SpringConference

2018

March 7–8Columbia Metropolitan Convention CenterColumbia, SC

Table of Contents

Schedule of Events ......................................................................2

Sponsor list by event ..................................................................3

Speaker bios/ Course descriptions ...................................4–5

Continuing Education information .......................................5

Exhibit Hall Layout .................................................................6–7

Agent Passport Drawing ticket ........................center insert

Exhibitors List ...........................................................................8–9

IIABSC Executive Committee ................................................ 10

IIABSC Board of Directors ...................................................... 10

IIABSC Staff Listing ................................................................... 11

IIABSC Upcoming Events ....................................................... 11

Employee on-demand training ........................................... 12

Welcome to this year’s IIABSC Spring Conference! This booklet contains what you need to navigate this year’s event. Networking opportunities await you in the exhibit hall with carriers and other vendors eager to share their products and services with you. Please take time to visit with them and thank our Palmetto Partners and additional sponsors.

General Information Registration Hours

Wednesday Early Bird CE 7:15—8:00 am Wednesday Conference 10:30 am—5:15 pm Thursday CE 8:15—9:00 am

Exhibit Hall Hours Weds. 11:00 am–6:00 pm, Columbia Ballroom AB—Upper Level

11:00 am–1:00 pm 2:45–3:30 pm 4:45–6:00 pm Lunch with Exhibitors Break in Exhibit Hall Exhibitor Reception w/ Prize drawings (Agent Grand Prize (Agent Passport Drawing announced) announced)

Name Badges Name badges are color-coded so attendees recognize each other’s affiliation. Please welcome our first-time attendees, who have a star on their name badge.

RED: Agents BLUE: Company Representatives, Exhibitors, Sponsors YELLOW: Spouses, Special Guests, Speakers CE Session Door Prizes Door prizes are for agency attendees only. Tickets are in name badge holder. Drawings will be held at the end of each session. YOU MUST BE PRESENT TO WIN!

Exhibitor Prizes (Weds.) Many exhibitors will give out their own prizes during Wednesday’s reception. Winners will be posted on the board in the exhibit hall by 5:00 p.m. See vendors to claim prizes.

Agent’s Passport Drawing (Weds.) The Agent’s Passport Drawing prize is $500 cash. Agents must visit vendors and com-plete drawing form (pink form in program) as instructed. Place the completed form in the Agent’s Drawing box located at the front of the exhibit hall by 5:15 pm Wednesday night. The winner will be announced at 6:00 pm in the Exhibit Hall. YOU MUST BE PRE-SENT TO WIN!!

Agent Exhibit-Hall Door Prize Drawings (Weds.) Agents will have several opportunities to take home a great prize this year. Come net-work with exhibitors and you may win. Drawings at 11:15 am and 12:15 pm. YOU MUST BE PRESENT TO WIN!!

InsurPac Drawing (Weds.) Contribute $20 or more to InsurPac at booth #71 and be entered to win a two-night stay at the Myrtle Beach Marriott Resort & Spa at Grande Dunes and a $100 Visa gift card. Winners are not limited to agents. You do NOT need to be present to win.

Conference evaluation survey Conference attendees will receive an online survey requesting feedback; please help us improve future events. All who complete the survey with their name and contact info will be entered in a drawing for a free 2019 Spring Conference registration.

Tag your Tweets/ Instagrams with @IIABSC or #BigiSCSpring

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Wednesday, March 7

7:45 am Early Bird registration .......................... Upper-level Pre-function

8:00–11:00 am Early Bird Ethics CE Session ........ Columbia Ballrooms C—Upper (3 hours Ethics credit)

“Business Ethics in Today’s Environment” By Sharon A. Koches, CPCU, RPLU, AAI, AU, ITP, Managing Performance, LLC

8:30–10:30 am Exhibit Booth Set-up ...................Columbia Ballrooms AB—Upper

10:30 am Registration Desk opens ..................... Upper-level Pre-function

11:00 am–6:00 pm Exhibit Hall open .........................Columbia Ballrooms AB—Upper

11:00 am–12:30 pm Lunch with Exhibitors .................Columbia Ballrooms AB—Upper

1:00–2:45 pm General CE .................................... Columbia Ballrooms C—Upper (2 hours P&C credit)

“The Perfect Storn” By John Quagliariello, NOAA/ National Weather Service

2:45–3:30 pm Networking Break in Exhibit Hall .... Columbia Ballrooms AB—Upper

3:30–4:45 pm Industry Issues Panel ................... Columbia Ballrooms C—Upper (1 hours P&C or L&H credit)

