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Fall Conference


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Embassy Suites Oklahoma City Downtown
741 N. Phillips Ave., Oklahoma City


See who is exhibiting under "Exhibitors" tab below

Register by October 9 to reserve a seat on the bus for the Chesapeake Arena Risk Management Tour 

Hotel Accommodations
Due by October 7, 2017
Embassy Suites Oklahoma City Downtown
Special rates are available at $145 per night; includes  

For reservations:
Call 1-800-445-8667 for room block for Independent Insurance Agents of Oklahoma 
or online here using Group Code "IIA"

Directions to hotel

8:30–9:50 am         

"The Reports of My Death Have Been Greatly Exaggerated" - Commoditization, Disruption, and the Imminent Death of the Insurance Agent - Bill Wilson, CPCU, ARM, AIM, AAM 

10:00–10:50 am      

"Use of Telematics to Reduce Your Crash Risk" - Howard Sewell, ARM 

11:00–11:50 am       

"Managing Your Contractual Liability" - Howard Sewell, ARM 

Noon–1:00 pm         

Lunch/Speaker 

1:00 pm              

Board buses at Embassy for Chesapeake Arena Tour 

1:30–3:00 pm         

Chesapeake Arena Risk Management Tour - home of the Thunder! - Kristy John and John Dodd, SMG 

3:00 pm              

Board buses for return to Embassy for Trade Show 

3:30–6:30 pm        

Trade Show

 
Keynote Speaker

“The Reports of My Death Have Been Greatly Exaggerated” - Commoditization, Disruption, and the Imminent Death of the Insurance Agent
Bill Wilson, CPCU, ARM, AIM, AAM
InsuranceCommentary.com
Approved for one hour of CE
WilsonBill_cropped.jpg Bill Wilson
  • How do you explain to insureds why insurance is not a commodity – or why price should not be the determining consideration in choosing an insurance company/policy?
  • What do you say to the consumer on why they cannot rely on insurance advice from consumer websites and publications – or sometimes from within the industry itself?
  • Examples will be given demonstrating that not all policies are the same – refuting the myth that insurance is a commodity.
  • What is the impact today and in the future of insurtech and so-called “disrupters”?
  • How can you protect customers from the promise of “fast, easy and cheap?”

Sessions
“Use of Telematics to Reduce Your Crash Risk”
Howard Sewell, ARM, Liberty Mutual Insurance
Approved for one hour of CE

SewellHowell_headshot 0717.jpgHoward Sewell
Usage-based insurance, or telematics, allows insurers to more closely align driving behaviors with premium rates for auto policies. The implementation of telematics systems in commercial fleet vehicles has proved very useful in managing and assessing risk profiles. It's predicted that by the end of next year, 80 percent of vehicles sold in the United States will include embedded telematics. 

Objectives:
  • Defining telematics
  • Selecting information analytics
  • Using the data to understand driving behaviors
  • ID actionable items to improve behaviors and reduce crash risk
“Managing Your Contractual Liability”
Howard Sewell, ARM, Liberty Mutual Insurance
Approved for one hour of CE

Contractual liability insurance can be defined as coverage for the named insured's liability that is created when it assumes, in an oral or written contract, the financial consequences of another's negligent acts or omissions that results in bodily injury or property damage to a third party.

Objectives:
  • Better understand your contractual liability risk 
  • Define risk transfer/acceptance process
  • Best practices for effective control 

Chesapeake Arena Risk Management Tour
 John Dodd and Kristy John
 Approved for one hour of CE
DoddJohn_red.jpg
John Dodd
JohnKristy_red.jpgKristy John

Tour will include:
  • Security and loading dock
  • Visiting locker rooms
  • Pub
  • Charlie Christian promoter room
  • Founders Lounge #4
  • Courtside Club
  • Kids Zone
  • Budweiser brew house and Old No. 7
  • Suite #39 and Thunder boxes/terrace lounges
  • Summit Box and A/V room
  • And more ...
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Amenities
  • Spacious two-room suites
  • Free cooked-to-order breakfast 
  • A nightly Manager’s Reception with complimentary appetizers and beverages
Embassy Suites Oklahoma City Downtown
741 North Phillips Avenue
Oklahoma City, OK 73104

