Happy Holidays!

Target Markets remains THE association dedicated to program administration. With 462 members in all- a 30 member increase from 2015- Target Markets will continue to focus on initiatives that generate program business opportunities and foster best practice operations in the New Year.

Here are a few program business resolutions for 2017:

• Try out the Carrier Search Portal
• Earn your CPL (Certified Programs Leader) Designation
• Apply to have your agency receive the TMPAA Best Practice Designation
• Enroll in Target Programs and promote your programs to 100,000 retail agents nationwide
• Participate in both the TMPAA Mid-Year Meeting and Summit

Target Markets looks forward to continued growth next year. Current members are the best ambassadors to inform prospects about the resources available for program specialists within the TMPAA. The Association gets stronger with each new agency, carrier and vendor company that joins. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it., Director of Membership Development, with any referrals.

Target Programs Marketing Opportunity

If you work with retail agents, an Outlet Center on TargetPrograms.com provides an additional online space to brand your agency and highlight the programs you offer. Starting at $2,500/year, we can help you grow your business in 2017.

For those members solely interested in reaching a national or regional audience with custom e-ads, we offer several competitively priced packages to help expand your base of agent partners.

Contact This email address is being protected from spambots. You need JavaScript enabled to view it. to get started today!

View more about the marketing services available to members.

 Profiles in Programs

Jim O’Connell, Principal & Director – MMA Programs, a division of Marsh & McLennan Insurance Agency Member since 2002

"The relationships with insurance leaders and service providers that I have made through Target Markets have defined and fostered the success of my career in program insurance. The Target University Courses I passed to earn the Certified Programs Leader designation have been the most useful learning experiences, and the meetings are without equal for connecting with other program professionals. For me, Target Markets is the place where program opportunities become reality."

Address or Staff Changes?

Please let us know when you make a change so you never miss important membership information. This email address is being protected from spambots. You need JavaScript enabled to view it. with updates.

2017 Mid-Year Meeting 

	Save the Date! May 15-17 Arlington, VA Keynote Speaker: Malcolm Gladwell
<<< Add a registration reminder to your calendar!

Program Business Solutions Videos

Vendor members in attendance at the 16th Annual TMPAA Summit had the opportunity to film short video segments about the program business solution provided by their organization. Interviews were conducted by AM Best TV.

Click here to view the videos filmed at the Summit (members must be logged in to view this page).

Perr&Knight

Founded in 1994, Perr&Knight provides insurance consulting and software solutions to the P&C and A&H industries. Services include actuarial consulting, product development, forms consulting, regulatory compliance, state filings, licensing, technology consulting, statistical reporting, data services, and predictive analytics. Software includes StateFilings.com, a leading cloud-based state filings management solution. With offices countrywide and more than 100 employees, Perr&Knight is one of the largest independent actuarial and insurance consulting firms in the US.

Click here to learn more about our Product Expansion and Maintenance Support Services.

Contact:  Scott Knight, Managing Principal, This email address is being protected from spambots. You need JavaScript enabled to view it.
310.889.0947

We will spotlight your company on request. Please contact Monica at This email address is being protected from spambots. You need JavaScript enabled to view it..

In case you missed it...

The 2016 Summit broke Association attendance records with over 850 program business professionals participating. The themes of Leadership and Excellence were discussed by keynote speakers Peyton Manning and retired Navy SEAL Coleman Ruiz. The Insurance Information Institute's new President and CEO, Sean Kevelighan also spoke to the group about important industry trends. The Summit provided attendees unique access to decision makers in this growing industry segment.

Click here to see the full meeting wrap up including workshop presentations, photos, program book, articles and more.

Suggest a Workshop

The 16th Annual Summit evaluation provided some great ideas for future workshops but we'd like to offer another opportunity to suggest a workshop topic for upcoming TMPAA events. Contact This email address is being protected from spambots. You need JavaScript enabled to view it. with your suggestions. 

New Members

Vendors

Member News

Worldwide Facilities Acquires Trinity Underwriting Managers of Georgia

Liberty Mutual to Acquire Ironshore Inc. in $3B Deal

SES Insurance Makes Trust Leadership Changes  

American Specialty Insurance & Risk Services, Inc. Announces Launch of New Ice Rink Insurance Program

DUAL Commercial, Aspen Insurance Partner on Management Liability Program  

Norman-Spencer Agency, Inc. Names New Chief Claims Officer and Director of Watercraft Operations & Distribution 

Philadelphia Enhances Fine Arts Coverage for Museums, Cultural Institutions

Arrowhead Opens Its Architects and Engineers Liability Program to All Retail Producers

Bryant Named President at Ohio-Based Britton Gallagher 

Glatfelter Insurance Group Bests CPCU Industry Average by 8 Percent 

Argo Group to Acquire Ariel Re 

MiniCo Insurance Agency Expands Collectibles Insurance Program to Include Jewelry and Watches through Collaboration with AXA ART Americas 

Berkley Program Specialists Launches Inland Marine Program

RMS Implements ValueMomentum’s BizDynamics to Digitally Engage Agents for Rate-Quote-Bind  

Read more stories and submit your news today!

850 Attendees Strong: 16th Annual Summit Concludes in AZ

The 2016 Summit broke Association attendance records with over 850 program business professionals participating. The themes of Leadership and Excellence were discussed by keynote speakers Peyton Manning and retired Navy SEAL Coleman Ruiz. The Insurance Information Institute's new President and CEO, Sean Kevelighan also spoke to the group about important industry trends. The Summit provided attendees unique access to decision makers in this growing industry segment. Once again, the event lived up to its billing, Where Program Business Gets Done.

Click here to see the full meeting wrap up including workshop presentations, photos, program book, articles and more.

 60+ Participate in Charities Golf Tournament

Pictured from the winning group: Sean Pomeroy, Matt Beard and Marty Haws with Eric Hall from Rough Notes. Not pictured: Art Seifert

The annual tournament is held on Sunday before the official start of the Summit. The annual golf outing is the main fundraiser for TMPAA Charities.

The TMPAA would like to thank everyone who participated in the "Packages from Home" effort. With the help of Summit attendees, and funding from TMPAA Charities, 150 care packages were assembled for our active duty military serving abroad.

Navy SEAL Reading
and Resources

Retired Navy SEAL Coleman Ruiz recently spoke to attendees at the 16th Annual Summit about attaining functional excellence, maintaining mental and physical toughness, advancing team dynamics and developing a Warrior Mindset. He provided an extensive list of reading and resources during his presentation.

Three Agencies Earn Best Practice Honors

See full story with photos.

Target University Awards CPL Designations

Pictured: Greg Thompson, Target University Dean, Tom Doherty and Carol Frey, CPL recipients and Heidi Strommen, TMPAA President

The TMPAA recognized seven members for attaining the Certified Programs Leader (CPL) Designation during the 16th Annual Summit.

CPL Designation recipients included Patrick Nelson, Arrowhead General Insurance Agency; Anthony Rodriguez, Distinguished Programs; Lynda Martir, Ironshore; Kim Boldi, Ironshore; Joseph Girardi, Ironshore; Thomas Doherty, NIP Programs and Carol Frey, Great American Insurance Company.

See full story.

