Apr 15 - 17, 2019 | Chicago, Ill.


Monday, April 15
7:00 a.m. – 6:00 p.m.

Event Information Desk: Registration — Grand Ballroom Foyer

7:00 a.m. – 12:30 p.m.

Optional Workshop: Experiential Learning at Underwriters Laboratories
Tour and Lunch — Departs from Hotel Entrance
Electrify your event experience with this behind-the-scenes tour at Underwriters Laboratories. Take an inside look at UL's headquarters and get up close and personal with the fire protection engineering facility and new electrical testing lab. This hands-on, interactive tour will shed insight on UL's testing process and allow you to experience live testing while learning how UL's work can be used in the insurance industry. After the tour, enjoy lunch at Eataly Chicago, the Windy City branch of the world’s largest artisanal Italian food and wine marketplace. If you’re up for engaging on-site learning, plus Chicago’s favorite for authentic Italian fare, you won't want to miss this event. The cost of this activity is $90 and includes transportation, light snacks on the motor coach, the tour at UL, and lunch at Eataly.

1:00 - 6:30 p.m.

Solutions Showcase — Grand Ballroom Foyer
Don’t miss out on your opportunity to take advantage of our Solutions Showcase. This invaluable marketplace lets you connect with service providers and industry solutions experts.

1:00 - 2:45 p.m.

NAMIC Welcome and Keynote Address: Harness the Power of Happiness
Is it time to increase your team’s productivity by 25 percent and get happy? Brad Montgomery will explain in an energetic and humorous way the new science behind the value of happiness at work. Not only does happiness feel good, it has a direct business payoff. Happy people outperform their unhappy peers in nearly every measurable business metric. Get ready to laugh and learn how to handle your own happiness.

Brad Montgomery, CSP | Keynote Speaker
Brad Montgomery Productions

2:45 - 3:05 p.m.

Munch and Mingle
Grab a quick snack and chat with your peers or take a few minutes to relax before the next session.

3:05 - 4:35 p.m.

General Session — Connected Home Trends: Will Smart Homes Make Us Smarter?
Information is more accessible than ever now that most people have computers in their pockets, and connectivity can be added to everyday things at reasonable rates, so we find ourselves adding capabilities to devices that have often been unloved and forgotten in our homes. But the smart home still faces barriers to adoption through concerns about privacy, security, utility, and the wrong ecosystem choice. As our society crosses the chasm from early adopters to the mass market there are roles for service providers to play—whether for education, installation, engagement, or ongoing support. In this session, we’ll discuss the implications – good and bad – of smart-home technology as it applies to our industry and will look at ways smart-home hardware and services help insurers navigate the transition from being reactive to proactive.

Christina Cragholm
Product Business Development for Google Hardware

4:35 - 5:00 p.m.

Ignite Bonus Session

5:00 - 6:00 p.m.

Cocktails and Connections
Shaken or stirred, rocks or neat, you’re sure to find a drink — and a conversation — to enjoy. Use this opportunity to maximize your seminar experience while eating, drinking, and getting to know your fellow personal lines professionals.

Tuesday, April 16
7:00 a.m. - 4:00 p.m.

Event Information Desk - Grand Ballroom Foyer

7:30 - 8:30 a.m.

Croissants and Conversations - Explore
Pick up a pastry and enjoy this casual breakfast buffet. Get caffeinated and prepare for the day ahead while you connect with fellow attendees.

8:00 a.m. - 4:15 p.m.

Sponsor Showcase

8:30 - 9:15 a.m.

Educational Sessions

  1. Digital Detective: Making Inspections a Seamless Part of Your Customers’ Experience
    Advances in technology have opened the door for digital loss control to provide a full spectrum of inspection options at every phase in the policy life cycle. No longer are inspections one and done. Today, they can be used as sales tools prior to submitting a quote, or they can serve as important touchpoints to connect with policyholders throughout the year. Inspections, including self-service, call-center-guided, agent-guided, mobile-powered field force, and chatbots, now comprise a robust menu of options to reach policyholders. Artificial intelligence is here and it’s time to begin integrating it into the policyholders’ and underwriters’ experiences.

