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NAMIC Online Fundamentals Training

Event Contact

Julie Motyka

Julie Motyka
Registration & Housing Coordinator

Stephanie Guagliardo

Stephanie Guagliardo
Sr. Meeting Coordinator

General Information

NAMIC invites you to lunch once a month to participate in important, timely webinars in the Lunch & Learn Webinar Series. Webinar topics focus on governance issues, operational challenges, and leadership development.

Target Audience

We specifically develop our educational programming with our members in mind. NAMIC is comprised of a diverse membership and there are a variety of events to meet your needs.

  • Company managers

  • HR managers

  • Operations managers

  • Senior executives

  • CEOs

  • Board of directors







Registration Fees

Member: $55
Non-member: $80

Webinar Log-in and Instructions:

You will receive a detailed e-mail with log-in information and instructions one week, one day and one hour in advance of the webinar. If you have any questions regarding the log-in and instructions, please e-mail or call (800) 336-2642 ext. 1025.


Please notify NAMIC if you are unable to participate. Please forward all cancellation notifications to or fax to (317) 876-6213. All registration cancellations and transfers MUST be made in writing. Cancellations received 24 hours prior to the scheduled webinar will be charged a $10 processing fee. Refunds will be issued within 15 business days after receipt of the cancellation notice. No refunds are available within 24 hours of the scheduled webinar, so please plan accordingly. You may substitute a participant at no additional charge. Please forward all requests to or fax (317) 876-6213.


You will receive a detailed e-mail confirmation upon successful completion of the registration process for this event; please make sure to enter a valid e-mail address on the registration form. If you have any questions regarding your registration, please e-mail or call (800) 336-2642.


Several people from my company wish to view the webinar. Do all of them need to be registered?
The member and non-member rates for each webinar are considered a “site fee.” The registration provides a single log-in for the webinar. If your staff is viewing the webinar in a single space, such as a conference room, only one registration needs to be submitted for the webinar. Alternately, if your staff will be viewing the webinars from separate computers, a separate registration must be submitted for each person. Each unique registration provides a unique log-in for the webinar.

If you have any questions regarding your registration, e-mail or call (800) 336-2642, ext. 1061. If you have any questions regarding the webinar, e-mail or call (800) 336-2642 ext. 1025.

Additional Confirmation Info:

Log-in Instructions
You will receive a separate e-mail from NAMIC Webinars prior to the webinar providing your unique log-in information/link. Please do not forward your log in information/link to other attendees. Log-in information will only work for a single registrant. If you need to make changes to the email address, send corrections to

Test Your System
To avoid issues in connecting to the webinar, please use the following link to test your system prior to the upcoming webinar:

Upcoming Webinars

April 30, 2014 | 12:30 p.m. EDT | $55 Members; $80 Non-member

Linking Strategy to Execution

NAMIC invites you to join us for a webinar designed to benefit your company’s strategic planning process. Wanda Jackson, underwriting supervisor for personal lines of BinTech Partners, Inc., will provide attendees with tips for capitalizing on your unique niche as a company and a template for implementing and evaluating the success of your strategic plan. Product development, marketing, underwriting, and operations staff should make plans to join us for this informative webinar in advance of the summer strategic planning season.

Within this session, webinar participants will learn to identify their unique niche as a company, and how to translate those competitive differences into strategic initiatives. Additionally, webinar participants will learn how to evaluate the success of their strategic planning and make projections for the future.

During the hour, attendees will:

  • Gain a specific method for implementation of a strategic plan by means of a template; and

  • Gain the ability to gauge the effectiveness of the strategic plan.

Wanda Jackson

Wanda Jackson
Underwriting Supervisor, Personal Lines
BinTech Partners, Inc.
Metairie, La.

May 6, 2014 | 12:30 p.m. EDT | $55 Members; $80 Non-member

Becoming the Carrier of Choice by Automating Loss Histories

In the pursuit for improved performance in commercial property/casualty insurance, carriers aim to create a complete picture of each proposed insured’s loss history. One of the key stumbling blocks to achieving this is the need to manually collect and review loss runs from the insured’s prior carriers. The process is inefficient and labor-intensive, and the results are often insufficient for disciplined, informed underwriting.

