Annual Conference & Trade Show

​​​​​​​​​​​​​ The 109th Annual Conference and 
Trade Show
May 17-18, 2016

Embassy Suites Norman - Hotel & Conference Center
2501 Conference Drive
Norman, OK

DIRECTIONS to Embassy here​

DIRECTIONS to golf course here​

Exhibitor Application
Printable Attendee Registration Form​

​​​​​​​​IIAO is excited to bring you these exceptional speakers for this year's Annual Conference!


Our Keynote Speaker
8:30 - 10:30 am May 18th

​The Champion's Code, Ross Bernstein - approved for 2 hours of CE

Ever wonder why certain teams are SUCCESSFUL whereas others aren’t? Ross explains WHY — in an engaging and visually entertaining style that’s designed to improve YOUR organization’s productivity, morale and bottom-line profitability...

The best-selling author of nearly FIFTY sports books, Ross is an award-winning peak performance business speaker who’s keynoted conferences on four continents for audiences as small as 10 and as large as 10,000. 

"The Champion’s Code: Building Relationships Through Life Lessons of Integrity and Accountability from the Sports World to the Business World,” not only illustrates what it takes to become the best of the best, it also explores the fine line between cheating and gamesmanship in sports as it relates to values and integrity in the workplace. 

Based largely on the “Good to Great” ideology of how the best companies are able to separate themselves from the rest of the pack through dynamic leadership and extraordinary customer service, Ross’ program reinforces the concept that individuals win games, but TEAMS win championships. Momentum, roles, buy-in, motivation, consistency, sacrifice, trust, chemistry, work-ethic, innovation, karma, and being humble — they’re all a part of what it takes to become the best of the best — a champion both on and off the field. ​

Ross and his books have been featured on thousands of television and radio programs over the years, including CNN, ESPN, Fox News, and “CBS This Morning,” as well as in the Wall Street Journal, New York Times and USA Today. So, who are the champions on your team?


More about Ross...


In addition to doing numerous TV interviews annually, Ross is also a regular contributing on-air analyst for NBC Sports. The two programs Ross primarily contributes to are "NHL Rivals” and "NHL Top 10” — both highly rated and shown throughout the U.S. and Canada.​

Motion Picture and documentary film projects
Ross’ best-selling book “The Code” inspired the 2013 feature film “The Last Gladiators,” by Academy Award winning director Alex Gibney. Ross worked as a consultant on the project and was also featured on-screen, which debuted at the Toronto Film Festival and then played in theaters throughout North America. Ross also worked as a producer and was featured extensively on-screen for the 2009 documentary “Unspoken Rules,” which was also based on his book “The Code.” Produced by award-winning Infinity Films, out of Vancouver, the movie was shown extensively on the SuperChannel throughout Canada.​ 

Ross and his wife Sara, who met at the University of Minnesota and have been married for 20+ years, have a 12 year old daughter and presently reside in Apple Valley, Minn. A downright sports fanatic, Ross — despite the fact that he has broken more than 20 bones — continues to play hockey as much as humanly possible. He is also an avid golfer and skier, and has run seven marathons to-date… still in hot pursuit of that elusive sub-four-hour finishing time. Ross works closely with dozens of charitable, non-profit and philanthropic organizations and has helped raise millions of dollars for various causes.

​Concurrent sessions
1:00 pm - 4:00 pm May 18

Insurance Ninja, Anson Thompson - approved for 3 hours of CEAnsonThompson.jpg

​According to some, "the future of insurance business is technology." Anson Thompson, author, owner and highly successful producer of The Thompson Group in Indiana, is on a mission to prove the insurance business is still and will forever be about humans and "The Lost Art of Talking." Self-described as the "Insurance Ninja," in his high-energy presentation, Anson will forever change how you think about and conduct your business. 

​"I do what you do. I work in our industry every day," says Anson. "I do what you do, but I do it in a very unorthodox way. You may not be able to duplicate everything I do because your owner will think you are freaking crazy."