    Jim Gardner

  2. 3D Printing and Disruptive Technology — Are You Ready?
    The future is now — is your company prepared? In this session, you’ll learn the latest developments in 3D printing, the internet of things, and other disruptive technologies. Innovation is marching ahead of the legal and insurance industries, and it’s time for us to catch up. We’ll guide you in creating an annual checkup you can use to evaluate these risks and learn how to stay ahead of the next nascent technology. Whether you think of yourself as a tech junkie or you’re still playing your old LPs, this will be a fun and enlightening session about some big changes coming to our industry.

    Jura C. Zibas
    Wilson Elser

  3. Disrupting Distracted-Driving Behavior
    The statistics are frightening. Distracted drivers injure more than 1,000 Americans every day, and the risk continues to grow. Consumers, insurers, and manufacturers are increasingly aware of the epidemic, but they often lack adequate tools to combat it. Join us while we explore the psychological factors that make distracted-driving habits so difficult to change and the data-driven approaches that may help stop it.

    Gina Minick
    Director of Product
    Insurance Solutions

    Sam Srinivas
    UX Design, Insurance Solutions

  4. Insurance by Design: Customer-Centric Product Development
    Imagine having the ability to identify consumer related challenges before developing a product. In this session, you will be introduced to the theory-driven and qualitative approaches behavioral scientists use to inform product design and learn to identify potential problems with products before you’ve collected any data. Together, we’ll work through a case study, so you can practice applying these skills to a real insurance example.

    Allison Varley Lee, Ph.D.
    Behavioral Research Consultant
    Swiss Re

  5. Idea Lab — The 10 Commandments of Communication
    Thou shalt not be misunderstood. Join us as we take a look at some of the finer points of effective communication, from paying attention to non-verbal cues, to accepting feedback and tough messages. In this session, we’ll give you an overview of the 10 most- essential elements of good communication and how you can incorporate them in the workplace and at home.

    Ted Schick
    Schick Corporate Learning

9:15 - 9:30 a.m.

Munch and Mingle
Beat the mid-morning munchies with a snack during a quick break before getting back to the action.

9:30 - 10:15 a.m.

Educational Sessions

  1. What the Hail is Going On?
    All puns aside, our industry has seen a dramatic increase in hail claims the last several years. What’s causing this hail-pocalypse? In this session, we’ll take a closer look at the reasons for the increase in claims, some of the common issues that arise when handling hail claims, and what can be done during the underwriting and sales processes to address these issues smoothly and effectively.

    Steven Badger
    Attorney/Senior Partner
    Zelle LLP

  2. The Rise of Insurtech: Proactive Underwriting, Artificial Intelligence and Predictive Learning
    Get an up-close look at the trends fueling the insurtech revolution in everything from customer experience to underwriting, claims handling, and reinsurance. In this session, we’ll take an in-depth look at Hippo Insurance, one of the companies providing modern coverage for connected consumers and how their using artificial intelligence to streamline the underwriting process to mitigate and manage risk while enhancing their customers experience.

    Rick McCathron, CPCU, CIC
    Chief Insurance Officer
    Hippo Insurance

  3. Emerging Liability Coverage and Exposures
    Technology and big data are disrupting nearly everything we do. From artificial intelligence to autonomous vehicles and drones, these advancements can help improve efficiency and safety, but they are not without risk. At the same time, the sharing economy is creating new opportunities for policyholders. However, this trend has created a lack of clarity about when coverages begin and end and who is responsible for what liability while also presenting new challenges for the insurance industry and regulators. This session will explore liability issues and questions in these continuously evolving landscapes.

