Program Book | Annual Conference 2025

Page 1


Program Book

Or search for “PIA EVENTS”

• Receive instant updates on events and sessions.

Conference app sponsor:

• Easily connect with attendees and exhibitors— Simply scan a badge!

• Plan your itinerary, get CE session info, and explore the trade-show floor plan.

• Play the game for chances to win an Amazon gift card.

Conference app game sponsor:

Jeffrey M. Schmitz, CPCU jschmitz@afcodirect.com 631-332-0880 Derek Wall dwall@afcodirect.com 215-896-4811

Castaldi jcastaldi@afcodirect.com 484-268-6699

SCHEDULE

SUNDAY, June 8

12-7 p.m. PIA registration desk open

1:30-4:30 p.m.

Education session: Cyber Liability & Data Breach: Don’t Be Compromised John Fear, CISR, CPIA

4-6:30 p.m. Trade show open with cash giveaway

5 p.m.

Networking Reception in the trade show

9-11 p.m. YIP Nitecap Reception

MONDAY, June 9

7:30 a.m.-12:30 p.m. PIA registration desk open

8-10 a.m.

Education session: Unprecented Times: Other Than Price, What Else Has Increased? John Fear, CISR, CPIA

8:30-10:30 a.m. AUGIE User Group Meeting

9 a.m.-noon

Noon-1:45 p.m.

1-6 p.m.

1:45-4 p.m.

Trade show open:

—9-10:30 a�m� Continental breakfast —10:30-11:30 a�m� Bloody Mary & Mimosa bar

Networking lunch Featuring funny motivational speaker, Kelly Swanson

PIA registration desk open

Trade show open

—Wine and Cheese Reception —Exhibitor door prizes and grand door prize drawing

SCHEDULE

MONDAY, June 9

2-3:30 p.m.

2-4 p.m.

3-5:50 p.m.

3:30-5 p.m.

6:30-9 p.m.

Deep Dive Live—Tech Tactics: People, Processes and Technology Panelists: Mark Glaug, Lisa Hamm, CIC, Gordon Hudson, Brent Sheppard, Vic Veh; moderated by Aaron Levine, CIC

Emerging Leaders Series: Module 3 Managing vs Coaching: Developing Meaningful and Measurable Goals

Education session: Homeowners and the Hard Market: Building Your Home (Policy) on a Firm Foundation

Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS, MLIS, AFIS, TRIP

Workshop: Using AI for Effective Agency Communications Session leaders: Daniel Metcalf, Robert Salinas, Jason Walker, Vic Yeh

Nighttime Beach Party at The LandShark Grill featuring ... GoodMan Fiske Band

TUESDAY, June 10

7:30 a.m.

8-9 a.m.

YIP Fun Run warm-ups

YIP Fun Run to benefit Special Olympics NJ

8-10:30 a.m. PIA registration desk open

8:30-9:30 a.m. YIP Fun Run breakfast with award presentations

9:30 a.m.-12:30 p.m.

12:30 p.m.

Closing session: Ethical Practices in Insurance: Managing E&O Risks^AZ^UN

Cathy Trischan, CPCU, CIC, CRM, AU, ARM, AAI, CRIS, MLIS, TRIP

Conference officially concludes

We’re equipped to handle the most challenging types of coverage.

Brooks Insurance Agency excels in servicing the standard market and brokering complex lines of business. With 90+ quality carriers across admitted and non-admitted markets, agents secure coverage their clients need.

Comprehensive wholesale options

Our top-notch wholesale insurance solutions span a broad range of markets and are tailored to your clients’ unique risks, concerns, and goals.

• Commercial

• Personal Lines

• Surety

• Professional/Non-Profit

• Special Events

• Cyber

Contact a Brooks Wholesale broker to start a quote. Email us at info@brooks-ins.com or call 732.972.0600

Working with the independent agency system is one of the most worthwhile investments we can make. Travelers is proud to be a sponsor of the 2025 PIANJ/PIANY Annual Conference.

travelers.com

HOTEL MAP

MAP KEY

1ST FLOOR - CASINO LEVEL

2ND FLOOR - MEETING LEVEL

NETWORKING EVENTS

Check Out This Great Set List of Events:

Boots & Bourbon: Networking Cocktail Reception

Sunday, June 8, 5 p.m.

Kick off the conference the right way—catch up with old friends and make new ones in the networking lounge� Enjoy hors d’oeuvres, cocktails, and plenty of great conversations � Refreshing drinks are available for purchase during the event �

YIP Late-Night Honky-Tonk

Sunday, June 8, 9–11 p.m.