Frank Sheppard, CAE, AAI, IIABSC (moderator) Dan Morris, AFE, AIAF, SC Dept. of Insurance Russ Dubisky, SC Insurance Association Dr. Robert Hartwig, PhD, CPCU, University of SC Sen. C. Ross Turner, III, CIC, Turner Agency, Inc. Jay Lannin, CPCU, CLU, Auto-Owners Insurance

4:45–6:00pm Exhibitor Reception ....................Columbia Ballrooms AB—Upper

Thursday, March 8

8:15–9:00 am Registration Desk open ................................ Lexington A Foyer

8:15–9:00 am Continental Breakfast ............................................. Lexington A

9:00 am –Noon Closing Session ............................................................. Lexington A (3 hours P&C credit)

“Hacking & Harrassment: An Ever-growing Need for Cyberliability and Employment Practices Liability” By Sharon A. Koches, CPCU, RPLU, AAI, AU, ITP, Managing Performance, LLC

Schedule of Events

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Event Sponsors

DIAMOND IIABSC Agency, Lunch with Exhibitors Johnson & Johnson, Exhibitor Reception Bar Progressive/ASI, Program Printing

GOLD Bankers Insurance Group, Exhibitor Reception Hors d'oeuvres Co-Sponsor Burns & Wilcox, Exhibitor Reception Hors d'oeuvres Co-Sponsor Centauri Insurance, Agent Passport Drawing Co-Sponsor Gulfstream Property & Casualty, Inc., Wednesday Continental Breakfast Jackson Sumner & Associates, Wednesday Continental Breakfast Liberty Mutual Insurance Group, Thursday Closing Session Lighthouse Property Insurance Corp., Wednesday Ethics Session Preferred Specialty, LLC, Agent Passport Drawing Co-Sponsor St. Johns Insurance Company, Wednesday Industry Panel Session UPC Insurance Co., Wednesday General Session

SILVER Allstar Financial Group, Agent Grand Prize Drawing Co-Sponsor AMERISAFE, Conference Pocket Agenda Assure Alliance, Inc., Charging Stations Co-Sponsor Builders Insurance Group, General Session Audio Visual Co-Sponsor Frontline Insurance, Charging Stations Co-Sponsor GeoVera Holdings, General Session Audio Visual Co-Sponsor Heritage Property & Casualty Insurance, Ethics Session Audio Visual Co-Sponsor Imperial PFS - Premium Financing, Agent Grand Prize Drawing Co-Sponsor J.M. Wilson, Ethics Session Audio Visual Co-Sponsor The Main Street America Group, Afternoon Break Coffee & Beverages Motorists Insurance Group, Closing Session Audio Visual Co-Sponsor National Security Fire & Casualty Co., Exhibit Hall AV/Social Media Prime Insurance Company, Agent Grand Prize Drawing Co-Sponsor Safeco Insurance, Industry Panel Audio Visual Co-Sponsor SageSure Insurance Managers, Closing Session Audio Visual Co-Sponsor

SCU, Afternoon Break Coffee & Beverages Southern Insurance Underwriters, Industry Panel Audio Visual Co-Sponsor Travelers, Exhibit Hall AV/Social Media Wright Flood, Charging Stations Co-Sponsor

BRONZE Access, Closing Session Door Prize Co-sponsor Accident Fund Insurance Company of America, General Session Door Prize Co-sponsor AFCO/Prime Rate Premium Finance, Industry Panel Session Door Prize Co-sponsor Allstate Insurance Company, Industry Panel Session Door Prize Co-sponsor Auto-Owners Insurance, Thursday Continental Breakfast Berkshire Hathaway GUARD Ins. Companies, Ethics Session Door Prize Co-sponsor Capitol Preferred Ins. Co., Inc. & Southern Fidelity, Ethics Session Door Prize Co-sponsor Central Insurance Companies, Ethics Session Door Prize Co-sponsor Frankenmuth Insurance, General Session Door Prize Co-sponsor Genesee, General Session Door Prize Co-sponsor Hanover Excess & Surplus Inc., General Session Door Prize Co-sponsor Hull & Co. Inc., Industry Panel Session Door Prize Co-sponsor Insurance House, General Session Door Prize Co-sponsor Markel Specialty, Industry Panel Session Door Prize Co-sponsor Mid-Continent Group, Thursday Continental Breakfast Penn National Insurance, Thursday Continental Breakfast Southern Mutual Insurance Co., Closing Session Door Prize Co-sponsor Sentry Insurance, Afternoon Break Snack Sponsor Risk Innovations, Closing Session Door Prize Co-sponsor Risk Placement Services, Industry Panel Session Door Prize Co-sponsor State Auto Insurance Co., Closing Session Door Prize Co-sponsor Stonewood Insurance Company, General Session Door Prize Co-sponsor TAPCO Underwriters, Inc., Industry Panel Session Door Prize Co-sponsor Universal North America, Hand Sanitizing Stations Sponsor

