Professional Training Schedule

JUNE!DECEMBER

Pages 1-2 Certified Insurance Counselors (CIC) Designation Program Page 1 Agency Management Commercial Casualty Commercial Property Life & Health Personal Lines Page 2 James K. Ruble Graduate Seminars

Pages 3-9 Certified Insurance Service Representatives (CISR) Designation Program Page 3 CISR Overview CISR Elite Page 4 Agency Operations Commercial Casualty I Commercial Casualty II Page 5 Insuring Commercial Property Insuring Personal Auto Exposures Insuring Personal Residential Property Page 6 Personal Lines Miscellaneous Elements of Risk Management Life & Health Essentials Page 7 William T. Hold Seminars

Page 8 Licensing Exam Preparation Life & Health Property & Casualty

Page 9 Licensing Self-Study Packages Life & Health Property & Casualty

Page 10 Sales & Marketing Training Certified Professional Insurance Agent (CPIA) Designation Program

Insurance Success Seminars

Page 11 E&O Risk Management Training E&O Risk Management: Meeting the Challenge of Change Mistakes That Lead to E&O

Pages 12-13 Other Coverage Training Page 12 Contracts & Leases—Understanding the Insurance Requirements Directors & Officers and Professional Liability—the Buck Stops Where? Page 13 Understanding Flood Insurance PA Auto Coverages—Avoiding E&O Potholes The Who, What, When, Where and Why of Workers’ Comp

Page 14 My E-Training Center — Introductory Training New Employee Orientation Delivering Quality Service Personal Lines Basics Commercial Lines Basics NEW - On-Demand Introductory Programs

Page 15 My E-Training Center — On-Demand Training Options NEW - HR Pitfalls for Independent Agencies Certificates of Insurance Insuring e-Commerce Pollution Exposures and Coverages Compliance Pitfalls and Ethical Responsibilities Understanding the National Flood Insurance Program (NFIP)

Page 16 My E-Training Center Power Hour Webinars NEW - Agency Management System Options for Agencies Inaugural “Futures “Conference Executive Training Events

IBC Registration Form

CAREER & TRAINING PATHSIA&B has long been a leader in professional development for independent insurance agents. This year we have developed three Career & Training Paths. These paths are highlighted below and are designed to provide more structure for insurance agencies preparing current employees for new duties or for anyone wishing to track professional development within their current job. The paths can also be followed when integrating new employees. These paths are a starting point and are often supplemented by agency specific training.

SALES PATHProducers (the sales force) are the drivers of revenue for an agency, but they must be licensed and current in their knowledge of risks and coverages. The Sales Path helps agencies guide new producers through an agency orientation, initial licensing, proper procedures and a review of agency standards and products. It helps all producers to maintain a more in-depth knowledgeable of coverages, sales skills, marketing strategy and more.

SERVICE PATHCustomer Service Representatives are on the front line of claims and other interactions with insureds. They need to remain up to speed on service skills, agency procedures and policy specifics. The Service Path helps agencies orient CSRs with office protocols, licensing requirements, the basics of various lines of coverage and more.

AGENCY MANAGEMENT PATHAgency managers must maintain a high-level vision for the agency, strategic awareness of its markets and varying degrees of operational knowledge to run the business. The Agency Management Path seeks to develop a wide range of business management skills, maintain a broad knowledge of coverages and develop a keen awareness of compliance and legal issues.

Read more about our Career & Training Paths at IABforME.com/TrainingPaths

Don’t take your insurance knowledge for granted. Learn how coverageswork in the real world from nationally recognized instructors who’ve been there.

In today’s competitive marketplace, you need to deliver value through exceptional product knowledge and trusted advice. Build your career and increase your earning potential by earning the CIC designation. As a CIC designee, you will differentiate yourself from the competition by knowing innovative ways to maximize coverage for your clients.

The CIC curriculum expands your personal and commercial lines knowledge beyond the basics, developing a keen awareness of special coverage types and the ability to detect hidden exposures.

CIC Institutes! Agency Management ! Life & Health! Commercial Casualty ! Personal Lines! Commercial Property

Earning the DesignationTo earn the CIC designation you must complete all institutes and pass each exam within five calendar years following the year you pass the first exam. Institutes may be taken in any order.

Retaining the DesignationCIC designees must attend one of the following programs annually for update credit:! Any one CIC institute (no exam required)! James K. Ruble Graduate Seminars *! Dynamics of Selling Program, Sales Management, Personal Insurance or

Company/Agency Relationships Programs**! Any Certified Risk Managers (CRM) course 2016 Institute Dates & Locations

Life & Health June 21-24 Lancaster, PAPersonal Lines July 11-14 Erie, PACommercial Casualty July 20-23 Pittsburgh, PAAgency Management August 3-6 Philadelphia, PACommercial Property September 12-15 Harrisburg, PACommercial Casualty September 26-29 Erie, PACommercial Property November 9-12 Hunt Valley, MDCommercial Casualty December 5-8 Philadelphia, PA

* You must be a dues-paid member of the Society to register.** You must be a dues-paying member of the Society to receive annual designation update credit. Note: Agency Management is approved for loss-control credit for Utica Policyholders. All other Institutes are approved only for CISR and CIC designees.

CE APPROVALSPA MD DE

AM 20 GEN 17 PC/LH3 ETH

21 GEN3 ETH

CC 20 GEN 20 PC 21 GEN3 ETH

CP 20 GEN 20 PC 21 GEN3 ETH

LH 18 GEN2 LTC

18 LH2 LTC

19 GEN2 LTC/3 ETH

PL* 20 GEN 20 PC 21 GEN3 ETH

* Flood credits may be available in the PL Institutes. Review specific course agenda for more information.

Credit approval is subject to re-evaluation by state insurance departments.

AgendaDAY ONE REGISTRATION: 12:00 – 1:00 p.m. SEMINAR: 1:00 – 5:15 p.m.DAY TWO & THREE SEMINAR: 8:00 a.m. – 5:00 p.m.DAY FOUR (EXAM DAY) EXAM: 8:30 a.m. – 10:30 a.m.

Registration Fee $440Course materials, instruction, coffee breaks and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

CERTIFIED INSURANCE COUNSELOR(CIC) DESIGNATION PROGRAM

EDUCATION CONSULTANTS:

Daniel E. Lawyer, CIC, CPCU, CSRM

James T. Harrison Jr.,CIC, CPCU, CLU, ChFC

Clem J. Wandrisco Jr., CPCU, ARM, AIC, AAI

Jerry M. Milton, CIC

IABforME.com/CIC | (800) 998-9644 1

CIC Designation Update OptionGain specialized product knowledge on the topics you want in choice destinations throughout the mid-Atlantic region.

