National Association of Mutual Insurance Companies

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2007 NAMIC Personal Lines Marketing & Underwriting Seminar, April 18-20

Agenda

Subject to change without notice

Wednesday, April 18

9:00 a.m. - 1:00 p.m.

Registration

11:30 a.m. - 12:30 p.m.

Networking Luncheon Buffet
Join us for this fantastic opportunity to get a head start building relationships at this year's seminar. This informal luncheon is a great way to grab a bite to eat and interact with your fellow attendees.

1:00 - 2:15 p.m.

Welcome & Keynote Address

Managing at the Speed of Change

Gain a fantastic understanding of why people do what they do because of their age and generation. This session breaks people into four generations: those born before 1945, 1945-1960, 1961-1980, and 1981-present. It delves into what motivates each generation, what are their values, describes their behaviors and finally tells you how to manage, market and sell to generation, you cannot compete effectively in the new century without knowing the demographic data presented in this session.

Lawrence C. Helms, Ph.D.

Trainergy

Medford, Ore.

2:30 - 2:45 p.m.

Break

2:45 - 3:45 p.m.

How do I have that crucial conversation?
When the stakes are high, how do you know what the right thing to say is or how to effectively handle the situation? Learn how to handle those difficult conversations for successful business and personal relationships.

 

Dr. Emily Moss, Master Crucial Conversations Trainer

VitalSmarts

Salt Lake City, Utah

3:45 - 4:00 p.m.

Break

4:00 - 5:00 p.m.

Live Survey Session
A tradition with this seminar where we conduct a live survey of those in attendance to identify trends and help to shed some light on what is happening in the industry. This interactive session will utilize handheld data collection modules that will allow for instant collection and sharing of results. Submit your questions now to chassett@namic.org.

 

Moderator, Chip Harding, Director of Perosnal Lines

Germania Farm Mutual Insurance Association

Brenham, Texas

5:00 - 6:00 p.m.

Networking Reception


Thursday, April 19

7:00 a.m.

Continental breakfast

8:00 - 9:30 a.m.

A New Perspective: Executive Panel Discussion
In this session our panelists will be asked to answer questions that focus on the same issues while giving the audience the opportunity to learn from different perspectives.

Moderator, Bart Anderson, SVP Member Services & Communications

NAMIC

Indianapolis, Ind.

Pat Bradley, General Manager

Georgia Farm Bureau

Macon, Ga.

Rod Brooks, VP, Chief Marketing Officer

PEMCO Mutual Insurance Company

Seattle, Wash.

Dan DeLamater, Vice President, Underwriting

Southern Mutual Insurance Company

Athens, Ga.

Ron Rhodes, Vice President

Germania Farm Mutual Insurance Association

Brenham, Texas

9:30 - 9:45 a.m.

Break

9:45 - 11:00 a.m.

Concurrent Sessions

  1. Marketing: Agency Improvement Strategies
    If agents are your primary contact with the policyholder, how do you teach them how to help you grow their business so you can grow yours? In this session we will focus on how individual traits can be best utilized in insurance sales scenarios.

    Carletta Neal, Senior Sales Consultant
    Omnia Group
    Tampa, Fla.

  2. Underwriting: Process Efficiency
    In this session we will take a closer look at how we do our business today and techniques for improving our efficiency in the underwriting process.

    Stephen Discher
    , Consultant
    Robert E. Nolan Company, Inc.
    Dallas, Texas
  1. AAISHomeowners Property Issues: The AAIS Response
    This session will explore some of the coverages issues confronting today's personal lines insurers and how the 2007 AAIS Homeowners property section will respond to them. This is an important session not only for companies using AAIS Homeowners forms, but to all who have an interest in learning about homeowners coverage issues.

    Susan Luecke,
    AVP, Personal Lines
    AAIS
    Wheaton, Ill.

11:00 - 11:15 a.m.

Break

11:15 - 12:30 p.m.

Concurrent Sessions

  1. Marketing: Agency Lifecycle Roundtable
    In reality we know that the complete lifecycle of agents from the beginning with recruiting an agent to maintaining profitability and even rehabilitation. We will focus on one aspect of the process: techniques to return agents to profitability. Join us for this interactive session with loads of ideas. Seating is limited to the first 30 who register so sign up early.

    Facilitator, Mary Eisenhart, Consultant
    Agency Management Resource Group
    Portland, Ore.
  2. Underwriting: Major Catastrophes Change Thinking
    Are you ready for the next Hurricane Katrina? In this session, George Davis will discuss the probability of a catastrophe impacting a major metropolitan area sometime during the next decade and how insurers should be planning for these mega events and other worse case scenarios.