GENERAL SPONSOR HICI Haulers Insurance Company, Inc.

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Wednesday, 8:00–11:00 am

Sharon Koches, CPCU, RPLU, AAI, AU, ITP

Managing Performance, LLC 3 hours Ethics credit

Have you ever been asked by a manager to do something that doesn’t seem or feel quite right? We have all been faced with ethical dilemmas whether we recognize the situa-tion as such or not. We look at the growing importance of establishing an ethical organi-zational culture, values and Code of Ethics.

Thursday, 9:00 am–Noon

Sharon Koches, CPCU, RPLU, AAI, AU, ITP

Managing Performance, LLC 3 hours P&C credit

Turn on the news today and we hear about the latest Cyber Breach and Sexual Harass-ment allegation. While our prospects and insureds hear the same news, they often don’t feel it can happen to them. We review coverage and the importance in today’s envi-ronment.

Sharon Koches, own-er/consultant of Man-aging Performance, LLC is an Insurance educator, consultant and industry resource. She is also a consult-ant for Agency Man-agement Resource Group and serves on the Executive Commit-

tee of the National CPCU Society Leader-ship Council.

Prior to that, Sharon was Vice President of Insurance Operations & Technical Affairs

at the IIA of North Carolina, a sales executive with The Institutes, an account manager with Selective Insurance Company and Di-rector of Membership & Member Services with the IIA of New Jersey. Wednesday, 1:00–2:45 pm

John Quagliariello, NOAA/ National Weather Service 2 hours P&C credit

Will cover an overview of the National Weath-er Service, describing the forecasts and warnings the agency provides for the protec-tion of life and property and enhancement of the national economy. I will discuss the im-pact (monetary and human losses) of ex-treme weather events nationwide then pro-vide a summary of recent major weather events to impact South Carolina and other places across the country. The presentation will also cover weather safety and how to message hazardous weather events to the public so they take proper precautionary actions. Finally, I will provide an overview of the Weather-Ready Nation Ambassador initi-ative and how it recognizes and provides resources to partners who commit to work-ing with the National Weather Service to make the nation more ready, responsive, and resilient against extreme weather and

water events.

John Quagliariello is the Warning Coordina-tion Meteorologist at the National Weather Service Forecast Of-fice in Columbia, SC. One of his primary responsibilities is to ensure that the Na-tional Weather Ser-vice office delivers the highest quality weath-

er-related products and services to its cus-tomers and partners. As the Warning Coordi-

Speaker/ CE Information

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Up to 9 CE credit hours are being offered. To receive credit you must have your name badge scanned at the entrance when you enter and exit the session. Effective January 1, 2017, a valid personal and/or business email address is required by law. Please visit Online Services to up-date your email address. The Department will no longer be mailing hard copy renewal notices to licensees. Effective January 2011, the deadline for biennially complying with continuing education and license renewal is the last day of the producer’s month of birth. Pro-ducers born in an odd-numbered year must comply by the last day of the birth month in an odd-numbered year. Produc-ers born in an even-numbered year must comply by the last day of the birth month in an even-numbered year. Producers must renew the license, complete 24 hours of continuing education including a minimum of three hours of Ethics, and pay the biennial recordkeeping fee to the Continuing Education Adminis-trator by the deadline or the producer li-cense will lapse. Multi-line (property and casualty and life, accident and health) producers must complete 24 of CE credits. A minimum of eight credit hours must be completed in each line of authority and a minimum of three credit hours of Ethics. Producers with reduced compliance requirements (15 hours) must complete 12 hours in the line of authority held and