Tysers Trophy Awarded

Pictured: Leah Karcher accepts the Tysers Trophy from Richard Hodge at the Summit 

Leah Karcher of Worldwide Facilities, LLC was recognized as the Tysers Trophy recipient, earning a 10-day educational experience in London next year. Leah is the fourth person to receive this award.

Martin & Company

Martin & Company’s rise in the program business space has been fueled by their speed to market initiatives. Powered by M&C’s core business segments that includes Actuarial Services, Product Development, Compliance & Regulatory, State Filings and Competitive Intelligence, we assist many TMPAA members with development of new programs or the moving of an existing program. Take advantage of M&C’s innovative ideas and talented team of professionals and explore how we can further support your programs.

Click here to learn more about our Corporate Solutions

Contact:  Paul P. Martin, President
This email address is being protected from spambots. You need JavaScript enabled to view it.
610.325.4455

We will spotlight your company on request. Please contact Monica at This email address is being protected from spambots. You need JavaScript enabled to view it..

Key Meeting Sponsors

 
Click here for all Summit Sponsors.

Save the Date!

2017 Mid-Year Meeting May 15-17 Arlington, VA Keynote Speaker: Malcolm Gladwell

New Members

Program Administrators

Brady Risk Management
Sean Brady
This email address is being protected from spambots. You need JavaScript enabled to view it.
631-549-8561
www.bradyrisk.com

BTIS
Paul Hohlbein
This email address is being protected from spambots. You need JavaScript enabled to view it.
916-772-9200
www.btisinc.com

Next Wave Insurance Services, LLC
Jeff Ward
This email address is being protected from spambots. You need JavaScript enabled to view it.
619-993-5333
www.nextwaveins.com

Vendor

Member News

Read more stories and submit your news today!

Things to Remember Maximize your time at the Summit

Registration table will open on Monday at 8:00am.

Meet me under the TMPAA banner – If you are coordinating meetings at the event, the best spot to connect is under the TMPAA banner near the registration table. The networking lounge will be nearby.

Trade Show – Schedule a time to review the products from exhibiting Association vendors. Meetings with vendors are generally scheduled at their trade show table. The show opens at 11:00am on Monday and remains open until the close of the Tuesday evening networking reception.

General Sessions – Plan to attend the General Sessions on Tuesday at 8:30am and Wednesday at 8am. We will be providing Association updates and presenting awards and designations before turning the spotlight over to Peyton Manning on Tuesday and Sean Kevelighan on Wednesday.

Lloyd's Open House – Plan to attend the Lloyd's Open House following the General Session on Tuesday.

• Representatives from 12 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

Representatives from Lloyd's America and Tysers will be present to support your inquiries.

Carrier Meetings – There are several hours of meeting opportunities with decision makers from our carrier partners on Tuesday from 10:30am to 5:00pm. Onsite contact information is available at the TMPAA registration desk or in "Documents" in the mobile app.

Workshops/Presentations are scheduled throughout the meeting. No pre-registration necessary. View the planned Summit workshops and presentations.

TMPAA Charities "Packages from Home" – Support our troops by stopping at the table outside the Trade Show/Networking Lounge. Pack a box for service men and women on active duty around the world.

Name Tags – We made it easy to locate program administrators (white), carriers (yellow), vendors (blue) and member prospects (red) by color coding the name tags.

7th Annual Charities Casino Night

York Programs has again teamed up with TMPAA Charities for a unique networking event at the Summit. Join us for an exciting evening of casino games, with Black Jack, Roulette, Craps, a complimentary bar and more cash prizes than ever before. Guests are welcome and non-casino games are available if you choose not to "gamble."

All proceeds support York Cares and TMPAA Charities.

When:  Tuesday, Oct. 18, 9-11:30 PM
Where:  Northern Sky Terrace at the Westin Kierland Resort
Cost:  $20 donation ($200 in “play money” chips)
RSVP:  by 10/13 to Lisa Arguello
This email address is being protected from spambots. You need JavaScript enabled to view it.

 Profiles in Programs

Lisa Doherty, President – Business Risk Partners Member since 2005

“Business Risk Partners has benefited greatly from its longstanding relationship with Target Markets from connecting with peer groups through annual gatherings to staying abreast of industry trends and best practices for program administrators. It’s a terrific organization to work with and we recommend it highly.”

Learn more about the people that make up Target Markets.

Attendees: Summit App Available Now!

Far more than an electronic attendees list and agenda - the 16th Annual Summit app provides access to the following:

• Carrier Search Portal Access
• Vendor Information
• Trade Show Map
• Activity Feed
• Agenda
• Attendees
• Speakers
• Info Booth
• Venue Details
• And more…

Search the app store for TMPAA or click here to download it using your device. Full log in details have been provided to registered attendees. For assistance with the app, please contact This email address is being protected from spambots. You need JavaScript enabled to view it..

Mobile App sponsored by:

 
Don't Miss These Program Workshops

Monday, October 17, 2:00 PM

New Capital – New Opportunities, Captive and other ART options for Programs 

An overview of captive program structures and the opportunities for program administrators in the Alternative Risk marketplace

Tuesday, October 18, 4:00 PM

Insurance Licensing for Program Managers

A guide to navigating the intricacies of licensing and provide a research plan customized for your business

Wednesday, October 19, 10:00 AM

Employee Fraud – Risk, Reaction and Protection 

Designed to provide participants with a working knowledge of employee fraud so that they may employ effective risk management

Taking Control of your Program

A program administrator, outside actuary and insurance company representatives discuss the benefits of performing your own analysis of program profitability

Wednesday, October 19, 11:00 AM

Capital Options for your Program Operation

Learn why financing options differ in length of loan, pricing, and structure depending on the current position of your business

The Cost of Miscalculation – Pricing, Data, and More

Explore the issue of increasing profitability despite low investment yields and modest price increases, how we can gain insight from data and how to identify new venues for growth

 Special Summit Presentations

Insurance: Leading Through Disruption

General Session | Oct. 19 | 8:00am

Insurance Information Institute president and CEO, Sean Kevelighan, will discuss the increasing frequency and severity of natural disasters; explain how global economic and political trends are impacting U.S. insurance markets; and outline the products insurers are developing for the risks posed by technological advances, such as cyber breaches and driverless vehicles. In addition, he’ll touch on the pivotal role the I.I.I. plays in educating the general public and policymakers about insurance. Save time in your schedule for this morning presentation!

Special Operations Leadership Principles

Sponsored by Zurich

Monday, October 17 | 3:30pm

Attaining functional excellence utilizing proven tactics, techniques and procedures is equally important for your business as it is in special operations military training. This presentation will be delivered by retired Navy SEAL Coleman Ruiz, who has applied these principles in his own successful business ventures and trained other companies to do the same.

Dowling Hales

Dowling Hales has developed a consistent reputation as the “advisor of choice” dedicated exclusively to the insurance distribution sector. We consistently rank among the top insurance advisors, having advised on over 168 completed transactions representing over $7.5 billion in aggregate value since 2008.

Dowling Hales offers a range of advisory services, including traditional M&A (sell-side and buy-side) advice, due diligence services, valuations for perpetuation and estate planning purposes and strategic consulting. View website

Contact:  Michael Yardley
This email address is being protected from spambots. You need JavaScript enabled to view it.
 

We will spotlight your company on request. Please contact Monica at This email address is being protected from spambots. You need JavaScript enabled to view it..