Join the YIPs for the hottest party in town at Hard Rock Café Backstage! Great music, dancing, and craft cocktails await as the rising stars of the insurance industry let loose and have a little fun�

Sponsored by:

Sponsored by:

NETWORKING EVENTS

Trade Show–Where Deals Get Done!

Sunday, June 8, 4–6:30 p.m. | Monday, June 9, 9 a.m.-Noon; 1:45–4 p.m.

The trade show at Annual Conference is where top insurance professionals meet, mix, and make things happen� Shake hands, swap stories, and discover the latest tools and techniques that will keep your business in the spotlight

Wind down and enjoy a little Southern hospitality! Sip drinks, savor delicious cheeses, and connect with industry pros in a relaxed setting

Networking Reception: Sunday, June 8, 5–6:30 p.m.

Sponsored by:

Networking Lunch

Bloody Mary & Mimosa Bar: Monday, June 9, 10:30–11:30 a.m.

Sponsored by:

featuring Funny Motivational Speaker, Kelly Swanson Monday, June 9, 12-1:45 p.m.

Enjoy a hearty lunch and a whole lot of laughs as Kelly Swanson brings her signature charm, humor, and storytelling magic to the stage�

Kelly Swanson is an award-winning storyteller, comedian, hall-of-fame inspirational speaker, Huffington Post contributor, and cast member of The Fashion Hero television show airing on Amazon Prime� She is also author of Who Hijacked My Fairy Tale, The Land of If Only, The Story Formula, and The Affirmation Journal for Positive Thinking.

Kelly’s wacky wit and powerful stories have charmed hearts and tickled funny bones for over 20 years � In addition to her role as a funny motivational speaker, Kelly teaches people how she does it by sharing what she has learned about connecting and engaging to have more influence in business, through the use of one tool–strategic storytelling�

Sharing her own powerful journey through story and the formula she discovered, you come to that magical place where the art of story meets the business of persuasion�

Wine and Cheese Reception: Monday, June 9, 1:45–4 p.m.

Sponsored by:

Sponsored by:

Southern Nights Beach Party at LandShark Bar & Grill

Monday, June 9, 6:30–9 p.m.

Once again, we’re taking over the LandShark Bar & Grill for a rockin’ beachside bash! Kick off your boots, sink your toes in the sand, and dance under the stars to the GoodMan Fiske Band—one of the East Coast’s hottest cover bands!

Sponsored by:

Fun Run to Benefit Special Olympics New Jersey

Tuesday, June 10, 7:30-9 a.m. *New start time this year*

A 41-year tradition continues with Fun Run 2025! Whether you run, jog, or take a leisurely stroll, every step you take helps make a difference

To date, PIANJ and NJYIP have raised more than $5 million for SONJ—let’s make this year the best one yet!

Sponsored by:

PROFESSIONAL DEVELOPMENT

AUGIE User Group Meeting

Monday, June 9, 8:30-10:30 a.m.

AUGIE is a volunteer-facilitated organization that focuses on enhancing the agent-customer experience throughout the lifecycle of the insurance process � Join other agents, carriers, and vendors in a lively discussion on how technology can enable agency-insurer communications �

Deep Dive Live—Tech Tactics: People, Processes and Technology

Monday, June 9, 2-3:30 p.m.

InsurTech experts and PIA members will demonstrate how they have implemented tech tools effectively to enhance workflow, boost efficiency, and stay competitive—and you can, too! Panelists: Mark Glaug, Lisa Hamm, CIC, Gordon Hudson, Brent Sheppard, Vic Veh; moderated by Aaron Levine, CIC

Emerging Leaders Series: Module 3

Managing vs Coaching: Developing Meaningful and Measurable Goals

Monday, June 9, 2-4 p.m.

Instructor John Fear, CPIA, CISR, will help experienced and burgeoning insurance leaders to explore the key elements of transformative leadership that drive success in the insurance industry�

Workshop: Using AI for Effective Agency Communications

Monday, June 9, 3:30-5 p.m.

Session leaders: Daniel Metcalf, Robert Salinas, Jason Walker, Vic Yeh

Join us for this hands-on workshop to talk about the ways you can use AI for sales, social media, client communications and greater productivity in your agency�

This session will cover the AI landscape, help you sort out what’s important from the noise, and address how various solutions—like ChatGPT and Copilot—will work with the solutions you have� Topics will include the following: how to get started; how to write good and effective prompts; insurance-specific exercises you can practice; security, privacy and avoiding risks—including the best ways to keep your data secure; and best practices from other agencies �

TRADE-SHOW FLOOR PLAN

2024 CONTRIBUTORS THANK YOU

$2,500 and above

Excelsior Club

Bartow Insurance Agency & Jebb Brokerage Inc.

