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AnnualConf: default IIAO is proud to bring you high quality events throughout the year.

Annual Conference & Trade Show

​​​​​conf brochure-cover_web.jpg 

energizing - engaging - unique

Attendees​Register Online
Download a paper registration form conf reg form.pdfconf reg form.pdf
Exhibitors: ​Booths are sold out.

Please click the tabs below for detailed information 
about every aspect of our conference.

​​​​Annual Conference & Trade Show 2015 Events Schedule

Tuesday, April 14

9 am - 4 pm 
Golf Tournament, Jimmie Austin Golf Club, Norman

5 pm - 8 pm 
Meet & Greet, Embassy Suites Norman, University Ballroom ABC 

Wednesday, April 15
All events will be held at the Embassy Suites Norman – Hotel & Conference Center

7:45 am 
Registration desk opens

8:30 am – 10:30 am 
Keynote Session
University AB
Sam Richter
Know More! Selling (Relationships) (approved for 2 hours of CE/producers)​

10:30 a

10:45am - 12 Noon 
University AB
   IIAO Business Meeting

  • Guest speaker: Spencer Houldin, Big “I” Vice Chairman  
  • First Annual Awards Presentation
  • State of the Association
  • Exciting technology announcements

12 Noon  - 1 pm
Lunch in hotel atrium

1 pm - 4 pm 
Concurrent  Breakout Sessions (choose one):

    University AB
     -- Cyber Liability:  Protecting Your Organization from Computer Crime  (approved for 3 hours of CE)
         Michael Bazzell

    University C
    -- Insurance Think Tank: Rotating, roundtable discussions led by various moderators covering insurance hot topics. Kind of like speed dating for sharing and gathering insurance knowledge!

4 pm - 7 pm 
Oklahoma EFGHIJ
FREE Trade Show – Must pre-register

  • The BEST insurance trade show in the state of Oklahoma for agency principals, account managers, CSRs and other agency personnel!
  • 70+ Exhibitors, buffet dinner, and free drink tickets when you pre-register for show.


Embassy Norman.jpg 


All meetings will be held at the Embassy Suites Norman - Hotel & Conference Center, 2501 Conference Drive, Norman, Oklahoma.

Make your reservation online today by clicking here. Or call the Embassy Suites registration line at 866-577-1273, using Group Code "IIA" to receive the discounted rate of $131/single or double.  Reservations must be made by March 13, 2015 to receive this rate.​

The Embassy features spacious suites with plush furnishings, a spacious work desk or dining area, plasma TVs and internet access. The hotel has a stunning atrium lobby and complimentary (self) parking. Valet parking is also available.
Guests of the hotel receive a complimentary cooked-to-order breakfast in the morning and in the evening experience Oklahoma hospitality at the nightly Manager's Reception.

​The tournament will be held on Tuesday, April 14, at Jimmie Austin Golf Club, 1 Par Drive, Norman, Oklahoma.
Join us early for a breakfast buffet beginning at 9:00 a.m. at the course. The tournament will begin with a shotgun start at 10:00 a.m.
The entry fee of $110/player will include breakfast, green fees and cart fees. Space is limited so sign up early to assure your spot in this popular event.
Join us for IIAO's 108th annual meeting, conference and trade show. Our conference is jam-packed with top-notch speakers, relevant session topics, and - new this year - IIAO's first Annual Awards presentation. 
Network with fellow agents and company representatives at IIAO's Tuesday evening's Meet & Greet and during Wednesday's Trade Show.


Booths are sold out.

(​​​​​​​​​​​​​​​​​Exhibitors:Download an exhibitor kit ExhibitKit2015.pdfExhibitKit2015.pdf)

Please plan to visit the trade show to see the latest and greatest products offered to help you in your independent agency.