"But if you are #1 or bringing in money in an ethical fashion ... management will leave you alone ... I promise," Anson continued.

Bring your notepad and pen to jot down questions as you listen to Anson. You'll have a lot of questions, and Anson will answer those during the question and answer period.

Cyber Insurance & Data Breach Coverages, Fred Knoll, HSB - approved for 3 hours of CE

Data breaches are a growing trend! Do you know how to educate and help protect your clients? 
  • What are the implications of the growing trend of data breaches?
  • How do businesses become vulnerable to computer attacks?
  • What insurance forms are currently available for data breach and computer attacks?
  • What are the challenges of providing appropriate services to data breach victims?
  • What are the financial and non-financial losses resulting from data breaches?
Fred Knoll, Market Development Manager at Hartford Steam Boiler, will explain how to reduce the risk of breaches, share statistics of breaches and legislation currently in place requiring notification in the event of a breach, and provide key features of current coverage forms.​ Be prepared to be well-educated on these coverages!


​​​​​​​​​​Annual Conference & Trade Show 2016 Schedule

Tuesday, May 17

9:30 am Shotgun start
Challenge Cup Golf Tournament
Hidden Trails Country Club (formerly Willow Creek)
6501 S. Country Club DriveOklahoma City, OK 73159
Choose regular or scramble golf. 
Lunch will be served beginning at 11 am between the front and back 9.
Registration fee: $110 includes green and cart fees, driving range and lunch

5:00 pm – 7:00 pm
Meet & Greet Reception
Embassy Suites Norman - Hotel & Conference Center
2501 Conference Dr.
Norman, OK
Rooms: University AB

Wednesday, May 18

Embassy Suites Norman - Hotel & Conference Center
2501 Conference Dr.
Norman, OK

8:30 am–10:30 am
Keynote speaker, Ross Bernstein, “The Champion’s Code”
Room: University AB
Approved for 2 hours of CE

10:45 am–12:00 pm
Annual Meeting with Vaughn Graham, IIABA Vice-Chairman, legislative update, and annual awards
Room: University AB

12:00 pm 1:00 pm
Lunch and networking
Embassy Hotel Atrium

1:00 pm–4:00 pm
Concurrent Breakout Sessions

   •  Insurance Ninja, Anson Thompson
      Room: University AB
      Approved for 3 hours of CE

   • Cyber Insurance & Data Breach Coverages, Fred Noll
      Room: University C
      Approved for 3 hours of CE

1:00 pm
OSLA Meeting
Room: Oklahoma A

4:00 pm–7:00 pm
Trade Show / 75+ vendors
Room: University EFGHIJ

Our block of rooms for conference is full. Please call one of these hotels for sleep rooms:

1. Holiday Inn Express, 405-928-5300, 2500 Conference Drive​ (this hotel is directly across the street from the Embassy).

2. Hilton Garden Inn, 405-579-0100, 700 Copperfield Drive (less than 2 miles from the Embassy).

2501 Conference Dr.
Norman, OK
Group room rate: $132/night; use Group Code "IIA"

Embassy Suites Norman

The Meet & Greet Reception, all conference sessions, and the Trade Show will be held at the Embassy Suites Norman - Hotel & Conference Center.

The Embassy features spacious suites with plush furnishings, a spacious work desk or dining area, flat-screen TVs, WiFi, and kitchenettes, as well as separate living areas with pull-out sofas. The hotel has a stunning atrium lobby and complimentary (self) parking. Valet parking is also available.

The hotel has a cafe, a market, and a casual eatery with a cool bar/lounge, plus free cooked-to-order breakfast and evening appetizers. There's also an indoor pool, a gym, and a business center​.
​Get your game on and join us for the first Challenge Cup Tournament of 2016. 
There's a game for everyone! 
Choose scramble or regular golf.

Directions to golf course here​

Challenge Cup Golf Tournament

Tuesday, May 17
9:30 am shotgun start
Hidden Trails Country Club (formerly Willow Creek)
6501 S. Country Club Drive
Oklahoma City, OK 73159
Directions here​

Choose regular or scramble golf.  
Lunch will be served beginning at 11 am between the front and back nine.