Learning doesn’t stop after you earn the CIC or CRM designation. Take your coverage knowledge to new heights and watch your earning potential grow by attending our two-day James K. Ruble Graduate seminars.

Ruble seminars go beyond the required curriculum provided in the CIC program. You can choose your own learning agenda based on topics that interest you. Concurrent sessions give you flexibility to focus your learning on more complex or specialized coverage types. There’s no pressure to pass an exam and you can use Ruble Graduate Seminars to satisfy your annual CIC or CRM update requirement.

Strengthen your client relationships and increase your business with the knowledge gained in just two days at a Ruble Graduate Seminar.

* Must be a dues-paid member of the Society of CIC to register. Must hold the CIC or CRM designations to attend.

Approved for Utica’s E&O Loss-Control credit.

2016 Locations & DatesAnnapolis, MD June 6-7Lehigh Valley, PA July 11-12Hershey, PA August 8-9Ellicott City, MD August 17-18Erie, PA August 17-18Ocean City, MD October 3-4Pittsburgh, PA October 17-18Lancaster, PA November 14-15

JAMES K. RUBLE GRADUATE SEMINARS

CE APPROVALSState continuing education credit varies by program agenda. Visit IABforME.com for details.


Agenda

REGISTRATION: 7:00 a.m. SEMINAR: 8:00 a.m. – 5:15 p.m.

Registration Fee $430Course materials, instruction, coffee breaks and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

Approved for loss-control credit for Utica policyholders.

2 IABforME.com/Ruble | (800) 998-9644

ADDITIONAL CIC UPDATE PROGRAMS (NOT CONDUCTED BY IA&B)Update your CIC designation using other programs through the National Alliance. For more information or to register for the seminars below, visit www.thenationalalliance.com or call (800) 633-2165.

Ruble Cyber Risk SeminarSeptember 23-24, 2016

Philadelphia, PA

Certified Risk ManagerAnalysis of Risk

October 15-18, 2016York, PA

AVAI

LABLE ONLINECERTIFIED INSURANCESERVICE REPRESENTATIVE(CISR) DESIGNATION PROGRAM

IABforME.com/CISR | (800) 998-9644 3

Program provides flexibility and focused training options.

Choice and flexibility is what CISR insurance courses are all about. CISR courses are designed to focus on your type of business. It takes only five courses to earn the CISR designation, but participants have the flexibility of nine course options. This allows CSRs and other front-line staff to focus on what’s important to them and the type of work they handle.

The CISR program builds knowledge of essential coverages and improves cross-selling ability. Nine topics are offered through IA&B classroom seminars in convenient locations across Pa., Md. and Del. Participants learn how to analyze risks and exposures while guiding customers through various coverage scenarios. The education gained is key to advancement within an agency and a more fulfilling insurance career.

CISR Course Options (five required to earn designation)! Life & Heath Essentials ! Insuring Personal Residential Property ! Commercial Casualty I* ! Personal Lines Miscellaneous ! Commercial Casualty II* ! Agency Operations! Insuring Commercial Property ! Elements of Risk Management! Insuring Personal Auto Exposures

* Commercial Casualty I is not required before taking Commercial Casualty II.

Earning the Designation To earn the CISR designation, you must complete five course options and pass the exam for each within three calendar years of passing the first exam. Courses may be taken in any order.

Retaining the DesignationTo retain the designation, you must attend one of the following programs annually (by end of birth month) for update credit:

! Any one CISR course (classroom or online) ! Entire CIC institute or CRM course ! Dynamics of Service Seminar (fulfills two years of update credit)! CIC institute for eight consecutive hours* ! William T. Hold Seminar

* CE credit would not be available if attending only 8 hours.

CISR ELITE DESIGNATIONThe National Alliance for Insurance Education and Research created CISR Elite status to signify a commitment to broader insurance knowledge, to present additional CISR update options and to create a higher goal for agency staff in their pursuit of customer service excellence.

Earning the CISR Elite credentialAnyone passing five CISR courses within three years (thus earning the standard CISR designation) AND THEN successfully completing the remaining four seminars within a three-year time period will be awarded CISR Elite status.

If advancing to the Certified Insurance Counselor (CIC) designation (see page 1) is not something you’re prepared for or interested in, CISR Elite will take you to a higher level of knowledge and skill and award a credential that symbolizes your ongoing commitment to professional development.

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Agency Operations NOTE: Approved for loss-control credit for Utica E&O policyholders

Gain self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel. Topics:! Legal and Ethical Requirements ! Agency Workflow! The Insurance Agency ! Account Management! The Insurance Industry and Marketplace ! Errors & Omissions! Communication

2016 Locations & DatesPhiladelphia, PA July 27York, PA October 20Wilkes-Barre, PA November 3Frederick, MD November 8Mechanicsburg, PA December 6

Commercial Casualty IImprove your understanding of legal liability and what creates liability exposures. The focus of this course is the Commercial General Liability Coverage Form. It also addresses additional insured exposures and the coverage available to meet these needs. Topics:! Essentials of Legal Liability ! CGL Other Provisions! CGL Introduction ! Additional Insureds! Commercial General Liability Coverage Parts

2016 Locations & DatesHagerstown, MD June 14Reading, PA July 21State College, PA July 21Mechanicsburg, PA September 28Pittsburgh, PA October 20

Commercial Casualty IIThis course further strengthens your ability to have productive, assured interactions with your commercial customers in the area of commercial casualty exposures and coverages. The focus is on the Business Auto Policy, the Workers’ Compensation Policy and Excess Liability Policies. Topics:! Business Auto Exposures and Coverages ! Workers Compensation and Employers Liability Insurance Policy ! Commercial Umbrella and Excess Liability PoliciesCommercial Casualty I is not required before taking Commercial Casualty II.

2016 Locations & DatesAltoona, PA June 1Philadelphia, PA September 27Blairsville, PA October 18Mechanicsburg, PA October 26Salisbury, MD November 30Reading, PA December 7

CE APPROVALSAgency Operations*

PA MD DE

7 GEN6 PC/1 ETH

or 6 LH/1 ETH

6 GEN/1 ETH

Commercial Casualty I**

PA MD DE7 GEN 7 PC 7 GEN

Commercial Casualty II**


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CERTIFIED INSURANCESERVICE REPRESENTATIVE(CISR) DESIGNATION PROGRAM

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Agenda

REGISTRATION: 7:30 a.m.SEMINAR: 8:00 a.m. – 3:45 p.m.Q&A & REVIEW: 3:45 – 4:15 p.m.EXAM: 4:15 – 5:15 p.m.Mandatory if earning a designation.

