1
Do All Wholesalers Seem the Same? Having the best brokers and underwriters, the broadest market access, and the best service are table stakes today in the wholesale business. To excel, a wholesaler must do more. That’s why CRC Group is investing in being different and better. We call it placing you first.
REDY
®
Proprietary Data & Analytics System that Helps Agents Win.
TOOLS INTEL
Insurisk Exclusive Products from CRC Group
Award Winning Content and Newsletter
Find someone to place you first.
CRCGroup.com/Texas 2
Award Winning Podcast
AUSTIN
HOUSTON
(512) 354-3815
(713) 532-4111
DALLAS (Tollway)
FORT WORTH
(866) 723-6510
(817) 344-7192
DALLAS (Walnut Hill)
SAN ANTONIO
(214) 363-7636
(817) 344-7192 08062021
Contents
On the Cover Zachary, Robin and Cameron Dillon rocking out in TWFG’s Inaugural Talent Show.
06-16
10-11
EVENTS AT THE HOME OFFICE
LOSING TWO LEGENDS
2021 TWFG National Agent Convention Video
SPECIAL FEATURE! Look for these blue boxes scattered throughout this year’s convention issue to read about some of our branch owners’ favorite memories and experiences with TWFG. We couldn’t have made it 20 years without each of you, so we are thrilled to see how TWFG has positively impacted your lives and your businesses.
From new babies to new promotions, and everything in between, there’s a lot to catch up on here at the Home Office!
19-24 WELCOME TO TWFG Welcome TWFG’s newest staff members and branch owners, and read about our new virtual branch offerings in this section.
Judy Rush
Jennifer Divine
As we say goodbye to two of our greats, Jennifer Divine and Judy Rush, join us in remembering the amazing years they spent with us.
26-27
28-29
COMMITMENT TO COMMUNITY
EXCELLENCE IN MARKETING
See how the Home Office and our branches are connecting with their communities and staying involved locally!
See how our branch owners are exemplifying the TWFG Branding and Marketing Guidelines.
Operations
31-61
HOLIDAY OFFICE CLOSURES
TWENTY YEARS OF TWFG INSURANCE
LABOR DAY
Monday, September 6, 2021
THANKSGIVING
Thursday and Friday November 25—26, 2021
CHRISTMAS EVE
Thursday, December 23, 2021
CHRISTMAS DAY
Friday, December 24, 2021
NEW YEAR’S EVE
Friday, December 31, 2021
With a special 20th anniversary message from Gordy, as well as a recap of our 2021 convention, you won’t want to miss this!
Share Your Photos on Social Media with #TWFGFamily 3
4
08062021
5
Home Office Events Congrats on Your Promotion!
Chris Tsakiris Director of Inside Sales & Support
Chris Tsakiris has been promoted to director of inside sales and support. Chris joined TWFG with 20 years of experience in various roles in the insurance industry underwriting, policy services, marketing, and call center management with Velocity, GE Electric Insurance, Travelers, American Hallmark, and USAA. He holds a bachelor’s degree from Temple University and is a Chartered Property Casualty Underwriter (CPCU). He joined us last year at the onset of the pandemic and hit the ground running. In the last year, he assisted in learning and deploying call coaching software, building metrics, and re-vamping our new branch training program with his team’s assistance. Moving forward, he is tasked with assimilating our Penguin agents, growing our inside sales and service team, and assisting with new eVo testing, training, and deployment.
Ben Davis Senior Lead Developer
Don Bartlett was promoted to senior lead developer for the eVo Development team. Don joined the eVo team in July of 2017 when a decision was made to build our development team for eVo in-house. He came to us from Insurance Technologies Corporation (ITC), where he worked for several years. Don has 20+ years of development experience and has been instrumental in helping us build the current eVo. He is currently heading up our team in tandem with our outside team to deliver a cloud-based and agile new eVo.
Don Bartlett
Sumana Kandula
Senior Lead Developer
Lead Developer Natalia Andrews has been promoted to underwriting team lead. Natalia joined underwriting in 2019 with a bachelor’s degree in Business Management and a minor in marketing. She is a licensed property, casualty, and surety claims adjuster and worked as a property claims adjuster and in commercial underwriting for several companies like State Farm, Farmers, Humana, and ProAssurance, before joining TWFG. Natalia is a significant asset to the underwriting team.
Cynthia Vasquez
Natalia Andrews
Underwriting Team Lead
Underwriting Team Lead 6
08062021
Welcome Back, Vanessa! Ben Davis was promoted to senior lead developer for the IT team. Ben joined TWFG in December of 2015. He came to us from the oil and gas industry, where he worked for ten years. Ben has a Bachelor’s Degree from the School of Engineering from Southern Methodist University. Upon his arrival, Ben became one of the core members of the Dover Bay development team. He then used the knowledge gained from building the Dover Bay system and applied it to building Xenith for Twico. Ben has worked with the IT development team for the last five and half years and will help us continue to build out Xenith for Twico and get it ready for the commercial marketplace.
Sumana Kandula was promoted to lead developer for the IT team. Sumana joined TWFG in the summer of 2016 and was tasked with managing and maintaining the ARC system. Sumana has 20 years of programming/ development background, a Bachelor’s degree in Commerce, and a Master of Science in Computer Engineering from South Dakota University. She has been instrumental in keeping ARC on pace over the last few years and has transitioned to the Xenith team, where she will now assist Ben Davis in managing the team and projects as we continue to add programs and products to our offerings.
TWFG Insurance would like to announce the addition of our new Vice President of Finance, Vanessa Palmer. Vanessa grew up in the Midwest but officially became a Texan after attending Baylor University. Vanessa graduated from Baylor with a bachelor’s degree in accounting and began her career in auditing for Deloitte & Touche in Houston, where she obtained her CPA license.
