Items filtered by date: November 2011
August 2018

Summit Industry Speaker

Patrick G. Ryan
Founder, Chairman & CEO
Ryan Specialty Group

October 22  |  4:00pm

A widely respected entrepreneur and global insurance leader, Patrick G. Ryan formed Ryan Specialty Group, LLC (RSG) in 2010. RSG is an international holding company specializing in wholesale brokerage, insurance underwriting managers and other specialty services to brokers, agents and insurers. Prior to launching RSG, Mr. Ryan founded Aon Corporation and served as its Chairman and CEO for 41 years. See full bio.

 Sponsored by: 

 

 

 


  TMPAA Charities Networking Golf

Sunday, October 21 at 1:00pm

Unlike other golf events, pairings in this tournament are made to maximize the networking opportunities among carriers, program administrators and service providers. Participants must also be registered to attend the Summit. 

Click here to access the Networking Golf Registration.  

Proceeds are the primary funding source for TMPAA Charities

Golf sponsorships also support TMPAA Charities. Consider sponsoring a golf hole. Contact Ray Scotto for more information. 

Main Tournament Sponsor:


 

 


Apply for a London Learning Experience

6th Annual Tysers Trophy to be
awarded at TMPAA Summit

Tysers, working with the TMPAA, is proud to sponsor the 6th Annual “Targeting Talent Trophy” which looks to provide a selected individual, from a Program Administrator member of the Association, the opportunity to travel to London for a 10 day educational assignment during the spring of 2019.

The selected applicant will leave London with a comprehensive understanding of how Program Business is transacted in the London market, spending time with the Tysers’ broking team and various Lloyd’s syndicates. There will be a focus on all aspects of transacting Program Business in London from client introduction through placement to accounting and claims. 

Click here for more information and application.

 


The Performance Experience

Past TMPAA speaker, retired Navy SEAL Coleman Ruiz, presents "The Performance Experience"– a 2-day executive training and education experience– in Annapolis, MD, September 20-21. 

A personal note to TMPAA members

Members receive a 20% discount on registration.

REGISTER TODAY!

REGISTER TODAY!

Program business professionals are meeting in Scottsdale, AZ, October 22-24. Position yourself to grow and improve your business by attending the 18th Annual Summit, providing access to 60+ program carriers, elite service providers, the London Markets, reinsurance support, program development and distribution resources and a myriad of networking opportunities.

Keynote Speaker: Jack Nicklaus


 

 


  9th Annual Charities Casino Night 

York Programs has again teamed up with TMPAA Charities for a unique networking event at the Summit. Join us for the 9th Annual Charities Casino Night-an exciting evening of casino games, with Black Jack, Roulette, Craps, a complimentary bar and cash prizes! Guests are welcome and non-casino games are available if you choose not to "gamble." All proceeds support York Cares and TMPAA Charities.

When:  October 23, 9-11:30 PM 
Where:  Northern Sky Terrace at the Westin Kierland Resort 
Cost:  $20 donation ($200 in “play money” chips)
RSVP:  Lisa Arguello,
lisa.arguello@yorkrsg.com


 

 

Service Provider Tours

In an effort to provide members with a clearer understanding of the services offered by our vendors, we are offering you an opportunity to participate in “Service Provider Tours” at the 18th Annual Summit. The Summit tours will take place in the Trade Show on Tuesday, October 23 and feature Outsourcing and Actuarial service providers.

Contact us today to participate in one, or both, tours - Actuarial at 2pm and Outsourcing at 3pm. 

 

 


 

Houlihan Lokey

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation, and strategic consulting. Houlihan Lokey’s Insurance Group combines its extensive industry relationships with its collective experience to offer a broad array of M&A, debt and equity capital markets, financial advisory, valuation, and financial restructuring services to the insurance industry. 

As a leading M&A advisor, we cover virtually every segment of the industry. Our comprehensive understanding of the industry’s financial, regulatory, and competitive dynamics helps us analyze a full range of strategic options, form mergers, acquisitions, and divestitures to capital raising and specialty transactions.