Registration Fee $200Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

* Approved for loss-control credit for Utica policyholders.

** Approved for loss-control credit for Utica policyholders for CIC or CISR designees only.

Insuring Commercial Property Improve your cross-selling abilities with up-to-date knowledge of commercial property coverage while reducing your agency’s E&O exposures. This course gives you the skills to address these issues with greater ease and confidence. Topics:! Fundamentals of Commercial Property ! Basics of Time Element! Building and Personal Property Coverage Form ! Basics of Commercial Inland Marine! Causes of Loss Forms

2016 Locations & DatesMechanicsburg, PA August 10Pittsburgh, PA October 6Baltimore, MD October 13Philadelphia, PA December 1

Insuring Personal Auto ExposuresAssist your clients in identifying their exposures and more effectively advise them in the processes of analyzing, obtaining, and modifying their personal automobile policies. Topics:! Introduction to the Personal Auto Policy ! Uninsured/Underinsured Motorists Coverage! Liability Coverages ! Coverage for Damage to Your Auto! Medical Payments Coverage ! Provisions

2016 Locations & DatesPhiladelphia, PA July 20Newark, DE October 25Lehigh Valley, PA October 26Waldorf, MD November 15

* Personal Auto course and examination are state specific. Participants are encouraged to attend in the state in which they write most of their business.

Insuring Personal Residential Property Gain the expertise you need to guide your customers through the often complex and confusing process of purchasing homeowners insurance. Learn how to help them make decisions that insure their most valuable assets. Topics:! Introduction to the Homeowners Policy ! Homeowners Policy Section II! Homeowners Policy Section I ! Tenants, Unit-Owners, and the Dwelling Policy

2016 Locations & DatesMechanicsburg, PA July 6Wilkes-Barre, PA July 7Lehigh Valley, PA August 9Lancaster, PA October 27Philadelphia, PA November 2Pittsburgh, PA November 9Altoona, PA November 10

FACULTY:Linda A. McCann, CPCU, AAI, CPIW Linda has over 25 years experience working in the insurance industry. She is

the president of Bay Shore Insurance Inc.,located in Salisbury, MD. Linda teaches numerous continuing education programs for Insurance Agents & Brokers and currently serves on the Maryland Legislative Committee for Insurance Agents and Brokers of Maryland.* Not all courses taught by this instructor.

CE APPROVALSInsuring

Commercial Property**



IABforME.com/CISR | (800) 998-9644 5

Insuring PersonalAuto Exposures**


Insuring PersonalResidential Property**


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Agenda


Registration Fee $200Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees areincluded. Dates, fees and locations are subjectto change.


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Personal Lines Miscellaneous Because the ISO Homeowners and ISO Personal Auto Programs provide only very limited coverage for watercraft, RVs, and business activities, you will learn how to design and cross-sell the appropriate coverage for these exposures. The course also provides analysis of personal umbrella and excess liability policies.

Topics:! Watercraft Exposures & Coverages ! Business Activities of Personal Lines Clients! Recreational Vehicles ! Personal Umbrella/Excess Liability

2016 Locations & DatesPittsburgh, PA June 7Baltimore, MD July 7Philadelphia, PA October 19

Elements of Risk ManagementInsurance is an integral part of any organization’s overall risk management program. Services provided by carriers, agencies and brokerages are often significant items associated with the cost of risk. This course covers the steps involved in protecting an organization’s assets, mission and its brand.

Topics:! The Risk Management Process & Risk Terms ! Risk Control! Risk Identification ! Risk Finance! Risk Analysis ! Risk Administration

2016 Locations & DatesMechanicsburg, PA June 2Erie, PA August 30Pittsburgh, PA August 31Hagerstown, MD October 12

Life & Health EssentialsThis course will help build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the financial wellbeing of your clients’ families and businesses.

Be better prepared to answer questions about analyzing the need for and placement of life insurance. Health insurance includes a diverse assortment of policies, from medical expense coverage to vision care and dental coverage, plus a variety of delivery systems and health plans designed to manage the high cost of care.

Topics:! Introduction to Life Insurance ! Term Insurance! Permanent Life Insurance ! Health Insurance Concepts! Regulation ! Consumer Driven Plans

2016 Locations & DatesPittsburgh, PA June 16

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NEW

CE APPROVALSPersonal Lines

Miscellaneous**


Elements of Risk Management**


Life & HealthEssentials**

PA MD DE7 GEN 7 LH 7 GEN


Agenda


Registration Fee $200Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees areincluded. Dates, fees and locations are subjectto change.


IABforME.com/WTHold | (800) 998-9644 7

Choices for Commercial CoverageThese seminars are an option for CISR designees needing to fulfill their annual designation update requirement.

This seminar takes a deeper dive into commercial insurance, breaking it down by the following coverages:Workers’ Compensation & Employer LiabilityThis seminar will explore the important legal concepts that establish the workers’ compensation system and the related employer exposures. It will review the fundamentals of workers compensation, and then review each part of a workers’ comp and employers’ professional liability policy (EPLI). The policy and important endorsements that may provide solutions to potential problems will also be examined. The session will conclude with a discussion on leasing.Commercial PropertyAgents will take an in-depth look at methods of writing property coverage. They will learn how an insured’s property is valued under most property insurance contracts. They will be able to explain market value, actual cash value, replacement cost, functional replacement, etc. They will review the Value Reporting Form and discuss the importance of reporting the values accurately and in a timely manner. A comparison of the differences between scheduled versus blanket coverage will also be discussed. Finally, agents will learn about the latest changes to the ISO Commercial Property forms.Excess & Surplus LinesAgents will be introduced to the Excess and Surplus Lines marketplace. They will learn about the parties involved and their respective responsibilities. They will also discuss important state regulation issues, product pricing techniques, and marketing the risk.

2016 Locations & DatesLancaster, PA June 8Pittsburgh, PA September 7Altoona, PA September 13Mechanicsburg, PA November 16

Condominium Concepts and CoverageWhat exactly is a condominium? Is it real estate or a lifestyle choice? What exactly is being purchased and what are the responsibilities of ownership? What is a condo association and what does it do? The condo concept has been with us for over 50 years and yet buyers and insurance professionals alike are often unsure of the answers to these questions.Areas of discussion will include condominium documents as well as applicable condo law. The property and liability insurance responsibilities of both the condo association and the individual unit owner will be reviewed. Additionally, insurance to safeguard the association and its members will be discussed. This will include the topics of directors and officers coverage as well as the potential need for bonding, employee dishonesty and workers’ compensation coverages.

