Fall Conference

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                    a great event this year at  ​​​​​​​​​​​​​​​​​​

Shangri-La Resort & Conference Center.






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         


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
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?”

“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. 

  • 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.

  • 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
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 ...
  • 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


On Property Reservations


​​​​​​​​​​​​​​​​​​​​​​​​​​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

Premium finance

Amerisafe, Inc. – Booth 2
2301 Highway 190 West, DeRidder, LA 70634
P: 800-897-9719
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
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
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

Workers’ compensation

IIAO Eagle Agency – Booth 13 & 14

9417 North Kelley Avenue, Oklahoma City, OK  73131

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

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

Premium finance

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

LevelFirst – Booth 47

5501 LBJ Freeway, Suite 720, Dallas, TX 75240

P: 800-880-7928

Commercial insurance - wholesale broker

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

Mercury Insurance Group – Booth 11

PO Box 728847, Oklahoma City, OK 73172

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

Personal lines and business auto

Method Insurance Services – Booth 45

12020 Shamrock Plaza Ste 200, Omaha, NB 68154

P: 888-981-1702

Workers’ Comp wholesale broker


MIDLANDS – Booth 10

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

P: 800-800-4007


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

National Security Group – Booth 48

661 East Davis St., Elba, AL 36323

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

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

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

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

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

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
Flood insurance

Taber Brokerage LLC – Booth 7

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

P: 405-285-2206

Wholesaler for life insurance products

Traders Insurance – Booth 1
9300 Troost Avenue, Kansas City, MO 64131
800-369-0369; F 816-817-1621
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
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

Regional P&C carrier

Van De Steeg & Associates – Booth 21

9 NW 132nd St, Oklahoma City, OK 73114

P: 405-755-7500

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

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

Excess and surplus lines

Works24 – Booth 20
16617 Cordillera Way, Edmond, OK 73012
P: 405-503-9367

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
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​