Valley Forge, PA, January 27, 2020 – GMI Insurance, one of the country’s most highly regarded managing general agent’s (MGA) for commercial auto insurance is celebrating 40 years in business.

January 27, 2020 - K2 Insurance Services, LLC. subsidiary Aegis General Insurance Agency, Inc. (Aegis General) is pleased to announce the formation of a strategic partnership with Homesite Underwriting Managers LLC, the program business unit for Homesite Insurance Group.

January 24, 2020 - CoreLogic® (NYSE: CLGX), a leading global property information, analytics and data-enabled services provider, today announced the completion of the company’s acquisition of Location, Inc., a leader in geographic data sciences and predictive, location-based analytics for businesses across the U.S. and Canada.

January 23, 2020 - BMS Group has appointed Jani Kohonen as senior vice-president and Atlanta branch manager, effective January 29, 2020.

January 23, 2020 - Allianz Global Corporate & Specialty SE (AGCS) has appointed Henning Haagen (pictured) to the role of chief underwriting officer of specialty and a member of the company’s board of management, subject to regulatory approval.

Monday, May 4

8:00 a.m. Registration Opens

8:00 a.m. Networking Lounge Opens

8:00 a.m. Carrier Meeting Lounge Openssponsored by Great American Insurance Group 

8:30 a.m. Continental Breakfast

11:00 a.m. Trade Show Openssponsored by NetRate

12:00 p.m. Networking Lunch

2:00-3:00 p.m. Program Administrator Town Hallsponsored by Rough Notes

4:00–5:00 p.m. INDUSTRY SPEAKER: Pina Albo, CEO Hamilton Insurance Group

5:00–6:30 p.m. Welcome Receptionsponsored by Hudson Insurance


Tuesday, May 5

7:00 a.m. Networking Breakfastsponsored by AXIS

8:00 a.m. Networking Lounge Opens

8:00 a.m. Trade Show Openssponsored by NetRate

8:30 a.m. General Session: Announcements/Presentations
                INDUSTRY SPEAKER  VJ Dowling, Managing Partner, Dowling & Partners Securities
sponsored by Wilson Elser

10:30 a.m.–5:00 p.m. Carrier Meeting Room Opensponsored by Great American Insurance Group 

10:30 a.m. Workshop: Maximizing Underwriting Profitability and Program Growth Potentialsponsored by Ironshore, A Liberty Mutual Company 

11:45 a.m.-1:30 p.m. Women's Networking Lunch with Ivy Kusinga  [This email address is being protected from spambots. You need JavaScript enabled to view it.] –sponsored by Allianz

12:00 p.m. Networking Lunchsponsored by Ascot Insurance Group 

4:00-5:00 p.m. Workshop: Attracting and Retaining Your Best Workforcesponsored by Westchester, A Chubb Company 

5:00–6:30 p.m. Networking Receptionsponsored by Old Republic Specialty Insurance Underwriters 


Wednesday, May 6

7:00 a.m. Networking Breakfast

8:30 a.m. General Session: Announcements, Presentation of CPL Designations

10:00 a.m Workshop: Anatomy of an InsurTech Start-up

11:00 a.m Workshop

12:00 p.m. Box Lunch


PLEASE NOTE:  Off-site evening activities should not be scheduled prior to 7pm.


Click here for a PDF of the meeting agenda.


2:00-3:00 PM

Program Administrator Town Hall with McKeel Hagerty


4:00-5:00 PM

INDUSTRY SPEAKER: Pina Albo, CEO, Hamilton Insurance Group



8:30 AM



10:30 AM 

Maximizing Underwriting Profitability and Program Growth Potential
Ken Robinette, President, Bellingham Underwriters, a Division of Arrowhead General Insurance Agency Inc.

The presentation will explain the downsides of standard industry underwriting approaches and provide a framework for creating a unique causation-based plan that will ultimately enable you to outperform your market competitors in both underwriting profitability and program growth. You will learn the proactive steps you can take to build a straightforward pricing and selection model that enables you to master your underwriting results and secure carrier support for growth initiatives.

The presentation will cover:

  • A quick history of underwriting in the US and how we got here. Why the standard industry approach to Underwriting is wrong!
  • Explanation of a straightforward “Math Model” of program design, why it is important and how it enables growth
  • How to build a new rating and selection approach even if you don’t have data
  • Reduction of uncertainty through benchmarking and the process of managing to a targeted loss ratio
  • Discussion of the questions that the GA will need to ask vendors to identify to help create the elements needed for success


11:45 AM-1:30 PM

Women's Networking Lunch  [This email address is being protected from spambots. You need JavaScript enabled to view it.]

Thriving at Work; Leading Even When Outnumbered
Ivy Kusinga, Chief Culture and Talent Officer, Chubb

This discussion will highlight rare insights and hard-learned lessons from the perspective of an insurance leader.

  • How to be a resilient and authentic leader in a male-dominated industry
  • Knowing yourself: unique skills and characteristics that will help drive success
  • What is the mindset required to navigate successfully in your career and life


4:00-5:00 PM

Attracting and Retaining Your Best Workforce
Ivy Kusinga, Chief Culture and Talent Officer, Chubb

For several years, the Target Markets State of Program Business Study has ranked talent management as a key factor in the continuing success of their business.

The next generation of talent will need to be prepared for the unique challenges of the program space. A qualified and diverse workforce will be essential.

This workshop is designed to examine the changing workplace and its implications for leaders and the insurance industry. Expect a discussion that includes:

  • Creating an inclusive meritocracy to attract and retain the best talent
  • How a learning culture promotes innovation and excellence
  • The competitive advantage of a diverse workforce


8:30 AM



10:00-11:00 AM

Anatomy of an InsurTech Start-up


11:00 AM-12:00 PM

Workshop TBA

January 21, 2020 - Xceedance, a global provider of insurance consulting, managed services, technology, data sciences and blockchain solutions, has acquired Activer Solutions.

PALO ALTO, CA – January 17, 2020 – Altamont Capital Partners (Altamont) today announced the hiring of Joe Zuk as an Operating Partner focused on its insurance and insurance-services investments.

January 17, 2020 - Catapult Insurance Solutions, a privately held managing general insurance agency and wholesale brokerage based in Dallas, has promoted Becky King to vice president of Underwriting and product manager, and added Steve Fisher as vice president of Business Development.

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