    Tom Karol
    Federal Affairs Counsel

  4. The Key to Connecting With Other Generations
    No matter our ages, we’re more alike than we think. Of course, there are differences in the way traditionalists, baby boomers, gen Xers, millennials, and gen Z grew up, but there are fewer disparities than we’ve been led to believe. This session covers the listed generations and busts several myths about each. While many alleged differences can be chalked up to life stages or societal trends, we’ll learn why it’s important to exercise caution against relying on generational stereotypes. Attendees will leave the session with an understanding of the importance of individualizing their approach as well as tips and tricks to improve communication, engagement, and retention.

    Lauren Weivoda
    Senior Human Capital Strategist

  5. Idea Lab — Implementing Successful Change
    There’s an old Navy saying that goes something like, “When the elephants dance, the grass must pay.” Too often, the responsibility for dealing with change lies squarely on the shoulders of those who stand on the front lines. Embracing change must happen at the individual level, but it is up to a company’s leaders to create that mindset. In this session, we’ll look at why people too often resist change, along with 11 steps to effective change management that will facilitate a smooth transition, no matter the size of the organizational change.

    Ted Schick
    Schick Corporate Learning

10:15 - 10:45 a.m.

Munch and Mingle
Beat the mid-morning munchies with a snack during a quick break before getting back to the action.

10:45 - 11:30 a.m.

Educational Sessions

  1. Catastrophe: What are the Real Numbers?
    When disaster strikes, it is all-consuming to those at ground zero. But what are the actual statistics and facts surrounding natural catastrophes? In this session, you’ll learn about major events such as wind, flood, fire, and other FEMA-declared disasters. The National Insurance Crime Bureau’s response to catastrophes will also be discussed, along with fraud statistics and important facts to help you manage these risks.

    Aaron Soline, MBA, CFE, CIFA
    Director, Data Analytics
    National Insurance Crime Bureau

    Joel McCloskey, MPA, CFE, ACFE
    Analyst Manager
    National Insurance Crime Bureau

  2. High Time You Got Up to Speed on Cannabis Exposures
    The full risks of cannabis are still unknown, but the time to act is now. Medical marijuana has been legalized in areas across the country, and recreational marijuana use is on the rise as popular opinion of the drug shifts. With a growing number of Americans openly identifying as active marijuana users, the personal lines risks for the insurance industry deepen. In this session, we’ll examine some of the current risks, and delve into those that might make themselves known in the future.

    Hannah Smith J.D.
    Insurance Editor
    ALM Media, LLC

  3. Connecting With Your Agents
    Underwriters and agents want the same thing — to write profitable business as easily and efficiently as possible. Join this fast-paced session that will teach you the six strategies to help build strong agent relationships and provide you with four techniques that build underwriter credibility, accountability, and trust.

    Emily Huling, CIC, CMC, CSP
    Selling Strategies, Inc.

  4. Insuring Unusual Owner Entities (Family Trusts, LLCs, LLPs)
    Transferring ownership of personal assets to legal entities such as family trusts, limited liability corporations, or limited liability partnerships can result in sticky situations for agents and underwriters. In this session, you’ll hear personal experiences and anecdotes about handling the unintended consequences that arise from insurance related to the transferred ownership of personal assets to an entity. This session will also address the property and liability issues that arise from entity-owned personal assets.

    Timothy O’Brien
    Senior Vice President, Property/Casualty
    Assurex Global

  5. Idea Lab — To Focus on Your Strengths or Not? That is the Question
    It’s important to play to your strengths. But when does that become a weakness? A strengths-based approach suggests people focus on what they’re good at. It tells managers, “Don’t try to change people; don’t harp on their weaknesses; accept people for who they are and put them in roles that align with their natural strengths.” On the surface, a strengths-based approach sounds great, but its dark side is that it assumes people cannot change. This presentation covers new research that indicates personality traits are not as stable as once thought, identifies factors that influence change, describes consequences of overusing our strengths and ignoring our weaknesses, and provides tips how to achieve change and, subsequently, growth.

    Lauren Weivoda
    Senior Human Capital Strategist

11:30 a.m. - 1:00 p.m.

Lunch - Explore
Power up for the afternoon ahead with a hot lunch buffet. While you’re there, connect with fellow attendees and relax during this extended break.