Vanessa Palmer
After her time at Deloitte, Vanessa found TWFG and spent three and Vice President of Finance a half years in TWFG’s accounting department before moving to the oil and gas industry. After spending over eight years in SEC reporting and Treasury/Finance at an Exploration & Production company, Vanessa has brought her talents back to TWFG! Vanessa and her husband have been married almost 14 years and have three wonderful boys, Caden, nine, and identical twins Blake and Brody, six. Vanessa loves shopping and fashion, but her favorite hobby is traveling! Vanessa’s children love baseball and golf, so when she’s not at work, you can often find her at the ball fields and golf courses. Welcome back to TWFG, Vanessa. We’re so glad to have you!
Cynthia Vasquez has also been promoted to underwriting team lead. Cynthia attends the University of Houston and is a few weeks away from graduating with a Business degree. She joined TWFG in 2019 as an underwriter trainee and was promoted to an Underwriter in December 2020. She has her P&C agent license, and before joining TWFG, she was an account rep at State Farm for four years. Cynthia is a valued contributor to the underwriting team.
Jody Webb Hybrid ARM 7
With Jennifer’s leaving, an opening was created in the DFW territory. We are pleased to announce that Jody Webb has been promoted to a hybrid ARM to handle that territory. Most recently, Jody was an Inside ARM, working with agents in other states. Before joining TWFG Insurance Services, Jody was a Branch Owner in Crosby, TX, and has worked in the insurance industry for 25 years. He was a captive agent for American National. During his time with American National, he was promoted to sales manager and then to a district manager. Jody will continue to be based in our home office here in The Woodlands but manage the DFW territory with a balance of virtual meetings and face-to-face field visits.
Home Office Events New Arrivals Riley Kay Rogers
Mila Jade Vargas
Date of Birth: October 15, 2020
Date of Birth: December 17, 2020
Parents: Christina and Codey Rogers
Parents: Jennifer and Steven Vargas
Weight: 8 lbs. 3 oz.
Weight: 7 lbs. 8 oz.
Length: 20.5 in.
Length: 20 in.
TWFG Connection: Christina Rogers (Inside Sales)
TWFG Connection: Jennifer Vargas (GB Branch)
Keira Ingersol
Benjamin Sean Gonzalez
Date of Birth: March 3, 2021
Date of Birth: March 10, 2021
Parents: Amanda and Anthony Ingersol
Parents: Patricio & Debora Gonzalez
Weight: 8 lbs. 4 oz.
Weight: 7 lbs. 14 oz.
Length: 21 in.
Length: 20 in.
TWFG Connection: Amanda Ingersol (Commissions)
TWFG Connection: Patricio Gonzalez (Branch Owner)
Naomi Lizabeth Colegio
Fisher Cohen
Date of Birth: May 14, 2021
Date of Birth: May 18, 2021
Parents: Jesus & Sonia Colegio
Parents: Devin Woody & Ethan Cohen
Weight: 8 lbs. 10 oz.
Weight: 10 lbs. 5 oz.
Length: 19.25 in.
Length: 21.5 in.
TWFG Connection: Sonia Colegio (CSR in BR607)
TWFG Connection: Devin Woody (Operations)
I worked with Gordy back at American National, and joining Gordy at TWFG was the best decision I ever made. When TWFG first started, we had a limited number of carriers, but Gordy worked hard to provide us more access while allowing us to run our businesses the way we wanted.
– GARY WILKERSON
Greg Armstrong Video
8
08062021
AGENTS OF
Solidarit y
We’re with you every step of the way Behind every Progressive agent is the support of more than 40,000 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.
9
21A00108.SD01 (06/21)
Farewell Judy & Jennifer! Recent Retirements Judy Rush
Judy Rush Video
Kelly, Judy, MaryBeth & Katherine
Dinner with the ARMS
Judy Rush & Russell Knapp
Judy & Kelly at Mardi Gras 2010
Jennifer Divine & Judy Rush at the Twico Commercial Shoot
10
Judy Rush & Alex Bunch
Judy Rush (Kudos for Caring) 08062021
Jennifer Divine
Jennifer Divine Video
2015 Convention
Jennifer Divine (2012)
Jennifer Divine at the Safeco Dallas Stars Game with branches
Jennifer Divine’s Retirement Party
Jennifer Divine with Lea Ann Leslie at the 2017 Convention
Retirement Party - Carlos Cantu, Jennifer Divine, Marilyn & Randy Caldwell
11
12
08062021
Halloween at TWFG Our Policy Is Scaring Krysta Jones Marketing Coordinator/Content Writer Even though we could not hold our annual pot-luck lunch and chili cook-off, TWFG’s Home Office still managed to keep the Halloween fun alive in 2020. In, quite possibly, our most creative year yet, we saw terrific themes ranging from “Ghostbusters” to “Welcome to the Carnival.” Individuals, pairs, and departments competed for a prize lunch at Main Event, complete with bowling and game time. The categories included Best Overall Individual, Best Duo/Trio, Most Creative and Best Themed Group, Best Incorporation of TWFG or Twico Into Your Costume, and President’s Choice. The entrants were so impressive that the judges did not have an easy job; there was even a two-way tie in one of the categories! Keep on reading to see the 2020 winners and a look at their trip to Main Event!
Terry Cauthen
13
Halloween at TWFG And The Winner Is... #1
#1
MOST CREATIVE AND BEST THEMED GROUP Marketing – 2020: What A Drag!