The entry fee includes lunch, green fees and cart fees. Space is limited so sign up early to reserve your spot in this popular tournament.​
Join us for IIAO's 109th annual meeting, conference and trade show. Our conference is jam-packed with top-notch speakers, relevant session topics, and IIAO's second Annual Awards presentation. 
Network with fellow agents and company representatives at IIAO's Tuesday evening's Meet & Greet Reception, and on Wednesday during lunch, session breaks, and the Trade Show.
​​​​​​​​​​​​​​​​​​​​​​​​​Available Booths:  Please call Cathy at our office at 405-840-4426 for booth availability.
Wednesday, May 18, 2016
4:00-7:00 pm​

EXHIBITOR FORMSDownload Exhibit Kit

Below is a list of Exhibitors you will get to meet at the Trade Show! Come see all of the new products and services they have to offer.

AFS/IBEX, a Division of MetaBank – Booth 11

14780 South Glen Eyrie Street, Olathe, KS 66061


Premium finance


Agency Matrix – Booth 20
2425 Commerce Ave., Suite 300, Duluth, GA 30096
Agency management system


AIG – Booth 59

600 North Pearl Street, Suite 700, Dallas, TX 75201


Commercial insurance

Amalgamated Insurance Underwriters, LLC – Booth 82
21 Robert Pitt Drive, Suite 202, Monsey, NY 10952
800-613-2600; F 845-352-7575​

Multi-Family Property Program (with rates 15% - 20% below market)​


American Farm Life – Booth 38
PO Box 1486, Ft. Worth, TX 76101

Life insurance


Amerisafe – Booth 14
2301 Highway 190 West, DeRidder, LA 70634

Workers' compensation


AmWINS​ Insurance Brokers of Texas – Booth 61
5910 North Central Expressway, Dallas, TX 75206
Wholesale broker


Applied Systems, Inc. – Booth 47

200 Applied Parkway, University Park, IL  60484

800-999-5368; F 708-534-8016
Agency automation software


Atlas General Insurance Services – Booth 13

4365 Executive Drive, Suite 400, San Diego, CA 92121



Berkshire Hathaway Homestate Companies – Booth 56
15851 North Dallas Pkwy, Suite 1120, Addison, TX 75001
Auto, property and workers’ compensation


Builders & Tradesmen’s Insurance Services, Inc. (BTIS) – Booth 25
6610 Sierra College Blvd., Rocklin, CA 95677
916-772-9200; F 916-772-9292

​CertainTeed - Booth 70
PO Box 1877, Edmond, OK 73083-1877
405-826-2994; F 866-220-9812​

Residential and commercial roofing products manufacturer


Chubb Group of Insurance Cos – Booth 42
6120 South Yale, Suite 450, Tulsa, OK 74136


CNA Insurance – Booth 40
3817 NW Expressway, Suite 710, Oklahoma City, OK  73112
405-917-6514; F 405-917-6559
Commercial insurance


Commercial Insurance Underwriters (CIU) – Booth 16
901 East St. Louis, Suite 205, Springfield, MO  65806
800-241-9759, Ext 204; F 877-203-0291

Wholesaler/MGA/Surplus Lines


CompSource Mutual Insurance Company – Booth 54
1901 North Walnut Avenue, Oklahoma City, OK 73105
405-962-3813; F 405-962-3584

Workers' compensation provider


Cornerstone National Insurance Co. – Booth 8
3100 Falling Leaf Court, Columbia, MO 65201

405-305-5648; F 573-447-7851
Mono line personal auto


Corvel Corporation – Booth 76

10900 Hefner Pointe Drive, Suite 401, Oklahoma City, OK 73120

405-254-2441; 866-915-1115

Managed care/workers’ compensation cost containment

CRC Wholesale Group – Booth 36

7700 West Camino Real Centre, Boca Raton, FL 33433


Property and casualty E&S


EMPLOYERS – Booth 18
10375 Professonal Circle, Reno, NV 89521
Workers’ compensation