$1,000-2,499

Platinum Club

NGL Group LLC

Parsons & Associates Inc.

Skeele Agency Inc.

John Tomassi, CPCU

Utica First Insurance Co.

P.W. Wood & Son Inc.

$750-999

Diamond Club

Andrews Agency Inc.

$500-749

Gold Club

Atlantic Coast Risk Services Inc.

Broadfield Group - A Member of PCF

Insurance

Tim Dean, CIC, CRM

Garber Atlas Fries & Associates

Insurance Marketplace

Lawley LLC

The Roffe Group of Robinson+Cole

Ten Eyck Group

Umanoff Boyer Insurance Agency LLC

VanParys Associates of Palmyra Inc.

$250-499

Capitol Club

E.F. Ashley Co. Inc.

AZBY Brokerage Inc.

Benefit Quest Inc./Eric Cohen Insurance

Allan M. Block Agency Inc.

Cassetta Agency Inc.

Fire Mark Insurance Agency Inc.

Lynne R. Frank, CPCU

North Franklin Brokerage Inc.

Leslie C. Rogoff

Ryan and Ryan Insurance Brokers

Gary Slavin, CLTC, CIC, LUTCF

Michael Stamp

$100-249

Century Club

Ability Service Agency Inc.

Shirley Albright, CPIA, CISR

Gabriel Bundschuh & Associates

Thomas J. Carbone Insurance Agency

Coverage Concepts Inc.

David Dickson

Marshall Glass, CPIA

Hughes Associates Inc.

Interwest United Insurance Brokerage

Kriner & Furlong Insurance Agency

LA Insurance Agency Inc.

Bradford J. Lachut, Esq.

Millennium Alliance Group LLC

Network Brokerage of Westchester Inc.

Parente Agency/Nationwide

Stephen Ruchman

Shore Line Insurance Agency Inc.

Peter Spiliotis

Stork Insurance Agency

J.B. True Co. Inc.

Peter Wallin

$1-99

AAC Club

Aebly & Associates Insurance Services

Carlstan North Hills Agency

H.G. Ellis Agency Inc.

Karen Gawrych

Robin Hepworth

Nichols Pond Insurance Agency

Douglas Okin

Orrino Insurance Group Inc.

