IIABA / Swiss Re Corporate Solutions E&O Programs Conference

May 19-20 | St. Louis, Missouri

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IIABA / Swiss Re Corporate SolutionsE&O Programs Conference

Tuesday, May 19 - Morning

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Time Topic Presenter

7:30 a.m. Breakfast Opens - Served until 8:30 am

8:00 – 8:20 a.m. Opening Comments/Program Updates (20 min.) Sabrena Sally

8:20 – 8:45 a.m. 2014 Program Results - Actuarial (25 min.) Matt Elliott

8:45 – 9:05 a.m. Jupiter/CI BIZ/Policy Decisions Updates (20 min.). Wayne Merrill

9:05 – 9:25 a.m. FIDO Updates (20 min.) Dick Schmidt, Mark Wolf

9:25 – 9:45 a.m.

Pop-up Topics and Questions from Administrators (20 min.)• Jenn: Addressing Liberty Mutual Concerns (15 min.)• Jim: 5 Items to Help you with your Audits (5 min.)

SRCS Staff

9:45 – 10:00 a.m. Coffee Break (15 min.)

10:00 – 11:00 a.m. Claims Updates (1 hr.)Robin Lafollette, Nicole Yarbrough, Ellen McCarthy, Jim Redeker

11:00 – 11:30 a.m. Claims Discussion Topics (30 min.) Sandy Goffstein, Missouri Defense Counsel

11:30 – 11:40 a.m. Stretch Break (10 min.)

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IIABA / Swiss Re Corporate SolutionsE&O Programs Conference

Tuesday, May 19 - Afternoon

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Time Topic Presenter

11:40 – 12:00 p.m.

We hear you! (20 min.)• Acquisitions and Merger supplement updates• EPL No application• Risk Management credit changes• INCONCERT documentation changes

Susan Dowdall

12:00 – 1:30 p.m. Lunch and Group Activity (1.5 hrs.)

1:30 – 1:45 pm Ease of Doing Business Projects – Update (15 min.) Sabrena Sally

1:45 – 2:45 p.m.Application Processing Workout – "Now" VS. "What If?" (1 hr.)

State groups assigned in advance.Discussion: Map current process/brainstorm around friction points/write up findings.

2:45 – 3:00 p.m. Share Ideas from Processing Workout (15 min.)Representative from each group present, from their table or from podium, high points of their discussion.

3:00 – 3:15 p.m. Coffee Break (15 min.)

3:15 – 3:40 p.m.IIABA Pop-up Topics and Questions from Administrators(25 min.)

Mark Wolf/IIABA Staff

3:40 – 4:20 pm.

SRCS Pop-up Topics and Questions from Administrators (40 min.)• Wayne: How to handle an issue when it isn't in E&O

Happens (15 min.)• Shirley: Vanishing Deductibles (10 min.)• Louise: Goodwill Payments (15 min.)

SRCS Underwriters

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IIABA / Swiss Re Corporate SolutionsE&O Programs Conference

Tuesday, May 19 – Afternoon/Evening

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Time Topic Presenter

4:20 – 5:00 p.m. Activity To Be Announced (40 minutes) SRCS Underwriters

5:00 – 6:00 p.m. Cocktail Reception (1 hr.) Hosted by A. J. Wayne & Associates

6:00 – 6:10 p.m. Group Gathers in Lobby to Board Buses for:Saint Louis Science Center

http://www.slsc.org/

6:10 - 6:30 p.m. Buses Depart at 6:10 for 6:30 arrivalPlan your visit: http://www.slsc.org/slsc-mobile-app

6:30 – 9:00 p.m. Tour Planetarium on your Own, Scavenger Hunt and Open Bar

http://www.slsc.org/planetarium

7:30 – 8:30 p.m. Buffet Dinner and Live Narrated Star Show

9:00 p.m. Buses Begin to Depart for Hotel

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IIABA / Swiss Re Corporate SolutionsE&O Programs Conference

Wednesday, May 20 - Morning

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Time Topic Presenter

7:30 a.m. Breakfast Opens, served until 8:30

8:00 – 8:25 a.m. FSIC Updates/New Form/Agency Alliances (25 min.) Stewart Brettingen, Gary Keener, Randy Wood

8:25 – 9:25 a.m.

SRCS Pop-up Topics and Questions from Administrators (1 hr.)• Annette: Breach of Data updates (20 min.)• Terri: How to explain losing experience credit for

expense only claims (10 min.)• Lee: Insured vs. Insured (15 min.)• Art: SRCS vs. WIC marketing stance (15 min.)

SRCS Staff

9:25 – 10:00 a.m.IIABA Pop-up Topics and Questions from Administrators (35 min.)

Mark Wolf/IIABA Staff

10:00 – 10:15 a.m. Coffee Break (15 min.)

10:15 - 10:40 a.m.

What's Planted in your Garden? (25 min.)SRCS Underwriters –Creating a strategic plan to capture larger agencies/identify tactics/timeline planning.

10:40 – 11:05 a.m. Re-Mark-etable Agency Visits (25 min.) Mark Shackelford

11:05 – 11:30 a.m.Post Marketing Call/Quoting – What comes next? (25 min.)

SRCS Underwriters

11:30 – 11:45 a.m. Final Q&A, Meeting wrap-up (15 min.) Sabrena Sally

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