Primary Agent - December 2023

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PRESIDENT’S MESSAGE

REFLECTIONS ON A SUCCESSFUL YEAR As we approach the year’s end, it’s good to reflect on accomplishments, while also looking to upcoming initiatives. For IA&B, 2023 was a year of gatherings. We tested the waters with a return to in-person conferences, and even we were surprised by the turnout. From our first Women’s Conference in the spring, to the return of our Young Agent Conference this fall (see photos on page 19), you showed up! Both conferences sold out, and they were great successes. Attendees gained valuable knowledge from superb speakers, but just as important, networked with fellow agents and IA&B staff. They were energizing, educational, and fun events – and they will continue in 2024.

INSURANCE AGENTS & BROKERS 650 Wilson Lane, Suite 200 Mechanicsburg, PA 17055 191 Main Street, Annapolis, MD 21401 800-998-9644 | IABforME.com

IA&B BOARD OF DIRECTORS OFFICERS Sarah Brown, CIC, CRM, AFIS - Chair Keller Brown Insurance Services | Shrewsbury, PA Andrew Enders, Esq. - Vice Chair Enders | Harrisburg, PA

MEMBERS Lisa Parry Becker, CPIA

Bill Purdy

Greg Bennett

Kent Reynolds, CIC

Kate Dawson, CPIA

David Rivell, CIC, CRM

Len Gieseler, LUTCF

Jason Rodriguez, CIC

Bruce D. Kraft, AAI, CIC

Donna Roper

Debra McAfee

Candace Shoupe, AAI, AIC

Shayne McIntosh, CIC

Bob Smyrl, CIC

JPI Insurance Associates Dillsburg, PA

Robert L. Smyrl, Inc. Hatfield, PA

Chris Miller, CIC

Michael Thomas

Parry Insurance Langhorne, PA

In this issue, you’ll meet our current board of directors, including our new chair of the board. This board likewise gathered during the year, four times in highly strategic meetings meant to provide valuable returns for our members. The commitment of our board cannot be overstated, and 2023 was a very busy year. We created a long-term strategic plan – a plan that will drive our work (and your member resources) in the coming years.

Famous & Spang Associates Aberdeen, MD

From this plan, we are most excited about our insurance school, which will launch at the end of 2024. As work continues and it begins to take shape, I can tell you that it is going to be a gamechanger. New talent will be coming exclusively to IA&B members.

Arbor Insurance Group Allentown, PA

They say time flies when you are having fun – and 2023 was a blur as we delivered to our members throughout the year. All of us at IA&B wish you and yours a very happy holiday season. And we look forward to a prosperous 2024. Until next time,

Ferri Dawson Insurance Murrysville, PA Evans Hauseman & Richard, Inc. Pottstown, PA

McAfee Insurance Agency, LLC Wilmington, DE

Miller Insurance Protection Team Jonestown, PA

Purdy Insurance Agency, Inc. Sunbury, PA Blue Ridge Risk Partners LLC Hagerstown, MD Element Risk Management West Chester, PA Prominent Insurance Svcs Wilmington, DE E K McConkey & Company York, PA CBM Insurance Agency New Castle, DE

Lighthouse Insurance Svcs Gambrills, MD

Michael Papa, CIC, MBA Diversified Insurance Industries, Inc. Hunt Valley, MD

NATIONAL DIRECTORS Jason F. Ernest President & CEO

Mike Ertel (PIA) AP Benefit Advisors, LLC dba The Jacobs Company | Columbia, MD Diana Hornung, CIC (IIABA) IOA National, Inc. | Wilmington, DE

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DECEMBER 2023

Mark Monroe (IIABA) Griffith Insurance, LLP | West Chester, PA


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