Trilines Nov/Dec 2014 Issue

Nov/Dec 2014

Happy Holidays

PRESIDENTS MESSAGE

HEARD AROUND TOWN

GOLF CLASSIC PHOTOS FROM OCTOBER 9, 2014

THE EVENT OF THE SEASON

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PRESIDENT’S MESSAGE

My Favorite Season

As far back as I can remember growing up as a kid the

fall was always my favorite :me of year. It always felt great as the air got a nice crisp feel too it and the leaves start turning. I always looked forward to going out for Halloween with my friends and hopefully ge=ng money versus some stale candy.

Plus as a sports fan the combina:on of World Series, start of the football, hockey and basketball seasons made for some Frank J. Elorza President

real excitement. I even looked forward to going back to school and reconnec:ng with friends.

As I got older I s:ll appreciated much of the above

however I really started to enjoy Thanksgiving and all the great vibes that come with perhaps the most quint essen:al American Holiday. I also took up skiing and found a new reason to welcome the fall knowing it would lead me to skiing and the slopes.

In the last few years we have found two more dates that

have had a major impact on all of us. First there is 9/11. I’m not sure that I can add much to this date other than as Americans and New Yorkers our world has been changed forever. The second date is 10/29/12 “Super Storm Sandy” perhaps one of the biggest challenges that we have ever faced

[2]

STRENGTH

INTEGRITY

COMMITMENT

We are so proud to celebrate 100 years of doing business. Times change, people change but our relationships with brokers continues to thrive. We truly look forward to the next 100 years!

• Homeowners & New Expanded Multi-Tier HO Product • Multi-Tier Personal Auto • Personal & Commercial Assigned Risk 155 Mineola Boulevard Mineola, NY 11501 www.IAOins.com 516 248-1100

THE COMPANY YOU CAN TRUST...SINCE 1914 [3]

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as insurance professionals. It’s s:ll shocking to hear the stories of people s:ll dealing with the aQermath of Sandy. It’s worth no:ng that in both cases there have been no shortage of stories of our neighbors stepping up to help each other.

As we go thru this fall season and approach

Thanksgiving this year I think It’s :me for us to appreciate all the good in our lives including the challenges at the office and give thanks for all the good in our lives.

One last note the TriCounty Holiday Party this year will

be on December 10, 2014 at Chateau Briand. Yes we are promising it will be a party (were happy to have WINLI & CPCU will be join us this year). Plus this year we have some very special guests. The Marines are coming and we are very proud to announce that we are par:cipa:ng in the Marines Toys for Tots we’re asking everyone to bring an unwrapped toy to our holiday party on December 10 to help ‘ Toys for Tots’ provide many of these children in our community a bit of Christmas cheer.

Frank Elorza

President

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PRESIDENT’S MESSAGE CON’T

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The Event of the Season is Happening Now!

by Steven Visco, PhD, AAI

The Tri-County, WINLI & CPCU holiday party is

the one not to be missed this year! The place Chateaubriand on Old Country Road in Carle Place.

The date, December 10, 2014. The time 6PM to 10PM. Be there on time as the party starts promptly at 6PM! The cost for the event this year is $90 per person, but if you register before December 3rd we will give you an extra $50 in gaming money. It's like paying only $40 for a night of entertainment.

Here are some of the highlights of the night. The

Marines Are Coming, The Marines Are Coming! We are going to have the Marines and the Toys for Tots program this year. Bring an unwrapped present for a boy or girl and you will get a gift. If you bring a gift, we will give you a gift. We call it “bring a gift, get a gift!”

This Year, we are doing a Las Vegas Night. Prizes to be earned are a pick

your own gift table full of amazing choices! You will get $500 of gaming money when you enter the banquet hall. You can choose to buy prizes with your gaming money, or try your hand at some of our challenging games and have the opportunity to increase your prize money. Choose from fabulous prizes at our prize table. The table will include such gifts as Kindle tablets, dell laptops, flat screen TVs, Leather office chairs, George Foreman grills incredible men's and ladies jewelry, bottles of wine, candles, candy, home decorations and much much more.

