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Announcing the 2013 CIC Conferees

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CIClogoThirty-nine insurance professionals were conferred as Certified Insurance Counselors (CIC) during an Aug. 16 luncheon at FAIA's Planning Session. 

Dr. William T. Hold, CIC, CPCU, CLU, president of the National Alliance, presented conferees with the distinctive CIC gold insignia lapel pin.

The CIC designation is awarded by the Society of Certified Insurance Counselors, a not-for-profit organization devoted to providing practical and in-depth education to insurance agents and other insurance practitioners. The conferees attended five 2-1/2 day institutes consisting of intensive instruction followed by rigorous essay examinations. 

The newly conferred Certified Insurance Counselors (CIC) from Florida are:

Ms. Amy K. Banning, CIC
Olympus Insurance Company
Orlando, FL

Mr. Gary M. Beecher, CIC, CPA, AAI
Brown & Brown of Florida, Inc.
Miami Lakes, FL

Ms. Barbara J. Brandorff, CIC
Zurich Insurance
Orlando, FL

Mr. William V. Cabeche, CIC
Quorum Insurance, LLC
Tampa, FL

Ms. Bethany A. Cantin-Straubel, CIC
Zenith Insurance
Sarasota, FL

Mr. Andrew J. Celestini, CIC
Gresham & Associates, Inc.
Orlando, FL

Ms. Melinda S. Cerio, CIC
O'Neil Lee & West
Orlando, FL

Ms. Roberta Lynn Cioci, CIC, CISR
Liberty Mutual Insurance
Tampa, FL

Ms. Cindy Gaul, CIC
FCCI Insurance Group
Sarasota, FL

Mr. Mario Gonzalez Jr., CIC, CLU
Travelers Insurance
Odessa, FL

Ms. Cindy J. Gotham, CIC, CISR
Kuykendall Gardner
Winter Park, FL

Mr. Mark Anthony Grimmel, CIC, ARM, AAI
Egis Insurance & Risk Advisors
Boca Raton, FL

Ms. Nancy A. Harrell, CIC, CISR
US Assure
Jacksonville, FL

Ms. Kelly R. Hunt, CIC, CISR
Wallace Welch & Willingham
Saint Petersburg, FL

Ms. Meghan Davis Hurtado, CIC
Wesley Chapel, FL

Mr. Daniel Lee Jobs, CIC, CLCS
Brown & Brown of Florida, Inc.-Miami Division
Miami Lakes, FL

Ms. Stacy Knapik, CIC
Safeco Insurance
Tampa, FL

Mr. John Lee, CIC
FirstService Financial, Inc.
Miami, FL

Ms. Rebecca Lindner-Like, CIC, API
Homeowners Choice Insurance Company
Tampa, FL

Mr. Eric V. Lorenzi, CIC, CRM, CISR, ARM, AAI, RM
Brown & Brown Insurance, Inc.
Daytona Beach, FL

Ms. Kathleen P. Lukens, CIC, CISR
Fleming Agency
Orlando, FL

Mr. David W. Magenheimer, CIC
FCCI Insurance Company
Sarasota, FL

Ms. Linda E. McManis, CIC
Atlas Insurance Agency
Sarasota, FL

Mr. Bernie Mena, CIC
Mercury Insurance Group
Clearwater, FL

Mr. Jeremy E. Miller II, CIC, CPCU
Wallace Welch & Willingham
St Petersburg, FL

Mr. Joseph H. Miller, CIC
Universal North America Insurance Company
Sarasota, FL

Mr. Robert C. Mitchell, CIC
Mitchell Insurance Services, Inc.
Treasure Island, FL

Mr. Daniel Mittelmark, CIC, CPCU, ARM, AAI, AU, ASLI, ARe
Brown & Brown Insurance
Daytona Beach, FL

Mr. Logan Moller, CIC, ARM, AAI, AU
Brown & Brown Inc.
Daytona Beach, FL

Mr. Mark Nellans, CIC
Insurance Center of Fort Myers
Fort Myers, FL

Ms. Gayl E. Payne, CIC, AIC
FCCI Insurance Group
Sarasota, FL

Mrs. Jennifer Prater, CIC
Tampa, FL

Mr. Scott A. Shaw, CIC
Tim Shaw Insurance Group, Inc.
Fort Myers, FL

Ms. Heather St. Germain, CIC
Montgomery Insurance
Sanford, FL

Ms. Monica A. Stagg, CIC, AAI
Albritton Insurance Services, LLC
Wauchula, FL

Mr. Bryan Edward Swicicki, CIC
Todd Associates South LLC
Port St Lucie, FL

Mr. Thomas Andrew Toffoli, CIC, LUTCF
Brown & Brown
Fort Lauderdale, FL

Ms. Lauren M. Vonderau, CIC
Connelly Carlisle Fields Nichols
Clearwater, FL

Mr. Jason R. Walker, CIC, AAI, CRIS
Mulling Insurance Agency, Inc.
Auburndale, FL

