Print Print | Email Facebook Twitter Share ThisShareThis

NAMIC Annual Convention - Where The Industry Comes Together, A NAMIC Event | September 27-30, 2015 | San Diego, Calif.

Topics and Speakers

The sessions and activities on this agenda are open to NAMIC members, convention attendees, and invited guests. Convention credentials are required to be worn at all times. Members of the press should contact NAMIC Public Affairs for a schedule of sessions and other activities that are open to media coverage.

“I thought the speakers for the sessions this year were exceptional.”

- Robert Raymer
Kansas Mutual Insurance Company

120th Annual Convention Speakers

Monday, Sept. 28, 2015 | 10:00 a.m. - 11:00 a.m.

General Session Keynoter: Erik Wahl

Erik Wahl

Erik Wahl is an internationally recognized graffiti artist and a #1 best-selling author and entrepreneur. Pulling from his experiences as both a businessman and an artist, he has grown to become one of the most sought-after corporate speakers available today. Erik’s on-stage painting seamlessly becomes a visual metaphor to the core of his message, encouraging organizations toward profitability through innovations and superior levels of performance. His #1 best-selling business book, UNTHINK, has been hailed as THE blueprint for leveraging creativity to achieve superior levels of performance. He consults regularly as a business strategist for the largest corporations in the world including Disney, Microsoft, and FedEx as well as guest lecturing at TED and the prestigious London School of Business.

Erik Wahl
Artist and Consultant on the Creative Process
San Diego, Calif.

Tuesday, Sept. 29, 2015 | 9:00 a.m. - 10:00 a.m.

General Session Keynoter: Daniel Pink

Daniel Pink

Daniel H. Pink is the author of several provocative, bestselling books about the changing world of work – including the long running New York Times bestseller, A Whole New Mind: Why Right Brainers will Rule the Future, the #1 New York Times bestseller, Drive: The Surprising Truth About What Motivates Us, and his latest book, To Sell is Human: The Surprising Truth About Moving Others. In To Sell Is Human, Dan lays out the science for his counterintuitive insights, offering various studies and tools to make organizations more effective. His TED talk on the science of motivation is one of the most 20 most watched TED talks of all time. He also advises startups and Fortune 100 companies on talent, engagement and innovation

Daniel Pink
Best Selling Author
Washington, D.C.

Wednesday, Sept. 30, 2015 | 10:30 a.m. - 11:30a.m.

General Session Keynoter: Stuart Rothenberg

Stuart Rothenburg

For years, Stuart Rothenberg has embodied the rare ability to report on all the political happenings in the nation with unbiased clarity and non-partisan precision. His publication, The Rothenberg Political Report, is a biweekly newsletter that provides honest reporting and clear-eyed analysis of American elections – and the potential ramifications of those elections. Stuart Rothenberg captivates audiences with insightful, often humorous discussions about election results, the issues facing decision makers on Capitol Hill and the nature of politics itself.

Stuart Rothenberg
Political Analyst
Potomac, Md.

Monday, September 28, 2015

Loss Control | 2:00 - 3:00 p.m.
This session is required for those registered for PFMM Courses at Convention
Bring a customer-focused, safety-driven, hands-on methodology to the current agricultural landscape. During this session, attendees will learn how loss control serves as the eyes and ears of underwriting while helping to identify hazards in the field for agents and insureds. Attendees will spend time examining tolerance, risk, guidelines, and how they apply for agents and loss control and underwriting professionals. Chris Buechle, loss control senior safety specialist for American Family Mutual Insurance Company, will also discuss the open collaboration and relationship that needs to exist for the benefit of all.

Learning Objectives:

  • Distinguish hazards;

  • Understand the development of a loss control program;

  • Review basic inspection procedures and guidelines;

  • Review plans for handling catastrophic events; and

  • Learn how loss control can save money for the insured.

Chris J. Buechle, AFIS

Chris J. Buechle, AFIS
Loss Control Senior Safety Specialist
American Family Insurance
Lincoln, Neb.

PCC Advocacy Topic | 2:00 - 3:00 p.m.

FMC Advocacy Topic – Insurance Regulatory Environment | 2:00 - 3:00 p.m.

Do’s and Don’ts of Social Media Marketing | 3:30 - 4:30 p.m.
This session qualifies for 1.0 CPE credit in Marketing.
Gain more respect for social media during this informative session. Attendees will learn which applications are most useful, how to create a manageable social media strategy, and how to use social media as a valuable tool for your business. Jason Lavin, CEO of Golden Communications, Inc., will use relevant examples that will provide attendees with take-away ideas and strategies that they can implement back at their offices.