Isabelle Rapacciuolo

Janice Talento

www.pia.org/donateaac

3H Compliance Group https://3hcg.com

Acrisure/Acrisource www.acrisure.com

Adapt API www.adaptinsurance.com

AFCO Direct www.afcodirect.com

AGA www.appliedga.com

Agency Revolution www.agencyrevolution.com

Alchemy Insurance Solutions www.alchemyins.com

American Collectors Insurance www.americancollectors.com

AmTrust Insurance www.amtrustgroup.com

Amwins Access & Amwins Brokerage www.amwins.com

Aon Edge www.aonedge.com

Applied Systems/EZLynx www.appliedsystems.com

Applied Underwriters Inc. www.auw.com

Associated Specialty Insurance Agency Inc. www.asiaworkerscomp.com

Assurant Flood Solutions www.assurant.com

Atradius Trade Credit Insurance Inc. www.atradius.us

Axon Underwriting Services LLC https://axonu.com

Bass Underwriters www.bassuw.com

BBSI www.bbsi.com

BCR Ventures USA Inc. www.bcrventuresusa.com

BOSS Bonds Insurance Agency www.bossbonds.com

Bridge Specialty Group www.bridgespecialtygroup.com

Brooks Insurance Agency www.brooks-ins.com

Brownyard Group www.brownyard.com

Capital Premium Financing www.capitalpremium.net

Cara www.getcara.ai

Chenango Brokers LLC www.chenangobrokers.com

Cornerstone PEO www.cornerstonepeo.com

Cover Desk LLC www.coverdesk.com

CRC Group www.crcgroup.com

Datalot, Powered by Centerfield www.centerfield.com/insurance/

David J. Louie Inc. www.davidjlouie.com

Distinguished www.distinguished.com

DYAD www.dyadtech.com

Empire State Brokerage Services LLC www.empirebrokerage.com

Ennabl www.ennabl.com

Ensure Analytics www.ensureanalytics.com

Enterprise Mobility www.enterprise.com

ePayPolicy www.epaypolicy.com

Excess Line Association of New York www.elany.org

Farmers of Salem www.farmersofsalem.com

First Connect Insurance www.firstconnectinsurance.com

FIRST Insurance Funding www.firstinsurancefunding.com

First Nonprofit www.firstnonprofit.com

Friedlander Group Inc. www.friedlandergroup.com

FTP Inc. www.ftpins.com

Gail www.meetgail.com

Garlic Insurance www.garlicinsurance.com

GEICO www.geico.com

Gold Star Restoration www.goldstarrestoration.com

gotoPremiumFinance www.gotopremiumfinance.com

Graber Agency Inc. www.graberagency.com

Granada Indemnity Co. www.granadaindemnity.com

Great Bay Insurance Group www.greatbayinsurancegroup.com

Great American Ins. Group - Fidelity/Crime www.crimeinsurance.com

Great American Ins. Group - Property & Inland Marine www.gaig.com/pim

Hagerty Insurance Agency LLC www.hagerty.com

Hamond Safety Management LLC www.hamondgroup.com

The Hartford www.thehartford.com

Hartford Flood www.thehartford.com

Hawksoft www.hawksoft.com

Heffner Agency Inc. www.heffneragency.com

Highview National Insurance Co. www.highviewins.com

Honeycomb Insurance www.honeycombinsurance.com

IBD Pro Insurance www.orep.org

ICW Group www.icwgroup.com

Imperial PFS www.ipfs.com

Inchanted www.inchanted.com

Insurance Express & Member Cos. www.insuranceexpress.com

International Underwriting Agency Inc. www.iua.bz

Ironpeak www.ironpeak.com

ISC www.iscmga.com

Jencap Group www.jencapgroup.com

Jimcor Agencies www.jimcor.com

Johnson & Johnson www.jjins.com

Kay.ai www.kay.ai

Lancer Insurance Co. www.lancerinsurance.com

LAVA Automation www.lavaautomation.com

Lovell Safety Management Co. LLC www.lovellsafety.com

M. Miller & Son https://www.mmillerson.com

Marvel IT Services www.marvelitservices.com

McGowan Companies www.mcgowancompanies.com

Method Insurance Services www.methodinsurance.com

Momentum AMP www.momentumamp.com

National General, an Allstate company www.nationalgeneral.com

Neptune Flood www.neptuneflood.com

NEXT Insurance https://agents.nextinsurance.com/appointment

NIP Group www.nipgroup.com

Novacore www.novacore.com

Novus Glass www.kaydiv.com

Oak Street Funding www.oakstreetfunding.com

Omaha National www.omahanational.com

One80 Intermediaries https://www.one80.com/

OnSet PROTECT www.onsetprotect.com

Orchid Insurance www.orchidinsurance.com

Oryx Insurance www.oryxinsurance.com

PA Lumbermens Mutual Insurance Co. www.plmins.com

Palomar Specialty Insurance www.plmr.com

Peoples Premium Finance www.peoplespf.com

Perfect Restoration & Cleaning https://perfectrestoration24.com

Philadelphia Insurance Cos. www.phly.com

PLRisk Specialty Insurance Agency www.plrisk.com

The Premins Co. Inc. www.premins.com

Price & Price Enterprises Inc. www.melwainbonds.com

Prime Insurance Co. www.primeis.com

PIA Northeast www.pia.org

Program Brokerage Corporation www.programbrokerage.com

Progressive www.progressive.com/agent

Redbird Security www.redbirdsecurity.com

Renaissance Alliance www.renaissance.com

RiskAdvisor https://riskadvisor.insure/

Risk and Insurance Education Alliance www.riskeducation.org

Risk Placement Services www.rpsins.com

Ritter Insurance Marketing www.ritterim.com

RMS Hospitality Group www.rmshg.com

Rocket Flood www.rocketmga.com

Rosen Affiliates www.rosenaffiliates.com

Ryan Turner Specialty www.rtspecialty.com

SageSure www.sagesure.com

ShelterPoint Life Insurance Co. www.shelterpoint.com

Simon Agency www.simonagency.com

SIR Services NY Inc. www.sirservicesny.com

Sonant AI www.sonant.ai

Special Olympics of NJ - Fun Run www.sonj.org

Strand Finance Inc. www.strandfinance.com

Strategic Comp www.strategiccomp.com

Synergy Professional Associates www.synergy-ins.com

Tapco Underwriters www.gotapco.com

Thimble Insurance www.thimble.com/broker

Trucordia www.trucordia.com

United Software Developers Inc. www.usdsoftware.com

U.S. Risk LLC www.usrisk.com

USG Insurance Services www.usgins.com

Utica First Insurance Co. www.uticafirst.com

Utica National Insurance Group www.uticanational.com

Venture Programs www.ventureprograms.com

Vertafore www.vertafore.com

Victor Insurance Managers www.victorinsurance.com

WH Greene & Associates www.whgreene.com

Wholesure www.wholesure.com

Wilkoff Bonds www.wilkoffbonds.com

WN Tuscano Agency www.tuscano.com

Workplace Human Capital Management Inc. www.workplacehcm.com

Wright Flood www.wrightflood.com

XPT Specialty www.xptspecialty.com

XS Brokers www.xsbrokers.com

Young Insurance Professionals www.younginsuranceprofessionals.org

D OMINATE YOUR MARKET.