Registration Still Open

Record-breaking attendance and opportunities expected!

Target Markets is celebrating 15 years focused on Program Administration. This year’s meeting will emphasize the importance of leadership and team building. Create opportunities to grow and improve your business by attending the 16th Annual Summit. Expect access to 60 program carriers including London Markets, premier vendor services, reinsurance support, program development and distribution resources and networking opportunities with 800+ program professionals.

Ask Peyton! Send us your questions.

Part of Peyton Manning’s presentation "Leadership in a Changing World" will include a moderated Q&A. If you would like to submit a question, This email address is being protected from spambots. You need JavaScript enabled to view it..

View full meeting information
and registration

Meeting Sponsors

Click here for all the 16th Annual Summit Sponsors.

— Still Time to Register —

Networking Golf Tournament

Sunday, October 16 at 1:00pm

Unlike other golf events, pairings in this tournament are made to maximize the networking opportunities between carriers, program administrators and vendors. The tournament is designed for golfers of all skill (or lack thereof) levels. Participants must also be registered to attend the Summit. Plan to arrive early and meet your next program partner!

Click here to access the Networking Golf Registration.

Proceeds are the primary funding source for TMPAA Charities.

Main Tournament Sponsor:

New Members

Program Administrators

Allstar Underwriters, Inc.
Steven Pacholick
This email address is being protected from spambots. You need JavaScript enabled to view it.
678-832-2125
www.allstarunderwriters.com

American Lease Insurance Agency
Steve Dinkelaker
This email address is being protected from spambots. You need JavaScript enabled to view it.
888-521-6568
www.aliac.net

American Team Managers Insurance Services
Len Eastwood
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714-414-1251
www.atminsurance.com

DC Insurance Services
Jordan Silverman
This email address is being protected from spambots. You need JavaScript enabled to view it.
818-905-0311
www.dcins.com

Vendors

Member News

--- NEW WHITE PAPER ---

Insurance Professionals Guide to Finance  

Record-breaking attendance and opportunities expected!

Target Markets is celebrating 15 years focused on Program Administration. This year’s meeting will emphasize the importance of leadership and team building. Create opportunities to grow and improve your business by attending the 16th Annual Summit. Expect access to 60 program carriers including London Markets, premier vendor services, reinsurance support, program development and distribution resources and networking opportunities with 800+ program professionals.

Ask Peyton! Send us your questions.

Part of Peyton Manning’s presentation "Leadership in a Changing World" will include a moderated Q&A. If you would like to submit a question, This email address is being protected from spambots. You need JavaScript enabled to view it..

View full meeting information
and registration

Please note: The Networking Receptions on Monday and Tuesday consistently get high marks from attendees for creating business opportunities. In order to maximize this meeting benefit, we ask that all offsite events following the reception be scheduled at a time that allows everyone to remain at the reception until its conclusion at 6:30 PM.

Key Meeting Sponsors

New Members

Carrier

Berkshire Hathaway GUARD Insurance Companies
Lyle Hitt
This email address is being protected from spambots. You need JavaScript enabled to view it.
570-825-9900 x 8414
www.guard.com

Program Administrators

Cardigan General Insurance Agency
Brenda Sherman
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818-598-8924
www.cardigangeneral.com

Falvey Insurance Group
Jack Falvey
This email address is being protected from spambots. You need JavaScript enabled to view it.
401-675-9283
www.falveycargo.com

Frank Hamilton Sims
Insurance, Inc.
Frank Sims
This email address is being protected from spambots. You need JavaScript enabled to view it.
251-342-5669
www.dealerplusinsurance.com

Global Special Risks
Brad Nehring
This email address is being protected from spambots. You need JavaScript enabled to view it.
713-260-1030
www.globalspecialrisks.com

Kevin Dahlke Insurance Brokerage, Inc.
Kevin Dahlke
This email address is being protected from spambots. You need JavaScript enabled to view it.
619-287-8613
www.dahlkeinsurance.com

Vendors

Caitlin Morgan Captive Services
Christopher Kramer
This email address is being protected from spambots. You need JavaScript enabled to view it.
317-575-3999
www.cmcaptives.com

EZ Shield
Sean Pomeroy
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443-371-4961
www.ezshield.com

MGAERO, LLC
Cliff Karlin
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732-303-7347
www.mgaerorisk.com

Preferred Reports
Bart Sturgis
This email address is being protected from spambots. You need JavaScript enabled to view it.
337-347-9883
www.preferredreports.com

LAST CALL!

Apply for a London Learning Experience

Deadline: September 26

Tysers, working with the TMPAA, is proud to sponsor the 4^th 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 2017.

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.

Click here for more info and application.

Sean Kevelighan, I.I.I President & CEO, to Speak at Summit

Wednesday, October 19 • 8:00am

Sean Kevelighan will address Summit attendees during the General Session on Wednesday morning. He succeeds Dr. Robert Hartwig at the I.I.I., a two-time Industry Speaker at Target Markets.

Kevelighan joined the Insurance Information Institute as President and Chief Executive Officer in August. He brings with him over 18 years of public affairs, communications and media relations experience, including leadership roles in the global P&C insurance industry. See full bio.

Networking Golf Tournament

Sponsors Needed

Sunday, October 16 at 1:00pm

Unlike other golf events, pairings in this tournament are made to maximize the networking opportunities between carriers, program administrators and vendors. The tournament is designed for golfers of all skill (or lack thereof) levels. Participants must also be registered to attend the Summit. Plan to arrive early and meet your next program partner!

Click here to access the Networking Golf Registration.

This email address is being protected from spambots. You need JavaScript enabled to view it. to sponsor a golf hole or other golf events.

Proceeds are the primary funding source for TMPAA Charities.

Main Tournament Sponsor:

7th Annual Charities Casino Night at Summit

York Programs has again teamed up with TMPAA Charities for a unique networking event at the Summit. Join us for an exciting evening of casino games, with Black Jack, Roulette, Craps, a complimentary bar and more cash prizes than ever before. Guests are welcome and non-casino games are available if you choose not to "gamble."

All proceeds support York Cares and TMPAA Charities.

When:  Tuesday, Oct. 18, 9-11:30 PM
Where:  Northern Sky Terrace at the Westin Kierland Resort
Cost:  $20 donation ($200 in “play money” chips)
RSVP:  by 10/13 to Lisa Arguello
This email address is being protected from spambots. You need JavaScript enabled to view it.

Do you need a new corporate photo?

The TMPAA has made arrangements to have a professional photographer at the Summit to take headshots for print media, websites, LinkedIn, and all other purposes that require your image. There is no charge for this opportunity thanks to the sponsorship by Live Oak Bank. The Association will email you a high resolution file following the event.

Look for the sign near registration on Tuesday, October 18 from 1-4pm. No more than a few minutes away from your business meetings will be required.

BankDirect Capital Finance

BankDirect is a diversified financial services company and leading provider of commercial premium financing and billing solutions nationwide. We develop customized financing and billing programs for our partner program managers and administrators. We offer multiple revenue options, system integration, traditional and captive premium financing, direct billing, continuous billing, and hybrid direct billing. Contact us to create the perfect premium finance program for your business or visit us at the TMPAA Summit. 

Contact:  Anthony Hanes
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201-966-5903

We will spotlight your company on request. Please contact Monica at This email address is being protected from spambots. You need JavaScript enabled to view it..