#1
#1
BEST INCORPORATION OF TWFG OR TWICO INTO YOUR COSTUME ARMS – Competing Companies
#1
BEST DUO/TRIO
PRESIDENT’S CHOICE (TIE)
Sally Lobb & Kelly Bettencourt – Freddy vs. Jason
Operations – Welcome to the Carnival
BEST OVERALL INDIVIDUAL (CAN BE PART OF A GROUP TO WIN)
GB Branch – Christmas Wonderland
Mike Walt – “Ghostbusters”
14
08062021
Prize Time
Tyler Noble & Abby Boyce
Alex Bunch
Marketing and Mike Walt
Abby Boyce
Krysta Jones
Halloween 2019 Winners (IT Department) at Main Event
15
Home Office Events Winter Storm Uri
Betty Celebrates 20 Years with TWFG
Krysta Jones Marketing Coordinator/Content Writer
In February of this year, TWFG’s Home Office and many of our branches throughout the southern region experienced an unprecedented winter storm. Winter Storm Uri brought freezing temperatures to most of the United States, including gulf-coast states like Texas and Louisiana, which left electrical grids scrambling to keep up with the increased power demand. Winter Storm Uri left millions in Texas without power for days while experiencing extremely low temperatures. This prolonged exposure to sub-freezing temperatures, along with mass power outages, had devastating effects across the state, primarily manifesting in frozen pipes and pipe bursts. While the Home Office and most of our branches were blessed to make it through the storm without damage, many of our Twico policyholders weren’t so lucky. Twico customers filed more than 600 claims after the storm, many of which involved significant repairs. Luckily, Twico had recently refined its claims process, so more than 85% of those claims have already been resolved. “In Texas, we’re always going to have natural disasters; whether it be hurricanes, tornadoes, you name it…so we are constantly working to improve our claims process and make the experience better for our customers. Our goal is to move forward and build on where we’re at by using a claims process that propels us into the future, not back,” said Twico’s Product Manager, Chris Smith. Unfortunately, customers across the region will feel the effects of this unexpected storm for years to come. As we have already seen, Uri is “triggering a hardening of the market, increases in pricing and deductibles, and underwriting changes. All things Twico is going to have to respond to,” said Founder and President of TWFG and Twico, Gordy Bunch. While navigating unforeseen weather events and adapting to their aftermath will always be a challenge, TWFG and Twico continue to evolve and innovate to ensure we provide our clients the coverage and peace of mind they deserve. 16
Betty Loick on one of the TWFG Cruises
“From day one, we have always been family. It’s still very much a family atmosphere no matter how big we get.
”
Betty at the start of TWFG & celebrating her 20th anniversary
IS YOUR BRANCH ROLLING STRONG? If you have a story that you would like featured in upcoming issues of Rolling Strong, please send an email and photos to the Marketing Department at marketing@twfg.com.
08062021
Finding solutions together. Partnering with us is more than a standard business transaction. We’re committed to strategizing and investing in your success. – Brokerage – Small Accounts – Underwriting – Global Risks – Group Benefits
amwins.com
Bring on the Future.
17
We’ve always helped employers and employees prepare for the unexpected. It’s who we are. Growing their families. Planning for retirement. Saving for college. Enjoying life free from worry. Knowing that an injury or illness won’t derail their plans. Our clients and their employees have dreams and we provide voluntary benefits to help them when they need it the most. That’s how we uphold their changing world.
ILLNESS | INJURY | DENTAL | VISION | LIFE
VISIT MY BOOTH TO LEARN MORE PATRICK BAKER | 979-777-9789 PATRICK.BAKER@COLONIALLIFESALES.COM HTTPS://FLIMP.LIVE/TWFGINSURANCE 18
08062021
Welcome to TWFG! New Branches SEPTEMBER 2020
OCTOBER 2020
Javier Chavez, Matthew York, Brad Harrell, Manuel Prado, Samantha Kovach
Adeline Phan, Josh Miner, Minhuy Vo, Ruth Zires-Trujillo, Wendy Merrill, Alex Sweeney, Gene Gueniot Jr., Bonnie Holland, Renee Moffett
NOVEMBER 2020
DECEMBER 2020
Johnny Jackson, Clifton Calk, Salvador Serrano Jr., Elsa Morales, Roschunda Jackson, Lauren Franek
Parya Sobhani, John Fagan, Robin Dillon (not pictured)
JANUARY 2021
FEBRUARY 2021
Thy Le, Kirk Koster, Pamela Arteaga
Vanessa Castillo, Wade Earl, Cinthia Regino, Humera Jumani, Paul Deltado, Babu Thomas, Imee Jackson (not pictured), Kristin Jones (not pictured)
19
Welcome to TWFG! New Branches MARCH 2021
MAY 2021
Malinda Rampy, James Bertholf, Scott Wilk, Richard Kleiner, Pedro Claudio, Julie Wong, Isaac Chambers
Tommy Dorsey, Upendra Dahal, Emily Zhu, Ingrid Walker, Ninh Truong, Isela Urias, William Xue, Shelbi Wilson, Mir Alikhan, Jansen Smith
APRIL 2021
20
Laura VillaFuerte
Steven Garner
Hsiu-Lien (Angela) Kang
Sandra Ramirez
James Han
Michael Lewis
Nicholas Valenziano
Tania Keffer
Ronald Landeche
Jerry Searls
Dominic Martos
Leon Nguyen
Daisy Cantu-Morin
Emaad Ebeied
Zohreh Khalizadeh
Evelyn Alvarado
Rebecca Veach
Martha Orosco
Jarred LaComb
Jennifer Panos (not pictured)
Wai Don
Kevin Mitchell (not pictured) 08062021
JUNE 2021
JULY 2021
Harjit Singh, Sukhjinder Singh, Jeremy McGrath, Bridgette Martin, Calvin Martin, Errol Johnson
Jeremiah Johnson, Tingting Lin, Meiqin Wu, David Hodges, Uyen Nguyen, Anissa Davenport, Gerardo Romero
Denise and Tracy Davis (2005)
First year in Tomball (2010)
October 4, 2020, I celebrated my 17th year with TWFG. I started at The Woodlands Financial Group after leaving a management position with a captive company. After reviewing the industry at the time, it seemed like independent was the way to go. I reviewed options and found out Gordy had started an agency. I went in to talk with him, and off we went. The early days of onboarding were a box of computer discs and a small notebook of contacts and codes. We’ve come a long way! When we started the agency, my husband was a student at the University of Houston, and we had three young boys. It was a challenge! Over 17 years, we have been provided with opportunities we would never have had elsewhere. My family has had opportunities to travel and stay in unique places. Our earliest trips were to agent conventions with shared rooms and pizza on the front steps at 2 a.m.; our latest was touring the White House and Washington DC. We have learned and grown, and this agency has allowed us to provide financial security for our family. Most importantly, it has all been done with family. Good times and bad, we’ve always had our TWFG Family to back us up!