2016 Locations & DatesFrederick, MD July 19Mechanicsburg, PA July 20Salisbury, MD August 2Dover, DE August 3Philadelphia, PA October 6Wilkes-Barre, PA October 11Lehigh Valley, PA October 12Erie, PA October 19Reading, PA October 25Lancaster, PA November 29Baltimore, MD December 8

WILLIAM T. HOLD SEMINARSBettye D. Buffington, CIC, CRM, CPCU, AAI, ARM, CPIA Bettye teaches Certified Insurance Counselors (CIC) institutes, Certified Insurance

Service Representatives (CISR) courses, Dynamics of Service and topical seminars for IA&B. She currently serves on the Board of Governors for the Society of CIC and is a national faculty member of the Societies of CIC and CISR.*

Mary R. “Rita” Hollada, CIC, CPCU, CPIA Rita presents programs for IA&B on topics of communication and customer service and develops and

presents special interest programs such as flood insurance. She also serves as a national faculty member of the Societies of Certified Insurance Counselors (CIC) and Certified Insurance Service Representatives (CISR).*

Larry A. Hollada,CPCU, CIC, CPIA Larry develops and instructsinsurance and professionalcourses for variousorganizations including

IA&B. He is also a national faculty member of the Societies of Certified Insurance Service Representatives (CISR), Certified Insurance Counselors (CIC) and faculty member of Certified Professional Insurance Agents (CPIA).*

* Not all courses taught by this instructor.

CE APPROVALSWilliam T. Hold Seminar

Choices forCommercial Coverage

PA MD DESubmitted for 7

CE APPROVALSChoices for

Commercial Coverage


Condominium Conceptsand Coverage



Agenda

REGISTRATION: 7:30 a.m.SEMINAR: 8:00 a.m. – 4:00 p.m.

Registration Fee $200Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees areincluded. Dates, fees and locations are subjectto change. Approved for loss-control credit for Utica policyholders for CIC or CISR designees only.

FACULTY:

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LICENSING EXAM PREPARATION

IA&B takes the stress out of studying for the state licensing exam through two study preparation methods— traditional classroom instruction and self-study. Whether it’s a property & casualty or life & health license needed, students will feel more confident with newfound knowledge to successfully pass the exam.

Pa. Licensing Exam PrepAspiring agents in the Keystone State have a better chance of passing the Pennsylvania licensing exam on their first try with the structure of IA&B’s Licensing Exam Preparation courses. The program features a sharp focus on content most likely to be on the test and also includes:

! additional study aids ! mentoring guidelines ! streamlined study manual

Classroom instruction breaks down study preparation in smaller, manageable components: pre-study assignments, class interaction and post-study mock exam testing. Students absorb what they learn in an organized, user-friendly format so they don’t cram content at the last minute. Attendees use this blended study method to remain focused on exam content.

Guaranteed to pass! If registered at least four weeks prior to the course, IA&B guarantees students will pass the exam. If they fail, they may attend another study course within one year at no charge. Updated course material fees may apply.

2016 Life & HealthPhiladelphia, PA August 16-18Pittsburgh, PA October 11-13Mechanicsburg, PA November 8-10

2016 Property & CasualtyLehigh Valley, PA June 7-9Mechanicsburg, PA June 21-23Mechanicsburg, PA August 2-4Philadelphia, PA August 23-25Pittsburgh, PA September 13-15Lehigh Valley, PA October 4-6Mechanicsburg, PA October 11-13Pittsburgh, PA December 6-8Mechanicsburg, PA December 13-15

* Due to state-specific information, course participants must attend the Licensing Study Course offered in the state they intend to become licensed.

** State exam fee is not included

NOTE: Self-study packages for licensing exam preparation are also available. Learn more at IABforME.com/self-study.

FACULTY:Betsy J. Tribendis, AAI, CIC, CPIW, GRIBetsy teaches various programs including pre-licensing education,

E&O prevention and insurance coverage topics for IA&B. * Not all courses taught bythis instructor.

FACULTY:Daniel E. Lawyer, CIC, CPCU, CSRM

Dan teaches Certified Insurance Counselors (CIC) institutes, Certified Insurance Service Representatives (CISR) courses and topical seminars for IA&B. He is a national faculty member of the Societies of CIC and CISR and serves on the Board of Governors for the Society of CISR.* Not all courses taught bythis instructor.

PLE APPROVALPA - 24 PLE

AgendaREGISTRATION: 7:30 a.m.SEMINAR: 8:00 a.m. – 4:45 p.m.

Registration Fee Member: $395

Non-Member: $515

Course materials, instruction, coffee breaks, lunch and PA pre-licensing education fees are included. Dates, fees and locations are subject to change.

IABforME.com/Self-study | (800) 998-9644 9

LICENSING SELF-STUDY PACKAGE

A self-study option is available for those who feel comfortable setting their own study agenda and prefer independent preparation. Self-study packages contain the same study content as the classroom course, only participants have the flexibility of learning on their own time at their own pace. Packages are available for both property & casualty and life & health lines.

Self-Study Packages include: ! Study Guide ! State Licensing Bulletin ! Licensing Text ! Exam Simulator Online Access

! Chapter Quizzes ! State-specific Law Information

Maryland Pre-licensing Self-study guideBuilding on the success of our pre-licensing program in Pennsylvania, IA&B has now written the book on licensing exam preparation in Maryland. With the release of our new Maryland Property & Casualty Pre-Licensing Manual, aspiring agents now have a tool they can use to significantly improve their chances of passing the Maryland P&C licensing exam on the first try.

This new state-specific pre-licensing guide gives would-be agents insight into the questions they should be prepared to answer when taking the exam. The new course manual explains the entire test process (from registration to test-taking tips), provides a study schedule and encourages working with a mentor.

Mentor programIncluded in the cost of the pre-licensing package ($169 for IA&B mem-bers/$189 for non-members) is a mentoring guide that can greatly contribute to the exam prep experience and increase the likelihood of success on the test. We urge students to work with a mentor in their agency and our mentor guide facilitates this with strategies, schedules and sample questions.

Pre-Licensing Requirements and Approvals

Delaware ! No pre-licensing requirement Maryland ! Property & Casualty Pre-Licensing Requirements: 20 hours for each line of authority (eg. Property/

Casualty would require 40 hours). * The self-study package for MD meets this requirement. ! The Maryland Insurance Administration does grant pre-licensing education waivers for specific

designations earned as well as consistent employment background. Go to http://www.IABforME.com/ education/programs/producer_licensing/md/ple.asp and access the criteria and application for an Insurance Education waiver.