Shop for the holidays with your free gaming money. Avoid the long lines and crazy stores while networking with fellow agents and company representatives, all for the cost of admission. Now, all you have to do is register for our event!

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I promise every single person will have the opportunity to walk out of this event

with a gift. Some people will win big prizes, some people will win small prizes but all are guaranteed to have a good time. There will be blackjack tables, roulette wheels, Texas hold-Um, Music and some surprises as well. For the non-gambler types like me, were going to have slot machines, wheels of chance and a good old-fashioned trivia challenge.

Don't forget our "Make our party, your holiday party" option. Bring your entire staff

and make a night of it! I promise this a party that will not disappoint or soon be forgotten! We are taking out all the stops, making this one of the best parties of the year.

Unlimited premium liquor all night, spectacular buffet dinner and an incredible dessert bar will be just the beginning of your exciting evening when you choose to join us. Make plans early, don't delay and register at the Tri-County website www.tricountyagents.com

Please join me, my wife Denise and our entire staff. We look forward to seeing you

at this memorable event. What better way to kick off the holiday party season!

[8]

TRICOUNTY, IPALI & CPCU-LI (Formerly WINLI)

Are joining forces to host one of the 'biggest and best' holiday parties yet! Please join us for an evening full of holiday cheer, networking and games on

Wednesday, December 10, 2014 Test your skills with black jack, slot machines and the wheel of chance! Check your trivia knowledge! Prize Table with choice of prizes for winners!

Enjoy a fabulous buffet dinner with open bar all evening.

Bring your family and staff! Make this your office holiday party!

Time: Event Begins Promptly at 6 pm Place: Chateau Briand Restaurant, 440 Old Country Road, Carle Place.

Cost: $90.00 pp. with advanced registration, $100 for all walk ins.

Reservations must be in by Wednesday, December 3rd.

Sponsorships Available! Book a table of 10 and each person gets an additional $50 in gaming money!

Make some underprivileged child smile this Christmas by bringing a toy or sending a donation either on-line, by mail or in person as a separate check to 'Toys For Tots'.

Bring an unwrapped toy and get a gift from us!

Be sure to meet the Marines who will be there to collect the toys.

RESERVE ON LINE AT WWW.TRICOUNTY AGENTS.COM…….OR Complete and return the reservation form with your checks TODAY !

For more info call Jeanne at 516-681-6265 or email: injeanious1@mac.com Reservation for 12/10/14 Holiday Party.

Use separate sheet for additional names.

Please make your check payable to TriCounty IIAA and mail to:

Name __________________________________________________ Name __________________________________________________

TriCounty IIAA 150 Dartmouth Dr Hicksville, NY 11801 Attn: Jeanne Abatelli

Agency/Company _______________________________________ Phone Number: __________________________________________ ____ I cannot attend the holiday party this year, but am enclosing a check to Toys for Tots ____ In addition to the reservation[9] check, I am enclosing a check payable to Toys for Tots

[10]

TRICOUNTY, IPALI & CPCU-LI (Formerly WINLI)

Sponsorship Opportunity Wednesday, December 10, 2014 Test your skills with black jack, slot machines and the wheel of chance! Check your trivia knowledge! Prize Table with choice of prizes for winners!

Enjoy a fabulous buffet dinner with open bar all evening.

Cost of Sponsorship $395.00 Time: Event Begins Promptly at 6 pm Place: Chateau Briand Restaurant, 440 Old Country Road, Carle Place.

Cost: $90.00 pp. with advanced registration, $100 for all walk ins.

Sponsorship must be in by Wednesday, December 3rd.

To Sponsor return the following form with your check, Payable to: TriCounty IIAA, by Dec 3rd or visit www.tricountyagents.com and register online!

Mail to: Jeanne Abatelli * 150 Dartmouth Dr. * Hicksville, NY 11801 If you have any question please call 516-681-6265 or injeanious1@mac.com Sponsor Reply Form – TriCounty, IPALI & CPCU Holiday Party – December 10, 2014 Enclosed is a check for $___________________________________________________________________ Company Name _________________________________________________________________________ Address _______________________________________________________________________________ Phone No. _______________________________E-Mail ________________________________________ Party Attendee ___________________________________________Fax: ________________________

Add $90 for each additional attendee.