Contact: Arik Rashkes 
arashkes@hl.com

We will spotlight your company on request. Please email us

 

 

The Challenge of Climate Change and CAT Events
PODCAST


RECORDED AT MID-YEAR MEETING

There is little debate that the recent trend of weather events indicates that our global climate is changing, and no industry will experience greater impact by the long-term consequences posed by this phenomenon than insurance.  It is also true that the insurance industry could play a key role in managing climate risk and encourage that disaster resilient strategies be implemented.

In this podcast, BMS Senior Meteorologist Andrew Siffert, describes the current and future impact of climate change on the insurance industry and a panel of his BMS colleagues discuss how the (re)insurance market is reacting to the CAT events in 2017- i.e. market shifts, market impact, and capital market reaction.  
Listen now!


New Members

 

Program Administrators 

Mathison Insurance Partners, Inc.
Chris Mathison
cmathison@mathisonins.com
601-487-6145
www.mathisonins.com

Ponderosa Insurance Agency, LLC
Blake Johnson
bjohnson@ponderosainsurance.com
866-303-3990
www.ponderosainsurance.com

Profound Specialty Programs
Jared Mitilier
jmitilier@profoundspecialty.com
702-430-4500
www.profoundspecialty.com

ProWriters
Brian Thornton
brian.thornton@prowritersins.com
484-321-2342
www.prowritersins.com

Status Risk Underwriters, Inc.
Doug Gaudet
Doug.gaudet@stratusrisk.com
727-743-6441
www.stratusrisk.com
 

ZON Re-USA, LLC
W. Brian Harrigan
Brian.harrigan@zonre.com
203-446-8054
www.zonre.com

 

Service Providers

ESIS
Vickie Betancourt
Vickie.betancourt@esis.com
480-217-9695
www.esis.com 

Merlinos & Associates, Inc.
Mark Brannon
mbrannon@merlinosinc.com
678-684-4843
www.merlinosinc.com

 


Member News

Midlands Management Enters Oklahoma Marijuana Insurance Market


Lockton to Administer Attorney Protective Lawyer Program in the East

Rivera Named CEO of Tokio Marine HCC

New NAS Cyber Product Targets High Net Worth Individuals

Berkshire Hathaway GUARD Now Writing Accountants Professional Liability in Texas

QBE, AmWINS Launch E&O Coverage for Architects, Engineers, Design Businesses

Chicagoland’s Chatham Insurance Services Acquired by DOXA

Markel Corporation Announces Leadership Structure Changes

Gallagher Bassett Services Acquires New Jersey’s WCD Group

Read more stories and submit your news today!

 

TMPAA Members,

This is a one-of-a-kind event. Very important for me to note that this is NOT a boot camp. I’m bringing 7 PhD level specialists to teach each segment, with practical applications and tons of resources. This is a training and education event. Coincidentally, it’s also shaping up to be a killer network of attendees.

After working, operating, and practicing in this space for over 20 years I finally couldn’t take it anymore. No matter where I am or what I’m doing in business, life, etc. almost every conversation I have (if people are mildly interested in their overall performance) comes down to “how can I feel better, have more energy, balance my lifestyle so that I can perform my best in work and life in general.”

Companies and people spend an ungodly amount of money and time training and focusing on the tactics of their businesses. And they should! We need to. And we neglect or ignore - to an insane degree - the very “engine” of all performance: Us. The body and mind that drives all performance in the first place.

We all do it. I’m no exception. But we can do WAY better with some basic education and training on how our systems (physiology, cognition, rest, recovery) perform in general. And in what categories we can get outsized leverage.

The Performance Experience (TPE) is designed specifically for people like us, corporate and lifestyle athletes, in a certain stage of their career, and along a certain point in the arc of their lives. We’re not competing everyday in high school or college athletics. We’re not setting any land-speed records. We’re simply focused on our general health and wellness, and our performance in work and daily life. TPE on Sept 20/21 here in Annapolis will change the way you prepare and maintain your energy and physical wellness each day. It will change what you do with :20 minutes in the morning while in your hotel room while on travel.