1:00 - 1:45 p.m.

Educational Sessions

  1. Improving Sales and Retention With Behavioral Economics
    There’s so much more to what your customers do than what you see on the surface. What drives their actions, and how can you harness that knowledge to your benefit? Would you like to improve sales or retention? What do you have in your toolkit to help you do that? Understanding the nuances of behavioral economics is a great start to effect positive change in consumer behavior. In this session, you will be introduced to the methods that behavioral scientists use to identify potential problems in the customer journey, select and design solutions, and measure the impacts on customer behavior. We'll work through a case study to practice applying these skills.

    Allison Varley Lee, Ph.D.
    Behavioral Research Consultant
    Swiss Re

  2. Realtime Risks: Insuring the On-Demand Economy
    The sharing economy has provided opportunities for companies to provide or share access to goods and services via online platforms that align with consumers’ increasing preference to own less “stuff.” Alongside the sharing economy, we have also seen the birth of the gig economy, as individuals seek short-term or freelance work to meet the on-demand needs of organizations. In this session, we will explore how insurance companies are responding to the emerging opportunities in the market driven by the changing consumer expectation.

    Patrice Nolan
    Vice President, Research

  3. Back to the Basics: Reinsurance 101
    If you’re just getting started in the industry or need a little reinsurance refresher, this is the session for you. Attendees will learn to understand the similarities and differences between insurance and reinsurance, the purposes of reinsurance, the impact of a reinsurance transaction on an insurance company’s bottom line, the forms and types of reinsurance, and the marketing process. This is your one-stop shop for reinsurance basics.

    Marsha Cohen, CPCU, ARe
    Senior Vice President and Director of Education
    Reinsurance Association of America

  4. Purpose & Profit: Building an Employee Focused Company Culture
    Company culture is the new tipping point in profitability if your organization is doing it right. Join us for this session to review a number of current studies on corporate culture, then explore three companies — Southwest Airlines, Disney, and Chick-fil-A — that are recognized for corporate cultures that have propelled them to become coveted employers. We will then discuss the practical aspects of creating outstanding cultures using case-studies to discover how the methodology they employed resulted in extreme profitability.

    Bill Wheeler
    Founder and President
    Wheeler Consulting Group LLC

  5. Idea Lab — Designing and Delivering Compelling and Charismatic Presentations
    When it comes to delivering an effective presentation, three key elements will influence your success – a clear message, an engaging delivery, and a convincing call to action. This session will explore how to design and deliver a charismatic and compelling presentation that uses each element. You will be invited to review the key elements, practice a few ideas, and commit to trying one idea for the next 30 days with a goal of learning and growth.

    Bruce deJong, CPCU, ARM, AIC
    Director of Talent Management, Learning, and Leadership Development
    Mutual of Enumclaw Insurance Company

1:45 - 2:00 p.m.

Munch and Mingle
Grab a quick snack and chat with your peers or take a few minutes to relax before the next session.

2:00 - 2:45 p.m.

Educational Sessions

  1. Getting the Roof Right: Handling Roofing Hazards
    Approximately 80 percent of residential roofs are being installed with asphalt shingles in the United States. It’s important to understand the facts about properly installed and maintained asphalt shingles. The Insurance Institute for Business & Home Safety focuses on the FORTIFIED, or code-plus approach, which mitigates against common damages resulting from wind, wind-driven rain, wildfire, and hail. During this session, we will discuss weather-related roof damage and how roofs can be FORTIFIED to mitigate those risks.

    Carolyn Stansell
    Research Project Engineer
    Insurance Institute for Business & Home Safety

  2. What is Blockchain and Why Should I Care? — Part 1
    A new social-interaction paradigm is driving different consumer needs and expectations. The nature of risk is changing, and the insurance ecosystem is transforming, with an acceleration in insurtech as new and old players invest heavily in new technology. Among them is blockchain. If you’re looking for a Blockchain 101, this session will explain what blockchain is — and isn’t — and why it is radically different from other technologies. We will discuss the new business models it enables and how this is impacting the insurance industry.