– DENISE DAVIS
21
Have clients starting construction? Through US Assure – the exclusive administrator for the Builders Risk Plan insured by Zurich, TWFG agencies can secure robust “A” rated course of construction coverage for commercial and personal lines clients. There’s no minimum commitment, and policies are backed by a carrier known for its positive claims handling. • • • • • •
Residential and commercial risks valued up to $75M High-value frame capacity of $25M single building / $35M project New construction, remodeling and installation projects All protection classes and construction types eligible Quote and issue most accounts online in minutes Available nationwide on an admitted basis
Find out how to access Zurich builders risk by visiting usassure.com/getting-started or calling (800) 800 - 3907.
usassure.com | (800) 800 - 3907 22
08062021
Enter Policy Payout to win $250!! Let your builders risk policies generate even more cash for you when you enter our exclusive sweepstakes running June 1 - August 31, 2021. You’ll receive a free entry each month just for signing up now. Enter Today: 250payout.usassure.com 23
Welcome to TWFG! Acquisitions and Growth
Virtual Branches Krysta Jones Marketing Coordinator/Content Writer
10 MGA MGA
9
4 79 MGA MG M GA
MGA MG M GA GA
235 240
210 2 10
410 MGA M GA
2376 2415 2 415
TWFG has over 500 branches (July 2021) Virtual Branch Compilation
Throughout the last year of unprecedented challenges, TWFG Insurance did not waste any time when it came to pursuing its goal of reaching $100 billion in written premium. With the acquisitions of quite a few impressive agencies, TWFG has continued its momentum and is well on its way to reaching that goal.
As a result of the increased need for remote work options during the COVID-19 pandemic, TWFG recently introduced two new Virtual Agency models for prospective agency owners to consider. These new models provide agents across the nation the opportunity to work from home or other virtual environments with access to the industry-leading, back-office, and technological support needed to build a thriving business successfully.
In December of 2020, TWFG Insurance announced its acquisition of Penguin Insurance Services. Founded in 2012 in Milpitas, California, Penguin brought an additional 130 affiliated agencies and over $100 million in written insurance premiums to TWFG’s book of business. “The acquisition of Penguin helps us strengthen our position in California and aligns with our growth objectives to reach one billion in written premium,” said Gordy Bunch.
“After 20 years of steady growth, one thing we’ve learned is that every challenge we face is an opportunity to innovate and evolve,” said TWFG Insurance Founder and CEO, Gordy Bunch. “Adding the two new Virtual Agency options to our extensive offerings provides the flexibility, strength, and support needed to succeed as an independent agent in this new world,” continued Bunch.
We have also seen branch owners like Roger Larson in California, who recently acquired a book of business that significantly grew his branch size. “We’ve had subsequent acquisitions that have helped some of our agents acquire relatively decent size portfolios that, in some cases, double their size,” said Gordy Bunch. “If more of our agents are interested in acquisitions, we have our SVA lending platform, and we are still bringing our capital to closing. But they need to self-advocate and self-search for high-quality portfolios that will fit into their branch,” continued Bunch.
Since launching this new offering, we have already welcomed 17 new virtual branch owners! With both a “Limited-Service Agreement” and “Full-Service Agreement,” each virtual branch owner has had the opportunity to build their business with the level of support they need. Watch the video above to hear from a few of our virtual branch owners!
Through a combination of significant acquisitions and impressive branch growth, TWFG Insurance is on track to have one of its most successful years to date!
24
08062021
Celebrating car culture includes protecting ‘90s and newer vehicles Qualifications for 90s and newer vehicles
Together we can fuel the car enthusiast lifestyle by offering the best protection for their vehicles, including those from the ‘90s right up to brand new.
1990s
2000s
2010s
Annual mileage*
Up to 5,000
Up to 5,000
Up to 5,000
Condition
Good
Very good or better
Very good or better
It’s easy to offer tailored coverage To offer coverage that includes Guaranteed Value®, in-house claims service and more, your client’s ‘90s or newer car should be: • an extra vehicle (not for primary use) in good condition • worth/have a minimum value of $3,500 • used for pleasure like shows, occasional drives to work, etc. • protected, preferably in a garage, but carport/driveway allowed in many areas
(unless under active restoration)
• International travel with collectibles is covered, too
→ Not sure about a vehicle? We’re happy to help. Call 877.922.9701.
Policies underwritten by Essentia Insurance Company. Some coverage not available in all states. *See complete guidelines for more details. Acceptable mileage may vary by state. This is a general description of coverage. All coverage subject to policy provisions, exclusions, and endorsements. Hagerty determines final risk acceptance. Guaranteed Value & Hagerty are registered trademarks of the Hagerty Group LLC, ©2020 The Hagerty Group, LLC. All Rights Reserved.
25
Commitment to Community 2021 Woodlands Marathon February and March of 2021 saw an exciting event return to The Woodlands, TX, home of TWFG Insurance. The 9th Annual Woodlands Marathon took place over two weekends ending on Saturday, March 7, 2020, with around 8,000 registered participants in attendance. The race, widely hailed as a success, was made possible by increased safety protocols to curb the spread of COVID-19. These protocols included a new double-weekend format and staggered groups of runners to reduce the density of runners. “The Woodlands did a great job managing the race. People were very respectful of one another and seemed very willing to honor the COVID-19 precautions to ensure a safe race for everyone,” said Julie Benes, one of our Home Office participants.
