenBerghe Agency W.S. Meyer & Associates, Inc. Waterman-Neely Ins. Professionals Wehling Insurance Agency Weller Agency Inc. Wiewel Bill Insurance William Rademacher Agency, Inc dba Par Insurance Agency

Don’t see your agency represented?

IIAPAC accepts both individual and corporate contributions – it’s easy to add on a voluntary contribution to your dues statement, contribute online at iiaofil.org, scan the code above, or see an IIA of IL staff member at registration.

CONVO Program | 51

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Chapter Reviews

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Sample Exams

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Online Sample Exams

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Online Flash Cards

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INSURPAC CONTRIBUTORS Thank you to the 2022 Big “I” InsurPac Contributors. InsurPac is the federal political action committee for independent insurance agents & brokers. It is the largest property-casualty agent PAC with over 5,000 donors each election cycle.

Millennium Club

Pioneer Club

Craig Kliethermes, RLI Insurance Company Luke Praxmarer, Corkill Insurance Agency (Assured Partners)

Tyler Sandrock, Cornerstone Agency, Inc. Kevin Dougherty, Kevin S Dougherty Insurance Agency Keith Rademacher, William Rademacher Agency, Inc dba Par Insurance Norman Abbott, Walter W. Schultz Agency, Inc. Jon Cavaness, Jackson & Gray Company, Inc. Christopher Gaddis, Donald Gaddis Co Inc James Hallberg, Insureonline.com Daniel Imming, Imming Insurance Agency Matthew Langlois, Langlois Insurance Agency Richard Lingenfelter, Lingenfelter Insurance Agency Richard Price, Paul T Price & Son, Inc. Gary Semmer, Assured Partners of Illinois, Inc. James Shanahan, James T. Shanahan Agency, Inc

$5,000

Platinum Club

$2,500 - 4,999

Jen Klobnak, RLI Insurance Company Gregory Sandrock, Cornerstone Agency, Inc. Luke Sandrock, Cornerstone Agency, Inc. Michael Wojcik, The Horton Group, Inc.

Centennial Club $1,000 - 2,499

Kevin Lesch, Arachas Group, LLC Cindy Jackman, Arlington/Roe Patrick Taphorn, James Unland & Company, Inc. George Daly, The Horton Group, Inc. Charles Hruska, Hruska Insurancenter, Inc. Christopher Leming, Troxell Jay Peterson, Peterson Insurance Services, Inc. Bart Hartauer, Hartauer Insurance Agency Craig Concklin, Concklin Insurance Agency, Inc. Steven Foster, Musso Insurance Agency Jackie Gould, Assurance Agency Ltd Brent Jones, West’s Insurance Agency Inc Brian Ogden, Ogden Insurance Agency, Inc. Allyson Padilla, Blank’s Insurance Agency, LLC

Gold Club

$500 - 999

Christopher Bassler, Bassler & Co. Insurance Agency Renee Crissie, Acrisure, LLC dba Crissie Insurance Group Lindsey Polzin, Acrisure, LLC dba Presidio James Sager, Sager Insurance Group, LLC Todd Henricks, Chapman-Henricks Insurance Agency Rebecca Korach, Chartwell Insurance Services, Inc. Thomas Walsh, TW Group Inc. J Phillip Lackman, IIA of IL Todd Mickley, Mickley Insurance

$250 - 499

Founders Club $150 - 249

Clare Zanger, First State Insurance Agency - Hannibal Mark Kakenmaster, Libertyville Insurance Agency Daniel Kiesewetter, Kiesewetter Insurance Agency, LLC Ronald Hechler, Gully & Hechler Insurance Agency Bill Owens, The Owens Group, Inc. William Snow, The Snow Group, Ltd George Stone, Hill & Stone Insurance Agency Inc