Profiles in Programs

Ken Robinette President– Bellingham Underwriters, Inc. Member since 2007

“Target Markets is the most efficient platform for us to make and keep key relationships with a number of program carriers and other program managers. All of our current carrier relationships exist because of introductions at Association meetings.”

Learn more about the people that make up Target Markets.

Market Finding Resources

The Carrier Search Portal (CSP), launched this year, allows you to search for markets using specific program characteristics and quickly identify your most likely program partners. A market profile is available for every carrier member of Target Markets.

Carrier Search Portal

Here are some additional market-finding resources available to members:

Online Meeting Request with Carrier Partner [form to set up meetings at the Summit]

Program Carrier Checklist [items to consider when choosing a market for your program]

Program Executive Summary [baseline information required to start the market-finding discussion]

Reinsurance Support [assistance with challenging program placements and alternative risk transfer]

London Markets [access to Lloyd’s focusing on startups, new business ideas, and unique opportunities]

Lloyd's Open House

Tuesday, October 18
10:30am at Summit

Mark your calendar and plan to attend the Lloyd's Open House following the General Session on Tuesday featuring Peyton Manning.

• Representatives from 12 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

Representatives from Lloyd's America and Tysers will be present to support your inquiries.

Add this event to your calendar.

A monthly column by Target University Dean – Greg Thompson, Markel Specialty

Best Practice #4:  Sales

Many CEOs do not take full advantage of their status as CSO: Chief Sales Officer. They may think that this is the exclusive turf of their sales person or people, or may feel that their product does not require direct sales contact. However, when handling a sensitive situation with a key customer, or recruiting what could be a major customer, the presence of the CEO can have a very positive impact.

While not all CEOs have great sales skills, the CEO's attendance at an important client meeting, or a tactful phone call at the right time, can be crucial. There are few, if any, clients that do not like being recognized and/or appreciated by the guy in charge.

Click here for more best practices.

Interested in the Target Market Best Practice Designation? Click here to learn more.

Member News

W. R. Berkley Corporation Expands Role of Gregory A. Douglas to Include President of Berkley Program Specialists 

BMS Re US Announces Acquisition of Advocate Reinsurance Partners, LLC in North America Expansion 

Western Growers Partners with JLT

McGowan Offers Active Shooter Liability, Creates Dedicated Program Division

Pennsylvania’s Keystone Insurers Group Hires Neff

AIG’s Sparro Joins Endurance Specialty as CEO of U.S. Insurance

Sompo Canopius Launches U.S. Ocean Marine Unit; Hires XL Catlin’s Ellis to Head

Caitlin Morgan Announces Captive Services

Restaurant Programs of America Taps Enos as VP of Sales in California

Executive Leadership Changes Support Growth Strategy for Breckenridge Insurance Group

Watford Specialty Insurance Company Purchases Admitted Carrier

--- NEW WHITE PAPER ---

6 Key Considerations for Entering a New Program Business

Record-breaking attendance and opportunities expected!

Keynote Speaker: Peyton Manning Leadership in a Changing World

Target Markets is celebrating 15 years focused on Program Administration. This year’s meeting will emphasize the importance of leadership and team building. Create opportunities to grow and improve your business by attending the 16th Annual Summit. Expect access to 60 program carriers including London Markets, premier vendor services, reinsurance support, program development and distribution resources and networking opportunities with 800+ program professionals.

View full meeting information
and registration

Key Meeting Sponsors

New Members

Carriers

Program Administrators

Arden Insurance Services LLC
Brian Cohen
This email address is being protected from spambots. You need JavaScript enabled to view it.
844-766-8600 

Compass Insurance Group, Inc.
Dali Savovic
This email address is being protected from spambots. You need JavaScript enabled to view it.
630-686-2639
www.compassinsure.com

Marine Agency Corp.
Charlie Stevens
This email address is being protected from spambots. You need JavaScript enabled to view it.
800-763-4775
www.marineagency.com

Vendors

1251 Capital Group, Inc.
Sida Wang
This email address is being protected from spambots. You need JavaScript enabled to view it.
617-273-9483
www.1251capital.com

Altamont Capital Partners
Sam Gaynor
This email address is being protected from spambots. You need JavaScript enabled to view it.
650-264-7749
www.altamontcapital.com

Insurance Systems Inc.
Cameron Scott
This email address is being protected from spambots. You need JavaScript enabled to view it.
647-291-4307
www.insurancesystems.com

Transportation Data Source
Lyn Simon
This email address is being protected from spambots. You need JavaScript enabled to view it.
801-441-5820
www.tdsource.com

Apply for a London Learning Experience

Tysers, working with the TMPAA, is proud to sponsor the 4^th 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 2017.

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.

Summit Workshops
& Presentations

• New Capital – New Opportunities, Captive and other ART options for Programs
• Special Operations Leadership Principles

• Lloyd's Open House
• Insurance Licensing For Program Managers

• Employee Fraud – Risk, Reaction and Protection
• Taking Control of your Program
• Capital Options for your Program Operation
• The Cost of Miscalculation – Pricing, Data and More 

 Click here for full workshop details.

Networking Golf Tournament

Sunday, October 16 at 1:00pm

Unlike other golf events, pairings in this tournament are made to maximize the networking opportunities between carriers, program administrators and vendors. The tournament is designed for golfers of all skill (or lack thereof) levels. Participants must also be registered to attend the Summit. Plan to arrive early and meet your next program partner!

Click here to access the Networking Golf Registration.

Proceeds are the primary funding source for TMPAA Charities.

Tournament sponsor:

Xuber

Does your insurance software fully support and enable your business? Or does better efficiency, data-driven decision-making and powerful business intelligence sound appealing?

Our comprehensive suite of solutions can handle the entire life cycle of your operations: quote, rate, bind to policy admin to claims to reinsurance. Let's discuss your current digital strategy to see how we can help.

Come see us at the TMPAA Annual Summit in Arizona for product demonstrations and more insights. 

Contact:  Thomas Anderson
Xuber, a part of CSC
(617) 710-3242
This email address is being protected from spambots. You need JavaScript enabled to view it.

We will spotlight your company on request. Please contact Monica at This email address is being protected from spambots. You need JavaScript enabled to view it..

Insurance Business America is Looking
for Top Program
Administrators

IBA is seeking the best of the best Program Administrators for recognition in their October 2016 issue. They are seeking program administrators who:

• Are top of the industry in terms of premium volume (P&C, E&S focused) – both nationally and regionally and are experiencing YOY growth
• Possess stability and expertise with underwriting teams and carrier relationships
• Are innovative with program development both in projecting and reacting quickly to market needs
• Use technology for efficiencies and to help foster future growth

Interested in participating, nominating or advertising in this issue, contact Heather Turner, journalist with IBA at This email address is being protected from spambots. You need JavaScript enabled to view it. or call 719-941-1036.

Profiles in Programs

Dan Schoenfeld CEO – Clarion Associates, Inc. 25 years of Musical Instrument Insurance

"Since 2001 we have taken advantage of advancement offered from TMPAA. I solidified my education through Target University, achieving the Certified Program Leadership designation (CPL) as well as confirming Clarion is among the best in the business with the Best Practice designation. If you specialize, this is the place to be."