Krysta Jones at the TWFG Booth at the Marathon Expo
While runners were limited to one spectator each due to the safety protocols, friends and family lined the streets at various cheer zones to encourage athletes along the way. “It felt like a big leap forward in returning to normal life. Just seeing so many happy faces together in one spot lifts you up and is so encouraging,” said Benes.
Participants also had the opportunity to run for charities in the Charity Challenge. More than $140,000 was raised for and donated to charities and volunteer organizations. With a focus on health and safety, The Woodlands is looking forward to hosting more successful events like this one.
Best of The Woodlands Community involvement has long been an effective and fulfilling way for businesses to build relationships and foster trust within their local area while increasing their brand awareness. TWFG’s Home Office strives to be an active part of the community around us, so we were pleased to learn that residents in our area honored us with another Best of The Woodlands win this year.
including dining, entertainment, home improvement, and more. We’re so honored to be among the winners. Gordy’s branch wasn’t the only TWFG branch to earn recognition from its local community this past year. TWFG Kari Wadsworth Insurance won both Best Insurance Agency and Best Insurance Agent in Northwest Arkansas Democrat Gazette’s Best of Northwest Arkansas survey. “Although our brand new agency took a major hit like so many small businesses around our nation in early 2020, we are excited to open up strong a year later to continue serving, growing and showing our clients what the TWFG Insurance difference is,” said Kari Wadsworth in response to her win.
Gordy Bunch’s branch of TWFG Insurance won first place in the Best Insurance Agency or Agent category of Woodlands Online’s Best of The Woodlands survey. This year’s win marks TWFG Insurance’s eighth first-place win and ninth placement in this category. The Best of The Woodlands contest is an annual online survey presented by Woodlands Online, a local publication, that takes place in February each year. Members of the local community vote for their favorite businesses from industries,
of
of
2013
1st
of P re s e
Place
o od By W
of land
lin s On
e
P re s e
2015
2014 R
nted
R
We are so proud to see our branches staying involved in their local communities. If you’d like to share how your branch stays active locally, please email marketing@twfg.com.
nted
o od By W
of land
lin s On
e
P re s e
2016 R
nted
o od By W
of
of land
lin s On
e
P re s e
2017
nted
o od By W
land
lin s On
e P re s e
R
26
o od By W
of land
lin s On
e
P re s e
2020
2018
R
nted
R
nted
o od By W
land
lin s On
e
2021 R
R
08062021
Grand Opening
Realtor Event
Babu Thomas
Robin Dillon
Branch Owner - Missouri City, TX
Branch Owner - Florida
Babu Thomas Ribbon Cutting
Robin Dillon at Weichert Realty
TWFG Thomas Insurance celebrated its opening in Missouri City, TX, with a ribbon-cutting ceremony on May 1, 2021. The event was attended by Fort Bend County Judge Hon. KP George, Missouri City Mayor Robin Elakkatt, Council members Anthony Maroulis, Lynn Clouser, Stafford Council members Xavier Herrera and Ken Mathew, Fort Bend County Court at Law 3 Judge Juli Mathew, Precinct 2 Constable Darryl Smith, and Captain Nasir Abbassi from the Sheriff’s office.
My branch, TWFG Robin Dillon Insurance, was invited to our local Weichert Realtors’ Holiday Gathering. This relationship was not easy to come by; even after multiple donut & swag drops over two years, I continued to get turned away. Weichert had three insurance agents they frequently referred and felt that was enough. Not one to give up easily, I began looking for more creative ways to get my foot in the door. I went to Facebook and found out Office Manager and Realtor, Connie Garcia, likes to bake…so do I! I then started dropping off home-baked items. This personal touch got her attention, and she finally invited me to meet her Realtors at their holiday party this past December! Never give up because persistence pays off!
Other prominent community leaders, local business owners, and clients also attended the event, where we provided snacks and drinks. After the ribbon-cutting, we had the chance to interact with the local community and explain the various insurance options and offerings to those in attendance.
Congrats to James Dunn!
Marcela & Rob Robinson
2020, my 10th anniversary with TWFG, was topped off with a S.T.A.R. Award from Travelers.
– ROB ROBINSON James Dunn (Lovecchio Insurance)– Top Producer of the Year award from Americas Insurance
27
Excellence in Branding & Marketing Krysta Jones 20TH ANNIVERSARY MERCHANDISE
Marketing Coordinator/Content Writer The incredible growth TWFG has experienced over the last 20 years is, in large part, due to our hard-working branch owners and agents. We wanted to thank our amazing branch owners who actively market their businesses and fully embody the TWFG brand by shouting out a few of their great marketing initiatives. The following pages include just a few of the excellent examples of what our marketing team can help you and your branch accomplish. From TWFG merchandise at our brand store to personalized door and window signage, local advertisements, and t-shirt designs, the TWFG Marketing Department is happy to help you design any materials you may need to help your branch succeed.
Plastic Tumbler
Cooler Tote
Bluetooth Speaker
Powerbank
Coaster
Padfolio
Tote
Mug
Shop at twfgstore.com or reach out to marketing@twfg.com for assistance with your branding and marketing needs. We look forward to working with you!