Carriers can simplify their quoting process by automating loss runs with a contributory loss history database. A contributory loss history database is a centralized repository of data where every contributor receives real-time access to the industrywide dataset. It can enable carriers to:

  • Reduce underwriting expenses;

  • Discover growth opportunities;

  • Improve risk selection; and

  • Increase customer satisfaction.

This webinar will explore these benefits in detail and show how a commercial insurer was able to attain them and simplify its quoting process by participating in a contributory loss history database.

Deke Phillips

Deke Phillips
Director, Commercial Insurance Solutions
Alpharetta, Ga.

May 14, 2014 | 12:30 p.m. EDT | $55 Members; $80 Non-member

Core System Replacement: How to Plan for Success

You’ve made the decision to invest in new core systems. Now you must plan for success – from implementation and beyond.

Join Peter Moreau, senior vice president and chief information officer of market-leading Amica Mutual Insurance Company, as he shares his experiences in replacing Amica’s core systems with a common platform. Highlights will include business drivers, project overviews, and resulting benefits.

Attend this session to:

  • Learn about the drivers behind mutual insurers’ core system replacement strategies;

  • Discover key objectives and considerations across all areas of the company (e.g. organizational, customer service, etc.); and

  • Hear about Amica’s challenges and how the company overcame them to achieve success.

James McCully

James McCully
Product Marketing Manager
Toronto, Canada

Peter Moreau

Peter Moreau
Senior Vice President & Chief Information Officer
Amica Mutual Insurance Company
Providence, R.I.

June 11, 2014 | 12:30 p.m. EDT | $55 Members; $80 Non-member

Analytics-Driven Rating and Underwriting: Small- and Medium-Sized Company Considerations

Is your company looking to make greater use of predictive analytics in rate setting, but is worried that a small data volume will lead to ineffectiveness? In NAMIC’s upcoming webinar, Roosevelt Mosley, principal and consulting actuary at Pinnacle Actuarial Resources, will share his insights on how small- and mid-size companies can use predictive analytics and how they can enjoy some advantages not shared by larger companies.

Larger companies have embraced the idea of a broader use of predictive analytics and have the volume of needed to produce credible results. Small- and medium-sized companies are using predictive analytics as well, but they have concerns about not having the data volume of their larger competitors. This webinar will discuss why predictive analytics have become more important for small- and medium-sized insurers and how these insurers address some of the unique issues they face when implementing predictive analytics. The webinar will also discuss the unique advantages enjoyed by small- and medium-sized companies when applying predictive analytics to rating and underwriting.

Analytics applications to be discussed will include:

  • Rating-plan development;

  • Vehicle classification;

  • Territory definition development;

  • Straight-through processing;

  • Usage-based insurance;

  • Price optimization; and

  • Competitive positioning.

Roosevelt Mosley
Principal and Consulting Actuary
Pinnacle Actuarial Resources
Bloomington, Ill.

July 30, 2014 | 12:30 p.m. EDT | $55 Members; $80 Non-member

Discovering Superior Small Business Risks

Of the approximately 32 million businesses in the United States, about 89 percent have fewer than five employees. As commercial property/casualty insurance carriers continue to seek ways to better capitalize on this vast market, leveraging the types of data that are the most predictive for the businesses they are underwriting is of critical importance. Generally, that means using commercial credit data from one of the major commercial credit rating bureaus. However, when starting a business, owners tend to use their own personal credit sources. Additionally, commercial credit scores are designed to predict financial rather than insurance risk. These factors can cause potentially inaccurate evaluations of a risk’s loss propensity.

In order to obtain a more complete view of the risk, several different types of data, including business demographics and business owner data such as personal credit and claims, need to be considered in addition to commercial credit.