Learn more about the people that make up Target Markets.

Lloyd's Open House

Tuesday, October 18
10:30am at Summit

Mark your calendar and plan to attend the Lloyd's Open House following the General Session on Tuesday featuring Peyton Manning.

• Representatives from 12 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

Representatives from Lloyd's America and Tysers will be present to support your inquiries.

Add this event to your calendar.

Market Finding Resources

The Carrier Search Portal (CSP), launched this year, allows you to search for markets using specific program characteristics and quickly identify your most likely program partners. A market profile is available for every carrier member of Target Markets.

Carrier Search Portal

Here are some additional market-finding resources available to members:

A monthly column by Target University Dean – Greg Thompson, Markel Specialty

Best Practice #9:
Strategic Planning

A key aspect of strategic planning is for the owner and/or CEO to obtain "buy in" from the management team on the major initiatives of the company. A successful planning process therefore must include active participation by the team.

There are several ways to accomplish that mission. One that I have used successfully is nominal group technique. Thus I had all team members, including myself as the Owner/CEO, identify, debate and ultimately vote on a number of action plans to be organized and executed in the future. Typically we would come up with as many as 50 ideas and narrow them down to 3-5 finalists. Then team members would join small groups that would develop a detailed plan around that idea and present it at a later date to everyone involved in the strategic planning process.

Remember: a team builds a company not just the turkey at the top of the organizational chart!

Click here for more best practices.

Interested in the Target Market Best Practice Designation? Click here to learn more.

Member News

Susan Etter Named VP of Underwriting at Professional Program Insurance Brokerage

Watford Specialty Insurance Company Purchases Admitted Carrier

CNA’s Tatum Named Head of AXIS Insurance’s U.S. Programs

Great American Insurance to Acquire National Interstate Corporation

General Star Expands Products Liability Appetite to 50 New Classes of Business

TWFG Announces Expansive Local and National Growth

New Sportsman Coverage Launched by Allied World, Venture

Verisk Analytics Deepens Its Energy Industry Presence with Acquisition of Greentech Media

Appulate’s Largest Release To-Date Offers Carriers, MGAs and Retail Agents State Of The Art Rate, Quote, Bind, Issue Workflow Automation

BRP to Offer Excess Management Liability Through Great American 

Record-breaking attendance and opportunities expected!

Keynote Speaker: Peyton Manning Leadership in a Changing World

Target Markets is celebrating 15 years focused on Program Administration. This year’s meeting will emphasize the importance of leadership and team building. Create opportunities to grow and improve your business by attending the 16th Annual Summit. Expect access to 60 program carriers including London Markets, premier vendor services, reinsurance support, program development and distribution resources and networking opportunities with 800+ program professionals.

View full meeting information
and registration

Key Meeting Sponsors

Rough Notes Supplement Deadline - July 29
Reserve your space today!

Rough Notes is once again dedicating a special supplement within their September 2016 issue exclusively to Target Markets. The previous 12 editions were a tremendous success.

Participation in this section includes:

• Two full pages – a professionally written feature article and full page 4 color ad or a two-page ad spread
• National exposure to the industry in both the print and digital versions of the industry’s largest and most read magazine, print and online – all for $5,000

New Members

Program Administrators

NCMIC Insurance Services
Jon Raftis
This email address is being protected from spambots. You need JavaScript enabled to view it.
515-313-4726
www.ncmic.com 

North American Solutions
Jack Melton
This email address is being protected from spambots. You need JavaScript enabled to view it.
281-373-9339
www.nasrisk.com

Vendors

InsCipher
Jason McCaul
This email address is being protected from spambots. You need JavaScript enabled to view it.
801-216-8255
www.inscipher.com

 Profiles in Programs

Chris Pesce President – Maritime Program Group Member since 2005

“I am continuously impressed by Target Markets’ ingenuity and utilization of technology that enable program administrators to efficiently find qualified markets for their programs.”

Learn more about the people that make up Target Markets.

Special Operations
Leadership Principles

• Constantly seek and manifest functional excellence
• Develop and maintain physical and mental toughness
• Develop and advance team dynamics and core leadership
• Understand and develop a Warrior Mindset

Zurich is proud to join Target Markets in bringing you this special presentation.

 
----- UPDATES-----

St. Joseph’s University Academy of Risk Management and Insurance Partnership

Beginning this fall, TMPAA Charities will be supporting two students at SJU with an annual scholarship known as the TMPAA Academy of Risk Management Scholars Program.

Each recipient will be majoring in Risk Management and Insurance or Actuarial Science. When possible, preference will be awarded to students who are U.S. Military Veterans or female applicants. Your donations to TMPAA Charities or participation/ sponsorship in the annual Golf Tournament will support this effort.

TMPAA Charities will also continue to support our “Packages from Home” initiative for active U.S. Military personnel and Kiva, providing micro loans in developing countries and the US.

Networking Golf Tournament

 Sunday, October 16 at 1:00pm

Unlike other golf events, pairings in this tournament are made to maximize the networking opportunities between carriers, program administrators and vendors. The tournament is designed for golfers of all skill (or lack thereof) levels. Participants must also be registered to attend the Summit. Plan to arrive early and meet your next program partner!

Click here to access the Networking Golf Registration.

Proceeds are the primary funding source for TMPAA Charities.

Tournament sponsored by

DOXA Insurance Holdings

DOXA Insurance Holdings is a privately-held organization built specifically to acquire small-to-medium P&C focused Managing General Agents. DOXA’s long-term objective is to continue the success of your operation and your brand identity, with your people. If you are seeking a gradual transition to life’s next adventures, consider a partnership with DOXA.

To learn more, please visit our website at www.doxainsurance.com or feel free to contact either Matt or Tim. 

Contact:  888-747-DOXA (3692)
This email address is being protected from spambots. You need JavaScript enabled to view it.
This email address is being protected from spambots. You need JavaScript enabled to view it.

We will spotlight your company on request. Please contact Monica at This email address is being protected from spambots. You need JavaScript enabled to view it..

Apply for a London Learning Experience

Click here for more information and application.

A monthly column by Target University Dean – Greg Thompson, Markel Specialty

Human Capital Management

There is an old adage in Management that we should "hire slow and fire fast." However, we often make the mistake of doing the reverse.

Any potential new hire should undergo an effective aptitude and personality test. The former confirms that the prospect has the intelligence to do the job while the latter insures that they are the kind of person that is likely to be successful on the job.

In addition, every prospect should undergo a minimum of three interviews: their direct supervisor, a peer to the supervisor, and the supervisor's boss. Differing perspectives are useful to insure a thorough review prior to making an offer.

Finally, for positions that are key to the organization or involve management skills, it can be helpful to engage an industrial psychologist. A dinner or lunch with the candidate and their spouse - who will need to support them in the job - can be helpful as well.

Bad hires not only cost you money, but they can adversely impact the morale of the existing staff. Click here for more information.

Interested in the Target Market Best Practice Designation? Click here to learn more.