Steve Garner Video
Outdoor Signage 28
08062021
g
Golf Sponsorship Hockey Team Sponsorship
Billboard
Window Cling
Outdoor Signage
Tent & Tablecloth
Indoor Signage 29
Weston’s Premier Home Package Includes:
What Weston has to offer: Personal Lines Multi-peril product
• Personal property replacement cost
Homeowners-Renters-Condo
• Special personal property coverage
Comprehensive Coverage
• Equipment Breakdown
Professional Prompt Claims Service
• Personal Injury Coverage • And More
Contact Us: CORPORATE OFFICE PO Box 142057 Coral Gables, FL 33114-2057 Toll Free: 800.262.1780 Fax: 888.862.7390
PAYMENT ADDRESS Weston Specialty Insurance Company PO Box 25176 Tampa, FL 33622
CUSTOMER SERVICE & UNDERWRITING Phone: 800.262.1780 TXCustomerService@weston-ins.com TXUnderwriting@weston-ins.com
CLAIMS PO Box 142057 Coral Gables, FL 33114-2057 Toll Free: 877.505.3040 Fax: 888.261.8507 Claims@weston-ins.com
OVERNIGHT MAIL Weston Specialty Insurance Company C/O Image Remit 14450 46th St. N, Suite 112 Clearwater, FL 33762
SALES & MARKETING Phone: 800.262.1780 AgencySupport@weston-ins.com
30
www.weston-ins.com
08062021
Twenty Years of TWFG Krysta Jones Marketing Coordinator/Content Writer
A Message From Gordy
TWFG has something big to celebrate this year…20 years of successful growth and innovation! By ensuring that all of our TWFG family, employees, and customers alike, are always cared for, TWFG has managed to build a trusted name in insurance. Branch Manager, Betty Loick, has been proud to be part of such a caring and inclusive company environment since she joined TWFG Insurance on day one. “From day one, we have always been family. It’s still very much a family atmosphere no matter how big we get,” said Loick while reflecting on her twenty years with us.
TWFG Insurance is looking forward to building on the last two decades of sustained growth by continuing our culture of caring and history of innovation. “Looking forward, we are excited to see how our new virtual branch model, inspired by the increased shift to digital platforms during the pandemic, will provide more flexibility and opportunity for prospective entrepreneurs within the insurance industry,” said Bunch while discussing what is next for TWFG Insurance. Please watch the video above for a special 20th-anniversary message from Gordy.
31
Twenty Years of TWFG I loved being a TWFG agent. I had been an insurance agent for many years, and certain agencies would have quotas or a certain way the agency needed to be run. Gordy made it easy to create our own agencies at whatever size we wanted to be. It was a lot of fun in the early days of TWFG and we were a close-knit group. I appreciate all the years I had at TWFG; it was just time for me to retire in 2020.
– ANN MOORE
32
08062021
L to R: Tatiana, Wendy and Catalina
I’ve had the pleasure of being part of TWFG Insurance for 18 years now. I started as an employee then bought out the branch from my former employer. It’s been a blessing to work with TWFG. It has opened many doors for me, especially with the carriers we have access to. I specialize in transportation, and the carriers I have through TWFG have helped me reach my success! My business is a blessing, and it provides security for my children’s future.
– WENDY GUERRERO
33
Twenty Years of TWFG
Lisa Newman and Josh Dunaway
Christmas Party (2019)
My time at TWFG has allowed me to hire college interns regularly. In 2018, I hired UT Dallas student Joshua Dunaway. He did a GREAT job auditing my eVo database and ensuring we had all necessary documents added, correct policy terms, etc. Joshua had the support of our beloved office mascot, Kirby Bernard Newman. We lost our sweet Kirby B. last year in March at the ripe age of 17. He is dearly missed by the staff and our customers, who would often stop by the office to see Kirby. Though the last year has been challenging, we were able to host a fun little office party with staff, friends, and customers in 2020. Who knew just 90 days later we would be in lockdown!
– LISA NEWMAN
34
08062021
Brian Johnson Video
35
Twenty Years of TWFG
36
08062021
37
Twenty Years of TWFG
38
08062021
39
2021 TWFG National Agent Conven Krysta Jones Marketing Coordinator/Content Writer
Thursday
Tony Voiron Video
After canceling our 2020 National Agent Convention, we were, of course, more than ready to start planning for 2021. This year’s convention also coincided with our 20th anniversary, so we knew that whether the event would be virtual, hybrid, or in person, we needed to go above and beyond to celebrate that momentous accomplishment! After receiving the go-ahead from local leadership, we could host an in-person convention while also streaming it online for those who could not come in person. Over 600 branch owners, agents, sponsors, and family members descended on The Woodlands from July 15 through July 17 for the special 20th-anniversary convention in a record-breaking year. “Some of the convention highlights included local restaurant dine arounds, exotic car driving demos, and our annual awards gala acknowledging our top performers for 2019 and 2020,” said Gordy. “The gala night was topped off by our first-ever ‘TWFG’s Got Talent’ contest, where acts from the Home Office and our branches across the nation competed for trophies, cash prizes, and of course, bragging rights,” Gordy continued. Throughout the following pages, you will see a recap of all the weekend festivities. We hope to see you all at next year’s convention!
To view and download more photos from 2021 TWFG National Agent Convention: Day One | Day Two | Gala Photo Booth | Awards Gala | Family Day
40
08062021
ntion
41
2021 TWFG National Agent Conven Thursday
42
08062021
ntion Friday
To view and download more photos from 2021 TWFG National Agent Convention: Day One | Day Two | Gala Photo Booth | Awards Gala | Family Day
43
Gala Night Festivities TWFG’s Got Talent
2021 TWFG’S GOT TALENT WINNERS
Each year we look forward to the festivities at the 2021 TWFG National Agent Convention. This year, we decided to do something new and exciting, and it did not disappoint. Our first-ever TWFG’s Got Talent took place during our 2021 Awards Gala. Hopefuls were invited to send in their best submissions, from which 11 finalists were selected to perform. With nearly every talent you could imagine, from ukulele players to singers to comedy acts, we got to see it all! The show began with Tara Quick’s beautiful rendition of Adele’s “Somebody to Love” and continued with one phenomenal act after another. Robin Dillon and her sons Cameron and Zachary wowed the audience with an incredible KISS-themed performance that got the whole crowd on their feet! Getting the crowd involved paid off! The Dillons from TWFG Dillon Insurance took home first place and an impressive $5,000! Hang Trinh’s performance of Alicia Keys’ “If It Ain’t You” won our second place prize of $2,500, and Lea Ann Leslie took third place and a cool $1,000 with her fantastic version of “When I Fall In Love”! With all of the phenomenal performers at TWFG Insurance, we look forward to hosting more shows in the future!