    Magdalena Ramada
    Director, Insurance Consulting and Technology
    Willis Towers Watson

  3. Tech Tools to Help Connect with Customer
    There’s more to marketing than social media and email – at the heart of it all are the people who make your business a success. Relationship-focused marketing is a growing trend that addresses new client acquisition, client delight, and client retention. Join us in this session as we discuss all three phases of an effective relationship-driven marketing approach and how technology and apps can set you up for streamlined success. You’re sure to leave with numerous takeaways on operating a people-first marketing strategy along with ways to use smart data, artificial intelligence, chat bots, and more.

    Rachel Cogar Yeakley
    Chief Executive Officer
    Puma Creative

  4. Filling Up Your Insurtech Toolbox
    Your insurance toolbox is about to become a lot more crowded. Currently, a large sector of innovative developments within the insurance industry, including the quoting, servicing, and claims processes, is focused on improving the customer experience. The products being developed to aid in these processes will soon find their way to your toolkit, and it’s important you’re prepared and ready to use them effectively. In this session, we’ll identify and explore the value these digital trends can bring to mutual insurance companies and their customers, the latest tech focus areas, the key startups focused in these areas, and the benefits to insurers of partnering with these startups.

    Bob Mozeika
    U.S. Innovation Executive
    Munich Re

  5. Idea Lab — Improving Personal Productivity: The Secret Sauce for Success
    What’s the recipe for getting more done in less time? A dash of motivation and a pinch of productivity are a good start, but there’s more to effective time management than simply squeezing more hours out of the day. In fact, you’ve likely noticed that when you have too much time, nothing gets done. In this lively and interactive session, you’ll learn how you can be more productive every day. This presentation will give you actionable tips you can use immediately. We will discuss how to find hidden time in your day and how to prioritize tasks so you’re always doing the right things first. We’ll also discuss ways you can stay on track and avoid getting overwhelmed. Accomplish more by working smarter, not harder. It all starts here.

    Catherine Morgan
    Point A to Point B Transitions Inc.

2:45 - 3:00 p.m.

Munch and Mingle
Grab a quick snack and chat with your peers or take a few minutes to relax before the next session.

3:00 - 3:45 p.m.

Educational Sessions

  1. Farm Coverage: When Does Personal Farming Become Commercial Farming?
    When does a tomato stop being just a tomato and become a business? It happens when that tomato is no longer used in family dinner recipes and is instead turned into salsa sold at a farmer’s market. In this session, we’ll look at the seemingly minor ways a family farm can make the leap to commercial farming and how that leap changes risks and influences the farmowners’ coverage needs. Join us to learn how to effectively mitigate risks and guide clients through this journey.

    Jeanna Lemaster, AFIS, CIC
    Farm Underwriting Manager
    Indiana Farmers Insurance

  2. Navigating the Blockchain Hype and Finding the Right Use — Part 2
    Building on the session “What is Blockchain and Why Should I Care,” this session will discuss current use cases and existing insurance products/pilots and proofs of concept developed based on blockchain technology, as well as other blockchain applications that may impact the insurance industry in the future. It will outline threats and opportunities being generated for the industry by this ecosystem, discuss how to navigate it, and find the right cases for your business. It will also discuss the risks being introduced by this technology and how to assess their insurability.

    Magdalena Ramada
    Director, Insurance Consulting and Technology
    Willis Towers Watson

  3. Cybersecurity Threat Trends: Internet Crime From the Front Lines
    Criminals are constantly finding ways to exploit weaknesses in the internet, computer systems and security measures that lead to data theft, cyberattacks, ransomware threats, and other malware infestation. These events are daily occurrences and often in the news. The purpose of this presentation is to highlight events from the front-line experiences of the FBI’s Cyber Task Force. The presentation will build awareness of the cyber threats through internet crime statistics and review of actual internet crime events and internet crime trends.

    Member of the FBI’s Cyber Task Force
    Chicago, Ill.