three hours of Ethics. Multi-line producers with reduced compliance requirements (15 hours) must complete six hours in each line of authority and three hours of ethics. Failure to comply by the last day of the producer’s birth month will result in the license being lapsed. Up to 18 CE hours in excess of the CE compliance period may be carried over and applied to the next compliance period. (The law allowing reduced CE compliance was repealed January 1, 2010. This Section applies only to those producers who were granted a reduced CE compliance prior to January 1, 2010.) An individual who arrives after the start of a CE class or leaves before the class is over will not receive credit for the continu-ing education classroom session, regard-less of the number of hours completed during the class session. Instructors may deny credit to anyone who is inattentive (reading the newspaper, talking, texting, using cell phone, etc.). All licensed resident insurance produc-ers should first check the approved contin-uing education course list on Prometric’s website prometric.com/southcarolina or contact Prometric at 800-490-6551 before Taking a CE course. Courses taken from an unapproved sponsor or instructor will be declined. Licensed insurance producers can check their continuing education status by calling Prometric at 1-800-490-6551, or by checking their transcript at Prometric’s website: www.prometric.com/CE/scceprod

CE Information

You must get your namebadge scanned at the session entrance to get CE credit

nation Meteorologist, John also provides high impact weather briefings and support to key decision makers in local, state and federal government. He has been with for-mer Governor Nikki Haley and current Gov-

ernor Henry McMaster providing weather information at press briefings during Hurri-canes Matthew, Irma and during a winter storm earlier this year.

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Exhibit

38*

37*

36

35a

34

33

32

31*

30

35b

39

40*

41

42*

43*

44*

45*

46*

17*

18

19

20

21

22

23*

15

16*

26* 27 25 24

14* 13

*IIABSC Palmetto Partnersdraped in red

Exhibitors list and booth assignments on pages 8 & 9

= Premium sponsor booths

Tag your FB posts with #BigiSCSpring

= Supporting sponsor booths

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t Hall Layout

28 29*

52* 53

51 54*

50* 55*

Tag your Tweets with @IIABSC or #BigiSCSpring

1*

2

3

4*

5*

6

7

8

9

10

11

12*

49* 56*

48* 57*

47* 58*

66

65*

64*

63*

62*

61*

60*

59*

67*

68

69*

70*

71

72

73

74

75

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Exhibitors 1* Safeco Insurance

2 Standard Premium Management Corp.

3 Titan Web Marketing Solutions

4* Liberty Mutual

5* Markel Specialty

6 EZLynx

7 New Horizons Consulting Services

8 Capitol Premium Financing, Inc.

9 Leavitt Group

10 Jenesis Software

11 SCHB Self Insurers Fund

12* TRAVELERS

13 System Search, Ins.

14* Genesee

15 ICW Group

16* SCU

17* Motorists Insurance Group

18 Bank Direct Capitol Finance

19 Universal Property & Casualty Insurance Company

20 American Millennium Insurance Company

21 Carolina PEO, Inc.

22 SeaCoast Underwriters, Inc.

23* Berkshire Hathaway GUARD Insurance Companies

24 AccuAgency

25 ServiceMaster Restore

26* AFCO/Prime Rate Premium Finance Corp.

27 Zenith Insurance Company

28 The Colonial Group

29* Allstar Financial Group

30 SC JUA

31* Builders Insurance Group

32 HawkSoft, Inc.

33 Custom Assurance Placements, Ltd.

34 Dairyland Auto and Cycle

35a Alacrity Services

35b Dovetail Insurance

36 Equipment Insurance International

37* TAPCO Underwriters, Inc.

* indicates Palmetto Partners, booths draped in red

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Tag your Tweets with @IIABSC or #BigiSCSpring

38* Access

39 HICI Haulers Ins. Company, Inc.

40* Gulfstream Property & Casualty Insurance

41 Burns and Wilcox

42–43* Johnson & Johnson Inc.

44* Centauri Insurance

45* UPC Insurance

46* National Security Group

47* Preferred Specialty, LLC

48* Imperial PFS- Premium Financing

49* Prime Insurance Company

50* Bankers Insurance Group

51 Eastern Underwriting Managers

52* Lighthouse Property Insurance Corporation

53 Appalachian Underwriters, Inc.

54* Sentry

55* J.M. Wilson

56* Jackson Sumner & Associates

57* MAIN STREET AMERICA

58* St. John's Insurance Company

59* Hanover Excess & Surplus Inc

60* Wright Flood

61* Southern Insurance Underwriters

62–63* Progressive Insurance

64* AMERISAFE

65* Heritage Property & Casualty Insurance

66 UIG- The Agent Agency

67* Insurance House

68 Insurance Program Managers Group

69* SageSure Insurance Managers

70* IIABSC Agency, Inc./IIABSC Member Services

71 InsurPac

72 SC Department of Insurance

73 SC Trusted Choice Big "I" Junior Golf Tournament

74 IIABSC Young Agents

75* Hull & Company, LLC

76 National Weather Service

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Carrie Johnson, ChFC, CLU, AAI Carrie Johnson Insurance Murrells Inlet

