Agents Confidential #1, 9/1/16

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Agency News | Industry News | New Members | Calendar | Events | Classes
Chairman’s Blog: Help our industry, help yourself
On his official first day as chairman, Brian Scarborough shares a few ways agents can help the industry and improve their bottom line at the same time. Whether it’s supporting FAIA’s growing workforce development efforts, encouraging participation in the Young Agents Council, or leveraging personal relationships to support FAIA’s advocacy efforts, there are plenty of ways to get involved. Read the Chairman’s Blog.
The more we know about your agency, the better we can serve you
FAIA is about to embark on a new approach to membership, writes FAIA President & CEO Jeff Grady—one that is laser-focused on improving your member experience. We really do want to know what our members think, especially as we start developing the strategic plan for the next three years. Agency owners should have received an email invitation to take a short survey. If you haven’t received it, check your junk folder (we sent it out through SurveyMonkey, so your system administrator might not recognize that it’s from FAIA).
FAIA-supported candidates win big in Tuesday’s primary election
Eighty-eight percent of candidates supported by FAIA’s political action committees won their primary races in Tuesday’s primary election, with the biggest wins in the Senate. Read Kyle Ulrich’s primary recap for the unofficial results.
Friday Morning Live! returns with special workers’ compensation show
Between the Helping Florida Work Town Hall tours and last week’s Workers Compensation Educational Conference panel discussion, stakeholders have had numerous opportunities to discuss ways to fix Florida’s wounded workers’ compensation system. So, where are we now? Find out by tuning in to Friday Morning Live! at 9:00 a.m. EDT on September 16. FAIA General Counsel Laura Pearce and work comp expert Frank Pennachio will discuss the current state of workers’ compensation and how it relates to the recent NCCI rate filing. Register.
Stick to insurance when it comes to helping customers
Members email David Thompson with questions nearly every day—but he doesn’t answer all of them. What! Why? Because some of the questions David fields are from members looking for answers to non-insurance-related questions posed by their customers. For example, “Can golf carts legally travel on public roads?” Read his blog to learn how being too helpful to your customer could get you sued.
Employee Dishonesty coverage: Type of package policy makes a big difference
Next renewal, take a closer look at your commercial client’s Employee Dishonesty Crime coverage. If it’s offered through an endorsement to a package policy, chances are it’s either written on a Loss Sustained Basis or a Discovery Basis form. There are significant differences between the two forms that you (and of course your clients) should understand. Read more.
Educating insureds is key to stemming Assignment of Benefits fraud
Citizens Property Insurance is setting a fine example of public education with its Call Citizens First campaign. Its message—calling the carrier first improves the claims process and curbs insurance fraud—is one that agents can help spread to policyholders, regardless of which company provides coverage. Learn more.
Nine new webcasts added to ABEN catalog
Those of you who attended one or more of our Convention breakout sessions know how informative they were. But if you missed Convention, you are in luck! We recorded five of the classes, and those webcasts are now live on the ABEN Network, all for CE. And for you David Thompson devotees, FAIA also recorded and added several of his one-hour, fast-paced, information-packed classes. Visit the Community for a synopsis of the new offerings.
New fiscal year, new leadership
A dynamic group of leaders takes over the Young Agents Council today, the first day of FAIA’s new fiscal year. They are: Alicia Lynn Rosier, CLCS, chair; Christi Billington, CIC, ACSR, AAI, chair-elect; and Patrick McConachie, vice-chair. Expect big things from this crew, and review why YAC membership is a good fit for your up-and-comers.
It’s not too early to book rooms for Capitol Days, Convention
Capitol Days—where agents learn about issues and legislation that could affect their industry and meet with legislators—returns to the spring in 2017, March 14–15. Last year, the room block at host hotel The DoubleTree by Hilton sold out early, so consider booking a room now. Same for Convention, scheduled for June 8–10 (with bonus breakout sessions available June 7) at the Gaylord Palms Resort & Convention Center. Book a room at the Gaylord.

Baldwin Risk Partners, LLC, Tampa: recognized on the 2016 INC. 5000 list as one of the nation’s fastest-growing private companies. Also, Elizabeth Krystyn and Laura Sherman recognized by Insurance Business America magazine as 2016 Elite Women.

Lanier Upshaw, Inc., Lakeland: named Joe Donohue as vice president.

Premier Ins, LLC DBA Lutgert Insurance, Sarasota: named Derrick Ayers chief financial officer.

Salina Robbins, Robbins Insurance & Financial Services, Inc.: recognized for helping Habitat for Humanity homeowners understand insurance.

Gary V. Trippe, CIC, CPIA, Disabled Veterans Insurance Careers, Inc.: received the Bruce T. Gora Legacy Award, which recognizes individuals who demonstrate a history of distinguished service and contributions to the betterment and growth of Lee County’s business community.

The Villages Insurance Partners, The Villages: selected as one of the 2016 Orlando Sentinel Top 100 Companies.


American Capital Assurance: financial strength rating downgraded to “A-” and issuer credit rating downgraded to “a-” by A.M. Best.

American Integrity Insurance Company: launched a new umbrella policy in Florida.

CNA Insurance: appointed Shay Conyers assistant vice president of Distribution.

National Council on Compensation Insurance (NCCI): named Susan Donegan as chief regulatory services officer.


DeLouis Insurance Group: Margate

Evolve Insurance Solutions, Inc.: Maitland

Heacock Insurance Group, Inc.: Lakeland

Insurance Source of Naples, Inc.: Naples

Norwood Insurance, Inc.: Santa Rosa Beach


Hagerty Insurance: Traverse City, MI

Insurance Specialty Group: Atlanta

  • Capitol Days: March 14–15, 2017; DoubleTree Hilton, Tallahassee.
  • 113th Anniversary Convention & Education Symposium: June 8–10, 2017; Gaylord Palms, Orlando.


Many local boards hold monthly or quarterly meetings. Visit our website for a schedule.


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