  4. Technology and the Law: Emerging Technology Trends and Personal Lines Liability
    For better or worse, technology is now relied upon by nearly every citizen. In order to offer appropriate protections, we must understand every facet of the coming trends and the ways they will impact our industry. The proliferation of technology, the use of social media, and the interconnectivity of technology create new exposures for the average homeowner. In this session, we’ll look at the potential liabilities as these three featured technology trends continue to emerge and develop. How will these trends shape customers’ expectations for personal insurance and their insurance relationship? Join us to find out.

    Alan Wernick
    Wernick & Associates, LTD

  5. Idea Lab — How to Facilitate a Productive Meeting
    Meetings are critical parts of doing business. We’ve all attended meetings that went well, and we’ve all been in meetings that went off the rails. In this session, we’ll cover helpful ways to prepare for and structure meetings, techniques for getting meetings back on topic, and polite but effective ways to use a “parking lot” for issues that are outside of the meeting’s scope. That way you can focus on what matters and get back to doing what needs to be done.

    Catherine Morgan
    Point A to Point B Transitions Inc.

5:00 - 7:15 p.m.

Optional Activity — SPiN Ping Pong Happy Hour
Ping pong skills are not required for you to enjoy this unique happy hour experience. SPiN is a popular ping pong social club opened by celebrity Susan Sarandon in the River North area in early 2016. Just a short walk across the river from the hotel, you will find an underground 16,000-square-foot sprawling lounge with walls covered in graffiti art from local Chicago artists. This happy hour will be the perfect opportunity to unwind with fellow attendees and make connections before venturing out for dinner. The cost of this activity is $60 and includes heavy hors d'oeuvres, one drink ticket for craft beer or wine, and private ping pong courts.

5:15 - 7:15 p.m.

Optional Activity — Chicago's Original Architecture Tour® Boat Tour
If history and art are your speed, unwind and relax with other attendees while taking in the stunning architectural sights of Chicago. During this 75-minute cruise, you’ll enjoy an expert-narrated boat ride while learning about 130 years of events, landmarks, and architecture that made Chicago the city it is today. Participants will meet in the hotel lobby at 5:15 p.m. and walk four blocks to the boat dock. With modern covered boats, tours depart rain or shine. Space is limited, so be sure to add this activity to your registration today. The cost is $25.

Wednesday, April 17
7:00 - 11:00 a.m.

Event Information Desk - Grand Ballroom Foyer

7:00 - 8:00 a.m.

Fuel and Friends Breakfast - Explore
Start your day the right way. Enjoy a light breakfast buffet, grab a cup of joe, and take a few minutes to connect with fellow attendees.

8:00 - 11:00 a.m.

Solutions Showcase

8:00 - 9:30 a.m.

Peer-to-Peer Learning | Roundtable Discussions
The best teachers are often those who are walking in your shoes. Roundtable discussions give you opportunities to join other personal lines professionals to share knowledge, trade tips, and offer advice. The session will include interactive, engaging discussions focused on industry changes and emerging issues that allow you to talk about what you and your peers are facing and what you can learn from each other’s successes and challenges.

9:30 - 9:45 a.m.

Munch and Mingle — Grand Ballroom Foyer
Beat the mid-morning munchies with a snack and a quick break before getting back to the action.

9:45 - 11:00 a.m.

Closing General Session — Critical Thinking: You Got This
Mental fog happens to the best of us. We get overworked, overwhelmed, and our ability to make decisions quickly and effectively is suddenly compromised. Shake off the brain fog and get back on top. In our closing session, you’ll be guided to the starting point for a developmental journey to gain skills, clarity, and mental stamina to improve your ability to effectively solve problems. We’ll tell you how to think clearly and stay sharp in any environment and any situation, so you’ll be ready to act with confidence and certainty.

Bruce deJong CPCU, ARM, AIC
Director of Talent Management, Learning and Leadership Development
Mutual of Enumclaw Insurance Company

11:00 a.m.

Seminar Concludes


Julie Bacher
Customer Service Coordinator