Supporter $1 - 149

Diana Sponholz-Avarado, TW Group, Inc. Larry Abbe, Abbe Insurance Agency, Inc. Jack Baylor, Baylor Insurance Agency Dale Blankenship, Forsyth Insurance Group Eric Brammeier, SC Crop Insurance Inc Larry Crouch, Monge, Crouch & Mahoney, Inc. Jeff Donnan, West Central Insurance Agency, Inc. Brent Dykstra, Dykstra & Law Insurance Agency, Inc. Dan Frost, Frost Group Inc George Germanos, Northwest Insurance Services Larry Goss, Larry Goss Insurance Agency Mark Jenner, Assurity Insurance Agency, Inc. Robert Korvas, Bob Korvas Agency, Inc. Craig Moore, Legacy Insurance Enterprises LLC Louis Palanca, Hi-Way Insurance Agency, Inc. Kris Sandrock Charles Squier, Squier Insurance Agency Inc. Duane Straughn, Straughn Insurance Agency Pat VanDeVelde, Peak Insurance Agency, Inc. Mary Walsh, TW Group Inc. Julie Gromacki, TW Group Inc. Ron Beck, Beck Insurance Agency Mary Bluhm, TW Group Inc. Bradley Freshour, TW Group Inc. Pat O’Malley, TW Group Inc.

CONVO Program | 53

IIA

of

IL BOARD

Executive Committee Chairperson

Jay Peterson, AFIS, LUTC Clinton (217) 935-6605 jay@peterson.insurance

President-Elect

Allyson Padilla, AAI

Olney (618) 393-2195 allyson@blanksinsurance.com

National Director George Daly

Orland Park (708) 845-3311 george.daly@thehortongroup.com

At-Large Board Members Amiri Curry - Schaumburg (847) 463-7280 amiri.curry@MarshMMA.com Jeff McMillan, LUTCF - Gilman (815) 265-4037 jeff@mcmillanins.com Patrick Muldowney, JD - Chicago (312) 595-7192 patrick.muldowney@alliant.com Luke Sandrock - Morrison (815) 772-2793 lsandrock@2cornerstone.com

President

Kevin Lesch, CBC

Bartlett (630) 830-3232 klesch@arachasgroup.com

Vice President

Patrick Taphorn, CIC, CSRM

Pekin (309) 347-2177 ptaphorn@unland.com

Secretary/Treasurer

Cindy Jackman, CIC, CISR Carbondale (618) 201-1265 cjackman@arlingtonroe.com

Get Involved!

This is your association and as an insurance specialist, your insights and expertise can help shape the future of our association and industry. Your involvement will ensure that the IIA of IL remains a leading resource and advocate for independent agents. Association involvement can help you expand your network, enhance your industry knowledge, increase your exposure to developing trends and products, and grow in your profession.

Get started by: • Participating • Sharing • Advocating • Volunteering Scan this code or go to: www.iiaofil.org/about-us/get-involved