In general, Day 1 will focus on Lifestyle Performance, Physical Performance, and Rest/Recovery/Injury prevention. Day 2 will cover Nutrition, Cognitive Performance, Stress Mitigation, and Sleep.

I’m psyched to have you join!

I’ve extended a 20% discount to all TMPAA members. Use discount code “TMPAA”.

The content and your access to resources during and after the event is incredible.

Get signed up here: https://tpe.work/product/the-performance-experience/. Again, use code “TMPAA” to claim your discount. Your fee covers everything! All you have to do is get yourself here!

Reach out to me directly with questions, and I look forward to having you!

Regards,
Coleman

cvruiz@gmail.com 
colemanruiz.com 
(m) (443) 462-8350

August 2, 2018 - American International Group Inc. announced that David H. McElroy will join the company as chief executive officer of Lexington Insurance Co. at a date to be determined.

August 1, 2018 - Alliant Insurance Services Inc. has named Andrew Oram vice president in its employee benefits group.

August 1, 2018 - Atlas General Insurance Services, LLC, a national multi-line program administrator, has added an exclusive new workers’ compensation insurance program with Accredited Surety & Casualty Co. Accredited recently expanded its insurance offerings to include workers’ compensation and selected Atlas as its exclusive program administrator nationwide.

August 1, 2018 - Beazley has launched a new consortium at Lloyd’s to bring increased capacity for wage & hour risks, expanding the choices available to U.S. organizations.

July 31, 2018 - Oklahoma City-based wholesale insurance broker and program manager, Midlands Management Corp., has introduced comprehensive coverage for the marijuana industry in Oklahoma.

July 31, 2018 - Lockton Affinity will be the exclusive administrator for Attorney Protective’s Professional Liability Insurance Program for attorneys in Washington D.C., Maryland and Virginia.


Monday

2:00 PM

Building a High Performance Culture
Greg Thompson, Business Founder and Advisor
John Colis, Euclid Insurance Services, Inc.

Faced with the many challenges of running a business, it is easy to forget that people are your most important asset. The goal of this workshop is to acquaint participants with the key principles of building an organization that attracts, retains and inspires outstanding people that produce outstanding results. Attendees to this presentation can expect to leave with information regarding:

  • Recruiting and selecting motivated people
  • Key elements of becoming an employer of choice
  • Setting individual goals and managing expectations
  • Getting honest, actionable feedback from your team
  • The power of regular and consistent communication
  • Leadership pitfalls to avoid

The workshop will also cover multiple tips on creating a great company culture that can easily be implemented in your agency.

 

4:00 PM

INDUSTRY SPEAKER: Patrick G. Ryan, Founder, Chairman & CEO, Ryan Specialty Group 

A widely respected entrepreneur and global insurance leader, Patrick G. Ryan formed Ryan Specialty Group, LLC (RSG) in 2010. RSG is an international holding company specializing in wholesale brokerage, insurance underwriting managers and other specialty services to brokers, agents and insurers. The company has a number of offices in the United States and Europe. Prior to launching RSG, Mr. Ryan founded Aon Corporation and served as its Chairman and CEO for 41 years. At Mr. Ryan’s retirement, Aon had more than 500 offices in 120 countries, generating revenues then in excess of $7 billion.

Mr. Ryan has received numerous Insurance and Community awards and also served as Chairman of the Chicago 2016 Olympic Bid Committee.

 


Tuesday

10:30 AM

Lloyd's Open House

Lloyd's Open House is scheduled to follow the General Session.

  • Representatives from 14 Lloyd’s Syndicates
  • Market finding assistance for all types of programs including small and start up programs
  • Information about the London Marketplace and becoming a coverholder

***In order to make the most of this session, we’ve changed the format to organize participating Lloyd’s syndicate underwriters by line of business with Lloyd’s America and Tysers staff on hand to help make introductions and navigate the room.