2015 Exhibitors

AFS/IBEX Financial Services, Inc. 
14780 South Glen Eyrie Street, Olathe, KS 66061
Premium finance

AIG – Booth 57
600 North Pearl Street, Suite 700, Dallas, TX 75206
214-758-1778; F 214-758-8870

Property casualty insurance

All Risks, Ltd. – Booth 61

12700 Park Central Drive, Suite 1250, Dallas, TX 75251

972-285-1888; F 972-850-1901

Commercial property and casualty; energy, professionals, contractors


American Farm Life – Booth 58
1220 North Main, Altus, OK  73521
580-480-0049; F 580-477-2060

Life insurance

Amerisafe – Booth 26
2301 Highway 190 West, DeRidder, LA 70634
Workers' compensation insurance

AmWINS Insurance Brokers of Texas – Booth 31
5910 North Central Expressway, Dallas, TX 75206
Wholesale broker

Applied Systems, Inc. – Booth 60
200 Applied Parkway, University Park, IL  60484
800-999-5368; F 708-534-8016
Automation software

Assurant Health – Booth 6
501 West Michigan Street, Milwaukee, WI 53203
Health insurance

Atlas General Insurance Services – Booth 71

6104 Blanco River Pass, Austin, TX 78749



Bailey Special Risks, Inc. – Booth 16 

177 East Main Street, Suite 5, Hendersonville, TN 37075

800-768-7475; F 615-264-3980​

Professional Lines Broker

Chris-Leef General Agency, Inc. – Booth 41
PO Box 3747, Shawnee Mission, KS 66203
913-631-1232; F 913-631-1128
All lines excess and surplus​

Chubb Group of Insurance Cos – Booth 35

6120 South Yale, Suite 450, Tulsa, OK 74136

918-493-5601; F 918-493-5697​

Commercial and personal insurance

CNA Insurance – Booth 17 
3817 NW Expressway, Suite 710, Oklahoma City, OK  73112
Commercial insurance

Colonial Life – Booth 68

4900 Richmond Square Drive, Suite 100, Oklahoma City, OK 73118

405-641-6235; F 405-767-9636
Supplemental benefits​

Commercial Insurance Underwriters (CIU) – Booth 39 
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 38

1901 North Walnut Avenue, Oklahoma City, OK 73152
405-232-7663; F 405-962-3584​
Workers' compensation

Equipment Insurance International - Booth 67

519 Kelly Court, Duncanville, TX  75137

P: 214-869-7913

Physical damage insurance for farm and construction equipment, and trailers​

Eydent Insurance Services, LLC – Booth 74

PO Box 1905, Mt. Pleasant, MI 48858


Oil & gas service contractors, tree care, workers’ compensation, and agricultural

Frates Benefit Administrators – Booth 50
13439 Broadway Extension, Suite 110, Oklahoma City, OK  73114
405-290-5674; F 405-290-5771

TPA, full insured, self-funded insurance agency​

GAINSCO – Booths 42, 43, 44
3333 Lee Parkway, Suite 1200, Dallas, TX 75219
972-629-4966, F 972-629-4338
Personal auto

Graham-Rogers Inc. – Booths 53 & 54
501 SE Frank Phillips Blvd., Bartlesville, OK  74006
918-886-6053; F 918-336-2178

Great American Insurance Group – Booth 10

14350 Proton Road, Dallas, TX 75244


Oklahoma Option

Hallmark Insurance Company – Booth 47
6500 Pinecrest Drive, Suite 100, Plano, TX 75024
Non-standard auto, renters

Houston International Insurance Group – Booth 29

2007 Eagle Ridge Drive, Birmingham, AL 35242


Casualty insurance

IIAO Eagle Agency – Booth 37

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

IIAO Young Agents/PAC – Booth 28

PO Box 13490, Oklahoma City, OK 73113
405-840-4426; F 405-840-4450​

Insurance Technologies Corporation – Booth 23
1415 Halsey Way, Suite 314, Carrollton, TX 75007
972-820-1189; F 800-687-5454
Insurance technology services