Equity Insurance Company – Booth 10
616 S. Boston, Tulsa, OK 74119
800-777-0404, Ext. 4430; F 800-231-7906
Personal lines auto


Farm Assure, LLC – Booth 32
PO Box 7234, Edmond, OK 73083
800-815-7590, Ext. 119
Farm insurance


Farmers Alliance Mutual Insurance Company – Booth 79

PO Box 1401, McPherson, KS 67460

620-241-2200; F 800-242-3264

P & C insurance​

Frates Benefit Administrators – Booth 30
13439 Broadway Extension, Suite 110, Oklahoma City, OK  73114
405-290-5674; F 405-290-5771



GAINSCO Auto Insurance – Booths 21-23
PO Box 199023, Dallas, TX 75219
972-629-4966, F 888-292-8061


Graham-Rogers Inc. – Booths 28-29
PO Box 1628, Bartlesville, OK  74006


Great American Insurance Group – Booth 60

14350 Proton Road, Dallas, TX 75244


Oklahoma Option


Hallmark Specialty Personal Lines – Booth 7
6500 Pinecrest Drive, Suite 100, Plano, TX 75024
800-486-5616, F 800-876-6960
Personal lines


HIIG (Houston International Insurance Group) – Booth 73
800 Gessner Rd., 6th Floor, Houston, TX 77024


Workers’ compensation and oil & gas insurance

IIAO Eagle Agency – Booths 52-53

PO Box 13490, Oklahoma City, OK 73113
405-840-4426; F 405-840-4450
Farm & ranch, personal umbrella, errors & omissions, workers' compensation

IIAO Young Agents/PAC – Booth 41
PO Box 13490, Oklahoma City, OK 73113
405-840-4426; F 405-840-4450 

Insurance Technologies Corporation (ITC) – Booth 34
1415 Halsey Way, Suite 314, Carrollton, TX 75007
Insurance technology services

IPFS - Booth 5
3817 NW Expressway, Suite 725, Oklahoma City, OK 73112
405-202-8102, F 405-948-1974
Premium finance 

JLA Life Brokerage – Booth 9
601 East Pecan St., Pflugerville, TX 78660
800-284-0542; F 512-454-8605
Life insurance brokerage


LevelFirst – Booth 39

5501 LBJ Fwy, Suite 720, Dallas, TX 75240


MGA/Wholesale brokerage

Malarkey Roofing Products – Booth 75
3400 S. Council, Oklahoma City, OK 73179

Asphalt-based roofing manufacturer​

McGowan Companies (The) – Booth 80
20595 Lorain Road, Fairview Park, OH 44126
440-333-6300; F 440-333-3214

Insurance underwriters​

MDOW Insurance Company – Booth 65

PO Box 540548, Houston, TX 77254


Homeowners and dwelling insurance


Med James – Booth 19
117 Carnahan Drive, Suite 1, Maumelle, AR 72113
Excess and surplus lines general agent


Mercury Insurance Group – Booth 50

PO Box 728847

Oklahoma City, OK  73172

800-503-3724; F 877-397-0076

Private passenger auto, home, and business auto


M.J. Kelly Company – Booth 24
4415 East Sunshine, Springfield, MO 65809
800-725-7211; F 417-883-7103
Surplus lines broker


National American Insurance Company – Booth 57
1010 Manvel Ave., Chandler, OK 74834



National Security Fire & Casualty Co. - Booth 33
PO Box 703, Elba, AL  36323
800-239-2358; F 800-239-2403
Dwellings and mobile homes, limited homeowners, comprehensive mobile homeowners


Oklahoma Agents Alliance (OAA) – Booth 27

6303 N Portland Ave., Suite B, Oklahoma City, OK 73112

405-702-0900; F 866-528-8717
Agency development


Oklahoma Insurance Department – Booth 37
3625 NW 56th, Suite 100, Oklahoma City, OK 73112