Member News

Inga Beale is Confident London Can Maintain its Global Status  

MiniCo Insurance Agency Granted Coverholder Status with Lloyd's of London 

Worldwide Facilities Hires Begnaud as Sr. VP, Broker in Houston 

All Risks Adds New Classes for Occupational Accident Product

Insurance Coverage for Drone Photography Now Available

Oak Street Funding Hires Veteran Clarke as Chief Operating Officer

Worldwide Facilities, LLC Goes Live with I-Engineering's ALIS Enterprise System

AmTrust Acquires Total Program Management in New York

DeWitt Named Director of All Risks’ Motorsport Insurance Program

Live Oak Bank Announces Acquisition Financing of United Claims Service, Inc.

Atlas General Insurance Services, LLC Announces Exclusive New Workers’ Compensation Partnership with Falls Lake Insurance Companies

Five Master Agencies Mark Decade or More as SIAA Partners  

Have you accessed the Carrier Search Portal?

In an effort to bring greater efficiency to the market-finding process for members, Target Markets launched the Carrier Search Portal (CSP). Since this is only available to members, you will need to sign in to access as you normally do to view member lists and details. Please This email address is being protected from spambots. You need JavaScript enabled to view it. if you do not know your log in.

Registration is Open!

Target Markets is celebrating 15 years focused on Program Administration. Create opportunities to grow and improve your business by attending the 16th Annual Summit. Expect access to 60 program carriers including London Markets, premier vendor services, reinsurance support, program development and distribution resources and networking opportunities with 800+ program professionals.

Expect excellence.

View full meeting information
and registration

Arrive early and participate in the TMPAA Charities Networking Golf Tournament - Sunday, October 16

Key Meeting Sponsors

This email address is being protected from spambots. You need JavaScript enabled to view it. to develop a package that promotes your organization to the program business world before, during and after the 16th Annual Summit with several new options available.

Click here to view Summit sponsorship opportunities.

 Profiles in Programs

Tony Campisi President/CEO Glatfelter Insurance Group Member since 2005

"The Association’s history focusing on program specialists has resulted in the development of a unique organization providing key resources for those in this growing industry segment."

Learn more about the people that make up Target Markets.

Have you accessed the Carrier Search Portal?

In an effort to bring greater efficiency to the market-finding process for members, Target Markets launched the Carrier Search Portal (CSP). Since this is only available to members, you will need to sign in to access as you normally do to view member lists and details. Please This email address is being protected from spambots. You need JavaScript enabled to view it. if you do not know your log in.

The State of Program Business

Target Markets members discuss the program industry segment with A.M. Best

The program insurance business has been growing, both in premium and scope. Program administrators, carriers, brokers and agents face a range of challenges, including increased competition, a fast moving environment for mergers and acquisitions, market pressures for new offerings and platforms, and other issues.

Click here to watch and listen to the discussion.

Special Print & Digital Marketing Opportunity

Rough Notes is once again dedicating a special supplement within their September 2016 issue exclusively to Target Markets. The previous 12 editions were a tremendous success.

Participation in this section includes:

• Two full pages – a professionally written feature article and full page 4 color ad or a two-page ad spread
• National exposure to the industry in both the print and digital versions of the industry’s largest and most read magazine, Rough Notes, print and online – all for $5,000

For more information, contact
Eric Hall at 800-428-4384 or This email address is being protected from spambots. You need JavaScript enabled to view it.

TriFit Business Development

Organic growth can be elusive but is not impossible. TriFit achieved a 20 to 1 revenue return during 2015 with a TMPAA member. What is our secret? Turning your “desk” underwriters into “production” underwriters. Imagine an underwriting department that maintains profitability while growing your business 30%! You too can achieve that kind of return. Learn more about developing your underwriters into “Super Underwriters” and recruiting the next generation who have the right amount of “Sales DNA” to be one of your top producers.

Contact:  Mike Shannon, 610-331-0610 or This email address is being protected from spambots. You need JavaScript enabled to view it.

 
We will spotlight your company on request. Please contact Monica at This email address is being protected from spambots. You need JavaScript enabled to view it..

Program Benchmarking Questions

If you did not have the opportunity to provide your feedback, here is one more opportunity.

This is not the Program Business Study. The benchmarking study would be a quantitative measurement of key PA areas of performance. Benchmarks would include profit margin, revenue per employee, and key expense items as a percentage of revenues like systems, marketing, sales and payroll. The study would be conducted by a third party vendor with strict confidentiality protocols.

Click here to provide your response.

New Members

Program Administrators

Alta Professional Insurance Services Agency, LLC
Pam Allen
This email address is being protected from spambots. You need JavaScript enabled to view it.
734-838-9334
www.altaproinsurance.com

Innovative Risk Management
Brian Ricci
This email address is being protected from spambots. You need JavaScript enabled to view it.
972-573-8956
www.innovative-risk.com

Poulton Associates, Inc.
Blake Poulton
This email address is being protected from spambots. You need JavaScript enabled to view it.
801-268-2600
www.poulton.com

Snow Removal Insurance Brokerage
Matthew Peterson
This email address is being protected from spambots. You need JavaScript enabled to view it.
609-923-9833
www.snowplowrisk.com

Vendors

BankDirect Capital
Anthony Hanes
This email address is being protected from spambots. You need JavaScript enabled to view it.
847-295-4123
www.bankdirectcapital.com

triBlue Insurance Solutions
Aaron DiCaprio
This email address is being protected from spambots. You need JavaScript enabled to view it.
215-322-5497
www.triblueinsurance.com

Member News

Veracity Launches InsCipher, a New Surplus Lines Filing Service

VALE Insurance Partners Acquires Onyx Transportation Services, LLC

Program Administrator SIS Appointed Lloyd’s Coverholder

Ascinsure Hires White as Underwriting Manager in Pittsburgh

NAS Insurance Enhances Cyber Liability Coverage, Lowers Rates

Breckenridge Insurance Group Hires Insurance Finance Executive Angel Cruz

Ultra Risk Advisors has Hired Mathew Reardon as Sales Executive for the Northeastern U.S. Territory

Tow Truck Insurance is Now Available in All Risks, Ltd.'s Workers' Compensation Unit

NetRate’s Commercial Lines Rating System Facilitates Launch of AIA’s New, Exclusive P&C Program  

2016 Mid-Year Meeting
In Review

View full meeting recap including workshop material, program book, photo gallery and more. 

Key Meeting Sponsors

Attendees Help Assemble 100 Packages for Troops

 

TMPAA Charities, with the direction of the Red Cross, completed the most recent "Packages from Home" effort during the 2016 Mid-Year Meeting. One hundred care packages were delivered to Walter Reed National Military Medical Center for injured service men and women headed to the facility. 

Special thanks to our "Packages from Home" staff, Tom Goehler, Kathy McCarron and Bill Kronenberg.

View the video on TMPAA Charities filmed during the meeting.

York Programs

Did you know that York is a leading provider of Risk Control services to programs nationwide? We offer comprehensive, quality services that include accurate, on-time risk evaluations (all lines), consultative services to reduce loss drivers, management reports for easily identifying exceptions and recommendations and quality premium audits to reduce premium leakage. All solutions are tailored to the specific needs of each program.

Click here to learn more about York Risk Control’s comprehensive solutions for programs.

Contact:  Randy Thornton
President, York Risk Control This email address is being protected from spambots. You need JavaScript enabled to view it.
337.408.2790

We will spotlight your company on request. Please contact Monica at This email address is being protected from spambots. You need JavaScript enabled to view it..

Meeting Videos

Check out the special conference coverage by AM Best TV. Access all the video clips here.