Insurisk Excess & Surplus Lines – Booth 22

1500 Riverfront Drive, Little Rock, AR  72203

417-860-3365; F 501-978-8424​

IPFS - Booth 5

5700 North Portland, Suite 200, Oklahoma City, OK 73112
405-202-8102, F 405-948-1974
Premium finance

JLA Life Brokerage – Booth 56
601 East Pecan St., Pflugerville, TX 78660

512-454-7711; F 512-454-8605

Life insurance brokerage​

Malarkey Roofing Products – Booth 2
PO Box 514, Nixa, MO 65714
417-861-9554; F 417-724-0693
Asphalt-based roofing products​

McGowan Companies (The) – Booth 15 

20595 Lorain Road, Fairview Park, OH 44126


Insurance underwriters​

MDOW/FarmAssure – Booth 11

2200 West Alabama, Suite 200, Houston, TX 77098
405-664-1307; F 713-528-7003
Property insurance​

Med James – Booth 55

117 Carnahan Drive, Suite 1, Maumelle, AR 72113


Excess and surplus lines general agent

MIDLANDS – Booth 9

PO Box 22778, Oklahoma City, OK 73123


A MGA with a specialty in excess workers’ compensation programs, commercial and personal lines. 

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 19
PO Box 9, Chandler, OK 74834

Commercial carrier

National Security Group - Booth 32

PO Box 703, Elba, AL  36323
800-239-2358; F 800-239-2403
Dwelling fire, limited homeowners, comprehensive mobile homeowners

NSB-NAI - Booth 25

2973 Campground Road, Cabot, AR 72023
501-843-9137; F 501-843-4365
Excess and surplus lines

Oklahoma Insurance Department – Booth 69
3625 NW 56th, Suite 100, Oklahoma City, OK 73112
Insurance Regulation and education​

Oklahoma Service Professionals – Booth 62

8216 SW 8th Street, Oklahoma City, OK 73127

405-787-2170; F 405-787-3593

Fire, water and mold remediation

One General Agency - Booth 4
PO Box 54017, Oklahoma City, OK 73154
800-299-1951; F 800-771-8116
Managing general agent and surplus lines broker since 1951

PartnerSource – Booth 40

8117 Preston Road, Suite 530, Dallas, TX 75225

844-OKLAOPT (844-655-2678)

Oklahoma Option

Patriot National, Inc. - Booth 14

401 East Las Olas Blvd., Suite 1650, Ft. Lauderdale, FL  33301
Workers' compensation​

Patriot National Underwriters, Inc. – Booth 30
6750 Hillcrest Plaza Drive, Suite 106, Dallas, TX 75230
800-291-6846; F 972-233-3487
Excess and surplus lines; standard workers’ compensation​

Peachtree Special Risk Brokers – Booth 27

780 Carillon Parkway, Suite 200, St. Petersburg, FL 33716


Brokerage property, general liability and professional liability​

Philadelphia Insurance Companies – Booth 45

10159 East 11th St., Suite 400, Tulsa, OK  74128
918-877-4425; F 918-834-9597
Commercial property & casualty insurance​

Phoenix Restoration & Construction Services – Booth 8
14709 Bristol Park Blvd., Edmond, OK 73013
(405) 844-4700
Fire, water, storm, mold restoration services​

Premium Assignment Corp. – Booth 36

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

801-304-5573; F 801-233-5273

Excess and surplus lines

Producers XL - Booth 13

2105 Crawford Place, Salina, KS  67401
800-541-6705; F 785-825-1391
Life, health, annuity, medicare supplement and long term care brokerage 

Progressive – Booth 49
501 West President George Bush Hwy, Suite 300, Richardson, TX 75080
972-204-5590; F 972-204-5624

Quomation – Booth 59

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

801-226-1395; F 801-354-7870

Agency software​

Red River Roofing – Booth 51

758 Enterprise Drive, Edmond, OK 73115


Commercial and residential roofing, windows and insulation services

Risk Placement Services, Inc. - Booth 1

2448 East 81st, Suite 4400, Tulsa, OK 74137
918-742-8496; F 918-742-8490
Excess and surplus lines MGA/Broker

Sagamore Insurance Company – Booth 73
111 Congressional Blvd., Suite 500, Carmel, IN 46032
800-317-9402, Ext. 2656
Personal auto and small fleet truck insurance