D OMINATE YOUR MARKET. GROW YOUR B O OK. GROW YOUR B O OK. STRENGTHEN YOUR B O OK. STRENGTHEN YOUR B O OK. w w w.b crventuresusa .c om (833) 3 B CRUSA

EDUCATION - FEATURED INSTRUCTORS

John Fear, CISR, CPIA, has worked in the independent agency profession for more than 30 years in a variety of roles and business areas � He specializes in agency operations, process improvement and sales proficiency to help insurance professionals provide outstanding service for their clients

Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS, MLIS, AFIS, TRIP, has more than 35 years of agency-management experience owning, operating and managing an independent insurance agency� He uses his experience to conduct more than 150 insurance-related classes each year for agencies and companies throughout the U�S�

Cathy Trischan, CPCU, CIC, CRM, AU, ARM, AAI, CRIS, MLIS, TRIP, has worked in the insurance industry for more than 30 years, and she provides education and consulting services to other agents, brokers and insurance companies � Those experiences have given her a deep level of dedication and a strong working relationship with her associates in the industry�

EDUCATION CLASSES

Sunday, June 8, 1:30-4:30 p.m.

Cyber Liability & Data Breach: Don’t Be Compromised

John Fear, CISR, CPIA

NY: 3 BR, C1, C3, LA, LB, LSB, PA, PC (NYCR-279888); NJ: 3 GEN (88907701); PA: 3 GEN (138012)

Sponsored by: Excess Line Association of NY

This education session qualifies for three-update credit hours toward any Risk & Insurance Education Alliance designation.

National elections � Autonomous vehicles � Home security systems � Online shopping� Zoom meetings and school classes � With so many of our everyday actions taking place in the digital world, cyber liability has taken on an even greater importance in the world of insurance� What is the risk to your personal and commercial insurance clients when it comes to having their digital identity and information compromised, and what can be done to protect them? This course will look at the increasing risk to individuals and businesses and what can be done to raise awareness to the need and develop a risk assessment plan to protect them�

Monday, June 9, 8-10 a.m.

Unprecedented Times: Other Than Price, What Else Has Increased?

John Fear, CISR, CPIA

NY: 2 BR, C3, PA, PC (NYCR-279891); NJ: 2 GEN (88907703); PA: 2 GEN (138010)

Sponsored by: Brooks Insurance Agency

This education session qualifies for two-update credit hours toward any Risk & Insurance Education Alliance designation�

Insurance professionals are operating in unprecedented times in which carriers are limiting new business production, nonrenewing client accounts, scheduling property inspections, increasing deductibles to offset the transference of risk—all while maintaining agency partner production and retention goals � Clients are experiencing this disruption firsthand, and they are looking to their insurance agent to answer the question: Why is this happening to me? Right now, independent agents can underscore the importance of insurance coverage during times of climate change, which is impacting the four corners of our nation� During this session, we will discuss the operational impact of client connections to not only retain current clients, but also to differentiate your agency regarding communicating the value of having the proper coverages �

EDUCATION CLASSES

Monday, June 9, 3–5:50 p.m.

Homeowners and the Hard Market: Building Your Home (Policy) on a Firm Foundation

Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS, MLIS, AFIS, TRIP

NY: 3 BR, C3, PA, PC (NYCR-279890); NJ: 3 GEN (88907704); PA: 3 GEN (138013)

Sponsored by: Kingstone Insurance Co.

This education session qualifies for three-update credit hours toward any Risk & Insurance Education Alliance designation.

While hard markets are cyclical in the insurance industry, the current cycle is affected by weather and climate change losses � During this session, Lyon will examine various weather and climate change losses � He will stress the importance of insuring a house to value before a catastrophic loss; and the impact underground climate change has had on the insurance industry� Moving beyond the impacts of climate change, he also will discuss how various entities within the industry—carriers regarding new business and insurance departments—are responding to these issues � He will offer tips on risk mitigation (i�e�, how to market your homeowners clients and their exposures to your insurance carriers)�

Tuesday, June 10, 9:30 a.m.-12:30 p.m.

Ethical Practices in Insurance: Managing E&O Risks^AZ^UN

Cathy Trischan, CPCU, CIC, CRM, AU, ARM, AAI, CRIS, MLIS, TRIP

NY: 3 BR, C1, C3, LA, LB, LSB, PA, PC, TIA (NYCR-279889); NJ: 3 GEN (88907702); PA: 3 GEN (138011)

Sponsored by: Utica National Insurance Group

This education session qualifies for three-update credit hours toward any Risk & Insurance Education Alliance designation.

