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This Week in Insurance: Jan. 27–31, 2014

(This Week in Insurance) Permanent link

Wednesday, Jan. 29, 2014

Thursday, Jan. 30, 2014

  • Florida Medical Malpractice JUA, Compensation Committee meeting, 3:00 p.m., Westin Hotel, Key West (245 Front Street). 
  • Florida Medical Malpractice JUA, Audit Committee meeting, 4:00 p.m., Westin Hotel, Key West (245 Front Street). 
  • Florida Medical Malpractice JUA, Claims & Underwriting Committee meeting, 4:30 p.m., Westin Hotel, Key West (245 Front Street). 
  • Florida Health Care Affordability Summit, Rosen Shingle Creek, Orlando. 

Friday, Jan. 31, 2014

  • Florida Medical Malpractice JUA, Board meeting, 9:00 a.m., Westin Hotel, Key West (245 Front Street). 
  • Florida Health Choices, Annual Board meeting, 11:00 a.m., Rosen Shingle Creek, Orlando (9939 Universal Boulevard). To participate via telephone, dial (866) 528-5942 and use Participant code 507 9670. 
  • Florida Health Care Affordability Summit, Rosen Shingle Creek, Orlando. 

Resolve to Subscribe to

(Trusted Choice) Permanent link

Take advantage of the latest enhancements and get connected to your next prospect

CAP sign up

Have you resolved to grow your business in 2014? The new can help by making it easier than ever for consumers to find you. See how your enhanced profile will look to your customers by visiting

Project CAP listened to agents like you and state executives to change the way we do things and make it easier for you to reach new clients. In addition to the new Advantage Program, the new subscription model makes it easy for you to plan your budget and develop a stronger marketing strategy.

New to this and want to get started right away? Here’s how:

  • Visit 
  • Register your agency
  • Complete a profile
  • Agree to the Terms of Service
  • Set up a form of payment

Already have an enhanced profile on prior to December 2013? To ensure you keep it and all the new prospects it could generate, take the following steps:

  • Visit 
  • Re-register your agency (no need to complete another profile)
  • Agree to the Terms of Service
  • Set up a form of payment

For just $39 per month—about a dollar a day—you can and ensure your expanded profile will continue to appear on If you have questions about subscriptions, signing up or how to set up your profile, the Project CAP team is ready to help. Contact Marty Agather for more information.


Subscription momentum building on the new

(Member News, Trusted Choice) Permanent link

The Consumer Agent Portal reached a significant milestone Tuesday, with more than 1,000 agencies now subscribed to the new

CAP sign upAccording to IIABA and CAP leadership, agencies are subscribing every day and consumer visits to are increasing as well, with new traffic records set almost weekly. Consumer traffic is expected to reach 100,000 visits a month within weeks.

Something is definitely building.

“We received four different prospects from the portal  over a four day period—one needing renters insurance, another needing homeowners, another needing auto insurance, and one commercial prospect needing D&O.”

—Gallant Insurance Agency 


“We got a prospect from the portal just last week, a good one. It was someone needing homeowners and we ended writing both the homeowners and the auto. Ended up being a $9,000 account. I’ll take those all day long. Well worth the investment.”

Lanoix Insurance   

Nearly 75% of personal lines consumers begin their search for new coverage online. helps ensure independent agents will capture that traffic but building on our No. 1 advantage: Strength in numbers.

Basic subscription to is free and automatic for all IIABA members. Advantage subscribers enjoy: 

  • Expanded profile
  • Enhanced positioning in search return results
  • Unlimited prospects 

For a limited time Project CAP is offering all Trusted Choice agencies an opportunity to lock in a special discount rate of just $39 per month for all of 2014. Given consumer traffic to is growing at a record pace (up 300 percent since its relaunch in July), this is an opportunity more and more agencies are seizing. 

Subscribe Now 

Optimize Agency Relationships with Activity Notes & Claims Download; Find Out How

(Member News) Permanent link

A growing number of carriers are now offering Activity Notes and Claims Download capabilities. When consistently implemented, agents find these capabilities improve workflows and communication with carriers.

IVANS Insurance Solutions, a technology provider with expertise in property and casualty insurance industry, will offer a free webinar—Ask IVANS, Optimize your Agency Relationships with Activity Notes and Claims Downloadon Thursday, Jan. 23, 2014 from 2:00 to 3:00 p.m.