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Please provide names and email addresses on the back of the form.

A View From The Club House

by Pat Calvert

Our 2014 golf classic was at a new location and proved to be a ‘home run’. (If

you can use that expression for a golf outing). Hempstead Golf and Country Club provided an exceptional golf course followed by a terrific cocktail reception and dinner – not to mention perfect weather which we know they were not really responsible for. That responsibility went to our golf committee; Bob Mackoul, Frank Elorza, Kevin Crossley, James Bastion, Jeanne Abatelli and yours truly. Not sure which one of them has the “in” with a higher power, but they came through with a winner.

Awards went to some of the usual golfers and some new ones too, as the

photos display…..Donna Doyle, our female Rory McIlroy, again took first place in most of the women’s events, but the happiest person that evening seemed to be Matt Folan who won the Derek Jeter autographed baseball card. His dad, Steve, said Matt put every one of his auction tickets into that basket and it certainly paid off.

Congratulations to Peter Resnick, one of the most respected and admired

industry professionals in our region, who received the TriCounty ‘Insurance Executive of the Year’ award. Recognition also went to Peter’s very able assistant, Linda Fazzio, who was a tremendous help in making our outing successful.

We try to tell the story with photos after an affair but the best way to

appreciate these events is to attend them in person. Whether it be our annual golf outing, our upcoming holiday party, the educational offerings during the year or our elegant installation dinner in the spring, we urge you to be a part of our association.

Members of our board of directors and our past presidents are always on hand to meet and greet folks and make everyone feel comfortable.

Please plan to join us for our final event of the year on December 10 and

make a resolution to get involved in 2015. We will welcome you.

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October 10th Golf Photos

An authentic Derek Jeter autographed card was a huge attraction at the Chinese Auction table.

‌.and the winner of the Jeter card was Matt Folan.

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Some of the other popular items on the auction table.

50/50 and auction tickets were sold throughout the evening with proceeds going to our scholarship fund.

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Frank Elorza (r) presented Peter Resnick with the 2014 Insurance Executive of the Year award.

Linda Fazzio, flanked by Frank Elorza and Peter Resnick received a special ‘thank you’ award for her extensive help with the golf classic.

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James Bastian with 1st Place winners (l-r)Tom Dickerson, Donna Doyle and Nick Steffey.

Donna Doyle, who won both the Women’s Longest Drive and Women’s Closest to the Pin, was congratulated by James Bastian.

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The 2nd place winning team with James Bastian are (l-r) Ron Brunell, Louis Finkelstein and Gerald Tobias.

James Bastian with 3rd place winners, (l-r) Rich Brown, Mark Derrenberger, and Frank Elorza [17]

Peter Phillips, Peter Resnick and Bob Mackoul drew the 50/50 ticket. A special ‘thank you’ goes to Jay Levy who donated his $575 winnings to the scholarship fund.

ALL 50/50 PROCEEDS GO TO OUR SCHOLARSHIP FUND EACH YEAR TRICOUNTY AWARDS $10,000 TO LOCAL STUDENTS IN HIGH SCHOOL & COLLEGE

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Around the Room

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Independent Insurance Agents & Brokers of America, Inc. 20 F Street, NW • Suite 610 • Washington, DC 20001 P: 202.863.7000 • F: 202.863.7015 • InsurPac@IIABA.net

Name:

Title/Occupation:

Business Name:

Address:

City:

State:

Email:

Zip:

Phone:

❏ I am a Young Agent

Suggested Contribution: $

One-Time Payment (Check or Credit Card) ❏ $5,000 Millennium Club

❏ $1,000 Centennial Club

❏ $250 Pioneer Club

❏ $100 Young Agent

❏ $2,500 Platinum Club

❏ $500 Gold Club

❏ $150 Founders Club

❏ $

(Other)

OR Monthly Payments (credit card withdrawal on the 15th of each month) Start Month: End Month:

/2014 /

❏ $250 Month ❏ $100 Month

❏ $50 Month ❏ $25 Month

❏ $10 Month ❏ $

Month

❏ No end date Personal Check (payable to “InsurPac”) Credit Card: ❏ American Express Card Number:

❏ VISA

❏ Mastercard Exp. Date:

/

****All forms of payment must be by personal check, credit card or non-incorporated agency check.

Authorized Signature:

Date:

/

/

Contributions or gifts to InsurPac are not deductible as charitable contributions for purposes of federal income tax. Federal law requires us to use our best efforts to collect and report the name, mailing address, occupation and employer for each individual whose contributions aggregate in excess of $200 in a calendar year. Your contribution should be considered strictly voluntary.