This webinar will explore how, when used together, these types of data allow for better risk predictability. Examples where this approach is used to find profitable niches will also be discussed.

Mathew Stordy
Director, Commercial Insurance Solutions
Alpharetta, Ga.

August 28, 2014 | 12:30 p.m. EDT | $55 Members; $80 Non-member

Developments in Investment Management for Insurers

Choosing the right investment strategy can be a challenge for any company. With so many factors currently impacting the market, it can be difficult to determine what should take priority. If you are looking for some pointers to help develop your company’s future investment plans, join NAMIC for an upcoming webinar featuring Antonio Caxide, chief investment officer at Hamilton Capital Management. In this webinar, you will learn why some of the conventional wisdom regarding investing might actually be wrong and what you can do develop an evolving framework for moving forward.

Buy-and-hold has been an industry practice for decades, but the financial markets’ experience the last 10 to15 years – with two large stock market drops, a possible change in the direction of interest rates, and significant volatility, all in an unprecedented environment of regulatory change – raises questions as to whether this strategy is effective. This webinar will explore why buy-and-hold did not generate the promised results, what some alternative strategies might be, and how they can be implemented.

During this webinar, attendees will:

  • Understand a discipline to better understand expensive and attractively priced markets;

  • Apply that discipline in the current environment and describe how a portfolio might be designed to reflect that assessment; and

  • Learn how a company can manage and even reduce risk to its surplus level and volatility by gaining experience to such an approach.

Antonio Caxide

Antonio Caxide
Chief Investment Officer
Hamilton Capital Management, Inc.
Columbus, Ohio

October 14, 2014 | 12:30 p.m. EDT | $55 Members; $80 Non-member

The Secret Weapon - Geospatial Intelligence

Given recent macroeconomic challenges and the current low-interest-rate environment, the pressure is on insurers to focus on underwriting profitability. In line with this goal, the industry’s appetite for more granular exposure management, in large part driven by climate change, is increasing. Advances in location intelligence, as well as other technologies such as cloud and big data, present insurers with the opportunity to rethink their businesses and processes and set themselves up for long-term sustainable growth and profitability.

Attend this session to learn how to turn geospatial intelligence into a competitive advantage by:

  • Improving risk selection;

  • Reducing exposure to perils and accumulations;

  • Increasing overall underwriting profitability and performance;

  • Driving business growth and increasing addressable market; and

  • Delivering fast, efficient, proactive customer service.

David Day
Vertical Account Manager
Alpharetta, Ga.

Sponsorship Opportunities

Interested in reaching our members? Consider partnering with NAMIC through our educational events. Our sponsors are critical to keeping registration costs at a minimum for member companies. We have carefully crafted sponsorships to help you gain exposure and target your audience. Several options are available for your consideration and we are happy to create something unique to meet your needs.

For more information, contact Aaron Lifford, Sponsorship & Advertising Specialist at (800) 336-2642, ext. 1055 or at If you would like to learn more about NAMIC's sponsorship and advertising program, please click here.












Improving Commercial Auto Performance with Driver Based Rating
April 15, 2014 | 12:30 p.m. EDT

Linking Strategy to Execution
April 30, 2014 | 12:30 p.m. EDT

Becoming the Carrier of Choice by Automating Loss Histories
May 6, 2014 | 12:30 p.m. EDT

Core System Replacement: How to Plan for Success
May 14, 2014 | 12:30 p.m. EDT

Analytics-Driven Rating and Underwriting: Small- and Medium-Sized Company Considerations
June 11, 2014 | 12:30 p.m. EDT

Discovering Superior Small Business Risks
July 30, 2014 | 12:30 p.m. EDT

Developments in Investment Management for Insurers
August 28, 2014 | 12:30 p.m. EDT

The Secret Weapon - Geospatial Intelligence
October 14, 2014 | 12:30 p.m. EDT







Posted: Tuesday, March 05, 2013 1:51:11 PM. Modified: Monday, April 21, 2014 11:45:42 AM.

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

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