Topics include:

  • Benefits of using Activity Notes and Claims download
  • Business gains for carriers and agents
  • Suggested transaction types to implement


  • Susan LaBarre, CPCU, AU, AIM, PMP, director agency automation & quoting,
    Liberty Mutual
  • Casey Hearring, system administrator, Schultheis Insurance
  • Peggy Elahan, account manager, Riley Insurance Agency

For specific questions you would like covered in the webinar, contact Jackie Cermola directly at (813) 288-3216.

This Week in Insurance: Jan. 20–24, 2014

(This Week in Insurance) Permanent link

Tuesday, Jan. 21, 2014

  • Department of Financial Services, Division of Workers' Compensation, meeting to consider the incorporation of a new fee schedule and modifications to language regarding medications to conform to SB 662 (2013); 1:00 p.m., room 116 of the Edwin R. Larson Building, 200 E. Gaines St. 

Wednesday, January 22, 2014

  • Florida Cabinet, 9:00 a.m., Kissimmee (Osceola County Administration Building). 

Apply for the 2014 Dan Fulwider Award

(Member News, Trusted Choice) Permanent link

Trusted Choice honors community leader through annual award

Dan Fulwider, former government affairs coordinator and membership liaison for the Independent Insurance Agents of Iowa, inspired many with his warm, caring personality and dedication to his community. A strong supporter of the Trusted Choice® brand, Fulwider passed away on Jan. 6, 2009 at the age of 34 after a valiant battle with cancer.

In honor of Fulwider’s memory, Trusted Choice has established an annual award of $2,500 for a selected agency to donate to a charity of its choice. More information, including guidelines and an application, are available online.

The deadline for entries is March 1. Applicants may either fax the completed form and any supporting materials to (703) 683-7556, or mail the completed application and any supporting materials to:

Trusted Choice Inc.
Attn: Melissa Carmichael
127 South Peyton St.
Alexandria, VA 22314

In addition to applying for the award, agents may also nominate another agency and share this information with others. The award recipient will be recognized during the 2014 Big "I" Legislative Conference, to be held April 9-11 in Washington, D.C. For more information, email Melissa Carmichael.

New Trusted Choice® MRP Guidelines Now Available

(Member News, Trusted Choice) Permanent link

Agents using the Trusted Choice® brand can now apply for reimbursement of funds.

The Trusted Choice® 2014 Marketing Reimbursement Program(MRP) Guidelines are now available online. Please review the guidelines carefully, as Trusted Choice has revised the MRP in an effort to encourage more agent participation and involvement. 

The updated MRP includes a portion encouraging the use of the new Trusted Choice advertising materials (including print, radio and digital) recently revealed at the Big "I" winter board meeting. Trusted Choice is excited to roll out those new materials to everyone, so be on the lookout for a related announcement very soon. 

If you have any questions concerning the MRP or the updates that have been made to the program, contact Kiescha Cherry at 703-706-5443.

This Week in Insurance: Jan. 13–17, 2014

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Tuesday, January 14, 2014 

  • Florida Senate, Banking and Insurance Committee, 2:00 p.m., Tallahassee (100 Senate Office Building). 
  • Florida Health Insurance Advisory Board, Board meeting, 2:00 p.m. To participate in the call, dial 1-866-200-9760 and use participant code: 4288083#. 

Wednesday, January 15, 2014

  • Florida House of Representatives, Insurance & Banking Subcommittee, 8:00 a.m., Tallahassee (Sumner Hall, Room 404 House Office Building). 
  • Surplus Lines Service Office, Board of Governor’s meeting, 9:00 a.m., Tallahassee (144 Maclay Commerce Drive, Suite 200). 

This Week in Insurance: Jan. 6–10, 2014

(This Week in Insurance) Permanent link

Wednesday, Jan. 8, 2014

  • Florida House of Representatives, Insurance & Banking Subcommittee, 12:30 p.m., Tallahassee (Room 404, House Office Building). 
  • Florida Senate, Banking and Insurance Committee, 4:00 p.m., Tallahassee (Room 110, Senate Office Building). 

Thursday, Jan. 9, 2014

  • Florida House of Representatives, Select Committee on PPACA, 2:30 p.m., Tallahassee (Room 102, House Office Building).