[21]

HEARD AROUND TOWN

Travelers Companies, the only property-casualty

insurer in the Dow Jones Industrial Average, said Chief Executive Officer Jay Fishman has been diagnosed with a neuromuscular condition. “While fortunately it has so far been slow progressing, you may soon see me with a cane or other gear to help me get around,” Fishman said in a letter to employees released yesterday by the New York-based insurer. “Nothing about this circumstance changes my ability or plan to continue as chairman and CEO.” We wish Jay the best. Our prayers and support are with him.

Stephen Folan Past President 2009 - 2011

Nationwide Mutual Insurance Co. said it will

unite all of its products and subsidiaries under its most recognizable brand— Nationwide — and drop the use

Joe Tunkel is a Past President of the IIAA of Nassau County.

When Joe was the editor of the old Nassau publication, he wrote an article entitled, “Heard Around Town.”

Recently, one of the TriCounty board members was discussing TriLines, and commented that he always looked forward to Joe’s article.

We have decided to revive it here.

of names of other subsidiaries. The company currently operates under multiple brand names including Nationwide Insurance, Allied Insurance (an independent agency unit), Harleysville Insurance (which it acquired in 2012), Nationwide Financial, Scottsdale Insurance (surplus lines carrier), Crestbrook Insurance and Veterinary Pet Insurance. It will drop those in favor of the one-brand approach.

Geico spent the most money for advertising

among U.S. property/casualty insurers in 2013.

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Auto | Home | Renters | Condo | Umbrella

Sense of

Partnership

You’ll find a quality partner in us.

MAPFRE Insurance Company of New York is a leading auto and home insurer in part because of our strong partnerships with independent agents. These partnerships allow us to offer customers products and services they can trust with the financial stability and experience of a local industry leader.

Connect with us today to see how MAPFRE Insurance can better serve you and your customers.

CONNECT WITH US!

Âť

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800.499.5646

MAPFRE InsuranceSM is a brand and service mark of MAPFRE U.S.A. Corp and its affiliate, MAPFRE Insurance Company of New York (Garden City, NY).

[23]

Geico’s advertising expense in 2013 was $1.18 billion, up 5.2 percent from 2012. Its ratio of advertising to premium was 6.3 percent. Coming in second in advertising expenditure among U.S. P/C insurers was Allstate, which spent $886 million in 2013, up 7 percent from 2012. Allstate’s ratio of advertising to premium was 3.5 percent.

Other top advertisers include State Farm ($802 million spent on ads in 2013), Progressive ($595 million) and Liberty Mutual ($423 million). —SNL Financial

An Internet technology study conducted in 2013 estimated that approximately

3.1 million auto insurance policies were sold online in 2012. —comScore

In 2012, “direct writers,” including insurers that distribute through the Internet,

exclusive/captive agents, direct response and affinity groups, accounted for 72 percent of the personal auto market. Meanwhile, “agency writers,” including insurers that distribute through independent agencies, brokers, general agents and managing general agents, accounted for 27.4 percent of the personal auto market, with other unspecified distribution channels accounting for the remainder. —A.M. Best

[24]

IIABNY SEMINAR CALENDAR – Remainder of 2014 CE Classes in Nassau, Queens and Suffolk Counties

Unless noted, the following seminars will be held at Four Points Sheraton, Plainview or LaQuinta Inn & Suites, Garden City.