Tom Bates, Jr. Chairman of the Board Herlong Bates Burnett Greenville

Jay Taylor, Jr., CIC Chairman-Elect / Treasurer Kinghorn Ins. Agency of Beaufort Beaufort

Ashley Brady, CIC National Director First Charter Company, Inc. Marion

Tonya Thomason, CIC Secretary David A. Crotts & Associates Greenwood

Scott Moseley Immediate Past Chairman Irmo Insurance Agency Irmo

2018 Executive Committee

2018 Board of Directors

Cooper Carter, CIC Pinckney-Carter Company Charleston

Renado Robinson Crosswinds Insurance Agency Fort Mill

J. Derrik Chandler Chandler Insurance Greenville

Andrew E. Muller, CIC, AAI, CWCC, PRIS Mappus Insurance Agency, Inc. Charleston

Matt B. Wiseman, CIC, CISR Peoples Underwriters Myrtle Beach

Robbie Nalley Creech Roddey Watson Insurance Sumter

Ben C. Myers, AIP Russell Massey & Co. Columbia

Rob W. Hammett, AIP CWS Insurance Spartanburg

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IIABSC Staff Frank Sheppard, AAI, CAE President fsheppard@iiabsc.com ~ Ext. 1239 Becky McCormack, CPCU, CIC, AAI, CPIW Vice President bmccormack@iiabsc.com ~ Ext. 1238 Megan P. Huebner Director of Events & Membership mhuebner@iiabsc.com ~ Ext. 9463 Megan Thomas Director of Members Services mthomas@iiabsc.com ~ Ext. 1227

Anita J. Trevino Director of Communications atrevino@iiabsc.com ~ Ext. 1237 Martha Reid Education Coordinator mreid@iiabsc.com ~ Ext. 1219 Tracy Guyette Administrative Assistant tguyette@iiabsc.com ~ Ext. 9461

Young Agents Scholarship Golf Tournament April 24, 2018 Wildewood Country Club, Columbia, SC SC Trusted Choice® Big “I” State Qualifier Junior Golf Tournament June 25–26, 2018 Orangeburg Country Club Orangeburg, SC Young Agents Conference July 19–22, 2018 Hyatt Regency Greenville Greenville, SC

Trusted Choice® Big “I” National Championship Junior Golf Tournament Aug. 6–9, 2018 Daniel Island Club Charleston, SC

CALL FOR VOLUNTEERS! See booth #73 IIABSC Annual Convention Oct. 14–16, 2018 Hyatt Regency Greenville Greenville, SC

Phone 803-731-9460 • Fax 803-772-6425 • www.iiabsc.com facebook.com/scbigi @IIABSC (twitter) @IIABSCEvents (instagram)

Mark your Calendars:

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Get started at iiabscstore.mycoursecenter.com

We’ve teamed up with New Level Partners to bring on-demand training to new hires and emerging leaders. New Level Partners provides us with interactive and engaging courses for insurance coverage training and other business skills for new employees and emerging leaders. Select a specific curriculum package based on individual needs. Exercis-es and quizzes provide an interactive learning experience and jump start. Individ-uals have four months to complete a selected curriculum, with each unit averag-ing 30-40 minutes long. Training packages include:

♦ Introduction to the Insurance Industry

♦ Commercial Lines Coverage Basics

♦ Personal Lines Coverage Basics

♦ Advanced Communication and Negotiation Skills

♦ Business Communication Fundamentals

♦ Client Management Essentials

♦ Emerging Leaders Series

Online training courses for new employees

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Learn how an auto policy bundled with a Progressive Home Advantage policy, provided and serviced by ASI, can help you save your customers time—and money. For more information, contact your Progressive account sales representative.

Auto insurance is provided by Progressive Casualty Ins. Co. & affi liates. Progressive Home Advantage® insurance is provided by American Strategic Insurance Corp., another Progressive company. Home insurance not available in all states.

Chris DunlapLocal Sales Representative440-910-3422

Christina GlassLocal Sales Representative864-293-0939