Announcing the 2014 CIC Program Schedule

(Member News, The National Alliance) Permanent link

Mark your calendars! FAIA and The National Alliance for Insurance & Education have finalized the 2014 schedule for Certified Insurance Counselors Institutes and Ruble Graduate Seminars. Class registration will open in the fall; in the meantime, contact Christy Stacey for more information.

2014 CIC Schedule

Agency Management Institute
Orlando,  April 2–5
St. Petersburg, December 3–6

Commercial Casualty Institute
Orlando, February 12–15
Deerfield Beach/Boca Raton, October 15–18

Commercial Property Institute
St. Petersburg, March 5–8
Orlando, November 12–15

Life and Health Institute
West Palm Beach, April 30–May 3
St. Petersburg, September 17–20

Personal Lines Institute
St. Augustine, May 28–31
Ft. Lauderdale August, 20–23

Each institute is 2½ days of instruction, followed by an optional exam. The exam is required only for those working toward the designation. Learn more about the CIC designation. 

2014 Ruble Graduate Seminars

February 10–11, Orlando
February 11–12, Orlando
April 29–30, West Palm Beach
July 17–18, Marco Island
September 15–16, St. Petersburg
September 16–17, St. Petersburg
October14–15, Deerfield Beach/Boca Raton

 You can fulfill your CIC and CRM update requirement and earn CE credit for most seminars. Learn more about Ruble Graduate Seminars.


This Week in Insurance: Aug. 26–30, 2013

(This Week in Insurance) Permanent link

Monday, August 26, 2013 

Wednesday, August 28, 2013

Thursday, August 29, 2013

  • Citizens, Claims Committee teleconference, 2:00 p.m. To participate in the teleconference meeting, call 1-866-361-7525 and use conference ID 5219676193#. 

This Week in Insurance: Aug. 19–23, 2013

(This Week in Insurance) Permanent link

Monday, August 19, 2013 

  • Homeowners' Policy & Claims Bill of Rights Working Group workshop, 1:00–6:30 p.m., Pinellas Realtors Organization, Clearwater (4590 Ulmerton Road). To participate in the meeting, call 850-413-1558 and use ID 81583. The workshop will be televised on The Florida Channel

Tuesday, August 20, 2013

  • Florida Cabinet, meeting, 9:00 a.m., Miami Dade College (Wolfson Campus Auditorium, Room 1261, Building #1, 000 NE 2nd Ave).
  • Florida Workers’ Compensation JUA, Operations Committee teleconference, 11:00 a.m. To participate in the teleconference meeting, call Kathy Coyne at 941-378-7408. View the agenda (PDF)
  • Florida Workers’ Compensation JUA, Producer Committee teleconference, 2:00 p.m. To participate in the teleconference meeting, call Kathy Coyne at 941-378-7408. View the agenda (PDF)
  • Florida Office of Insurance Regulation, Citizens Public Rate Hearing, 4:00 p.m., Tampa (Tampa Convention Center, Ballroom D, 333 S. Franklin St.). 

Thursday, August 22, 2013 

  • Citizens, Board of Governors teleconference, 3:00 p.m. To participate in the teleconference meeting, call 1-888-942-8686 and use ID: 5743735657#.

This Week in Insurance: Aug. 12–16,

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Tuesday, August 13, 2013 

  • Florida Commission on Hurricane Loss Projection Methodology, meeting, 8:30 a.m., Tallahassee (1801 Hermitage Blvd). To participate by telephone, dial (888) 670-3525, Code 7135858151. Discussion to include models used to develop property insurance rates. 
  • Florida Workers' Compensation JUA, Investment Committee teleconference, 10:00 a.m. To participate in the teleconference meeting, please contact Kathy Coyne at (941) 378-7408. 

Thursday, August 15, 2013

  • Florida Workers' Compensation JUA, Audit Committee teleconference, 10:00 a.m. To participate in the teleconference meeting, please contact Kathy Coyne at (941) 378-7408. 
  • FAIA's Planning Session, Orlando, Disney's Yacht Club Resort. 