Four Points Sheraton is noted ‘Pl’ LaQuinta Inn is noted ‘GC’ 11/18/14 ACSR #1 Homeowners ...........................................................................(full day) Pl 12/10/14 Using “SHOP” Marketplace ......................................................................(half day-am) Pl

For a complete schedule and registration form, log on to www.iiaany.org. Highlight the ‘Education & Events’ tab and select ‘Find A Class’. Registration forms are also available on line, or call IIABNY’s Education Dept. at 1-800-962-7950.

[25]

Holiday Season Great Time for Coverage Review

by Chris Wukovits

If you are like me, nothing says welcome to the

Holiday Season like daydreaming about all the cool stuff you hope someone remembers you hinting about that would really make you happy. It is also the time of year when young and vintage love is often culminated by occasion of an engagement. Maybe it’s a new 70 inch flat screen TV, or maybe it’s that I Phone 6 Plus or could be that two carat Diamond engagement ring from Jared that “jewelry guy” that we hear about all the time on the radio. So as insurance professionals, it is important for us to advise our clients and prospects of the extraordinary value and protection provided by purchasing personal property insurance, scheduled coverage and blanket coverage to protect their belongings.

Whether they rent or own a home, condo or co-op, a standard property policy

form (HO3, HO4, HO6 and HA9) will provide good protection for our client’s things.

The best way I have heard insurance sales agents explain contents is that “if you turn your dwelling upside down everything that falls out would be your contents.”

It is important to make sure for our client’s that rent or own a condo or co-op to periodically complete a brief inventory and determine if the amount of coverage for their property will need to be adjusted. Sending emails to them or dropping them a postcard might be a great way to encourage them to call our office for a free insurance review. With all the direct writers and captives out there, independent agents really need to provide value added services such as free insurance reviews

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and a promise to do the shopping for them at renewal so they are not tempted to leave us. Now as you are aware being in this great industry we know these policies have limited coverage for certain classes of property such as jewelry, furs and firearms to name a few, so this is another opportunity to provide greater protection and peace of mind to our clients with a relatively low premium impact. So it is important to make sure those items are scheduled on the policy individually or covered under a blanket basis. An engagement ring and all high end jewelry will be best covered under a schedule. Personal Articles coverage provides the broadest coverage with very limited exclusion (War, Nuclear and wear and tear) some carriers write it on the existing property policy form and some write it as a stand-alone so you gain a PIF (Policy in Force).

As an agent, it is a great feeling to tell our clients they are covered for a loss,

the inverse of this is always tough and really opens up discussions about why a particular coverage was not provided or offered. An E&O claim or the possibility of one is a sure fire way to take years off of our lives. The best way to avoid this is to offer solid coverage and make sure we have the file documented that coverages were offered and rejected. Utilizing a coverage rejection form is a simple and effective easy way to memorialize the transaction and ensure both parties are on the same page and are in agreement with the coverage recommended by us and selected by the client. So really look at this upcoming season as the prime time where people are acquiring more “stuff” so we have an opportunity to better protect our clients from financial hardship of replacing these items.

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The 2014 Trusted Choice® Marketing Reimbursement Program With its new online quoting capabilities and bold, new “Freedom” advertising campaign, the Trusted Choice® brand has gained a whole new level of recognition among consumers.

There has never been a better time to co-brand your agency as Trusted Choice® and the 3 great options above can help you offset your costs while doing so!

You can choose to apply for 1, 2, or all 3 reimbursement options. Certain rules and eligibility requirements apply, so be sure to review the Marketing Reimbursement Program guidelines document and application first.

The guidelines & application can be found at

www.iiabny.org/TrustedChoice

If you need assistance, please don’t hesitate to contact:

Jo Buckley

Trusted Choice® Member Advocate 703.706.5412 joanne.buckley@iiaba.net

Julie MacConnell

IIABNY Director of Marketing & Communications 800.962.7950 x226 jmacconnell@iiabny.org

DIGITAL MARKETING

TrustedChoice.com / Project CAP 101

by Julie MacConnell, IIABNY | jmacconnell@iiabny.org

TrustedChoice.com (powered by Project CAP) is the result of a great initiative with huge opportunity for competing in the digital space, but the building process has left many agents lost in confusion. This probably includes you. Don’t worry, throw out everything you know about TrustedChoice.com and let’s get to the basics.