SEMCAT Quoting Software – Booth 66
2124 Y Street, Suite 210, Lincoln, NE  68503
402-218-1495; F 801-469-4253
Quoting software

Service King Collision Repair Centers – Booth 65

2590 Boardwalk Avenue, Norman, OK 73069


Collision repair

ServiceMaster – Booth 3

4345 N Santa Fe, Oklahoma City, OK 73118


Restoration services

Specialty Insurance Managers of Oklahoma, Inc. - Booth 20

7666 East 61st Street, Suite 250, Tulsa, OK  74133
Surplus lines

STONEMARK, Inc. – Booth 75

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

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

Premium finance

Strata Underwriting Managers – Booth 70

8144 Walnut Hill Lane, Suite 1490, Dallas, TX 75231


Excess & surplus lines MGA​

Strategic Comp - Booth 33
1720 Long Prairie Road, Allen, TX 75002
469-446-0221, F 770-325-3067
Workers compensation

Taber Brokerage, LLC - Booth 12

2537 South Kelly Ave, Suite D, Edmond, OK 73013
405-285-2206, F 405-235-4630

Life insurance, long term care, disability and annuities

TAPCO Underwriters – Booth 63
13737 Noel Road, 10th Floor, Dallas, TX  75240


Travelers Insurance - Booth 21

940 West Port Plaza, Suite 300, St. Louis, MO  63146


TRC Disaster Solutions – Booth 72

712 South Wheeling Ave., Tulsa, OK 74104


Property restoration

Triangle Insurance Company – Booth 7

PO Box 1189, Enid, OK 73702
BOP, BAP, WC, commercial umbrella

United Home Insurance Company – Booth 64
1201 West Court Street, Paragould, AR 72450
870-476-8010; F 870-236-5717
Personal lines property & casualty​

Wall St. Brokerage – Booth 46

717 Wall St., Norman, OK 73069

405-366-1297; F 405-366-1349

Life and annuity brokerage​

Westphalen Insurance Services, Inc. – Booth 18

PO Box 2927, Edmond, OK 73085

405-751-0433; F 405-751-0192

Excess and surplus lines MGA/Broker

Zenith Insurance Company – Booth 52

5400 LBJ Freeway, Suite 430, Dallas, TX 75240

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

Workers’ compensation​

​ 2015 Partners
Diamond Deluxe
Specialty Insurance Managers of Oklahoma, Inc. 
Union Standard Insurance Group
Mid-Continent Group
CompSource Mutual Insurance Company
Independent Insurance Agents Association of Oklahoma City
Comp Risk Management 
Premium Assignment Corporation
IIAO Eagle Agency
Imperial PFS 
National Security Fire & Casualty Co.

Mercury Insurance Group 
One General Agency 
Progressive Insurance
CNA Insurance ​
Travelers Insurance

Central Insurance Companies 
Liberty Mutual Insurance 
Safeco Insurance 
Patriot National Underwriters, Inc./Old Glory Insurance Co. 
Taber Brokerage LLC 
BITCO Insurance Companies
National American Insurance Company
Patriot National, Inc. 
Bailey Special Risks, Inc.​
M.J. Kelly Company
Columbia Insurance Group 
Chubb Group of Insurance Companies
The Hanover Insurance Group

Risk Placement Services 
Westphalen Insurance Services, Inc.
Equity Insurance Company
Farmers Alliance Insurance Companies
Sagamore Insurance Company
Cornerstone National Insurance Co. ​
Swett & Crawford of Texas
Graham-Rogers, Inc.  
 EMC Insurance
The Republic Group of Insurance Companies
Triangle Insurance Company
Acton, Inc.
State Auto Insurance Companies

​​Register online or download a paper registration form and send it to: IIAO, PO Box 13490, Oklahoma City, OK 73113.