Pennsylvania ! Property & Casualty Pre-Licensing Requirements: 24 hours ! Life and Health Pre-Licensing Requirements: 24 hours ! Both the Property & Casualty and Life & Health Licensing Study courses and self-study products are

approved for 24 hours of pre-licensing education (PLE) credit in Pennsylvania. The PLE credits are valid for one year and you must pass the state licensing exam within that time frame in order for the PLE credits to be applied. It is important, however, to remember that the Pennsylvania P&C self-study product is based on the Property & Casualty combined exam and the L&H self-study product is based on the Life, Accident & Health combined exam.

Property & Casualtyand

Life & HealthSelf-Study Packages

Member Non-Member

PAResidents

$179.14 $200.34

All Other States

$169 $189

NEW

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SALES & MARKETING TRAINING

These seminars help producers, sales support staff and company personnel improve their sales techniques. Attendees learn to generate qualified sales leads that will translate into more sales and more commissions. Unlike general sales programs, Insurance Success Seminars are designed specifically for insurance agents.

Insurance Success Seminars NOTE: Approved for loss-control credit for Utica E&O policyholders

! Position for Success (Module 1): Learn to develop business plans that generate sales leads! Implement for Success (Module 2): Implement sales plans using marketing and sales tools to qualify new leads! Sustain Success (Module 3): Retain clients with service that goes the extra mile

Earning the Designation To earn the CPIA designation, you must attend all seminars in any order.

Retaining the DesignationTo retain the designation, you must fulfill a biennial update by attending any of the following:

! Any one Insurance Success Seminar! An Advanced Insurance Success Seminar! AIMS Society’s annual Pro-to-Pro Executive Retreat! Maintain individual or agency membership in the American Insurance Marketing and Sales Society (AIMS)

2016 Locations & DatesMechanicsburg, PAPosition for Success June 14Implement for Success June 15Sustain Success June 16

Philadelphia, PAPosition for Success September 20Implement for Success September 21Sustain Success September 22

Pittsburgh, PAPosition for Success November 15Implement for Success November 16Sustain Success November 17

This program is not affiliated with the CIC or CISR designation programs.


Day 1 7 GEN 7 5 GEN2 ETH




AgendaREGISTRATION: 7:30 a.m.SEMINAR: 8:00 a.m. – 4:00 p.m.

Registration Fee Member: $199 Non-Member: $239

All SeminarsSame attendee for all seminars

Member: $580 Non-Member: $700

Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subjectto change.Approved for loss control credit for Utica policyholders.

FACULTY:Jim Back, CIC, CPIAJim has taught Certified Insurance Service Representatives (CISR) and Certified

Professional Insurance Agents (CPIA) courses for IA&B for nearly 10 years. He also serves as a faculty member of CPIA and the Society of CISR.* Not all courses taught bythis instructor.

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E&O RISK MANAGEMENT TRAINING

E&O Risk Management: Meetingthe Challenge of ChangeThe ever-changing world of insurance includes new and evolving E&O exposures as well as emerging new ways to protect one’s agency. There are E&O exposures that exist today that were unimaginable 15 years ago, including those created by social media and data breaches. Following this six-hour seminar, you will walk away with greater knowledge of the following:! The duties owed to clients! Using claims statistics to focus risk management efforts! Why customer file documentation is so important! Procedural steps that can reduce E&O exposures! What constitutes private personal information! Direct and indirect costs of data breaches

2016 Locations & DatesDover, DE July 20Erie, PA July 27Pittsburgh, PA September 20Mechanicsburg, PA October 18 Lehigh Valley, PA November 8Newark, DE November 9Philadelphia, PA November 9

This seminar is approved for loss control credit for Westport and Fireman’s Fund policyholders in PA and DE and pending approval for Utica policyholders in PA, MD and DE.

Also available in On-Demand format.

Mistakes That Lead to E&OLearn how to head-off mistakes that often result in E&O claims. There are numerous steps in securing insurance for clients, and many are taken over the phone, in person, by e-mail and/or fax. Each transaction carries the potential for error, even when guided by a procedures manual.

We will highlight common mistakes involved in E&O claims by describing the milestones in the “life” of an account. From the proposal and application process to policy issuance and certificates of insurance, to claims processing, and lastly, to renewal or cancellation.

You will also learn the importance of documentation and standard practices throughout the entire transaction. This seminar is for producers and CSRs, both of whom play a vital role in preventing E&O claims.

2016 Locations & DatesBaltimore, MD September 27

Attention Utica,Westport and

Fireman’s FundE&O Policyholders!

Attendance at loss-control seminars can provide additional

pricing considerations at renewal time. Each carrier has specific requirements for

loss-control credit application. For more information, go to

IABforME.com/LossControlCredit or e-mail [email protected].

CE APPROVALS

E&O Risk Management


E&O Risk Management

PA MD DE6 GEN 6 PC 6 ETH

On-Demand Version

PA MD DE6 GEN 6 PC 6 ETH

Approved for loss-control credit for Westport (DE/PA only) and Utica policyholders.

Mistakes That Lead to E&O

PA MD DE6 GEN 6 PC 3 GEN/

4 ETHApproved for loss-control credit for Utica policyholders.Filed for continuing education credit by IA&B only in the states of Pennsylvania, Maryland and Delaware. Credit approval is subject to re-evaluation by state insurance departments. Seminars are not affiliated with any designation program.

Classroom AgendaREGISTRATION: 7:30 – 8:00 a.m.SEMINAR: 8:00 a.m. – 2:45 p.m.


Registration Fee: On-Demand Version of E&O Risk Mgmt.

Member: $150 Non-Member: $210

Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subjectto change.

12 IABforME.com/OtherCoverages | (800) 998-9644

OTHER COVERAGE TRAINING

CE APPROVALS

CE APPROVALS

Contracts & Leases

Contracts & Leases

Contracts & Leases—Understanding the Insurance RequirementsContracts and leases are entered into by two or more parties creating an obligation to meet the provisions outlined in the agreement. These contracts and leases are also used to transfer the obligation to pay for the financial consequences of certain losses from one party (indemnitee) to another (indemnitor). These contractual transfers obligate the indemnitor to provide the funds for those losses that fall within the scope of the agreement. For the transfer to be successful, the indemnitor must have the ability to pay. The contract or lease creates numerous questions that must be resolved. Are the liabilities assumed under an indemnification or hold-harmless agreement covered by the indemnitor’s liability policies? Does adding additional insureds expose the indemnitor’s policies to unintended liabilities? Who is responsible for any damage to leased property? What are the insurance requirements of the contract or lease, and can they be satisfied? This course will review those questions and discuss the solutions.