Learning Objectives:

  • Learn how to responsibly and respectfully set up a social media marketing strategy for your company;

  • Understand how to represent yourself and your company in the best possible light to support your sales and marketing plan; and

  • Identify three simple ideas each for your blog, Facebook, and LinkedIn pages.

Jason Lavin

Jason Lavin
Golden Communications, Inc.
Newport Beach, Calif.

Attracting, Engaging, and Retaining the Workforce of Tomorrow | 3:30 - 4:30 p.m.
This session qualifies for 1.0 CPE credit in Personnel/HR.
This program has been submitted to the HR Certification Institute for review.

With today’s changing marketplace, do you feel confident in your organization’s ability to attract, engage, and retain the top-tier talent necessary for future growth? Discover how to take control of your company’s future by realizing key business trends and implementing essential recruitment strategies. Discover real-world strategies that foster a great place to work and understand what aspects of the workplace environment employees seek in terms of social, cultural, and physical attributes. Learn strategies for success today to execute in your workplace of tomorrow.

Learning Objectives:

  • Discover the most essential and business-savvy trends in recruiting for professional roles;

  • Attract and retain top talent by capitalizing on your competitive advantage; and

  • Learn what attributes create a great workplace, including being attentive to the entire environment – social, cultural, and physical.

Tracy Butz

Tracy Butz
Think Impact Solutions, LLC
Menasha, Wis.

Wild Weather Trends: Climate Change and Extreme Events in the Past, Present, and Future | 3:30 - 4:30 p.m.
This session qualifies for one FMDC credit in the Operations & Insurance Module.
Claims of the weather becoming more extreme are rampant, but are they true? Jason Samenow, weather editor for The Washington Post, will discuss trends in recently observed extreme weather events such as polar vortex cold snaps, hurricanes, tornadoes, hailstorms, derechos, droughts, and heat waves. How have the frequency and intensity of these events changed in recent years relative to the historic record? What is driving the changes we’re seeing? And critically, how might extreme events evolve in the coming decades as the planet likely warms – thanks to accumulating greenhouse gases in the atmosphere? These questions will be answered with compelling statistics and visuals supported by the legitimate range of scientific viewpoints.

Jason Samenow

Jason Samenow
Weather Editor
The Washington Post
Washington, D.C.

Hot Topic in Insurance: What Drives People to Switch Carriers | 3:30 - 4:30 p.m.
In an increasingly digital world, consumers are bombarded with messages from well-established and new insurance providers. Switching behaviors are dramatically changing, which create uncertainty for existing carriers. But how many of these consumers are actually switching? What drives the ones who do switch to act? Eric Brat and Matt Stover from The Boston Consulting Group will discuss reasons consumer switch and how consumers use digital methods to engage with insurers during the switching process. Eric and Matt will evaluate the major implications for insurance providers and review what providers can do to succeed in this environment.

Eric Brat
Senior Partner and Managing Director
The Boston Consulting Group
Montreal, Quebec

Matt Stover
The Boston Consulting Group

The New Demographics and What They Mean for Your Business, Today and Tomorrow | 3:30 - 4:30 p.m.
This session qualifies for one hour of FMDC credit in the Operations & Insurance module under the course name Emerging Industry Trends.
The demographic, lifestyle, and social shifts occurring in the United States are startling and profound. Customer expectations of what businesses “should” be are also changing.

It’s imperative that you understand the new demographics and shifts in the way people live today and what’s important to them. Your business and its growth depend on it. This presentation will focus on the new demographics and how these affect your business today and tomorrow.

Attendees will learn:

  • The five biggest consumer trends and what they mean for your business right now and what you can do to harness potential business in the future; and

  • Specific implications for all aspects of business – sales, marketing, recruiting and retention, human resources, and customer service. Do’s and don’ts will be covered.

Kelly McDonald

Kelly McDonald
McDonald Marketing
Denver, Colo.

More Bang for Your Buck: Maximizing Cyber Security With a Minimal Budget | 3:30 - 4:30 p.m.
This session qualifies for one FMDC credit in the Operations & Insurance Module, under the course name: Emerging Risks.
President Barack Obama recently approved a $14 billion cyber security budget. Does your company’s budget happen to be a little smaller?

When budgets are tight, it may appear difficult to properly secure and update your cyber security program. But keeping critical information and infrastructure secure need not be burdensome, costly, or disruptive. This session will help break through the misconceptions so attendees will leave feeling empowered about cyber security.