Insurance regulation and education

One General Agency - Booth 1
PO Box 54017, Oklahoma City, OK 73154
800-299-1951; F 800-771-8116
Managing general agency and surplus lines broker

One Star Insurance Solutions – Booth 81

PO Box 8086, Wichita Falls, TX 76307


Wholesaler/Program administration

Palomar Specialty Insurance Company – Booth 2
888 Prospect Street, Suite 105, LaJolla, CA 92037
Earthquake insurance

PartnerSource – Booth 68

8117 Preston Road, Suite 530, Dallas, TX 75225

844-OKLAOPT (844-655-2678)

Oklahoma Option

Patriot National, Inc. - Booth 31

555 Maryville University Drive, Suite 650, St. Louis, MO 63141
405-568-5066; F 405-728-7783
Program admin workers' compensation


Patriot National Underwriters, Inc./Old Glory Insurance – Booth 46
6750 Hillcrest Plaza Drive, Suite 106, Dallas, TX 75230
800-291-6846; F 972-233-6846 
Excess and surplus lines; monoline workers’ compensation


Pennsylvania & Indiana Lumbermens Mutual Insurance Companies – Booth 58

One Commerce Square, 2005 Market Street, Suite 1200, Philadelphia, PA 19103

800-752-1895; F 215-625-9097

P&C for lumber, woodworking and building supply industries


Philadelphia Insurance Companies – Booth 12
10159 East 11th St., Suite 400, Tulsa, OK  74128
918-877-4425; F 918-834-9597
Niche market commercial property & casualty insurance

Phoenix Restoration & Construction Services – Booth 67
14709 Bristol Park Blvd., Edmond, OK 73013

Fire, water, storm recovery, mold restoration services

Premium Assignment Corp. – Booth 51
5000 Quorum, Suite 110, Dallas, TX 75254

888-247-8482; F 800-465-4541
Premium finance


Prime Insurance Company – Booth 48
8722 South Harrison Street, Sandy, UT 84070
801-304-5578; F 801-233-5278
Excess and surplus lines

Producers XL - Booth 3
2105 Crawford Place, Salina, KS  67401
785-309-2935; F 785-825-1391

Progressive – Booth 45
17950 Preston Road, Suite 400, Dallas, TX 75252
972-532-5422; F 972-532-5420

Quomation Insurance Services – Booth 74

7400 South Union Park Avenue, Suite 101, Midvale, UT 84047

801-226-1395; F 801-354-7870
Insurance software​

Risk Placement Services, Inc. - Booth 4
2448 East 81st, Suite 4400, Tulsa, OK 74137
918-742-8496; F 918-742-8490
Excess and surplus lines MGA/Broker

ServiceMaster Restoration – Booth 78

4345 North Santa Fe, Oklahoma City, OK 73118


Emergency response services

Southeast Personnel Leasing – Booth 66

2739 U.S. Hwy 19 North, Holiday, FL 34691

727-938-5562; F 727-944-4292

Payroll processing and workers’ compensation coverage

Southwest Risk, LP – Booth 64

8144 Walnut Hill Lane, Suite 1400, Dallas, TX 75231
214-206-4900; F 214-206-4901
MGA and wholesale brokerage

Specialty Insurance Managers of Oklahoma, Inc. - Booth 17
7666 East 61st Street, Suite 250, Tulsa, OK  74133
Surplus lines


STONEMARK, Inc. – Booth 55

8501 Wade Blvd., Suite 620, Frisco, TX 75034

800-955-0083; F 214-618-5802

Premium finance


Storm Stoppers – Booth 77

524 West Winter Park St., Orlando, FL 32804

407-423-5959; F 407-423-1107

Door and window protection​

Strategic Comp - Booth 49
1720 Long Prairie Road, Allen, TX 75002
469-446-0221, F 770-325-3067
Workers’ compensation


Taber Brokerage, LLC - Booth 72
2537 South Kelly Ave, Suite D, Edmond, OK 73013
405-285-2206, F 405-235-4630