 

4:00 PM

The Impact of Data on Program Submissions
Ken Robinette, Arrowhead General Insurance Agency
Jim Danbrowney, Hudson Insurance Group
Paul Mihulka, Zurich
Kirk Conrad, BMS Re US

Advances in technology and data collection have fundamentally changed carrier expectation for program submissions.
What has not changed is the fact that an effective submission needs to demonstrate how a program will generate
underwriting profit for your carrier partner.

This panel of program experts will address key elements of a successful program submission that include:

  • Organizing your data to prove profitability
  • Knowing what evidence to bring to the submission table
  • Carrier data expectations and factors that determine acceptance
  • What data every program administrator should be collecting and how to get started if you are not doing so now

 


Wednesday

8:30 AM

General Session Presentation: The Evolution of Program Distribution

Tony Campisi, Glatfelter Insurance Group [Moderator]
Matthew Sternat, Conning
Kathleen Zortman, QBE
Yiana Stavrakis, Specialty Program Group
Christopher Pesce, Maritime Program Group

Are program administrators prepared to evolve along with significant pressures impacting traditional insurance distribution models?

This panel presentation will examine recent research from Conning Inc. on the factors influencing distribution and how this could affect Program Administration. Hear the perspectives of your program peers about what product distribution looks like for the future of their businesses.

View the future of your program distribution through the lens of this research and shared experience from other program business professionals.

 

10:30 AM

Launching a Lloyd’s Program
Mike Zimmerman, Proper Insurance
Rodney Smith, Lloyd's America

As a follow up to the Lloyd's Open House, this workshop is designed to provide insight into the mechanics of becoming a Lloyd’s Coverholder and the program business opportunities that may not be available in the standard markets.

Lloyd's is the largest binding market in the US, writing over $6.7B in premium in the US through the Coverholder distribution platform in 2017. Participants will learn about the scope, trends and appetites of Lloyd's Syndicates and the support available to access the Lloyd's market place for new and existing programs.

The workshop will feature an interview of a TMPAA member who recently developed a program, to share their experience about the Coverholder process.

Attendees can expect to:

  • Receive details on the lines of business written by Lloyd's Markets
  • Learn about expected growth trends in the US market
  • Share in the experience of a fellow TMPAA member as they discuss joining Lloyd’s as a Coverholder
  • Be connected with support to navigate the Coverholder process and access Lloyd's for their program business


10:30 AM

Best Practice Guidelines for your Agency Self Audit
Heidi Strommen, President, ProHost USA – Past TM President
George Tsui, President, Goyoto Consulting

A committee of your program peers recently updated and enhanced the Best Practice standards that are applied to agencies seeking the TMPAA Best Practice Designation. The evaluation tool, however, can also be an important resource to conduct a Best Practice Self Audit of your program operation.

Join one of our best practice evaluators and a program administrator who has gone through the best practice process for this workshop that will examine current best practice standards, and answer questions about the criteria you can use for an internal self-audit, the results of which can be applied to your strategic planning process.

The TM Best Practice evaluation tool will be distributed to all attendees.

 

Patrick G. Ryan
Founder, Chairman & CEO
Ryan Specialty Group

A widely respected entrepreneur and global insurance leader, Patrick G. Ryan formed Ryan Specialty Group, LLC (RSG) in 2010. RSG is an international holding company specializing in wholesale brokerage, insurance underwriting managers and other specialty services to brokers, agents and insurers. The company has a number of offices in the United States and Europe. Prior to launching RSG, Mr. Ryan founded Aon Corporation and served as its Chairman and CEO for 41 years. At Mr. Ryan’s retirement, Aon had more than 500 offices in 120 countries, generating revenues then in excess of $7 billion.

Mr. Ryan has received numerous Insurance and Community awards and also served as Chairman of the Chicago 2016 Olympic Bid Committee.


Sponsored by:

aais

 

 

July 27, 2018 - Tokio Marine HCC announced that Susan Rivera has been appointed its next chief executive officer effective Sept. 1, 2018, replacing Christopher J.B. Williams, the current CEO.

July 27, 2018 - NAS Insurance has launched a stand-alone cyber insurance product for high net worth individuals and their families.