54 | IIA of IL

D OF DIRECTORS Regional Directors Region 1

Committee Chairs AIS Board President

Bill Lawrence, CIC - Bloomington (309) 827-0007 blawrence@plrinsurance.com

James Sager - Dahlgren (618) 322-9891 james@sagerins.com

Region 2

Education

Lisa Lukens, CISR Elite - Herrin (618) 942-2556 salibainsurance@gmail.com

Ray Roentz, CIC - Jerseyville (618) 639-2244 ray.roentz@hwcrins.com

Farm Agents Council

Region 3

Steven Foster - Virden (217) 965-4663 s.foster@ciagonline.com

Christopher Leming - Springfield (217) 321-3185 cleming@troxellins.com

Region 4

Government Relations

Dustin Peterson - Clinton (217) 935-6605 dustin@peterson.insurance

Bart Hartauer, CIC - LaSalle (815) 223-1795 hartauer@hartauer.com

Region 5

Planning & Coordination

Nick Gunn, CIC - Peoria (309) 691-1300 nickgunn@nixonagency.com

Noele Tatlock - Pekin (309) 642-6855 ntatlock@unland.com

Region 6

Technology

Brian Ogden, CIC, AFIS - Petersburg (217) 632-2206 brian@ogdeninsurance.com

Thomas Evans Jr. - Crystal Lake (779) 220-6564 tevans@crumhalsted.com

Region 7

Young Agents

Renee Crissie - Rosemont (224) 217-6577 renee@crissieins.com

David Jenk, Esq. - Chicago (312) 239-2717 djenk@nwibrokers.com

Region 8

Charles Hruska, IV, AU, AINS - Chicago (708) 798-5700 chas@hruskains.com

Region 9

Lindsey Polzin, CIC - Naperville (630) 513-6600 lpolzin@presidiogrp.com

Region 10

Mohammed Ali - Evanston (847) 847-2126 mali@aliminsurance.com

CONVO Program | 55

PAST PRE IIAI R. W. Hosmer, Chicago John Wachenheimer, Peoria Charles P. Whitney, Chicago Clarence S. Pellet, Chicago Frank Dooing, Springfield R. F. Streuver, Peru S. D. Section, East St. Louis Adam Spitler, Mattoon Henry F. Arnold, Galesburg John H. Wood, Bloomington Charles F. Hildreth, Freeport Shirley E. Moisant, Kankakee N. W. Tomblin, Aurora E. R. Partlow, Danville George North Taylor, Streator A. A. Bartlett, Galesburg J. S. Giberson, Alton A. J. Anderson, Kewanee Ross C. Sherman, Waukegan J. M. Newberger, Chicago Robert W. Troxell, Springfield Rockwood Hosmer, Chicago Alvin S. Keys, Springfield Frank J. Budelier, Rock Island Herbert Stewart, Chicago William H. Jennings, Jr., Rockford Lyle H. Gift, Peoria N. McCullogh Winters, Quincy James H. Beattie, Rockford Merle A. Read, Joliet Russell L. Sprouse, Springfield Lymand D. Drake, Jr., Chicago Frank H. Hawk, Peoria W. H. Redeker, Centralia William P. Morrisey, Alton H. W. Mullins, CPCU, Rockford Joseph F. Prola, Springfield

56 | IIA of IL

(1899-1900, 1905-1906) (1900-1901) (1901-1902) (1902-1903) (1903-1904) (1904-1905) (1906-1907) (1909-1910) (1910-1911) (1911-1912) (1912-1913) (1913-1914) (1914-1915) (1916-1917) (1917-1918) (1918-1920) (1920-1922) (1922-1924) (1924-1926) (1926-1928) (1928-1932) (1932-1933) (1933-1935) (1935-1937) (1937-1938) (1938-1940) (1940-1941) (1941-1943) (1943-1945) (1945-1946) (1946-1948) (1948-1949) (1949-1951) (1951-1953) (1953-1954) (1954-1955) (1955-1956)

Joseph A. Naughten, Chicago Charles A. Bryant, Peoria Frank R. Miley, CPCU, Peoria Fred O. Waller, Galva Harry C. Parrish, Paris James S. Woodworth, Jr., CPCU, Robinson Thomas K. Sprague, Jr., Joliet Robert L. Shade, Decatur Robert B. Stitt, Chicago Cal W. Schuneman, CPCU, Prophetstown Leland R. Crank, East St. Louis Peter M. Wolff, Chicago Robert L. Newell, CPCU, Ashland Jack E. Deveau, CPCU, Rockford H. Bernard Jacobs, Bloomington Richard G. Jones, Mattoon Jack Payan, CPCU, Palos Heights Marvin R. Marsh, Champaign Warren Osenberg, DeKalb William L. Laird, CPCU, Batavia Harold E. Parr, Princeton Gerald Butts, CPCU, Moline Arthur L. Tyler, Champaign Edward D. Bowman, CPCU, Westmont James M. Hardesty, Peoria L. Dwayne Query, Rochelle David B. Lowe, CPCU, Sterling Richard B. Baker, CPCU, Arlington Heights Larry Rollings, CIC, Arcola Roy E. Robinson, CPCU, CAE, Springfield Ralph Swank, Jr., CPCU, Waukegan Bruce Osenberg, DeKalb Dale McNeely, Taylorville Ronald M. Whitaker, CIC, New Lenox William S. Beam, Moline Edward W. Bowman, Burr Ridge Thomas J. Tropp, Chicago