#1
The Dillons
#2
Hang Trinh
#3
Lea Ann Leslie
44
08062021
To view and download more photos from 2021 TWFG National Agent Convention: Day One | Day Two | Gala Photo Booth | Awards Gala | Family Day
45
Gala Night Award Winners Million Dollar Club Members 2019 NEW MEMBERS
Joe Vallot Karen Kaiser
Arlene Hong
Quyen Nguyenba
Gary Leslie
Waqar Khan
Miranda Englishbee Skip Bordelon
4TH YEAR
Ulrich & Ed DelaFuente
Albert & Stephanie Rivera
2ND YEAR
Daniel Oh Darrell Barfield & Tom Sowell
Alex Calvo
Dusty Olivier
Dana Tucker
Karen Sahota
Danny Moore
Katlyn Brenneise
Erin Hartgrove
Keith Tilghman
Grace Pan
Monica Pedraza
Kenny Bordman
Sean Meyers
Kim Casida Milligan
Tim Martin
Mark Brown Oscar Gonzalez
Viet Truong
Reggie Trosclair
5TH YEAR
Richard Ayala
Betsy Henslee
Ryan Welborn
Derek Benavides
Troy Tuomey
Jane Wang
3RD YEAR
Jimmy Goodwin
Altaf Ariff
John Robnett
Cherie Johnson
Judy Lam
Cindy & Kirk Balsley
Lea Ann Leslie
Cory Cannon
Melanie Head
Debbie Box
Shannon Hartgrove
Ed Sirafi
Sun Ha Hong
Joe Murphy 46
08062021
6TH YEAR
9TH YEAR
Amber Pillsbury
Estela Portillo
Barbara Mitchell
Jennifer Vargas
Bentley Fitch
10TH YEAR
Brian Stamper Clay Hudnall
Chris Forman
Jeannie & Rick Burridge
Susan Stover
Jennifer Wragge
11TH YEAR
Joseph Vu Katie & Jeff Cannon
Brandon Mangum
Mike Underwood
Greg Armstrong
Paul & Jennifer Ly
Terry Cauthen
Shaileen Smith
Todd Golden
7TH YEAR Bobbie Gail Torres Harlivleen Kaur Lisa Newman
To view and download more photos from 2021 TWFG National Agent Convention: Day One | Day Two | Gala Photo Booth | Awards Gala | Family Day
Vlada Cruz
47
Gala Night Award Winners Million Dollar Club Members 2020 NEW MEMBERS
3RD YEAR
Amber Boyd
Alex Calvo
Cameron Word & Brandon Wheeler
Dana Tucker
Cecil Huston
Danny Moore
Chandapillai Mathews
Erin Hartgrove
Chris Jenkins & Tim Plant
Kim Casida Milligan
Christi James
Lisa Wilson
Cornel Cernat
Mark Brown
Eddie Villarreal
Michael Rogers
James Dunn III
Ryan Welborn
James Holland
Troy Tuomey
Lester Coe
4TH YEAR
Lisa Schayot Matt Mancuso
Cherie Johnson
Michelle Burke
Cindy & Kirk Balsley
Paul Cucinella
Ed Sirafi
Robert Ortiz
Karen Kaiser
Rosie Cantu
Quyen Nguyenba
Spencer Anderson
Waqar Khan
Steven Castay
5TH YEAR
Tyler Crum
Albert & Stephanie Rivera
Wendy Patterson
Daniel Oh
2ND YEAR
Darrell Barfield & Tom Sowell
Arlene Hong
Don Oh
Kathy Dumanski
Katlyn Brenneise
Laudy Yazbek
Monica Pedraza
Miranda Englishbee
Sean Meyers
Skip Bordelon
Timothy Martin
Ulrich & Ed DelaFuente 48
08062021
6TH YEAR
8TH YEAR
Betsy Henslee
Bobbie Gail Torres
Derek Benavides
Lisa Newman
Jane Wang
9TH YEAR
Jimmy Goodwin
Julio Manchego
Judy Lam Lea Ann Leslie
10TH YEAR
Norma Pineda
Estela Portillo
Shannon Hartgrove
Jennifer Vargas
7TH YEAR
11TH YEAR
Adrian Saman Barbara Mitchell
Chris Forman
Brian Stamper
Susan Stover
Clay Hudnall
12TH YEAR
Jeannie & Rick Burridge Jennifer & Paul Ly
Brandon Mangum
Jennifer Wragge
Greg Armstrong
Joseph Vu
Terry Cauthen
Katie & Jeff Cannon Randy Costa Shaileen Smith
To view and download more photos from 2021 TWFG National Agent Convention: Day One | Day Two | Gala Photo Booth | Awards Gala | Family Day
49
Gala Night Award Winners President’s Club Members 2019 NEW MEMBERS
6TH YEAR
Adam Ayers
Bobby Counts
Collette & Tim Biedenkopf
Buffy Hooper
Felipe Mejia
Darren & Natania Monteith
Jerry Offner
John Sparks
Noel Sanchez
Marilyn Randazzo
Ryan Guillory
Russell Knapp
2ND YEAR
7TH YEAR
Ann Tran
Mark & Cindy Bartlett
Dale Ratliff
8TH YEAR
Jeff Howard
Brian Johnson
JR Zamorano
Carlton Kon
Lane McKinney
Jenny Xu
Monika Mir
Kelly Lee
Phyllis Benjamin & Sara Hall
Rick Rogers
Reed Wilcox
Stephen Lovecchio
3RD YEAR
Tony Voiron
Lisa Knight Mark Morgan
4TH YEAR Denise Davis John & Gayleen Keefer Marilyn & Randy Caldwell
5TH YEAR Carlos Cantu Kerry Landry Roger Larson
50
08062021
2020 NEW MEMBERS
6TH YEAR
Greg Brown
Betty Loick
Harlivleen Kaur
Carlos Cantu
James Dunn
Kerry Landry
Joe Murphy
Roger Larson
Kristin Jones
7TH YEAR
Marc Mancuso
Bobby Counts
Melanie Head
Darren & Natania Monteith
Nato & Angelica Guajardo
Marilyn Randazzo
Tara Arena
Russell Knapp
2ND YEAR
8TH YEAR
Adam Ayers
Mark & Cindy Bartlett
Collette & Tim Biedenkopf Felipe Mejia
9TH YEAR
Jerry Offner
Brian Johnson
Noel Sanchez
Carlton Kon
Ryan Guillory
Jenny Xu
3RD YEAR
Rick Rogers Stephen Lovecchio
Dale Ratliff
Tony Voiron
Jeff Howard Phyllis Benjamin & Sarah Hall Reed Wilcox
4TH YEAR Mark Morgan
5TH YEAR Denise Davis John & Gayleen Keefer
To view and download more photos from 2021 TWFG National Agent Convention: Day One | Day Two | Gala Photo Booth | Awards Gala | Family Day
Marilyn & Randy Caldwell 51
Gala Night Award Winners Excellence in Customer Service
Watch Our 2021 Awards Gala
Heather Dornblum
Rookie of the Year 2019
2020
Amanda McDonald
Troy Turner
Milton Fregia
Julie Tidwell