Friday, August 16, 2013

  • Florida Workers' Compensation JUA, Reinsurance Committee teleconference, 10:00 a.m. To participate in the teleconference meeting, please contact Kathy Coyne at (941) 378-7408. 
  • FAIA's Planning Session, Orlando, Disney's Yacht Club Resort. 

2013 Real Time/Download Campaign Update

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by Paul Peeples

This report, reflecting the responses of 2200 agencies and brokerages, shows that Real Time and Download usage continues to grow and that those agency employees using the technology are saving significant time using both Download and Real Time. It also shows that our job is not done – pointing to areas in need of continued improvement and attention. Several of the responses also clearly indicate that there is a need for renewed education and advocacy by the Campaign, as well as by each of our organizations, to encourage agencies not currently using the technologies to take another look at them based on the improvements that have been made and the benefits that other agencies are clearly deriving from using them.  

You can read the entire update here (PDF) 

We also encourage you to listen to the Insurance Journal podcast that Campaign Co-Chairs Stu Durland and Joyce Sigler recently recorded providing their takeaways from the survey results. 

Key Areas in Need of Improvement

  • The Campaign, as well as each of us individually, should continue to encourage additional carriers to provide real time capabilities.  In addition, agents want to see more consistency in real-time workflows across carriers. The Campaign has created a tool—Agency Real-Time “Best Practice” Workflows and Implementation Strategies; Guidance for Carriers & Vendors—that will help carriers get started with real-time implementation, as well as to provide greater consistency by documenting the “best practice” real-time workflows that agencies would like to see. 
  • Carriers have been successful reducing the number of real-time quote requests that error out. This was another of the priority areas agencies have identified for improvement.  These carriers make assumptions if the quote request that comes in does not conform exactly to their criteria, so that it does not error out.   They then disclose any changes made as part of their quote response. In addition, several carriers monitor the quote requests that do error out and then follow up with the agent to find out the root of the problem. It is also important for the carrier to provide clear error messages, so agents know exactly why the quote has failed. 
  • Improving password management for agents continues to be a priority in need of attention. Over the longer term, creating federated identities adhering to the Trust Framework created by the ID Federation would provide an amazing improvement for the industry and all of us should participate in the ID Federation to make it happen. However, there are additional things carriers can do now to make password management easier for their agents. One is to implement password synchronization, as several carriers have done. Other carriers have moved to implement more complex, non-expiring passwords for agencies to use specifically for real-time transactions. For more details on these password management enhancements. You can read, The Business Case for Improved Password Workflows within Real Time for more information. 
  • Commercial Lines real-time comparative rating. This has moved up considerably as a priority for agencies and this tracks with the frustration we are increasingly hearing from agents when they have to go to multiple carrier websites to enter the same data multiple times. This problem has become especially acute in today’s market where we are seeing rate increases, requiring agents to get multiple quotes frequently in order to protect their relationships with their clients. As an industry, I think it is time for us to make a major push to increase the use of Real Time for commercial lines quoting. We need to take the message to both agencies and to carriers. 
  • Encourage greater use of the new and improved download tools that have become available. This includes increasing the usage of direct bill commission statement download and claims download.  It includes encouraging agencies to take a fresh look at commercial lines download in light of all of the improvements that have been made in the functionality.  And finally, it includes greatly expanding the use of ACORD Activity Notifications in areas such as electronic policy delivery, underwriting memos, status of new business and quotes, overdue payments and pending cancellations.  For more information on Activity Notifications, please see ACT’s recent report, Agency Preferences for Carrier Electronic Communications.

Next Steps 

The Steering Committee of the Real Time/Download Campaign will meet next month to review the results of this latest survey and to determine the priorities for action going forward. Committee members are interested to know areas you think should be priorities, and would love your feedback in general. Email Paul Peeples with your thoughts and he will convey them at that meeting.

This Week in Insurance: Aug. 5–9, 2013

(Member News) Permanent link

Monday, Aug. 5, 2013 

  • Chief Inspector General's Office, Citizens IG Search, 9:00 a.m., Tallahassee (room 301, the Capitol). For more information, contact or (850) 617-8152. The event will be broadcast live on the WFSU-TV, The FLORIDA Channel webcast. 

Tuesday, Aug. 6, 2013 

  • Florida Cabinet, 9:00 a.m., Tallahassee (Cabinet Meeting Room, the Capitol, Lower Level).