2016 Locations & DatesPhiladelphia, PA June 29Newark, DE July 13Pittsburgh, PA August 24 Mechanicsburg, PA September 21

Directors & Officers and Professional Liability— the Buck Stops Where?Directors and Officers (D&O) Liability insurance provides financial protection for the leadership of a company in the event they are sued for a breach of their duties to the company, the stockholders, the public, their customers, their competitors and/or the government. D&O Liability policies are written to cover the individual directors and officers and may or may not cover the business entity. The terms, conditions, deductibles and exclusions will vary among different insurers.

Professionals are expected to have extensive technical knowledge and training in their particular field. They are also expected to perform the services for which they were hired in a competent manner. If they fail, they can be held responsible for any resultant injuries or damages. Professional Liability policies are needed to cover their acts, errors or omissions.

This course will review the duties of directors, officers and professionals, plus the provisions of most D&O Liability and Professional Liability policies.

2016 Locations & DatesNewark, DE October 5Mechanicsburg, PA November 2Baltimore, MD November 3 Lehigh Valley, PA November 16

PA MD DE

PA MD DE

Contracts & Leases


Directors & Officers



Agenda


Registration FeeMember: $195 Non-Member: $235

Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees areincluded. Dates, fees and locations are subjectto change.


Agenda




IABforME.com/OtherCoverages | (800) 998-9644 13

OTHER COVERAGE TRAINING

Understanding Flood InsuranceThere continues to be a steady flow of changes to the National Flood Insurance Program (NFIP). To keep this stream safely within the banks of your knowledge, IA&B is once again offering an NFIP update from flood expert, Rita Hollada, CIC, CPCU, CPIA. This course will get you caught up so you can reach out to clients and prospects with the most recent and accurate information.

Changes that will be discussed include surcharges, premium jumps and fee increases and the newest high-deductible options. ALL flood insurance policyholders have been impacted in some way. The reforms stem from the remnants of the Biggert-Waters Flood Insurance Reform Act of 2012 and the follow-up law it triggered, the Homeowners Flood Insurance Affordability Act of 2014.

Even if you do not sell flood insurance, it is important to know what effect recent changes have on your personal lines clients.

2016 Locations & DatesSalisbury, MD July 26Baltimore, MD September 15

PA Auto Coverages—Avoiding E&O PotholesThe Pennsylvania Motor Vehicle Financial Responsibility Law (MVFRL) is laden with many E&O tripping hazards, and we have designed this course to help you avoid them all. Our coverage experts and association staff have developed this one-of-a-kind course—interweaving case law, statutory requirements and carrier expectations—to meet the needs of any agent selling auto insurance in the Keystone State—from veterans of the industry to fledgling agents who are just getting started.The course explores a variety of issues, including: ! different carrier requirements for UM/UIM stacking forms ! how court cases change how forms are to be collected ! differences between intra- and inter-policy stacking ! limited tort elections that can revert to full tort (including defining “serious injury”) ! circumstances that can make insureds lose first-party benefits ! general coordination of benefits between multiple policies.

2016 Locations & DatesLancaster, PA July 12Mechanicsburg, PA October 4

Approved for Utica Loss Control Credit

The Who, What, When, Where and Why of Workers’ CompWorkers compensation laws exist in every state, and there are numerous Federal laws which address injuries to employees engaged in certain occupations. These laws, while similar in many of their provisions, are different as to who is covered by the law, where they are covered and the benefits paid. In many states, workers comp is the “sole remedy” for work-related injuries or occupational diseases. However, in a few jurisdictions, an injured employee may be permitted to sue the employer. In addition, third parties (e.g., family members) may sue for loss of services or consequential bodily injury. This course will discuss in detail all aspects of workers comp laws and coverage, including the classification system and the experience Rating Plan.

2016 Locations & DatesPittsburgh, PA July 26Mechanicsburg, PA September 13Philadelphia, PA September 14Lehigh Valley, PA September 28

CE APPROVALS

CE APPROVALS

CE APPROVALS

Understanding Flood Insurance

PA MD DE8 8 8

PA Auto Coverage –Avoiding E&O Potholes


The Who, What, When, Where & Why of Workers’ Comp

PA MD DE8 8 8




Agenda




Understanding Flood Insurance

PA MD DE8 FLD 8 FLD 8 FLD


Agenda




The Who, What, When, Where & Why of Workers’ Comp



Agenda




14 IABforME.com/IntroTraining | (800) 998-9644

MY E-TRAINING CENTER

Introductory Training Set the stage for your insurance career with New Employee Training.

Whether you are new to the agency business or want to take your insurance career further, get to know the “nuts and bolts” of insurance through four online courses. You will learn the basics of E&O prevention and provisions of common personal and commercial lines policies to interact and serve clients better. Use these courses to position yourself to succeed in the insurance industry.

The courses! New Employee Orientation ! Delivering Quality Service ! Personal Lines Basics ! Commercial Lines Basics

Getting Started 1. Register at IABforME.com/IntroTraining — Courses may be taken independently in any order.

Supplemental course materials are included in the course registration fee and mailed prior to the scheduled program.

2. Online Navigation Instruction — You will receive instruction to acquaint yourself with network navigation and the overall course structure. You will also have a personal mailbox for communication with the instructor and other participants and have the option to receive a weekly progress report faxed to your employer. (This comes at no additional charge).

3. Seminar Instruction — Weekly reading assignments and activities will be posted on the website, which you work at your own pace to complete. You may e-mail questions to the instructor to be answered privately or shared with other participants.

4. Final Exam — To receive a completion certificate at the end of the course and for continuing education credit (for licensed individuals), you must complete all activities assigned and pass a final exam with a minimum grade of 70 percent.

New Employee Orientation(NO EXPERIENCE NECESSARY)

August 8 - September 30October 17 - December 2

Delivering Quality Service (EXPERIENCE: TWO – SIX MONTHS)

June 13 - July 29

Personal Lines Basics(EXPERIENCE: THREE – NINE MONTHS)

September 12 - October 28

Commercial Lines Basics(EXPERIENCE: SIX – TWELVE MONTHS)

October 10 - December 9

CE APPROVALS

New EmployeeOrientation

PA MD DE12 GEN 0 15 GEN

Registration FeeMember: $265 Non-Member: $305Credit approval is subject to re-evaluation by state insurance departments.