Learning Objectives:

  • Understand the top challenges an organization faces when it comes to cyber security;

  • Learn how to prioritize cyber security initiatives to avoid purchasing expensive but only partially effective tools; and

  • Learn low-cost, high-impact strategies that can be immediately adopted.

Deena Coffman

Deena Coffman
IDT911 Consulting
New York, N.Y.

Loss Control (continued) | 3:30 - 4:30 p.m
This session is required for those registered for PFMM Courses at Convention

Chris J. Buechle, AFIS

Chris J. Buechle, AFIS
Loss Control Senior Safety Specialist
American Family Insurance
Lincoln, Neb.

Tuesday, September 29, 2015

Data Warehousing – What, How and Why | 10:30 - 11:30 a.m.
This session qualifies for 1.0 CPE credit in Computer Science.
Data warehousing is the provision of data in a structured format for reporting and data analysis. It includes a central repository of integrated data from one or more disparate sources, which stores current and historical data. During this session, attendees will delve into what a data warehouse is, how companies can develop and implement one, and what options they have – software applications, using the cloud, consulting companies, internal development of a system, etc.

Learning Objectives:

  • Identify common terms and definitions related to data warehousing;

  • Learn about insurance analytics disciplines and how each impact business; and

  • Discover the importance of data governance and data quality.

Pete Balisteri

Pete Balisteri
Vice President and Chief Information Officer
Merchants Insurance Group
Buffalo, N.Y.

Advertising Segmentation Panel Discussion | 10:30 - 11:30 a.m.
This session qualifies for 1.0 CPE credit in Marketing.
With effectiveness of traditional advertising in question, the rise of digital and social marketing and new media in development all the time, advertising a mutual insurance company has become more complicated than ever before. This is especially true for insurance companies that don’t have staff dedicated to advertising. Through an interactive discussion with insurance marketing specialists, this session will provide a framework to help companies make effective advertising decisions. Attendees will leave the session with a “decision matrix” and other resources that can be used at the office when deciding how much to spend, where to spend, and when to spend advertising dollars.

Learning Objectives:

  • Learn what percentage of your budget should be dedicated to advertising;

  • Explore case study examples that can be used to guide advertising decisions;

  • Understand how to evaluate the proper allocation of advertising funds among available media; and

  • Gain an understanding of how and why to start with strategy and a goal-setting discussion before determining tactics.

Dan McCue

Dan McCue, AINS
Online Marketing Specialist
Grinnell Mutual Reinsurance Company
Grinnell, Iowa

Steve Norman

Steve Norman
Assistant Vice President, Communications
Western National Mutual Insurance Group
Minneapolis, Minn.

Jim Schwalen

Jim Schwalen
Vice President, Personal Lines and Marketing
West Bend Mutual Insurance Company
West Bend, Wis.

Kate Stull

Kate Stull
Marketing and Communications Specialist
Columbia Insurance Group
Columbia, Mo.

An Anti-Fraud Practices Model: Integration of Pre- and Post-Loss Response, Interaction, and Flow | 10:30 - 11:30 a.m.
Insurers of all sizes can be challenged when implementing effective anti-fraud initiatives because of inefficient or non-existent interdepartmental communications. During this session, a working enterprise-wide model of pre-loss and post-loss information integration will help insurers recognize and combat fraudulent losses. Led by two executives with almost 80 years of combined experience, the session will help attendees:

  • Recognize the multiple internal sources of available data that is crucial to uncovering fraud in the insurance claims handling process;

  • Appreciate the importance of effectively coordinating, connecting, and managing data available from multiple internal departments; and

  • Learn a common-sense approach to leveraging available data.

Craig Andrews

Craig Andrews, CPCU, ARM, ARe
Business Insurance Product Development Officer
State Auto Insurance Companies
Columbus, Ohio

Stephen Hunckler

Stephen Hunckler, CPCU, AIC
SVP/Chief Claims Officer
State Auto Insurance Companies
Columbus, Ohio

Managing a Virtual Workforce | 10:30 - 11:30 a.m.
This program has been submitted to the HR Certification Institute for review.

Aaron Boyd
Executive Vice President and Chief Operating Officer
Midwest Family Mutual Insurance Company
Plymouth, Minn.