Learn the reason we have it, how it was started, what it is, how it works and how you can get listed.

Let’s Start from the Beginning

THE REASON

75%! Just think of how many times you or your friends Google something before purchase.

But, independent agents aren’t showing up & direct writers have been mastering this space. The Result? Independent agents are losing business and commissions every day.

HISTORY

75% of personal insurance co nsumers research on line before p urchasing

So, understanding the long-term gravity of this issue, the Big ‘I’, Trusted Choice®, state associations and 6 investor carriers put their heads together to create a tool to help independent agents compete online and win back those commissions.

Project CAP is that tool.

Ta-da! The Solution

WHAT IT IS

Project CAP is the technology and digital marketing strategy behind what consumers now see as TrustedChoice.com.

TrustedChoice.com is a website that enables a “one-stop-shop” online insurance shopping experience. Consumers receive multiple, real-time personal lines rate quotes from a number of insurance companies and can then connect with a local independent agent to bind and for ongoing service.

It delivers your potential customers the best of both worlds - ease of technology (what they want) and the value of working with an independent agent (what they need).

It delivers you qualified leads.

HOW DOES IT WORK

Get A Quote

Consu m option ers have tw s when o th T Get a rustedChoic ey visit Quo e.co They e te or Find Y m: nter a our Ag zip c ent box to ode in eithe . r start.

Find Your Agent

Consu mer en about ters de the ta and co ir vehicles, d iled info riving ntact in histor fo. De is sele y, sir cted. T hen, th ed coverage ey sele they w ct wha ant in t an age nt .

ts elec er s nt in m a su Con they w ent. ag at wh m an o & fr

Through EZLinx technology, quotes from participating carriers are then displayed.

The consumer clicks on the desired quote and then the agents who write with that company are displayed.

Agents must be Advantage Subscribers to ‘show up’ here.

A list of agents in their area is provided. Note: Advantage Subscribers show up first & have full profiles. Basic listings do not have profiles.

Consumer will choose an agent, enter name & phone number to have that agency contact them.

AN EMAIL LEAD IS THEN SENT TO THE AGENCY

The consumer can view the profile of an agency and if it’s the right fit - will click to have that agency contact them to fulfill the quote.

AN EMAIL LEAD IS THEN SENT TO THE AGENCY

*In ‘Find Your Agent’: An Advantage Subscriber who is 20 miles away will display before a basic listing in the immediate area. That is why it is so important to become an Advantage Subscriber.

HOW DO I GET LISTED

All Big ‘I’ members receive basic listings in the ‘Find Your Agent’ results automatically and at no charge.

However to take advantage of the enhanced benefits of TrustedChoice.com such as a full profile, displaying at the top of the list, and in the ‘Get a Quote’ results, you need an Advantage Subscription.

age Subscription?

What’s Included in an Advant

Unlimited Get a Quote & Find Your Agent Leads Premium Position in Results Enhanced Profile to Help Sell your Agency Including: contact info, logo or photo, description, agency services, carriers represented, social media links and more.

Automatic Program Enhancements & Resources Technical Support No contract, monthly subscription plan for only $39/month

11

Business Magazine Month 20XX

Sign up today!

Contact David Roeber at Project CAP via phone: 952-715-5911 via email: DavidRoeber@projectcapmarketing.com or Complete the Form https://iw.trustedchoice.com/portal-form/

www.businessmagazine.com As always, Julie is here to help with any questions! Call 315.432.4226 or email jmacconnell@iiabny.org

QSR

Quaker Special Risk EXCLUSIVELY SERVING RETAIL AGENTS SINCE 1960

Quaker Special Risk is the appointed Program Administrator for an ‘A’ XV rated carrier

Program for Luxury Homebuilders and Remodeling/Renovating GC’s Qualification Requirements: Residential General Contractors involved in the construction of single family or two family homes or Remodeling/Renovation General Contractors performing commercial or residential work that subcontract most of their work. Maximum 15 new starts per policy year for home builders.