Click here to register online.​​

Download a paper registration form conf reg form.pdfconf reg form.pdf



​​IIAO is excited to bring you exceptional speakers and an Insurance Think Tank at its all new insurance event for 2015! Read on!

IIABA Guest Spe​aker

Spencer Houldin, IIABA Vice Chairman, brings us insight on the national insurance landscape. Spencer is president of Ericson Insurance Services, LLC, with offices in Washington, Connecticut, New York and Boston. In 2004, Spencer became the youngest person to ever serve as Connecticut’s state president. He began his six-year term as Connecticut’s representative to the IIABA National Board in 2005. Spencer served a three-year term as chairman of IIABA’s government affairs committee. He has made numerous television appearances regarding insurance and small business matters. Spencer is active in his local community in Connecticut where he resides with his wife and two children.

Keynote Address
Know More! Relationships (sales & marketing)
Sam Richter is the best selling author of Take the Cold Out of Cold Calling. He is an internationally recognized expert on sales intelligence and online reputation management. Sam’s “Know More! Selling” session provides proven techniques for leveraging online information and using it to ensure sales success, exceptional business relationships, and personal brand management! Whether you’re a novice or an advanced web user, Sam will surprise, delight and energize you to “Know More!” prior to client meetings by providing simple techniques to locate qualified leads. Be prepared for an energizing two-hour session.

Approved for 2 hours of CE for producers

Learn more at

Afternoon Concurrent Breakout Sessions

Choose one session to attend
Cyber Liability: Protecting Your Organization from Computer Crime 

Michael Bazzell, Computer Security Specialist and Privacy Consultant, spent the majority of his 18 years as a law enforcement officer assigned to the FBI’s Cyber Crimes Task Force where he focused on "hackers" and various computer crime investigations. He has been involved in numerous high-tech criminal investigations, including high level computer intrusions. 

Michael provides real life scenarios with live demos on password hacking, email and telephone attacks and online device hacking. He brings up-to-date information on today’s hackers so you can learn multiple ways to protect your agency and your clients from becoming a victim of the fastest growing crime in today’s world. 

Approved for 3 hours of CE for producers and adjusters

Learn more at


Insurance Think Tank
We're all familiar with the speed dating premise - gather some information, share some information, move on and repeat. In this session you'll have the opprtunity to "speed date" through hot insurance topics and other areas of interest important to running or working in an agency. You'll rotate table-to-table with each table topic led by a moderator. Come prepared to gather great tips, share your ideas and get to know other association members and how you can be of help to each other in the future.

Brad McMullan, founder and CEO of, will kick off this session with the latest information on mobile technology for businesses.​ has been featured on media outlets around the country, including
NBC, ABC, CBS, FOX, Clear Channel Radio and Raycom Media.
(3 hour session)



Embassy Suites Norman
Hotel & Conference Center

2501 Conference Drive
Norman, Oklahoma

Room reservations are due by 
March 13, 2015 
or register online
Use Group Code "IIA"

Conference Highlights

First 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
  • Challenge Cup Golf Tournament
  • Meet & Greet Networking Event
Spencer Houldin 
IIABA Vice Chairman
Guest Speaker

 Sam Richter
 Sales & Marketing Know More!
Keynote Speaker 
(approved for 2 hours of CE)

Afternoon Sessions 
(attend one session)

Michael Bazzell
Cyber Liability 
(approved for 3 hours of CE)


Insurance Think Tank
Rotating, roundtable discussions led by moderators covering insurance hot topics.
Kind of like speed dating for sharing and gathering insurance knowledge.
Brad McMullan, CEO
Mobile Technology for Businesses

 The BEST Trade Show
in the state of Oklahoma.
70+ Exhibitors
The Trade Show is FREE again this year but participants must pre-register. Join us for food, beverages, and dozens of door prizes - including a $1,000 cash prize. Plus receive two free drink tickets by pre-registering!
You'll find detailed information on every aspect of conference under the tabs on the left.

If you have questions please contact us at (405) 840-4426 or

We'll see you in April!​