Maritime Program Group Awarded Best Practice Designation

Pictured: Heidi Strommen, TMPAA President with Lenny Bellet, accepting the award for Maritime.

“We are very proud to be recognized by the TMPAA with the Best Practices Designation,” indicated Christopher Pesce, President of Maritime Program Group. “It’s a great validation of the hard work, diligence and quality that we strive to maintain as a high performing program administrator. No matter how operationally proficient an agency is, every program administrator could benefit from this thorough review and find areas of improvement. Overall, it was a great experience and we’re proud to be in an elite peer group of program administrators.”  

Click here for complete Best Practice information.

Two Recognized for Earning CPL

Pictured: Renée McFadden receives her CPL certificate from TMPAA President, Heidi Strommen.

During the Wednesday General Session at the 2016 Mid-Year, Renée McFadden of Distinguished Programs and Robin Pisecki of Willis Programs (not present) were awarded the CPL Designation. 

Click here to learn more about Target University.

Special Print & Digital Marketing Opportunity

Rough Notes is once again dedicating a special supplement within their September 2016 issue exclusively to Target Markets. The previous 12 editions were a tremendous success.

Participation in this section includes:

• Two full pages – a professionally written feature article and full page 4 color ad or a two-page ad spread
• National exposure to the industry in both the print and digital versions of the industry’s largest and most read magazine, Rough Notes, print and online – all for $5,000

For more information, contact
Eric Hall at 800-428-4384 or This email address is being protected from spambots. You need JavaScript enabled to view it. 

Save the Date!

16^th Annual Summit

 

October 17-19
Westin Kierland Resort
Scottsdale, AZ

Keynote Speaker
Peyton Manning
Leadership, Team Building & Overcoming Obstacles

Registration opens June 1. Add a reminder to your calendar today!

New Members

Program Administrators

Insurance House, Inc.
Jill Jinks
This email address is being protected from spambots. You need JavaScript enabled to view it.
770-644-0632
www.insurancehouse.com

LIA Administrators & Insurance Services
Peter Christensen
This email address is being protected from spambots. You need JavaScript enabled to view it.
800-334-0652
www.liability.com

WTR Underwriting Managers, LLC
Sylvia Beckerman
This email address is being protected from spambots. You need JavaScript enabled to view it.
203-663-0903
www.wtrunderwriting.com

Vendors

DOXA Insurance Holdings
Matt Sackett
This email address is being protected from spambots. You need JavaScript enabled to view it.
260-437-0091
www.doxainsuranceholdings.com

Xuber
Paula Wilson
This email address is being protected from spambots. You need JavaScript enabled to view it.
+44 203 604-3982
www.xchanging.com

Member News

Paragon Names Bay-Weber President of Excess And Surplus in California

Ultra Risk Advisors has Hired Karen McDonald as Director, Underwriting for Long Term Care Insurance Program

Verisk Opens Commercial Property Data to MGAs, Program Managers

Martin & Company and Verisk Insurance Solutions Announce Strategic Alliance

Keystone Insurers Group To Expand Franchise Operation Into Michigan

Specialty Insurance Veteran Launches MGA Holding Company: DOXA

Arch Contract Binding Operations Unveils Application Upload Via Appulate

Berkley Program Specialists Appoints New Business Development Manager

Venture Expands Availability of PREFERRED CLUB Through Allied World 

Read more stories and submit your news today!

Just 2 Weeks Away...
2016 Mid-Year Meeting

 
REGISTER TODAY!

View full meeting information including agenda, trade show registration, hotel reservation access and more. 

Mid-Year Meeting Tips Make the most of your time!

 

Registration table will open on Monday at 8:00am.

Name Tags – We made it easy to locate program administrators (white), carriers (yellow), vendors (blue) and member prospects (red) by color coding the name tags.

Meet me under the TMPAA banner – If you are coordinating meetings at the event, the best spot to connect is under the TMPAA banner near the registration table. The networking lounge will be nearby.

Trade Show – Schedule a time to review the products from all our Association vendors. Meetings with our vendors are generally scheduled at their trade show table. The vendor trade show opens at 11:00am on Monday and remains open until the close of the Tuesday evening networking reception.

General Sessions – Plan to attend the General Sessions on Tuesday at 8:30am and Wednesday at 8am. Hear important Association updates and see Dr. Ben S. Bernanke on Tuesday and a special Market Panel on Wednesday.

Carrier Meetings – Time for meeting with decision makers from our carrier partners is available on Tuesday from 1-5pm. Onsite contact info is available at TMPAA registration or in the mobile app - click Documents in the menu.

Workshops/Presentations are scheduled throughout the meeting. No pre-registration necessary. View the planned Mid-Year workshops and presentations.

Receptions – We have two evening Networking Receptions on Monday and Tuesday starting at 5:00pm. Plan to attend both!

TMPAA Charities "Packages from Home" – Support our troops by stopping at the table outside the Trade Show. Pack a box for service men and women heading to Walter Reed National Military Medical Center.

Follow us on Twitter!

 

Use #2016MidYear for
meeting-related tweets!

Far more than an electronic attendees list and agenda - the mobile app provides access to the following:

• Carrier Search Portal
• Vendor Information
• Trade Show Map
• Activity Feed
• Agenda
• Attendees
• Speakers
• Info Booth
• Venue Details
• And much more…

The app is designed with all the tools you need to get business done!

 New Members

Program Administrator

Propel Insurance
Sandi Paschall
This email address is being protected from spambots. You need JavaScript enabled to view it.
206-262-4341
www.propelinsurance.com

Vendor

Network Adjusters, Inc.
Mark Ahern
This email address is being protected from spambots. You need JavaScript enabled to view it.
516-750-1307
www.networkadjusters.com

Have you accessed the Carrier Search Portal?

The most comprehensive program market search engine in the industry

In an effort to bring greater efficiency to the market-finding process for members, Target Markets has launched the Carrier Search Portal (CSP). We are excited to provide this resource for our members and believe it should be a significant help as we get closer to our Mid-Year Meeting in April.

Use this link to access the CSP. You can also find the CSP from the Target Markets home page in the Member List menu. It replaces the former carrier list and information pages. Since this is only available to Target Markets members, you will need to sign in to access as you normally do to view member lists and details. Please This email address is being protected from spambots. You need JavaScript enabled to view it. if you do not know your log in.

Live Oak Bank

Live Oak Bank is a leading small business lender offering financing solutions to select industries nationwide. Our Insurance industry division focuses on agents, MGAs, wholesalers and program administrators. We offer 10 year loans from $75,000 up to $5,000,000 at attractive rates.

Click here to watch our Insurance overview video or visit our website to learn more: liveoakbank.com/insurance.

Contact: Kelly Drouillard, 910.687.4491 or This email address is being protected from spambots. You need JavaScript enabled to view it.

We will spotlight your company on request. Please contact Monica at This email address is being protected from spambots. You need JavaScript enabled to view it..

Program Administrator Town Hall
Lessons Learned

Monday, April 18 • 4:00pm

Successful program administrators all make mistakes and encounter difficult challenges in their journey. Ironically, what they learn from those difficulties and how they respond to them frequently contributes to their long range success. A panel of program administrators will discuss how they created successful program operations using lessons learned from the errors they made and from the adversity that they encountered along the way. Set this time aside in your meeting schedule to attend!