Coverage Outline: Commercial General Liability Policy Form: CG0001 (07/98) Per Project Aggregate Blanket Additional Insured (including completed operations) Blanket Waiver of Subrogation Primary Non Contributory Employee Benefits Liability Competitive Rating Structure Limited Pollution Coverage Extension

Excess Limits Minimum AvailablePremiums for Qualifying Recently Reduced for allRisks Programs

Two New QSR Contractor Programs Now Available ManagersProgram Professional/GL * Specialty Solar Contractor Program * Construction Artisan Contractor Trade Contractors Submission Requirements: 4 years of currently valued loss runs Minimum 3 years in business or 6 years of construction experience Acord Application & Supplemental Application (see our Web Site) Copy of Subcontractor Agreement Number of new home starts and average sales price per home Direct Payroll, cost of subcontractors & gross annual revenues *Other markets are available for risks not fitting this profile For more information call Frank Walsh at 800-447-4180 ext. 2232, fwalsh@qsr-insurance.com

Quaker Special Risk P.O. Box 1350 Eatontown, NJ 07724 800-447-4180 • Fax 732-223-9072 www.QSR-insurance.com

See You At Our Holiday Party WEDNESDAY December 10, 2014 Chateau Briand Carle Place, NY

Pryor Personnel Agency Inc. The Insurance Specialist since 1970 local, National and International Recruitment www.ppryor.com ppryor1578@aol.com

Phone (516) 935-0100

OFFICERS & DIRECTORS

OFFICERS President Frank J. Elorza felorza@clubagency.com Club Agency 1051 Franklin Avenue Garden City, NY 11530 516-873-2387 fax: 516-742-70711 Vice President Peter Phillips pphillips@phillipsbrokerage.c om Phillips Brokerage, Inc. 37-19 Broadway Astoria, NY 11103 718-545-4700 fax: 718-545-8531 Treasurer Adam P. Erickson Carlstan North Hills Agency adam@carlstan.com 261-20 Hillside Avenue Floral Park, NY 11004 718-343-6450 Secretary James G. Bastian jamesb@apiagents.com Advantage Partners, Inc. 37-19 Broadway Astoria, NY 11103 347-721-9839

Immediate Past President Robert E. Mackoul, CLU remackoul@mackoul.com Mackoul & Associates 25 Nassau Lane Island Park, NY 11558 516-431-9100 fax: 516-431-4641

DIRECTORS Dean S. Aloia daloia@aloiamckinnon.com Aloia McKinnon Ins. Brokerage.

7801 Fifth Avenue Brooklyn, NY 11209 718-836-8000 x 310 Ronald Brunell, CIC rbrunell@bbcoverage.com B&B Coverage, Ltd. 1 East Lincoln Avenue Valley Stream, NY 11582 516-872-2300

Andrew Chong andrew@hduco.com HD Underwriting Agency Inc. 159-15 Northern Blvd Suite 102 Flushing NY 11358 718-359-2003

Alex Giraldo agiraldo@clubagency.com Club Agency 1051 Franklin Avenue Garden City, NY 11530 516-873-2443 Neil Levy, CPA, CFP CBS Coverage Group, Inc. 111 Express Street Plainview, NY11803

(516) 938-9000 Chris Wukovits cwukovits@aaany.com AAA New York Insurance Services, Inc. 1415 Kellum Place Garden City, NY 11530 (516) 877-5219

OTHER POSITIONS TriCounty IIAA Executive Director Patricia Calvert 132 Peachtree Lane Roslyn Heights, NY 11577 calvertpc@aol.com 516-621-2209 Tri-Lines Publisher Jeanne Abatelli 150 Dartmouth Drive Hicksville, NY injeanious1@optonline.net 516-681-6265 TriCounty IIAA Director of Sales Jeanne Abatelli 150 Dartmouth Drive Hicksville, NY injeanious1@optonline.net 516-681-6265

IIABNY Positions Chair of the Board James D. Sutton, CPCU, AAI, CIC jsutton@suttonins.com James F. Sutton Agency, Ltd. 143-149 Main Street East Islip, NY 11730 631-446-3165

IIABNY President & CEO Richard A. Poppa, CAE, AAI dpoppa@iiabny.org IIABNY 5784 Widewaters Pkwy Dewitt, NY 13214 800-962-7950 516-568-0800