CE APPROVALSDelivering Quality Service



CE APPROVALSPersonal Lines Basics



CE APPROVALSCommercial Lines Basics




CE APPROVALSOn-Demand

Introductory Programs

PA MD DE1 GEN 1 GEN 1 GEN



On-Demand Introductory ProgramsIA&B’s new introductory level programs serve as a foundation of our training paths (read more at IABforMe.com/TrainingPaths). These core competency courses are designed specifically for someone new to the industry. Below are the courses available as of the printing of this catalog (each award one CE credit and cost $25 (members)/$55 (non-members)):" ! In-Home Business" ! Insurance for Recreational Vehicles" ! Rental Cars" ! Writing Commercial Property Insurance

Read more at IABforMe.com/IntroTraining.

NEW

IABforME.com/e-Training | (800) 998-9644 15

On-Demand Training Options

HR Pitfalls for Independent Agencies This course targets common HR pitfalls that impact the independent agency and is designed to help principals and owners better manage their agency by improving their skills in recruiting, training & managing employees. Led by IA&B Deputy CEO and Counsel Jason Ernest, Esq. and Industry Affairs Director Claire Pantaloni, CIC, CISR, this course covers management practices that help with agency stability and perpetuation as well as remaining compliant with state and federal laws. Key areas discussed include:" ! hiring of employees ! producer agreements" ! position descriptions ! evaluating & terminating employees

Certificates of InsuranceCertificates have become a major source of litigation between certificate holders, insureds, insurers and insurance agents. This course reviews the most frequently disputed and litigated certificate of insurance issues and offers risk management suggestions that should reduce some of these conflicts. This On-Demand program is presented by Jerry Milton, CIC.

Insuring e-CommerceE-commerce activities have created new exposures that are not adequately covered by traditional property and liability policies. Many insurers have developed policies to address acts of a hacker, theft of money or intellectual property, loss of income, extortion and third-party liability. This course reviews these exposures and the policies designed to provide coverage. This On-Demand program is presented by Jerry Milton, CIC.

Pollution Exposures and CoveragesBusinesses have become subject to increased environmental liability and financial loss exposures. These include site assessment, testing, upgrading facilities, cleanup, third-party damages or injuries, and fines or penalties. A separate Pollution Liability policy is often needed to address these and this course discusses the provisions of such policies. This On-Demand program is presented by Jerry Milton, CIC.

Compliance Pitfalls and Ethical Responsibilities*IA&B advocacy experts Jason Ernest, Esq. and Claire Pantaloni, CIC, CISR highlight the most violated insurance laws and regulations and show agents how to remain compliant. (Pa.- and Md.-specific editions available.) * Approved for loss-control credit for Utica policyholders

Understanding the National Flood Insurance Program (NFIP)Flood insurance expert Rita Hollada, CIC, CPCU, CPIA leads this three-hour program which awards the CE credit agents need to sell NFIP policies. This program is presented by Rita Hollada, CIC, CPCU, CPIA.Visit IABforME.com/e-Training to read more and register.


Learn at your own pace in your own place.

IA&B’s expanding selection of on-demand training courses offers more options to gain critical knowledge and earn CE credit. These Web-based seminars give you the flexibility and convenience of taking courses when and where it suits you. Following registration, users have up to 30 days to complete an on-demand course. Each award CE credits upon successful completion.


Certificates 1 GEN 1 PC 1 PC

e-Commerce 4 GEN 3 PC 4 PC

Pollution 4 GEN 3 PC 4 PC

Compliance 3 3 ETH 3 ETH

Flood 3 GEN/FLD

3 PC/FL

3 GEN/FLD

Filed for continuing education credit by IA&B only in the states of Pennsylvania, Maryland and Delaware. Credit approval is subject to re-evaluation by state insurance departments. Seminars are not affiliated with any designation program.

Registration fees vary depending on program length.

NEW

16 IABforME.com/Education | (800) 998-9644

September 15-16 | Chubb Hotel & Conference Center | PhiladelphiaOur first conference for the next generation of agency leaders.The growing group of young agents (under age 40) belonging to our Futures Program have helped us plan our first Futures Conference in mid-September. This high-energy, interactive two-day event will be held at the Chubb Hotel & Conference Center conveniently located just outside Philadelphia. We’ve developed an agenda to meet the professional development needs and unique interests of millennials pursuing careers as independent agents. We’re working with a lineup of dynamic speakers to build an agenda specifically for this event. Our preliminary list of topics includes:! Sales in a multigenerational market ! LinkedIn for leads and sales ! Tech tools to max out productivity ! Web, social media and dynamic digital marketing ! IA&B resources for young agentsThe Futures Conference will also feature plenty of fun networking opportunities as young agents come together to share their long-range aspirations, short-term challenges and common interests. Read more at IABforME.com/futures

Power Hour WebinarsThese free webinars are exclusively for IA&B members. They are one-hour programs designed to be topical, engaging and useful to independent agents. They are usually offered in February, April, June, August, October and December. Watch Agent Headlines for information on upcoming Power Hours. Members unable to join live can view recorded Power Hours as well as access additional resources related to the topic when available in the Power Hour Resource Center. Topics include: ! Ridesharing & liability carrying ! Understanding digital signatures & electronic transactions ! Understanding Cyber & Data Breach coverage ! WC Extra-territorial Provisions - Understanding 3.A & 3.C coverage Read more at IABforME.com/PowerHour


**NEW** Agency Management System Options for AgenciesA 14-part series of recorded webinars exploring the leading AMS systems on the marketAgency technology expert Steve Anderson moderates these hour-long webinars, each highlighting a different AMS platform. Agencies can use these presentations to quickly and effectively evaluate the field of prospects through an apples-to-apples comparison of system core functions and value-added features.Vendor reps spend most of the hour covering their systems’ capabilities in managing personal lines, commercial lines, and accounting. They also cover what they consider differentiators of their systems. The entire series has been recorded and archived for viewing (or reviewing) at any time through March, 2017. Contact information for the reps (as well as Steve Anderson) is included.The series is available as a package for $199 for member agencies and $249 for non-members. Read more and register at IABforMe.com/AMSwebinars

Featured AMS systems Xanatek IMSApplied Systems EPICEvolution Agency Mgmt. eVoHawksoft CMSEZLynx Mgmt. SystemXDimensional Tech. NexsureSIS Partner XEInsurance Tech. Corp. InsuranceProNASA EclipseJenesis JenesisVertafore QQ CatalystVertafore Agency Platform (including AMS 360)Applied Systems TAM

INAUGURAL FUTURES CONFERENCE

Executive Training EventsAs we evaluate the evolving training needs of agency executives and respond to our members’ desire for more concise and focused programs, we will be developing a series of one-day management-level seminars designed for agency owners and principals. Our goal will be to maintain the high-quality, high-level training agents have come to expect from previous executive conferences, but with a more concentrated agenda in a greater variety of locations. Watch Agent Headlines and IABforMe.com for information on upcoming events.