What is the relationship between ethics and the choices we make to manage the errors-and-omissions risk in our agencies? This course will discuss the ethical responsibilities of insurance producers, and the different approaches to decision-making� We will look at some of the situations faced by producers from an ethical and E&O perspective, and discuss specific measures agents can take�

^AZ^UN–This course has been approved for E&O loss prevention credit by Allianz and Utica Mutual.

2024 CONTRIBUTORS

Platinum Club ($3,000+)

Liberty Insurance Associates Inc.

Gold Club ($2,000–2,999)

Hardenbergh Insurance Group

Diamond Club ($1,000–1,999)

AssuredPartners of NJ

Blum & Walsh Group Inc.

Otterstedt Insurance Agency Inc.

Emerald Club ($750–999)

Louis Beckerman, CIC, CPCU

Michael Beckerman, CPCU

McMahon Agency Inc.

Sapphire Club ($500–749)

Mark Anthony Associates

Bogle Agency Insurance

Fraser Brothers Group LLC

McGowan Risk Specialists

Clyde Paul Agency

Capitol Club ($250–499)

Barclay Group

J.S. Braddock Agency

Kenneth Bull, CIC, AU

Lloyd “Rip” Bush Jr., CPIA

Community Insurance Associates Inc.

Davies & Associates

Econoworld Agency Inc.

GJEM Insurance Agency Inc.

Aaron Levine, CIC

Merwin & Paolazzi Insurance Agency Inc.

Quantum Insurance Services LLC

Keith A. Savino, CPIA

South Jersey Agency Partners

Van Pelt & Son Agency Inc.

Veterans Insurance Agency Inc.

Yossi United Insurance Agency LLC

NJPIAPAC Club ($1–249)

Shirley Albright, CPIA, CISR

Allen & Allen Insurance Agency

Anthony F. Bavaro, CIC, CRM

Roger C. Butler, CIC

Charles J. Caruso, CIC, CPIA

Fallivene Agency Inc.

Insurance Center of North Jersey

Jimcor Agencies Inc.

Kando Service Agency Inc.

Carol Katz

Bradford J. Lachut, Esq.

George Lista

Robert R. Marmo

Horace E. McCurdy Insurance Agency LLC

Mandy Adams Moreland, AIS, AU, CPIA

Peter J. Russo Agency

Strategic Insurance Partners, Kape Insurance

Stuber Insurance Agency

Sungenis Insurance Agency

Stephen P. Tague, CPIA

Logan True, CRIS

Voluntary Risk Managers

Samuel A. Wierman

Casey Yarger, CIC, CRM

www.pia.org/donateNJPAC/ govaffairs@pia.org

SPONSORS

AFCO Direct Platinum Host

Amwins Access & Amwins Brokerage Beer & Soda Garden

Bridge Specialty Group Floor Decals

Brooks Insurance Agency Education Session & Silver Host

Cover Desk LLC Trade Show Lounge

CRC Group Gold Host

Cumberland Mutaul Silver Host

Datalot, Powered by Centerfield Charging Station

David J. Louie Inc. Shoe Shine Booth

Excess Line Association of New York Education Session

SPONSORS

Fairway Insurance Brokers Conference App

Farmers Ins. Co. of Flemington Silver Host

Farmers of Salem Hot Dog Booth

Franklin Mutual Insurance Group Silver Host

Hagerty Insurance Agency Snack Booth

ICW Group YIP Nitecap Reception

Inchanted Badge Lanyards

Ironpeak Silver Host

Jencap Group Conference Badges

Jimcor Agencies Networking Reception & Lounge

Johnson & Johnson Silver Host

Kingstone Insurance Co. Education Session

Lancer Insurance Co. Grand Door Prize

Merchants Insurance Group Silver Host

Philadelphia Insurance Cos. Tote Bag Booth

PIANJ Women’s Leadership Alliance Bloody Mary/Mimosa Bar

Plymouth Rock Assurance

Platinum Host & Monday Luncheon

Price & Price Enterprises Inc Wine & Cheese Reception

Preferred Mutual Insurance Co.