The Excellence in Customer Service Award is an honor we look forward to presenting each year. We know that the vital work we do would not be possible without the fantastic customer service representatives that help our offices run smoothly each day. “We get awesome nominations from all of our branches for people that are really helping support our customers and our principal branch agents in ways that go above and beyond just doing your job,” Gordy explained at our gala. Our finalists, Amanda McDonald, Heather Dornblum, and Julie Tidwell, each stepped up in their own way to provide the unmatched customer service that our customers have come to expect from TWFG. Through a year of personal strife and severe home damage from Hurricanes Laura and Delta, our winner, Amanda McDonald, managed to guide countless customers through the claims process. Her ability to show up each day and help others while facing trials of her own is a true testament to her excellence in customer service.
To view and download more photos from 2021 TWFG National Agent Convention: Day One | Day Two | Gala Photo Booth | Awards Gala | Family Day
52
08062021
Our Policy Is Caring Award TWFG Family Award
Barbara Mitchell
Damon Castillo
While reading through the customer service nominations, we had one incredible nominee that we knew deserved recognition but realized their actions went beyond the realm of customer service. This nomination led to a new addition to our awards line-up, the Our Policy is Caring Award. This branch owner’s commitment to caring for those around her while expecting nothing in return truly exemplifies what we mean when we say, “Our Policy is Caring.”
At TWFG, we have always valued family above all else. This year we had a nomination for the Excellence in Customer Service Award that sincerely embodied the spirit of our TWFG Family. This nomination inspired our new TWFG Family Award. Our inaugural winner, Damon Castillo, went above and beyond the usual call of duty when a TWFG customer called him during Winter Storm Uri, desperate for help. This customer was not his client, but she could not find her TWFG agent’s information and was unsure of how to proceed. Rather than provide a phone number and leave her to figure it out, Damon decided to guide her through the claims process. With limited information, Damon was able to track down her carrier and have them reach out to her to begin her claims process. By helping a fellow TWFG branch owner’s client during an unprecedented storm, Damon showed just what it means to be a part of our TWFG family.
Barbara Mitchell’s nomination contained multiple examples of her dedication to those in need. One of Barbara’s first customers was a Jamaican immigrant who needed car insurance. While assisting him, Barbara learned he was living in the car that he was looking to insure. She immediately got to work helping him find housing, financial assistance and even provided him a place to shower. Her yearly “Operation Turkey Drop,” where she cooks and delivers Thanksgiving meals to clients in need, was another highlight. Barbara, thank you for bringing TWFG’s policy of caring to everything you do!
53
54
08062021
Gala Night Festivities
To view and download more photos from 2021 TWFG National Agent Convention: Day One | Day Two | Gala Photo Booth | Awards Gala | Family Day
55
2021 TWFG National Agent Conven Family Day
56
08062021
ntion
To view and download more photos from 2021 TWFG National Agent Convention: Day One | Day Two | Gala Photo Booth | Awards Gala | Family Day
57
We Are Family
58
08062021
59
Thank You Sponsors! THANK YOU TO OUR SPONSORS! We can’t thank all of our amazing sponsors enough for helping to make our 2021 TWFG National Agent Convention and this issue of Rolling Strong happen!
DIAMOND
PLATINUM
60
08062021
GOLD
SILVER
BRONZE • Allstate® • AmWINS® • Encompass • Foremost ® • Frank Winston Crum™ Insurance • Insperity • K2 Insurance Services • Nationwide® • SageSure™ • US Assure
EXHIBITOR • 3 Mark Financial • AFS/IBEX A Division of MetaBank® • Alinsco Insurance • AmTrust North America • Appalachian Underwriters • Berkshire Hathaway GUARD • Cabrillo Coastal • Colonial Life • Columbia Lloyd’s • Commercial Sector • Craig & Leicht • Embark General • Employers® • GeoVeraSM
• Hagerty® • Kemper Auto • Kemper Insurance • Legal & General America • Live Oak Bank® • Markel® Specialty • MexiPass® • Midlands Management • National General • Nationwide Financial • Normandy Insurance Company • Oak Street Funding® • Orchid Insurance • Philadelphia 61
• RT Specialty • SafePoint Insurance • Savascript Value Services • Scottish American Insurance • Secure 24 ADT • Specialty Insurance Managers • State Auto® • TAPCO • Texas Mutual Insurance Company • Travelers • Visit The Woodlands • Weston Insurance Management • Zywave
With 20 years of consistent, unprecedented growth, the future looks bright at TWFG. Whether you are a change agent, or an Agent looking for a change, there are many opportunities to become part of the TWFG Family – a family of fiercely independent, loyal, and passionate insurance professionals who are committed to serving their communities with integrity while creating secure futures for themselves and their families. So what are you waiting for?
www.twfg.com/freedom 62
08062021