Directions here

Reservations are due by September 17, 2017
Group Room Rate is $145 
(includes parking)

For reservations use Group Code "IIA"

Toll Free Reservations Line

1-800-445-8667

On Property Reservations

1-405-239-3900

​​​​​​​​​​​​​​​​​​​​​​​​​​Trade Show
3:30 pm to 6:30 pm

Below is a list of our Exhibitors! 
Come see all of the new products and services they have to offer.

AFS/IBEX Financial Services, Inc. – Booth 18

750 North Saint Paul, Ste 1500, Dallas, TX 75201

P: 800-299-5626

www.afsibex.com

Premium finance


Amerisafe, Inc. – Booth 2
2301 Highway 190 West, DeRidder, LA 70634
P: 800-897-9719
www.amerisafe.com
Workers' compensation


CHUBB – Booth 16 
6120 S Yale Ave #450, Tulsa, OK 74136 
P: 918-493-5606 
Small commercial

CNA Insurance – Booth 42
3817 NW Expressway, Oklahoma City, OK 73112
P: 405-917-6500
Commercial insurance

Comp Risk Management, Inc. – Booth 46
750 E Britton Rd Ste 200, Oklahoma City, OK 73114
P: 405-879-0155; F: 405-879-0157
www.comp-risk.com
Workers’ compensation

CompSource Mutual Insurance Company – Booth 15
1901 N Walnut Ave, Oklahoma City, OK 73105
P: 405-232-7663 
Workers' compensation provider

Connect MGA - Booth 25
2500 Legacy #120, Frisco, TX 75034
P: 214-587-2381
Non-credit scored personal auto insurance

Equity Insurance Company – Booth 41
616 S Boston, Tulsa, OK 74119
P: 800-777-0404; F: 800-231-7906
Personal auto

Hallmark Specialty Personal Lines – Booth 24
6500 Pinecrest Dr Ste 100, Plano, TX 75024
P: 800-486-5616
www.personal.hallmarkgrp.com
Personal auto and renters

Houston International Insurance Group – Booth 38
800 Gessner Rd, Houston, TX 77024
P: 800-645-7707

Commercial insurance

ICW Group, LLC – Booth 26

1 Chisholm Trail, Round Rock, TX 78681

P: 405-570-0041  

www.icwgroup.com

Workers’ compensation


IIAO Eagle Agency – Booth 13 & 14

9417 North Kelley Avenue, Oklahoma City, OK  73131

405-840-4426; F: 405-840-4450

www.iiaok.com

E&O, personal umbrella, in-home business, workers’ comp

 

Imperial PFS – Booth 12

3817 NW Expressway, Suite 725, Oklahoma City, OK 73112

P: 405-202-8102; F: 405-948-1974

www.ipfs.com

Premium finance


Legal Shield – Booth 40
5800 E Skelly Dr Ste 1111, Tulsa, OK 74135
P: 405-818-6667
www.legalshield.com/hub/larrysingletary
Legal and identity protection/restoration benefits


LevelFirst – Booth 47

5501 LBJ Freeway, Suite 720, Dallas, TX 75240

P: 800-880-7928

www.levelfirst.com

Commercial insurance - wholesale broker


Malarkey Roofing Products – Booth 23
8821 NW 119th, Oklahoma City, OK 73162
P: 405-432-8911
www.malarkeyroofing.com
Roofing products


Mercury Insurance Group – Booth 11

PO Box 728847, Oklahoma City, OK 73172

P: 877-707-7987; F: 877-397-0076

www.mercuryinsurance.com

Personal lines and business auto


Method Insurance Services – Booth 45

12020 Shamrock Plaza Ste 200, Omaha, NB 68154

P: 888-981-1702

www.methodinsurance.com

Workers’ Comp wholesale broker

 