(1956-1957) (1957-1958) (1958-1959) (1959-1960) (1960-1961) (1961-1962) (1962-1963) (1963-1964) (1964-1965) (1965-1966) (1966-1967) (1967-1968) (1968-1969) (1969-1970) (1970-1971) (1971-1972) (1972-1973) (1973-1974) (1974-1975) (1975-1976) (1976-1977) (1977-1978) (1978-1979) (1979-1980) (1980-1981) (1981-1982) (1982-1983) (1983-1984) (1984-1985) (1984-1985) Honorary (1985-1986) (1986-1987) (1987-1988) (1988-1989) (1989-1990) (1990-1991) (1991-1992)

RESIDENTS PIA Ray Mead, Peoria Walter A. Corcoran, Quincy E. E. Bartlett, Moline Don Amos, DeKalb John B. Read, Sr., Chicago George R. Dressler, Chicago Orville L. Varland, Rockford Ira C. Johnson, Aurora Wayne E. Varland, Rockford J. E. Russell, Glen Ellyn Fred Moe, Springfield Herbert Richter, Mt. Carroll Dale R. Bybee, Quincy Frank E. Roth, Jr., New Windsor Gilbert J. Koenning, Beecher Ellsworth Windett, Yorkville Curt Mahaffey, El Paso R. E. Sechler, CIC, Rockford Dean Lyman, DeKalb

(1952-1955) (1953-1954) (1954-1955) (1955-1956) (1956-1958) (1958-1959) (1959-1961) (1961-1963) (1963-1964) (1964-1965) (1965-1966) (1966-1967) (1967-1968) (1968-1969) (1969-1970) (1970-1971) (1971-1972) (1972-1973) (1973-1974)

John C. Alexander, CIC, Danville George W. Boehm, CIC, Libertyville David C. Lacine, CPCU, Arlington Heights Don “Chip” Frank, CIC, Bloomington Bryce Carey, Hinckley Gary Semmer, CIC, Glen Ellyn Julie M. Hearring, CIC, Olney Gene Sberna, CIC, Lake Forest Dino Gavanes, CIC, Itasca Paul Verisario, CPIA, Inverness Ken Wagler, LUTCF, Peoria Brian M. McSherry, CIC, Flanagan James W. Ander, Burr Ridge Allen D. Karch, CIC, Champaign Brian Konen, CIC, Aurora Ken Samson, CIC, Deerfield William L. Ryan, Maroa Luke F. Praxmarer, CPCU, AAI, Palatine Todd C. Henricks, Cerro Gordo Thomas J. Walsh, Jr., Westmont Philip “Mike” Beard, Mt. Vernon Charles E. Hilson, South Holland Gregory A. Sandrock, CIC, AFIS, Tampico

(1993) (1994) (1995) (1996) (1997) (1998) (1999) (2000) (2001) (2002) (2003) (2004) (2005) (2006) (2007) (2008) (2009) (2010) (2011) (2012) (2013) (2014) (2015)

C. Keith Smith, Springfield John R. Stone, CIC, Elgin F. G. Brown, CIC, Decatur Harold G. Nixon, Peoria Walter K. Blake, Arlington Heights Marvin F. Uecker, CIC, Lena Jacob P. Sommer, CIC, Oak Brook Willard W. Bockler, Metamora Charles C. Masching, Mattoon Norris L. Beren, CIC, Des Plaines Richard Bybee, CIC, Quincy Keith Caywood, CIC, Plano David H. Nixon, CIC, Peoria Bob H. Smeltzer, CIC, Rock Falls Sharon K. Heaton, Pontiac Dave Tebben, CIC, Pekin R. J. Pohl, CIC, Belleville Tom Franzen, CIC, Mt. Olive

(1974-1975) (1975-1976) (1976-1977) (1977-1978) (1978-1979) (1979-1980) (1980-1981) (1981-1982) (1982-1983) (1983-1984) (1984-1985) (1985-1986) (1986-1987) (1987-1988) (1988-1989) (1989-1990) (1990-1991) (1991-1992)