Regional Director (L.I.) Kevin R. Crossley kcrossley@aaany.com AAA New York Insurance Services, Inc. 1415 Kellum Place, Garden City, NY 11530 516-873-2256

Committees 2014- 2015 Communications, Public Relations & Website Chris Wukovits - Chair, Ron Brunell, Alex Giraldo, Andrew Chong, Neil Levy, Jeanne Abatelli

Downstate Ron Brunell, Frank Elorza, James Bastian

Scholarship Andrew Chong & Peter Phillips - Co- Chairs, Eileen Black, Pat Calvert

IIABNY Liaison & Member Services Alex Giraldo - Chair, Frank Elorza, Adam Erickson, Kevin Crossley, Pat Calvert

Legislation and InsurPac Dean Aloia and Bob Mackoul - Co-Chairs, Peter Phillips , Chris Wukovits, Steve Folan

Meetings & Programs Ron Brunell, Chair, Adam Erickson, James Bastian, Dean Aloia, Neil Levy, Steve Visco, Jeanne Abatelli, Pat Calvert

Golf Outing "

Bob Mackoul, Chair, Frank Elorza, Kevin Crossley, James Bastian

Installation Dinner "

Peter Phillips, Frank Elorza, Jeanne Abatelli, Pat Calvert

Next Gen Adam Erickson and Neil Levy – Co- Chairs, Andrew Chong, Alex Giraldo

Sponsors & Advertising Jeanne Abatelli, Chair, James Bastian, Alex Giraldo

Tri Lines Jeanne Abatelli, Chair, James Bastian, Chris Wukovits, Pat Calvert

Tri-County members are invited to join a committee of their choice. Please contact a committee member or Pat Calvert 516-621-2209 calvertpc@aol.com for details.

Advertisers Insurance Companies & Markets Interboro Insurance Group Peter Resnick 155 Mineola Blvd Mineola, NY 11501 Phone: 516-248-1100 Fax: 516-746-1884 Email:presnick@interboroinsuran ce.com www.interboroinsurance.com Magna Carta Companies Lou Masucci 1 Park Avenue New York, NY 10016 Toll Free: 1-888-ONE PARK Phone: 212-591-9500 Fax: 212-591-9621 www.mcarta.com Morstan General Agency Inc. Bob Birner 600 Community Drive PO Box 4500 Manhasset, NY 11030-4500 Phone: 516-488-4747 Fax: 516-437-5050 www.morstan.com New Empire Group 214 W Park Avenue Long Beach, NY 11561

Phone: 866-431-8100 Fax: 516-431-5351 www.newempiregroup.com NIF Group Michael Orlando Nancy Williams 30 Park Avenue Manhasset, NY 11030 Phone: 516-365-7440 Fax: 516-496-7356 nwilliams@nifgroup.com www.nifgroup.com Program Brokerage Corp.

Gary Shapiro, Derek Donnelly 100 Sunnyside Blvd. Woodbury, NY 11797 Phone: 516-496-1346 Fax: 516-496-1359 www.programbrokerage.com Quaker Special Risk Camille Windler 226 5th Avenue, 4th Flr. New York, NY 10001 Phone: 516 428 0716 Fax: 732-223-9072 Email: salesattkr@aol.com www.qsr-insurance.com RMS Insurance Brokerage Mark Derrenberger 100 Ring Rd W Suite 200 Garden City, NY 11530 Phone: (516) 742-8585 Email: MDerrenberger@ClubAgency.co m

Insurance Services

Pryor Personnel Agency Patricia Pryor Bonica 147 Old Country Road Hicksville, NY 11801 Phone: 516-935-0100 Fax: 516-931-7842 Email: ppryor1578@aol.com www.ppryor.com

Restoration Services Great American Restoration Services, Inc. David Pinto 2623 N. Jerusalem Rd. East Meadow, NY 11554 Phone: 516-783-5053 Fax: 516-783-5054 Email: DAVIDPINTO@GARSINC.COM www.damagerelief.com

VISIT US AT WWW.TRICOUNTYAGENTS.COM