MIDLANDS – Booth 10

3817 NW Expressway, Suite 1000, Oklahoma City, OK 73112

P: 800-800-4007

www.midlandsmgt.com

MGA

M. J. Kelly Company – Booth 43
4415 E Sunshine, Springfield, MO 65809
P: 417-883-2688; F: 417-883-7103
www.mjkelly.com
Surplus lines broker


National Security Group – Booth 48

661 East Davis St., Elba, AL 36323

P: 800-239-2358; F: 800-239-2403

www.nationalsecuritygroup.com

Dwelling fire, limited homeowners, comprehensive mobile homeowners


Oklahoma Insurance Department – Booth 3

3625 NW 56th St Ste 100, Oklahoma City, OK 73112
P: 800-522-0071
Insurance regulation

One General Agency – Booth 8

PO Box 54017, Oklahoma City, OK 73154

P: 800-299-1951; F: 800-771-8116

www.youroga.com

Managing general agency and surplus lines broker


Patriot Underwriters, Inc. – Booth 5
555 Maryville University Drive #650, St. Louis, MO 63141

P: 405-202-8112

www.patnat.com

Monoline workers’ compensation


Phoenix Restoration – Booth 4
14709 Bristol Park Blvd., Edmond, OK  73013
P: 405-844-7700; F: 405-748-5158
Fire restoration, water mitigation, storm recovery, board-up, mold remediation


Producer’s XL – Booth 22

PO Box 646, Salina, KS 67402

P: 800-541-6705; F: 785-825-1391

www.producersxl.com

Life, annuity, LTC, STC, DI, Med Supp


Risk Placement Services – Booth 17

2448 E 81st St Ste 4400, Tulsa, OK 74137

P: 918-742-8496; F: 918-293-1878

www.rpsins.com

MGA/Wholesaler excess and surplus lines markets


Risk Theory – Booth 19 
13455 Noel Rd, Ste 2100, Dallas, TX 75240
P: 469-310-9159
Wholesale broker, heavy on oil and gas and construction; DOL and garage program

Selective Insurance Company of America – Booth 39
40 Wantage Ave, Branchville, NJ 07890
P: 225-397-3658
www.selectiveflood.com
Flood insurance

Taber Brokerage LLC – Booth 7

2537 S. Kelly Ave., Suite D, Edmond, OK 73013

P: 405-285-2206

www.taberbrokerage.com

Wholesaler for life insurance products


Traders Insurance – Booth 1
9300 Troost Avenue, Kansas City, MO 64131
800-369-0369; F 816-817-1621
www.tradersauto.com
Personal lines auto, roadside and renters insurance


Union Mutual Insurance Company – Booth 27

3613 NW 56th St Ste 300, Oklahoma City, OK 73112
P: 405-601-4467
www.umic-okc.com
Personal lines ACU property


Union Standard Insurance Co. – Booth 9

1601 NW Expressway #830, Oklahoma City, OK 73118

P: 405-254-1874; F: 405-840\-0654

www.usic.com

Regional P&C carrier


Van De Steeg & Associates – Booth 21

9 NW 132nd St, Oklahoma City, OK 73114

P: 405-755-7500

www.van-de-steeg.com

General contracting, remodeling, renovation, roofing


Wall Street Brokerage, LLC – Booth 44

717 Wall St., Norman, OK 73069

P: 405-366-1297; F: 405-366-1349

www.wallstbrokerage.com

Life insurance and annuity brokerage

 

Westphalen Insurance Services – Booth 6

1081 North Bryant Ave, Edmond, OK 73034

P: 800-777-7412; F: 405-726-2967

www.westphaleninc.com

Excess and surplus lines


Works24 – Booth 20
16617 Cordillera Way, Edmond, OK 73012
P: 405-503-9367
www.works24.com
Marketing


 
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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 
IIAO Eagle Agency
 
Diamond
National Security Fire & Casualty Co. 

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

Gold
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 

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