IIA of IL Cindy Jackman, CIC, CISR, Carbondale Rick Sutton, Petersburg Ryan Hite, Peoria Patrick Muldowney, Chicago Bill Wirth, Waterloo Don Blank, Olney George Daly, Orland Park Jay Peterson, Clinton

(2016) (2017) (2018) (2019) (2020) (2020) Honorary (2021) (2022)

CONVO Program | 57

CARTWRIGHT MERIT AWARD WINNERS The Charles M. Cartwright Merit Award is considered the most prestigious award the IIA of IL presents. Named for Charles Cartwright, editor of the National Underwriter for more than 50 years, and champion of associations and the insurance industry, the award is presented at discretion of the IIA of IL Executive Committee to the “Person who has performed the most meritorious service for the good of the insurance agents of Illinois.”

1944 1946 1949 1951 1952 1953 1954 1955 1956 1957 1958 1959 1962 1963 1964 1965 1966 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1981

Herbert L. Regan, Joliet Lyle H. Gift, Peoria Walter M. Sheldon, Chicago Merle A. Read, Joliet Emil L. Lederer, Chicago Alvin S. Keys, Springfield Alan I. Wolff, Chicago Frank H. Hawk, Peoria Lyman M. Drake, Jr., Chicago H. W. Mullins, CPCU, Rockford W. H. “Red” Redeker, Centralia Joseph F. Prola, Springfield Frank R. Miley, CPCU, Chicago Robert L. Newell, CPCU, Ashland Harry C. Parrish, Paris N. McCullough Winters, Quincy James S. Woodworth, Jr., CPCU, Robinson Sanford H. Lederer, CPCU, Chicago Thomas K. Spraque, Jr., Joliet Robert L. Shade, Decatur George J. Nicoud, Springfield Robert B. Stitt, Palos Heights Calvin W. Schuneman, CPCU, Prophetstown Eugene F. Gallagher, Chicago Peter M. Wolff, Chicago Jack W. Gift, Peoria Warren Osenberg, DeKalb Jack Payan, CPCU, Palos Heights Jack E. Deveau, CPCU, Rockford

1982 1983 1985 1986 1987 1988 1989 1991 1993 1993 1995 1997 1998 1999 2001 2003 2005 2006 2007 2008 2010 2011 2012 2013 2014 2015 2017 2018 2019

Gerald L. Butts, CPCU, Moline William L. Laird, CPCU, Batavia L. Dwayne Query, Rochelle Richard B. Baker, CPCU, Chicago Arthur L. Tyler, Champaign James M. Hardesty, Peoria Marvin Marsh, Champaign Roy E. Robinson, CPCU, CAE, Springfield Edward W. Bowman, Burr Ridge David H. Nixon, CIC, Peoria Don Blank, Olney Sharon Heaton, CIC, Pontiac Ronald M. Whitaker, CIC, New Lenox Dale W. McNeely, Taylorville John Alexander, CIC, Danville David Lacine, CPCU, Elmhurst Kenneth E. Wagler, LUTCF, Peoria Daniel Pancake, Chicago Gary Semmer, CIC, Glen Ellyn Dino Gavanes, CIC, Itasca Paul Verisario, CPIA, Des Plaines Gene Sberna, CIC, Lake Forest Julie Hearring, CIC, Olney Brian M. McSherry, CIC, Pontiac Charles F. Schramm, CIC, CPCU, AAI, ARM, CRM, Deerfield Dennis W. Garrett, CIC, Taylorville Cynthia K. Jackman, CIC, Carbondale Luke Praxmarer, CPCU, AAI, Elk Grove Village Ken Samson, CIC, Northbrook

Note: There were no recipients of the award for the following years: 1945, 1947, 1948, 1950, 1960, 1961, 1967, 1979, 1980, 1984, 1990, 1992, 1994, 1996, 2000, 2002, 2004, 2009, 2016, 2020 and 2021.

58 | IIA of IL

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