Changes in Agent Distribution | 10:30 - 11:30 a.m.
This session qualifies for one hour of FMDC credit in the Operations & Insurance module.
The distribution channels used by carriers impacts nearly every aspect of the business. While some companies are committed to one channel, others have effectively bended channels to maximize their access to customers. Most companies are trying to address aging independent agents, consolidators, and the structure of their operations to effectively manage their agency plants. This presentation will discuss key trends within the property/casualty industry with particular focus on the impact of distribution channels on operating practices. In addition, Ward Group’s Jeff Rieder will present findings from the organization’s research on agency management and compensation practices that include how companies are dealing with the changing dynamics of the independent agency channel.

Jeff Rieder

Jeff Rieder, CPA, CPCU
Partner, Head of Ward Group
Ward Group
Cincinnati, Ohio

Understanding Reinsurance as a Risk and Financial Management Tool | 10:30 - 11:30 a.m.
This session qualifies for one hour of FMDC credit in the Operations & Insurance module.
This session will focus on understanding reinsurance as a risk and financial management tool and its impact on a company’s financial statements..

Learning Objectives:

  • Learn the functions of reinsurance;

  • Learn to differentiate between the different types of reinsurance; and

  • Learn the different types of reinsurers and methods of distributing the product.

Gary Myers

Gary Myers
Lost Woods Re, LLC
Centralia, Mo.

Claims | 10:30 a.m. - 12:30 p.m.
This session is required for those registered for PFMM Courses at Convention.
The claims department provides an important “touch point” with current and prospective policyholders. This session will demonstrate how to create a claims team that will enhance the reputation of the company while improving outcomes. Attendees will learn how to develop processes and procedures that will make the claims process more efficient, economical, and effective in furthering a company’s goals.

Learning Objectives:

  • Understand the proper handling of bad-faith and fraudulent claims;

  • Understand how to reclaim your dollars after the loss through salvage, subrogation, and restitution;

  • Understand the importance of conducting claims file audits and establishing a timeline for reviews;

  • Learn the basic investigation practices and steps to go through during a claims process;

  • Develop a claims procedure; and

  • Discuss what auditors are looking for in reserves on claims after an adjuster inspects a property.

Elise Farnham

Elise Farnham
Illumine Consulting
Grantville, Ga.

Data Analytics | 1:00 - 2:00 p.m.
Advanced analytics used to be the domain of the largest insurance companies, but increased competition in the industry is forcing carriers of all sizes to use innovative analytics applications to improve growth and revenue. Companies have taken analytics beyond just rating plans and underwriting; they are increasingly identifying and analyzing new types of data from different areas of the organization to find insight on inventive ways to improve business processes. This session will provide an overview of the different types of data that insurers are beginning to use and the innovative ways analytics can be applied throughout a company.

Jeff Kucera, FCAS, MAAA
Actuary and Consultant
e2Value, Inc.
Hawthorn Woods, Ill.

Brett Nunes
Director, Risk Consulting and Software Practice
Towers Watson
Chicago, Ill.

How to Develop a Successful Internship Program | 1:00 - 2:00 p.m.
This program has been submitted to the HR Certification Institute for review.

Steve Smith, CIP, CRM
President & CEO
Farm Mutual Reinsurance Plan
Cambridge, Ontario

Big-Picture Loss Control Issues | 1:00 - 2:00 p.m.
In the past, loss control was seen in a negative light by underwriters, agents, and policyholders, as loss control specialists typically focused on the physical characteristics of the property. Today, loss control is often viewed as a value-added service that is crucial to the success of the insurance carrier, the agency, and the policyholder. During this session, Larry Gallagher, corporate loss control director with Grinnell Mutual Reinsurance Company, will share where loss control was 30 years ago and where it is today and review the services and contributions currently provided by loss control staff.

Larry Gallagher

Larry Gallagher
Corporate Loss Control Director
Grinnell Mutual Reinsurance Company
Grinnell, Iowa

Tech Statistics That Drive Consumer Behavior | 1:00 - 2:00 p.m.
This session qualifies for 1.0 CPE credit in Statistics.
Technology is changing at a rapid pace. Growth in cloud computing, mobile devices, social media adoption, and the “Internet of Things” has rapidly shaped fundamental consumer behavior. This session offers a brief survey of current and emerging trends in technology and explores how those trends affect the insurance industry. Strategies to improve the visibility, availability, and efficiency of insurance carriers using new technology will be investigated. The audience will be challenged to question conventional wisdom and collectively discuss how developing trends might impact their business during the next decade.

Learning Objectives:

  • Identify emerging trends in technology;

  • Explore the business impact of emerging technologies; and

  • Develop strategies to engage emerging technology.