TAPCO Underwriters – Booth 69
13737 Noel Road, 10th Floor, Dallas, TX  75240
877-827-2699; F 972-455-6849


Towerstone – Booth 6

14185 Dallas Pkwy, Suite 1000, Dallas, TX 75254

972-725-2100; F 972-725-2101

MGA and wholesale broker


Traders Insurance – Booth 15
8916 Troost, Kansas City, MO 64131
800-369-0369; F 816-817-1621
Personal lines auto, roadside and dwelling/fire policy

Travelers Insurance - Booth 26
940 West Port Plaza, Suite 300, St. Louis, MO  63146


Triangle Insurance Company – Booth 71
PO Box 1189, Enid, OK 73702

Business owner’s package

Union Mutual Insurance Company – Booth 43

3613 NW 56 Street, Suite 300, Oklahoma City, OK 73112

405-601-4467; F 405-601-4499

ACV property (personal lines)


United Home Insurance Company – Booth 62
2482 E. Wildwood Road, Springfield, MO 65804
870-476-8010; F 870-236-5717

Personal lines property & casualty


Webb Roofing & Construction, LLC – Booth 35

225 NW 150 Street, Edmond, OK 73013

405-520-9847; F 405-513-5873 or
Roofing and general construction


Westphalen Insurance Services, Inc. – Booth 44

1081 N. Bryant Ave., Edmond, OK 73034

405-726-2800; F 405-751-0192

Excess and surplus lines MGA/Broker


Zenith Insurance Company – Booth 63

5400 LBJ Freeway, Suite 430, Dallas, TX 75240

972-661-7202; F 941-296-2013

Workers’ compensation​

​ 2016 Partners
Diamond Deluxe
Imperial PFS 
Specialty Insurance Managers of Oklahoma, Inc. 
Union Standard Insurance Group
CompSource Mutual Insurance Company
Independent Insurance Agents Association of Oklahoma City
Mid-Continent Group
Comp Risk Management 
Premium Assignment Corporation
IIAO Eagle Agency
National Security Fire & Casualty Co. 

One General Agency
Cornerstone National Insurance Co.
Mercury Insurance Group 
Travelers Insurance  
CNA Insurance ​

The Hanover Insurance Group
Progressive Insurance
Liberty Mutual Insurance 
Safeco Insurance 
Central Insurance Companies 
BITCO Insurance Companies
Patriot National Underwriters, Inc./Old Glory Insurance Co. 
Taber Brokerage LLC 

National American Insurance Company
M.J. Kelly Company
Columbia Insurance Group 
Patriot National, Inc. 
Chubb Group of Insurance Companies 
Southwest Risk, LP
Westphalen Insurance Services, Inc. 
Graham-Rogers, Inc. 
Farmers Alliance Insurance Companies
Sagamore Insurance Company
Triangle Insurance Company 
The Republic Group of Insurance Companies
Risk Placement Services 
Acton, Inc.
State Auto Insurance Companies
Equity Insurance Company
 EMC Insurance​
Berkshire Hathaway Homestate Companies

hotel and conference

Hotel reservation deadline is April 15th at the Embassy Suites Norman. Call 1‐866‐577‐1273 or register online at using Group Code “IIA”. Group room rate is $132/night.


Register online register-now-button-pilll-red-hi.png

Or download a paper registration form​.


Register online
Conference Highlights

Golf Tournament

Meet & Greet Reception

Guest Speaker
GrahamVaughn_IIABA ViceChair_reduced.jpg
Vaughn Graham
President, Rich & Cartmill
IIABA Vice-Chairman

Some of the best you'll ever hear!
Take a look at their bios under the Speakers/Sessions tab at left.
Second Annual Awards Presentation
  • Agent of the Year
  • Young Agent of the Year
  • Agency Staff Member of the Year
  • Marketing Representative of the Year
  • Underwriter of the Year
  • Brokerage Company of the Year
  • Company of the Year
​Trade Show 
Free drink tickets (must pre-register)
75+ Exhibitors
$1,000 cash door prize
plus tons more

Click tabs at left for all the great details.