Sponsored by:

Gold Meeting Sponsors

Silver

Member News

Maritime Program Group Launches Non-Admitted Homeowners Program

Arthur J. Gallagher Acquires Joseph Distel & Co. in Connecticut  

Blue River Underwriters Expands Auto Dealer Program Nationally with Acquisition of Platinum Program Managers and Insurance Services

Ascinsure Specialty Risk Launches New Website

General Star Adds Product Liability Coverages for Manufacturers, Distributors

TUMI Launches Local & Intermediate Trucking Program

Everest Insurance Rebrands its U.S. Specialty Commercial Portfolio

Greene & Associates Announces Hiring of Scott Perry; Opening of Second Office, Located in Glastonbury, CT

Breckenridge Insurance Group Forms New Private Asset Management Group led by Judith Pearson

Coastal Insurance Underwriters, Inc. Promotes Kim Bushong to Vice President

Aon Affinity, Arch Insurance Launch Social Service Insurance Program

Pioneer Special Risk Commences Underwriting Environmental Liability

2016 Mid-Year Meeting Next Month

REGISTER TODAY!

Position yourself to grow and improve your business by attending the 2016 Mid-Year Meeting, providing access to 60+ program carriers, vendor services, the London Markets, reinsurance support, program development and distribution resources and networking opportunities with more than 700 program professionals.

Keynote Speaker:
DR. BEN S. BERNANKE

This presentation will be moderated by Rick Taketa, President & CEO, York Risk Services Group, Inc.

• Networking with hundreds of program professionals is one of the many benefits of Target Markets events. Please be sure to schedule your off-site evening events no earlier than 7pm so that we can all make full use of the Association receptions on Monday and Tuesday that run from 5 to 6:30pm. Thank you.
  
  
• The TMPAA block in the event hotel expires on March 18. Make your reservation now!

View full meeting information including agenda, trade show registration, hotel reservation access and more. 

Mid-Year Meeting

Monday, April 18

• Alternative Capital Markets in Program Business
• Program Administrator Town Hall Meeting: Lessons Learned

Tuesday, April 19

• Future State of the MGA and Program Business: Adapting, Embracing, and Positioning for Change
• Vocal Empowerment for Women in Leadership
• Impress for Success – Revisiting the Market Finding Process
  

• The Cloud and What It Means to You
• To Compete or Not to Compete – Drafting and Enforcing Effective Non-Compete Agreements and Trade Secret Protections
• Maximizing the Power of LinkedIn for your Business
• Considerations/Contracts for Dealing with your Producer

Click here for more information on workshops/presentations planned for the Mid-Year Meeting.

Get the Mid-Year Mobile App Later this Month!

The app is designed with all the tools you need to get business done! See the agenda, contact attendees, locate workshops and presentations, view Trade Show exhibitors, access the NEW carrier search portal, view and save vendor information, take notes, send us feedback and much more...

If you are registered to attend the Mid-Year Meeting, you will get an app download email in the coming weeks with more information.

Mobile App sponsored by:

 Annual Lunch Set for Mid-Year Meeting

Dr. Laura Sicola is this year's special guest for the Women's Networking Group lunch to be held at the upcoming Mid-Year Meeting.

Vocal Empowerment for Women in Leadership Dr. Laura Sicola

Women's Networking Lunch sponsored by:

 
Member News

DUAL Commercial Launches New Online Cyber Program

Breckenridge Insurance Group Announces Formation of New Company Specializing in Transactional Liability Insurance

San Antonio-Based Quirk Group Announces Executive Leadership Changes

Venture Insurance Programs Acquires Tidal Solutions

All Risks, Ltd. Introduces New Accident & Health Division

Gridiron Insurance Releases Nationwide Small Business Program Platform

ProHost USA adds Employment Practices Liability to National Restaurant Insurance Program

U.S. Risk Hires Guadagno as EVP of Binding Operations in New York

NetRate Systems Delivers Nationwide, Multi-line Policy Issuance Within a Tight Deadline 

New Empire Group Announces New Professional Liability Program for Property Managers and Real Estate Professionals 

Read more stories and submit your news today! 

The Target Markets staff dedicates this newsletter to a good friend of the Association who passed away last month. Rex Beaton had worked for Target Markets as an independent contractor for all of its 15 year history, but functioned as, and was considered to be, part of our organization. As an art director and jack-of-all-trades, Rex was involved in the production of all of our event materials, forms, documents, postcards, posters, awards and much more. Rex was a master with Photoshop and made many an Association member look much better than the photos submitted to us for marketing purposes. He was always the first person to inquire about the feedback from our members following an event, and took great pride in the work he did for us. Rex provided a great deal of his time and advice for free, and was instrumental in sharing his knowledge and files to us as we began to take on this work in-house. He made sure he left Target Markets in good shape. Rex touched many people in his 79 years in the same way he impacted the Association staff. He was a good friend who will be greatly

New Members

Carrier

Hallmark Financial Services, Inc.
Chris Jones
This email address is being protected from spambots. You need JavaScript enabled to view it.
469-203-0833
www.hallmarkgrp.com

Program Administrators

Cove Program Underwriters
Alan Lambert
This email address is being protected from spambots. You need JavaScript enabled to view it.
+44 203 037 8058
www.coveprograms.com

White Oak Underwriting Agency
Guillaume Bonnissent
This email address is being protected from spambots. You need JavaScript enabled to view it.
+44 207 816 7159
www.whiteoakuw.com

InterWeb Insurance, LLC
Michelle Conover
This email address is being protected from spambots. You need JavaScript enabled to view it.
949-287-4641
www.interwebinsurance.com

Windward Specialty
Nathan Warde
This email address is being protected from spambots. You need JavaScript enabled to view it.
678-448-4158
www.windwardspecialty.com

Vendors

Actuarial Advantages, Inc.
Kyle Mrotek
This email address is being protected from spambots. You need JavaScript enabled to view it.
267-402-8612
www.taa-inc.com

West Point Underwriters
Marc Codispoti
This email address is being protected from spambots. You need JavaScript enabled to view it.
732-685-2123
www.westpointuw.com 

In an effort to bring greater efficiency to the market-finding process for Association members, Target Markets has launched the Carrier Search Portal (CSP). We are excited to provide this resource for our members and believe it should be a significant help as we get closer to our Mid-Year Meeting in April.

Use this link to access the CSP. You can also find the CSP from the Target Markets home page in the Member List menu. It replaces the former carrier list and information pages. Since this is only available to Target Markets members, you will need to sign in to access as you normally do to view member lists and details. Please This email address is being protected from spambots. You need JavaScript enabled to view it. if you do not know your log in.

Merger & Acquisition Services

Merger & Acquisition Services is a boutique investment bank focused solely on the Insurance Industry. M&A provides concierge-level services, assisting firms with their corporate development and acquisition/ divestiture objectives.

Our services include: M&A Transactions, Agency Financing, Capital Raising, Valuation Services, Program Business, Renewal Rights, Fronting and Reinsurance.

CALL US at 212-750-0630 for a confidential consultation.

*Investment banking services and securities transactions are provided through and completed by Merger & Acquisition Capital Services, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission and member of FINRA and SIPC.

We will spotlight your company on request. Please contact Monica at This email address is being protected from spambots. You need JavaScript enabled to view it..