    George Davis
    , Vice President
    AIR Worldwide
    Boston, Mass.
  3. AAISHomeowners Liability Issues: The AAIS Response
    This session, a companion to the preceding AAIS Concurrent Session, will describe how the 2007 AAIS Homeowners forms address homeowners liability exposures such as those arising from motorized vehicles, business activities, and electronic communications.

    Susan Luecke,
    AVP, Personal Lines
    AAIS
    Wheaton, Ill.

12:30 p.m. - 1:30 p.m.

Buffet Lunch

1:30 - 2:45 p.m.

Change is Good.Really!
We will change your thinking and demonstrate how change is good.really. You will be motivated to become a change agent in your organization.

Leslie Yerkes, Consultant
Catalyst Consulting
Cleveland, Ohio

2:45 - 3:00 p.m.

Break

3:00 - 4:30 p.m.

Concurrent Sessions
Both concurrent sessions are designed as an idea swap.

  1. Marketing: Emerging Marketing Tools Roundtable
    Join other marketing professionals in a roundtable discussion focused on emerging marketing tools.

    Facilitator, George Francis, Vice President, Marketing
    NLC Insurance Companies
    Norwich, Conn.
  2. Underwriting: Emerging Underwriting Tools Roundtable
    Join us for this informative discussion on the ability to integrate various applications to improve underwriting decisions. This session will focus on the various pieces of underwriting data available that can be joined together to make decisions as well as the available options ot integrate the data to their policy management.

    George Davis
    , Vice President
    AIR Worldwide
    Chicago, Ill.

    Darlene Pogrebinsky, Director
    Insurance Services Offices, Inc.
    Jersey City, N.J.

Friday, April 20

7:00 a.m.

Continental Breakfast

8:00 - 9:15 a.m.

Concurrent Sessions

The Changing Paradigm: How to Thrive in a Changing Environment
Consumer buying behavior is driving changes in the industry and in agent relationships. This session will focus on those changes in the paradigm impacting personal lines. We will also focus on the changes caused by our fast-paced, technology-driven society, which impact current distribution channels.

Michael Leyland, Director Education & Development
Nationwide Mutual Insurance Company
Columbus, Ohio

9:15 - 9:30 a.m.

Break

9:30 - 10:30 a.m.

Concurrent Sessions

  1. Marketing: How to Gather Competitive Intelligence
    This informative session will teach the basics of collecting, analyzing and utilizing competitive intelligence for marketing success.

    Jenny Hodge, VP Marketing Strategy & Development
    American Modern Insurance Group
    Cincinnati, Ohio

  2. Underwriting: What do reinsurers need to know about your business?
    This session will focus on how to best prepare for reinsurers to properly evaluate your book of business and the transferred risk. Participants will gain a better understanding of the role catastrophe models have in the insurance marketplace and the types of information they should be collecting about their exposures to increase the accuracy of the models. This session will also cover the background for changes in frequency using a forward-looking view trend-line perspective and provide insight on primary and secondary buidling characteristics.

    Don Endress, Senior Director, Personal Lines Industry Practice Lead
    RMS
    Peoria, Ill.

10:30 - 11:30 a.m.

Concurrent Sessions

  1. Marketing: Changing Business Models
    Who's your customer - the policyholder or the agent? In reality, both! Like it or not, the competition is shaping consumer expectations. Today's growth was yesterday's customer for some other company, and they may have a very different business model, and a very different way of serving customers. You may believe your agent is your primary customer, but your new policyholder may have been with a "1-800 company" or a "virtual insurer" and wants to deal directly with the company. This session will explore the challenges consumer expectations are creating for companies and agents, and some ways of meeting those challenges.

    Mary Eisenhart, Consultant
    Agency Management Resource Group
    Portland, Ore.
  2. Underwriting Predictive Modeling
    This session will discuss the key market drivers for increased utilization of business intelligence and predictive analytics, overview how carriers are utlizing them, and outline the crucial components for successful execution of business intelligence stratefies in a competitive market.

    Mark Gorman, Strategic Research Advisor
    Towesr Perrin
    St. Paul, Minn.

11:30 a.m.

Meeting Adjourned

Posted: Tuesday, December 12, 2006 12:00:00 AM. Modified: Friday, March 30, 2007 1:08:26 PM.

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