Platinum Host & Meeting Refreshments

Progressive Gold Host

SPONSORS

Risk Placement Services

Silver Host

Selective Insurance

Platinum Host & Beach Party

Strategic Agency Partners

Floor Decals

Tokio Marine Highland Conference App Gamification

Travelers Gold Host

Trucordia

Platinum Host

Utica National Insurance Group

E&O Education Session & Continental Breakfast

Vertafore Neck & Shoulder Massage Booth

Wright Flood

Gold Host

XS Brokers

Gold Host

By

 Transportation

 Hospitality

 Agribusiness

 Contractors

 Oil & Gas

 Environmental

LOCATIONS

 Commercial Property

 Auto Dealers

 Manufacturing

 Farm & Ranch

 Workers’ Compensation

 Professional Lines  Personal Lines Products

XPT has locations throughout the United States and rapidly growing. This gives us the ability to better connect agents with the coverage and carriers they need - tailored specifically to each unique region.

2024-2025 PIANJ Administration

President

Andrew Harris Jr�, CIC, AAI, CISR

President-elect

Roger Butler, CIC

Vice President

Aaron Levine, CIC

Treasurer

Lisa Hamm, CIC

Secretary

Michael Beckerman, CPCU, LUTCF

Immediate Past President

Connie Mahoney

National Director

Paul Monacelli, CIC, CPIA

Directors

Lydia Bashwiner, Esq�

Yossi Bolanos

Ken Bull, CIC, AU

Walter Conroy

Alyssa Delaney

Maria Escalona, CPIA

Becky Mateus, CIC, CPIA, ANFI, CFM

William McMahon III, CIC, CWCA

Christopher Powell

Logan True, CRIS

Casey Yarger, CIC, CRM

Active Past Presidents

Anthony Bavaro, CIC, CRM

Louis Beckerman, CIC, CPCU

Bruce Blum, CPIA, TRA

Rip Bush Jr�, CPIA

Charles Caruso, CIC, CPIA

Donna Cunningham, CPIA

Michael DeStasio Jr�, TRIP

Donald LaPenna Jr�

John Latimer, Esq�

Steven C� Radespiel

Keith Savino, CPIA

William Vowteras

Put Your Trust in Us

2025-2026 PIANJ Administration

President

Roger Butler, CIC

President-elect

Aaron Levine, CIC

Vice Presidents

Michael Beckerman, CPCU

Lisa Hamm, CIC

Treasurer/Secretary

Christopher Powell

Immediate Past President

Andrew Harris Jr�, CIC, AAI, CISR

National Director

Paul Monacelli, CIC, CPIA

Director Nominees

Renewing for a three-year term ending in 2028:

Lydia Bashwiner, Esq

Ken Bull, CIC, AU

Walter Conroy

Lisa Hamm, CIC

Directors

Lydia Bashwiner, Esq�

Yossi Bolanos

Ken Bull, CIC, AU

Walter Conroy

Alyssa Delaney

Maria Escalona, CPIA

Tim Latimer

Becky Mateus, CIC, CPIA, ANFI, CFM

William McMahon III, CIC, CWCA

John Latimer, Esq�

John McManigal

Shanna Muscavage

Logan True, CRIS

Casey Yarger, CIC, CRM

Active Past Presidents

Anthony Bavaro, CIC, CRM

Louis Beckerman, CIC, CPCU

Bruce Blum, CPIA, TRA

Rip Bush Jr�, CPIA

Charles Caruso, CIC, CPIA

Donna Cunningham, CPIA

Michael DeStasio Jr�, TRIP

Donald LaPenna Jr

John Latimer, Esq�

Connie Mahoney

Steven C� Radespiel

Keith Savino, CPIA

William Vowteras

Newly elected for a three-year term ending in 2028:

Tim Latimer

Josh McManigal

Shanna Muscavage

2024-2025 PIANY Administration

President

Richard Andrews, LUTCF

President-elect

Jason Bartow, AAI, CPIA, TRA

First Vice President

Michael Loguercio Jr�

Vice Presidents

Raymond Gillis Sr�, FIC, FICF

Jorge Hernandez

Treasurer

Eric Cohen

Secretary

Ed Chadwick

Immediate Past President

Gary Slavin, CLTC, CIC, LUTCF

National Director

Michael Skeele, CIC, CPIA

Directors

Peter Buccinna

Justin Fries, CIC, CPCU, CPIA

Marshall Glass, CPIA

Leslie C� Rogoff

Richard Signorelli

Active Past Presidents

Tim Dean, CIC, CRM

David Dickson

Jamie Ferris, CIC, AAI, CPIA, CRM

Lynne Frank, CPCU

Jeffrey Greenfield

Fred Holender, CLU, CPCU, ChFC, MSFS

Erik Nicolaysen III, CPCU

John Parsons II, CIC, AAI, CPIA

Gene Sandy, CIC

Richard Savino, CIC, CPIA

John Tomassi, CPCU

J� Carlos “Shawn” Viaña

PIANJ 2025 CONFERENCE COMMITTEE

Vice President

Roger Butler, CIC

Chair

Walter Conroy

Members

John Anderson

Bruce Blum, CPIA, TRA

Ken Bull

Laura Castellano

Carrie-Ann Crockett

Stephanie Danzis

Alyssa Delaney

Michael S� DeStasio, MBA

Lisa Glesias, CPIA

Andrew Harris, Jr�, CIC, AAI, CISR, ex officio

Karen Hivry

Dave Massey

Paul Monacelli, CIC, CPIA

Shanna Muscavage

Vincent Pantaleo, CRIS, TRA

Desiree Pilatos, CPIA

PIANY 2025 CONFERENCE COMMITTEE

Conference Chair

Marshall Glass, CPIA

Members

Rich Andrews, LUTCF, ex officio

Dina Bruno, CPIA

Eric Cohen

Matthew Davoult

Jennifer DeCristofaro

Jeff Dende, CIC, CPIA

Christy Kager

Scott Richards

Leslie Rogoff

Bruce Rowledge

Richard Savino, CIC, CPIA

Frances A Scott

Richard Signorelli

Mike Skeele, CIC, CPIA

Gary Slavin, CLTC, CIC, LUTCF

John Tomassi, CPCU

THANK YOU

Andrew Harris, Jr For all your hard work.

WELCOME

Roger Butler

We look forward to all that 2025 has in store!

Plymouth Rock proudly supports our Independent Agents and PIA of New Jersey & New York.

Thank you for all that you do for the industry.

Grow your business

Better protect your clients

Add trade credit insurance as an additional risk mitigation tool

Protect your clients against accounts receivable default in an uncertain economic environment

Solidify your commercial business insurance suite and provide full coverage for all of your clients’ assets

Help your clients grow their business safely while generating more revenue and working capital

New broker sign-on bonus of $1,000 and commission-based partnership

Work directly with experts from Atradius with a full-service relationship as a mono-line insurance company with zero conflict of interest

Specialty underwriters for commercial habitational buildings in New York for the past 30 years, utilizing niche pro grams and package policies.

•A Rated carriers

•Competitive rates

•Same-day turn around

•In-house binding authority

• Comprehensive coverage

• Brick or better construction

• Lead coverage available

•Apartment buildings with/ without commercial exposure

• Boiler

• Property

•Casualty

NO MINIMUM PREMIUMS

Contact your underwriters: (800)989-4772

John Stazzone Ext. 117 jstazzone@sirservicesny.com

Nicole Saucedo, Ext. 123 nsaucedo@sirservicesny.com

Bruce Golub, Ext. 110 bgolub@sirservicesny.com

Ryan Mathie, Ext. 107 Rmathie@sirservicesny.com

FLOOD INSURANCE CHANGES EVERYTHING

Proven claims service - nationwide Technology designed for ease of use, accuracy, and NFIP compliance

Personalized customer service to meet your needs online via chat or by phone (8 a.m. – 8 p.m. EST)

Training, sales, and marketing support to grow your business

Excess flood coverage options to insure up to replacement cost*

*Subject to underwriting guidelines

Offering private and excess flood products† from:

†Certain coverages not available in all states. Some coverages may be written on a non-admitted basis through licensed surplus lines brokers.

Trucordia is a team of more than 5,000 industry-leading professionals working together to make amazing things happen for our clients and company. Our national size and reach mean we can offer competitive pricing, market access and exclusive programs to our clients, while nimble enough to consistently deliver exceptional experiences, powerful insights, and unmatched service.

Solidarity

We’re with you every step of the way

Behind every Progressive agent is the support of more than 60,000 Progressive employees. It’s our mission to make sure you have the tools and resources you need to succeed.

From caring field sales reps to dedicated agent service teams, we’re ready to help you grow. Plus, we supplement your counsel and guidance with aroundthe-clock claims and customer service via our mobile app and online servicing.

Whether it’s sales, service, claims or anything in between, you’ve got a partner every step of the way.

TO LEARN MORE

Search for us online at Agents of Progressive, Progressive Connect, or Progressive Appointment.

PIA Member-Exclusive Benefits

Resources for possible appointments PIA BusinessLink™

Let us help you build lasting relationships with companies, managing general agents, and general agents. The Appointment Access Program can connect you with quality MGAs and GAs looking to appoint, and our Agency-Company Appointment Program can connect you with carriers.

Resources for hard‑to‑place

risks

Struggling to find a specialty market? With PIA MarketBase, you don’t have to search blindly—or worse—turn away business. We can connect you with nearly 100 firms offering more than 2,100 specialty risk categories.

resourcecenter@pia.org • (800) 424‑4244

Contact the PIA Industry Resource Center Or Chat Now with us at: www.pia.org

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.