4 Easy Ways to RegisterWeb:* IABforME.com/educationPhone:* (800) 998-9644 or (717) 795-9100Fax: (717) 795-8347Mail:* 5050 Ritter Road

Mechanicsburg, PA 17055-4879 *Secure for credit/debit card payment.

REGISTRATION INFORMATIONFull registration fee must accompany registration form. All fees include instruction, materials, coffee breaks, lunch (except CIC and JKR seminars) and Pennsylvania, Maryland and Delawarecontinuing education filing fees. The difference in member and non-member fees may be applied toward new member ship if eligible. Registration fees are deductible as ordinary business expenses but may not be deducted as charitable contributions. Fees, dates and locations are subject to change.

REGISTRATION CHANGE POLICYRegistration changes received more than 10 days before the course are fully refundable or transferrable. After that, registration changes are subject to a 25% penalty. Substitutions are honored any time. No shows result in registration fee forfeiture. Please contact the IA&B Member Service Center regarding penalties for licensing changes.

CONTINUING EDUCATIONFull attendance is required for continuing education credit; partial credit will not be granted. Credit approval is subject to re-evaluation by the state insurance department.

PROGRAM CONFIRMATION Confirmation is e-mailed upon registration and includes course agenda along with hotel information.

AMERICANS WITH DISABILITIES ACT In accordance with Title III of the Americans with Disabilities Act (ADA), program registrants with disabilities may request special accommodations. Please submit requests to IA&B in advance.

Join IA&B and save! All employees of IA&B member agencies and company partners save up to 20% on every IA&B education program and have unlimited access to members-only tools and resources and information through a variety of services. For more information on IA&B membership, call(800) 998-9644 or (717) 795-9100, option 3.(Program discount excludes CISR and CIC programs.)

REGISTRATION INFORMATION

Program Date(s) Location (City, State)

First Name M.I. Last Name

Designations Earned Nickname for Badge

Agency/Company Name ! Agency ! IInsurance Company Other

Agency/Company Address* ! Main Office ! Branch Office ! Home/Other*Physical shipping address required for licensing courses.

City State Zip + Four

Telephone Number Fax Number

Email Address (REQUIRED)

REQUIRED INFORMATION FOR CE FILING:Requesting CE credits? ! Yes ! No

State of Licensure

State License Number

Birth Date National Producer Number

METHOD OF PAYMENT:Total Registration Fee $___________Indicate registration fee from applicable course description page.Fee must accompany registration form. All fees include DE, MD & PA CE filing fees.

! Check enclosed payable to IA&B. Returned checks may be assessed a $20 fee.

! Charge my: ! Personal OR ! Corporate credit/debit card (complete information below) ! Visa ! MasterCard ! American Express ! Discover

Credit/Debit Card #

Expiration Date

Name of Cardholder (PRINT)

Signature of CardholderCredit/Debit cards are processed upon arrival. Receipts mailed upon request.

Licensing Self-Study Packages: Choose the line of authority and state in which you need to get licensed:

! Life & Health ! Property & Casualty! PA ! MD ! DE

On-Demand Registration: I understand that I have 30 days to access the course. ________ initials

/ /

IAB Office Use Only:Date: _________________________ Check#: __________________P or A Code: ___________________________ Amount: ______________________ Entered: ______________________ Source code: PDCAT16

2016 Registration FormTHIS FORM MAY BE DUPLICATED.

Listed below are those companies that strongly support the independent agency system and Insurance Agents & Brokers.

Thank you for your continued sponsorship.

WHAT IS IA&BPARTNERS?The IA&B Partners program gives company and allied businesses the opportunity to demonstrate their commitment of support to independent agents and receive maximum market exposure. As an IA&B Partner, you will also realize the benefits of IA&B membership to help you succeed in the insurance industry.

DO YOU SEE YOUR NAME? To become an IA&B Partner, choose the sponsorship package that matches your commitment of support. Contact the Member Sales Center at 800-998-9644, 717-795-9100 or visit us online at IABforME.com to get started.

PLATINUM LEVEL

ACUITY

Amerisafe

Berkley Mid-Atlantic Group

Donegal Insurance Group

Erie Insurance Group

Harleysville Insurance

Insurance Agents & BrokersService Group Inc

Liberty Mutual Insurance

MAPFRE Insurance

MMG Insurance Company

Millers Mutual Group

Mutual Benefit Group

Penn National Insurance

Swiss Re

The Main Street America Group

United Fire Group

Utica National Insurance Group

GOLD LEVEL

Progressive

Westfield Insurance

SILVER LEVEL

Access Insurance Company

American Mining Insurance Co

Cumberland Insurance Group

Farmers Mutual Insurance Companyof Western Pennsylvania

Frederick Mutual Insurance Co

Juniata Mutual Insurance Co

Keystone Insurers Group Inc

PSBA Insurance Trust

Selective

The Philadelphia Contributionship

BRONZE LEVEL

Aegis Security Insurance Co

Agency Insurance Company

AmWINS Program Underwriters Inc

ARI Insurance Companies

Auto-Owners Insurance Company

Bailey Special Risks Inc

Brethren Mutual Insurance Company

Briar Creek Mutual Insurance Company

Conemaugh Valley Mutual Insurance Co

Countryway Insurance Company

Encompass Insurance

Foremost Insurance Group

GMI Insurance

Goodville Mutual Casualty Company

Grinnell Mutual Reins Company

Guard Insurance Group

HM Workers’ Compensation

Insurance Alliance of Central PA Inc

Insurance House

Insurance Placement Facility of PA

Lackawanna Insurance Group

Lebanon Valley Insurance Company

Merchants Insurance Group

Mercury Casualty

Millville Mutual Insurance Co

PennPRIME Municipal Insurance

Reamstown Mutual Insurance Company

Rockwood Casualty Insurance

State Auto Mutual Insurance Company

TAPCO Underwriters Inc

The Motorists Insurance Group

The Mutual Service Office Inc

Travelers

Tuscarora Wayne Group of Companies

Zenith Insurance

Documents

Professional Training Schedule