Phil Reynolds

Phillip Reynolds
CEO and Founder
Springfield, Mo.

Small-Company Conflict of Interest | 1:00 - 2:00 p.m.
This session qualifies for one hour of FMDC credit in the Management module.
This session qualifies for 1.0 CPE credit in Regulatory Ethics.

During this session, Abby De Zeeuw and Matthew Heemstra, from Cain Ellsworth & Company, LLP, will lead an interactive discussion exploring the more common conflicts of interest that occur in a farm mutual environment. After learning about the most significant challenges, attendees will discuss the issues and identify constructive actions that can be used to address the conflict.

Learning Objectives:

  • Identify the common and significant conflicts of interest; and

  • Identify actions that need to be taken to address the conflict.

Abby De Zeeuw

Abby De Zeeuw, CPA
Senior Manager
Cain Ellsworth & Company, LLP
Rock Valley, Iowa

Matthew Heemstra

Matthew Heemstra, CPA, AMSF+
Director, Growth & Profit Solutions
Cain Ellsworth & Company
Sheldon, Iowa

Performance Metrics | 1:00 - 2:00 p.m.
This session qualifies for one hour of FMDC credit in the Finance & Accounting module.
This session will provide an overview of key operating metrics that companies should consider when evaluating the operating performance of the organization. In addition, this presentation will discuss how differences in product lines, distribution channels, and company size can impact key performance metrics used in managing an insurance company.

Learning Objectives:

  • Identify key metrics used to measure the efficiency of the company;

  • Understand the impact of the business model on operating metrics; and

  • Learn ways to incorporate benchmarking into the financial planning process.

Legal and Ethical Issues | 1:00 - 2:00 p.m.
This session is required for those registered for PFMM Courses at Convention.
This session qualifies for 1.0 CPE credit in Regulatory Ethics.

This session will engage the audience into thinking about and examining their reactions when faced with ethical decisions and situations requiring choices. Ethical behavior is fundamentally important to preserving the trust on which the insurance industry is based. Adjusters, claims managers, underwriters, agents, and others in the industry must face situations every day when they are relied upon to make decisions and act in an ethical manner. A better understanding of what ethics are and the role that they play in our decision making and professional lives leads to better ethical decisions that impact the company’s success in many different areas.

Learning Objectives:

  • Develop an understanding of the effect strong ethics have on our everyday professional life;

  • Understand the barriers that inhibit making ethical decisions and learn how to overcome those barriers;

  • Learn how managers who lead with strong moral intelligence and integrity are proven to be more successful and profitable;

  • Develop an understanding of why it is important to implement ethical standards into a work environment;

  • Become knowledgeable about the three approaches to decision making;

  • Understand the direct effect of ethical behavior and management with respect to fraud within the company and on an individual level; and

  • Learn the magnitude of widespread fraud in the industry and how understanding and maintaining ethical standards impact the legal environment.

Mary Ann Medina

Mary Anne Medina
Vice President
Vale Training Solutions
Orlando, Fla.

Executive Pay Practices & Trends | 3:00 - 4:00 p.m.
Total compensation trends and the war for talent affect mutual insurers of all sizes. Join this session for a discussion on current executive pay practices and trends as well as highlights from the recently completed NAMIC 2015 Executive Pay Practices Study and extensive first-hand experience with property/casualty insurers.

Greg Jacobson

Greg Jacobson
The Jacobson Group
Chicago, Ill.

Jeff Rieder

Jeff Rieder, CPA, CPCU
Partner, Head of Ward Group
Ward Group
Cincinnati, Ohio

Smartphone UBI – A Smart Call for Insurers | 3:00 - 4:00 p.m.
During the past few years, usage-based insurance has shifted from concept to reality. Customers can already choose from more than 19 active programs in the United States, and additional insurers continue to enter the market. While early programs have relied on dongle-based solutions, smartphone UBI has become a reality; and the business case for UBI has never been stronger. New entrants and existing UBI providers that adopt smartphone UBI are better poised to gain customers, retain customers for longer, and understand more clearly the risks inside their books of business at the expense of insurers that delay or do nothing at all.

Learning Objectives:

  • Hear the latest on the state of usage-based insurance in the auto insurance industry, including new data on market growth, consumer adoption, and the competitive landscape;

  • Learn about D-rive, which powered by Deloitte and offers insurers a cost-effective, accurate, and engaging mobile telematics platform for UBI;

  • Walk through the financial impact of investing in a UBI program, and see how D-rive can drive value across your business; and

  • Review key learnings from Deloitte’s recent in-market experience to understand if your organization is ready for a D-rive UBI program.

Bill Mullaney
New York, N.Y.

Sandeep Puri
New York, N.Y.

NAMIC/Guy Carpenter Mutual Loss Development Factor Study Project | 3:00 - 4:00 p.m.
This session will present the project purpose, selected results, and observations of the NAMIC/Guy Carpenter Mutual Loss Development Factor Project conducted between 2014 and 2015. The study, which was performed by line of business, was intended to get a better understanding of the differences in loss development for mutual companies and then provide summary-level statistics for frequency and severity of large losses. The data will not be available for individual viewing or distribution because the participants in the study have exclusive access.

Learning Objectives:

  • Develop an understanding of the project and process;

  • Review study output; and

  • Discuss observations and uses of the study.

Brian Fischer

Brian Fischer, ACAS, MAAA
Managing Director
Guy Carpenter
Philadelphia, Pa.

BCAR Overview and Update | 3:00 - 4:00 p.m.
Best’s Capital Adequacy Ratio is an important consideration in the A.M. Best rating analysis and assessment of a company’s capitalization. Over the past year, A.M. Best has been working to update its BCAR model to include consistent stochastic-based capital factors. Matthew Mosher, A.M. Best’s senior vice president of rating services, will discuss these changes and the impacts that A.M. Best has found while testing them.

Learning Objectives:

  • Receive an update on the developments within the A.M. Best capital model;

  • Understand stochastic-based factors and what they means in measuring financial strength of an insurance company; and

  • Learn about the impacts it will have on NAMIC member companies.

Matthew Mosher
Senior Vice President, Rating Services
A.M. Best Company
Oldwick, N.J.

Technology | 3:00 - 5:00 p.m.
This session is required for those registered for PFMM Courses at Convention.
Continuous advances in technology offer the mutual insurance industry opportunities like never before, but they can be overwhelming to keep up with. There is a lot of information out there; as a mutual manager, you have to know enough to make solid decisions for your company without getting lost in the details.

During this session, attendees will learn about technology for mutual companies at a high level. Wes St. Clair, senior manager development for The IMT Group, will review the areas of your business that benefit from technology and discuss emerging technologies that will be impact the future.

Wes St. Clair

Wes St. Clair, CPCU, AINS, API, AIT
Senior Manager Development
The IMT Group
West Des Moines, Iowa

Wednesday, September 30, 2015

Underwriting Property and Liability | 12:30 - 5:00 p.m.
This session is required for those registered for PFMM Courses at Convention
Effective underwriters know they must identify risk exposures and create coverage packages that make sense for their insureds. Developing underwriting best practices is an important step to improving outcomes and profitability. During this interactive program, attendees will explore processes and procedures to more effectively underwrite selected risks, determine resources available to underwriters, and discuss methods to overcome obstacles. Attendees will learn how supply and demand impacts underwriting decisions and how to leverage market forces to be successful.

Learning Objectives:

  • Understand the importance of developing underwriting guidelines;

  • Understand the significance of a complete and accurate application to the underwriting process;

  • Understand the risks associated with not completing an on-site review;

  • Know the types of questions to ask to properly underwrite a risk;

  • Understand the potential risks and exposures that come with underwriting property and liability;

  • Understand the philosophy of evaluating rate adequacy;

  • Understand the reasons for cancellations and non-renewals;

  • Review the process of underwriting renewals and its importance;

  • Understand the importance for file content audits; and

  • Learn how to conduct new procedure and guideline reviews.

Elise Farnham

Elise Farnham
Illumine Consulting
Grantville, Ga.

CPE Information

There are no prerequisites for this convention.

Advance Preparation:
There is no advance preparation required for this convention.

Delivery Method:
This convention will be conducted in a Group-Live Setting.

NAMIC’s 120th Annual Convention has been certified for a total of 7.0 CPE credits in the fields of Computer Science, Marketing, Personnel/HR, Regulatory Ethics and Statistics.

Program Level:
This program level is an overview.

NAMIC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies such as refunds, cancellations and complaints, please contact NAMIC at 800-336-2642.

Posted: Wednesday, March 12, 2008 12:00:00 AM. Modified: Wednesday, July 29, 2015 12:36:34 PM.

317.875.5250 - Indianapolis  |  202.628.1558 - Washington, D.C.

NAMIC | Where the future of insurance has its voice TM